Valuengine Aggressive Strategy

Please Contact Us if you are interested in the ValuEngine Aggressive Strategy.

The ValuEngine Aggressive Strategy invests in a variety of asset classes in order to provide investors with a higher return.  The ValuEngine Aggressive Strategy mainly focuses on Stocks,  but ETFs focused on commodities, stock indices, REITS, bonds, emerging markets, and other suitable products are not excluded and can from time to time appear in the portfolio. While ValuEngine research models are utilized extensively to find potential investments, this portfolio is under the direct management of ValuEngine Capital Financial Advisors.  Each position is vetted individually and so unlike the other ValuEngine Capital portfolios, this strategy is not strictly quantitative. The ValuEngine Aggressive Strategy is designed for investors seeking higher returns and have a higher tolerance for risk.

Actual Traded Performance includes trading costs and management fees already deducted. Unless otherwise noted, the Time Weighted Return (TWR) methodology is used to calculate returns.  All returns numbers come directly from the custodian of the accounts, Interactive Brokers LLC.

Traded Returns*  (Inception Date 1/01/2018)

Annual Returns:

2020 48.22%
2019 26.77%
2018 -8.57%

Recent Monthly Returns:

2021 May -1.17%
2021 April 0.19%
2021 March -1.41%
2021 February 6.60%
2021 January 2.77%
2020 December 4.95%
2020 November 20.32%
2020 October -2.44%
2020 September -3.28%
2020 August 6.14%
2020 July 5.20%
2020 June 8.46%
2020 May 10.21%
*The information presented herein is only for informational purposes about ValuEngine Capital Management’s investment strategies and is not intended as a solicitation to invest. Returns presented are based on client managed account performance and include all management fees and trading commissions. Past performance is no indication or guarantee of future results. Please see disclosures for additional details.