Please Contact Us if you are interested in the ValuEngine Diversified Strategy.
The ValuEngine Diversified Strategy invests in a variety of asset classes in order to provide investors with stable returns and a high- dividend yield coupled with significantly lower risk than single-asset products. The ValuEngine Diversified Strategy may include ETFs focused on commodities, stock indices, REITs, bonds, emerging markets, and other suitable products. By reaping the benefits of diversification, the ValuEngine Diversified Strategy seeks to remain resilient during times of market volatility. The ValuEngine Diversified Strategy is designed for investors seeking management for their IRA and other retirement funds as well as those whose risk-profile is not suitable for our other strategies.
The portfolio utilizes primarily ETF’s for allocations to stocks or bonds but may contain small positions in individual large-cap stocks from time to time. It is adjusted monthly.
Actual Traded Performance includes trading costs and management fees already deducted.
Traded Returns* (Inception Date 1/21/2016)
|2016 (Jan 21-Dec 31)||15.73%|
|Current Year Monthly Returns:|
Back-tested Performance does not include trading costs and management fees.
*The information presented herein is for informational purposes only about ValuEngine Capital Management’s investment strategy and is not intended as a solicitation to invest. The back tested performance information presented within these materials represents back tested performance results assuming the investment program, ValuEngine Diversified, was in effect from January 2009 through January 2016. ValuEngine Capital Management did not offer Diversified as an investment strategy until January 21, 2016. Back-tested performance results are provided solely for informational purposes and are not to be considered as investment advice. Back-tested performance results are hypothetical, prepared with the benefit of hindsight, and have inherent limitations as to their use and relevance. For example, they ignore certain factors such as trade timing, security liquidity, and the fact that economic and market conditions in the future may differ significantly from those in the past. Traded returns presented are based on client managed account performance and are net of management fees and trading commissions. Back-tested returns are gross of fees. Past performance is no indication or guarantee of future results. Please see disclosures for additional details.