Click HERE for information on other Market Neutral Strategies
Each ValuEngine Benchmark Portfolio embodies a different trading strategy and has a different
risk/return profile. These strategies have been extensively researched and tested and serve
as the foundation for all of our work with individual investors, institutional clients, and
hedge funds. This page provides a description as well as performance tracking for some of
our most-popular and easily managed long-only portfolios.
ValuEngine users can run their own screens according to our benchmark portfolio criteria
HERE. For a list of current VE benchmark
portfolio holdings as well as lists of recent benchmark portfolio strategy holdings,
click HERE.
Custom feeds of our benchmark strategies in long only, market neutral, and other derivations
as well as historical data and in-depth tracking information are available to ValuEngine
customers for additional fees. Our research and development team is fast, agile, and
experienced and can deploy the power of ValuEngine's proprietary models to help you
develop a customized strategy and achieve your investment goals.
To learn more, contact us at support@ValuEngine.com.
ValuEngine Benchmark Portfolio Strategy Constraints and Investment Criteria:
Every VE Benchmark Portfolio starts with $1,000
Portfolios are rebalanced once per month
Only stocks with a market price of $5.00 or more are included
The portfolios are equally weighted
Results do not include commissions, trading costs, or dividends
Results are compounded, not annualized
ValuEngine Forecast 22 Market Neutral Strategy:
The ValuEngine Forecast 22 Market Neutral Strategy Newsletter utilizes Forecast Model outputs along with market
capitalization, price, and sector diversification rules to provide subscribers with a monthly portfolio
made up of 22 stocks for both the long and short sides. In addition, 11 alternate picks for both sides
are provided for a total of 66 individual stock picks. This portfolio is published once a month at the
beginning of the week near the middle of the month. It can be allocated equally, biased long or short,
or utilized as a long or short-only portfolio at the subscriber's discretion.
Click HERE to subscribe now.
Benchmark Portfolio: VE Standard 20 -- Long Strategy
Selection Criteria and Constraints:
Stocks selected must have a Market Cap greater than $500 million
Composite Ranks are calculated from the ValuEngine Valuation Rank, Momentum Rank, and E/P Rank
The 20 stocks with the highest composite rankings are selected
DISCLAIMER
STOCK TRADING involves high risks and YOU can LOSE a significant
amount of money. ANY PERFORMANCE RESULTS LISTED ABOVE AND
IN ALL MARKETING MATERIALS REPRESENT SIMULATED COMPUTER RESULTS
OVER PAST HISTORICAL DATA, AND NOT THE RESULTS OF AN ACTUAL
ACCOUNT. HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE
CERTAIN LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD,
SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE
THE TRADES HAVE NOT ACTUALLY BEEN EXECUTED, THE RESULTS MAY
HAVE UNDER-OR-OVER COMPENSATED FOR THE IMPACT, IF ANY, OF
CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED
PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY
ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION
IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE
PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. TESTIMONIAL OR ACTUAL
ACCOUNT RESULTS PRESENTED DO NOT NECESSARILY REFLECT THE RESULTS
OF ALL USERS OF THE PROGRAM AND ALL USERS SHOULD NOT EXPECT
TO EXPERIENCE SIMILAR RESULTS. PAST PERFORMANCE DOES NOT GUARANTEE
FUTURE RESULTS. CURRENT PERFORMANCE MAY BE LOWER THAN PERFORMANCE
STATED. PLEASE READ CUSTOMER DISCLOSURE DOCUMENT BEFORE PURCHASING.
VALUENGINE, INC. IS NOT A REGISTERED INVESTMENT ADVISOR, AND
DOES NOT PROVIDE INVESTMENT ADVICE. NEITHER THE SOFTWARE,
WEBSITE, NOR ANY DEMONSTRATION OF ITS OPERATION SHOULD BE
CONSTRUED AS AN INVESTMENT RECOMMENDATION OR AN OFFER TO BUY
OR SELL SECURITIES. ALL PURCHASERS MUST DETERMINE WHICH SECURITIES
TO USE WITH THE SOFTWARE, WEBSITE OR OTHER SERVICES. OUR SALES
DEMONSTRATIONS AND CUSTOMER SUPPORT DEPARTMENT ARE STRICTLY
LIMITED TO INSTRUCTIONS RELATING TO OPERATION AND USE OF THE
SOFTWARE, WEBSITE, AND SERVICES.
Strategy Description
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