ValuEngine REIT Strategy

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There are several types of real estate investments trusts (REIT) that investors can purchase, including equity trusts and mortgage trusts. The VE REIT portfolio selects stocks from the three equity trust industries (Retail, Residence and Other) based on the forecast returns. The selection criteria also include $5 for minimum market price, $500 millions for minimum market cap and 100 thousands for minimum average volume. The portfolio has 15 stocks and is rebalanced once a month.

Actual Traded Performance includes trading costs and management fees already deducted.

Traded Returns*  (Inception Date 6/01/2017)

Annual Returns:
2018 -4.56%
Current Monthly Returns:
2019 March 3.97%
2019 February .70%
2019 January 9.76%

*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 REIT, was in effect from January 2002 through Present. 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.