ValuEngine Diversified Strategy

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)

Annual Returns:
2020 17.18%
2019 29.07%
2018 -4.99%
2017 17.57%
2016 (start date Jan 21) 15.73%
Current Year Monthly Returns:
2020 December 2.68%
2020 November 7.85%
2020 October 0.00%
2020 September -1.62%
2020 August 6.4%
2020 July 5.77%
2020 June 1.76%
2020 May 4.64%
2020 April 9.65%
2020 March -14.37%
2020 February -5.76%
2020 January 1.45%

Back-tested Performance does not include trading costs and management fees.

Back-Tested Returns*
2015 -3.65%
2014 12.26%
2013 31.11%
2012 9.07%
2011 4.10%
2010 11.67%
2009 20.65%

*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/strategy/portfolio was in effect for years prior to actual trading. ValuEngine Capital Management did not offer actual traded portfolios during the periods covered under the backtesting section. 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.