The ValuEngine View Portfolio

Please contact ValuEngine Capital Management for additional information on how to invest in this portfolio.
Phone: (321) 325-0519

Current issue of the Newsletter was released on Feb. 05, 2019
Please always check back around the middle of month for new release!

Portfolio Performance
The ValuEngine View newsletter 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 this model along with some basic rules for market capitalization and industry diversification. The portfolio has 15 stocks and is balanced once each month. Note that the newsletter is published in the middle of each calendar month. An equal amount of capital is allocated to each stock. The monthly returns are calculated from the closing prices on date of publication. The performance calculation does not include any transaction costs. Click HERE to download the free sample of The ValuEngine View.

The ValuEngine View Portfolio is actively traded by ValuEngine Capital Management, LLC. (VECM) The performance below is provided by VECM and includes management fees and trading costs already deducted.

Year ValuEngine View*
Feb 2016 4.29%
Mar 2016 0.35%
Apr 2016 0.87%
May 2016 0.76%
Jun 2016 0.48%
Jul 2016 3.00%
Aug 2016 -2.92%
Sep 2016 0.88%
Oct 2016 2.14%
2016 YTD 10.12%
* Please see disclosures. Inception date for the View Strategy is January 21, 2016. All returns provided net of fees.

Why Subscribe to The ValuEngine View Newsletter?
Investors subscribe to our newsletter because of the quality of our research and the success of our portfolios. Our newsletter is relatively new but we have been providing our investment research to many investment professionals on Wall Street for years.

What You Receive With Your Subscription
Each month you will receive an electronic copy of our newsletter highlighting our 15 best stock picks out of the thousands of companies we analyze each day. Our research is based on the ground-breaking work of our founder, a renowned Yale finance professor. We carefully examine dozens of fundamental and technical factors for over 7,000 stocks, synthesize the data, and then come up with a list of our 15 best investment ideas.

Why 15 stocks? We know that there are lots of financial newsletters that offer so many stock picks that you don't know where to start. But we want our newsletter to be, above all else, a practical tool for investors. In order for a model portfolio to be of use to many investors we know that it must be reasonably sized. The newsletter is a distillation of our very best investment ideas.

What's Behind The ValuEngine View?
The newsletter is edited by ValuEngine's team of research analysts, led by Steve Hach. The ValuEngine models make the initial stock selections, then editors review those selections and eliminate any stocks they feel are not appropriate or too risky. An analyst then writes up the newsletter each month and publishes to the website. Click HERE to download the free sample of The ValuEngine View.

How Can I Receive the ValuEngine View Newsletter?
Please click HERE to subscribe ValuEngine View newsletter. After your subscription is approved, you will immediately receive access to download the current issue of newsletter as well as the last 6 previous issues, which are all available as PDF files. Each month when the latest issue of the newsletter is released, we will send you an email, informing you to download it from the site. The newsletter is released on or about the 15th of each month, but please check the site on or about the 15th to confirm.

Please contact ValuEngine Capital Management for additional information on how to invest in this portfolio.
Phone: (321) 325-0519
Contact ValuEngine: (321) 325-0519,
Data is provided for informational purposes only.
Quotes, analyst research, earnings information, and financial data provided by Zacks.
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