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.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 1/21/2016)


Annual Returns:

2021 15.56%
2020 17.18%
2019 29.07%
2018 -4.99%
2017 17.57%
2016 15.73%

Recent Monthly Returns:

2022 Apr -8.12%
2022 Mar 3.77%
2022 Feb -2.21%
2022 Jan -5.62%
*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.