ValuEngine Capital Management LLC (VECM) is pleased to announce the addition of Jordan Kimmel to the team as the new Chief Equity Strategist and portfolio manager. VECM is a Registered Investment Advisor (RIA) that invests based on the proprietary, quantitative research produced by ValuEngine Inc. It is an important partnership between two companies: ValuEngine conducts … Read more
This week’s featured ETF is GURU, Global X Guru Index based on a specific “smart money” hedge fund strategy. Guru’s site claims that the index engineered by Global X and provided by German customized index specialist Solactive AG allows everyday investors to access the high conviction investments among the largest, most sophisticated hedge funds in … Read more
This week’s blog focuses on a trade recommendation based upon many data elements found in ValuEngine reports combined with industry experience and knowledge. At the end-of-June blog, “Drill. Baby, Drill”, I focused on the 5 (Strong Buy) recommendation that the ValuEngine models had on the iShares US Oil & Gas Exploration & Production ETF (ticker … Read more
In the wake of the Chinese Evergrande collapse, the S&P 500 shed more than 2% last Monday. Analysts speculated that Chinese real estate contagion might be especially detrimental to Apple, Google and Netflix, all purported to have huge exposures to China. In fact, two major investment banks issued predictions last week that the market would … Read more
Since the beginning of this month traditionally marks back-to-school time for many, I thought the timing was appropriate for this article on basic investor education with a focus on ETFs and similarly traded instruments. The following seven actions reflect practices, many quite common, I’ve seen executed often that I consider major mistakes. In fact, I strongly … Read more
The ETF reports on ValuEngine for funds that follow market benchmarks provide a side benefit in writing market analyses. They allow me to discuss the implicit forecast for 1-, 3-, 6- and 12-month forecasts our models are making for each benchmark’s ETF portfolio. This is because the ratings and projections combine bottom-up constituent analysis with … Read more
For each blog article, I scan through relevant groups of ETFs that relate to possible investment strategies. Three ETFs from iShares by BlackRock stood out to me this week: IEO, IEZ, IYE. All have ValuEngine’s strongest rating of 5 checks and all have fared very well in price performance during the past 6 months since … Read more
The events of the past twelve months focused a lot of attention on amazing and life-altering developments made possible by the global biotech industry. Although the major names we heard were Pfizer, AstraZeneca, Johnson & Johnson and Moderna, only the last was where the original research and patents that produced the CoVid-19 vaccines were developed. … Read more
The market has been in a value phase the past 6 months which has been well documented by others. The regime change was heartily welcomed by almost all managers of value funds, both active and passive. This is because the previous 13 years have been relentlessly difficult for value managers in terms of relative performance … Read more
Lately, ValuEngine has seen ticker GVIP (Goldman Sachs Hedge Industry VIP ETF) on several ETF strategists’ buy lists. The fund’s strategy is intended to take advantage of the highest conviction holdings of “VIP Hedge Fund Managers.” Specifically, GVIP seeks to track the GS Hedge Fund VIP Index, which is constructed in accordance with a rules-based … Read more