For today’s bulletin, we take a look at our Registered Investment Advisory (RIA) Service, ValuEngine Capital.
VALUATION WATCH: Overvalued stocks now make up 61.18% of our stocks assigned a valuation and 26.49% of those equities are calculated to be overvalued by 20% or more. Fourteen sectors are calculated to be overvalued. Because overvaluation is now calculated to be above 60%, we have re-instituted our valuation watch.
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ValuEngine Capital Management LLC is a Registered Investment Advisor (RIA) that invests based on the proprietary, quantitative research of ValuEngine Inc. ValuEngine Capital melds the cutting-edge financial theory of ValuEngine’s award-winning quantitative independent research with the best real-world Wall St. practices. ValuEngine Capital offers refined investment portfolios for investors of all risk-reward profiles.
Our performance for clients has been strong lately, and we are proud to offer several strategies for investors seeking to invest in the market using ValuEngine’s award-winning equity research.
ValuEngine View Strategy: The ValuEngine View Strategy is the product of a sophisticated stock valuation model that was first developed by ValuEngine’s academic research team.
It utilizes a three factor approach: fundamental variables such as a company’s trailing 12-month Earnings-Per-Share (EPS), the analyst consensus estimate of the company’s future 12-month EPS, and the 30-year Treasury yield are all used to create a more accurate reflection of a company’s fair value.
A total of eleven additional firm specific variables are also used. The ValuEngine View portfolio is constructed by integrating both our Aggressive Growth—based on the Valuation Model–and Diversified Growth—based on the Forecast Model– Portfolio Strategies.
The ValuEngine View Strategy is constructed by integrating this model along with some basic rules for market capitalization and industry diversification. The portfolio has 15 stocks and is rebalanced once each month.
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 ValuEngine REIT Strategy: The ValuEngine REIT Strategy invests in REITS (Real Estate Investment Trusts) of all types in order to provide investors with exposure to real-estate markets (both residential and commercial). REITS historically have offered strong returns through both relatively high-dividend payments and stock-price appreciation.
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.
You can find detailed performance figures, additional information, and online sign-up forms at the ValuEngine Capital website.
ValuEngine.com is an Independent Research Provider (IRP), producing buy/hold/sell recommendations, target price, and valuations on over 5,000 US and Canadian equities every trading day.
Contact ValuEngine at (800) 381-5576 or support@valuengine.com
Visit www.ValuEngine.com for more information
ValuEngine Capital Management LLC is a Registered Investment Advisory (RIA) firm that trades client accounts using ValuEngine’s award-winning stock research.
Contact ValuEngine Capital at info@valuenginecapital.com
Visit www.ValuEngineCapital.com for more information