Taking Stock of the Utilities Sector

Taking Stock of the Utilities Sector  First: Happy New Year to all ValuEngine readers, subscribers, clients, customers, and partners! The recent market pull back may have some investors scrambling to re-allocate their investments to reduce some risk. The utilities sector has historically been a focus for investors looking to lower volatility.  In this blog we … Read more

Navigating the Volatility Vortex – How Well Have Safe Harbor ETFs Performed?

In the past January Year-End review, I noted that ValuEngine models were predicting a down market for 2022.  In March, as fears of interest rate hikes, continued runaway inflation and global implications of the Russian invasion played on investors’ minds, I wrote a column specifically on potential safe harbors in the wake of the perfect … Read more

ETFs combining Wealth Preservation and Equity Participation Objectives

Two months ago, I noted that ValuEngine models were predicting a down market for 2022 and wrote a column on redeployment of core assets for investors with short-to-medium equity time horizons.  The question for investors concerned with a downturn is what to do and if reallocation from assets committed to core equity is required, how … Read more

ETFs for Redeploying Core Equity Allocations in 2022

Happy New Year!   My previous column focused on the ValuEngine forecast targets for 6 Benchmark Index ETFs.  To varying degrees, our models expect all of them to post negative price returns.  The question for investors concerned with a downturn is what to do and, if reallocation from assets committed to core equity is required, how … Read more