Strategy Aggressive
ASSERTIVE
The ValuEngine Aggressive Strategy invests in a variety of asset classes in order to provide investors with a higher return. The ValuEngine Aggressive Strategy mainly focuses on Stocks, but ETFs focused on commodities, stock indices, REITS, bonds, emerging markets, and other suitable products are not excluded and can from time to time appear in the portfolio. While ValuEngine research models are utilized extensively to find potential investments, this portfolio is under the direct management of ValuEngine Capital Financial Advisors. Each position is vetted individually and so unlike the other ValuEngine Capital portfolios, this strategy is not strictly quantitative. The ValuEngine Aggressive Strategy is designed for investors seeking higher returns and have a higher tolerance for risk.
Actual Traded Performance includes trading costs and management fees already deducted. Unless otherwise noted, the Time Weighted Return (TWR) methodology is used to calculate returns. All returns numbers come directly from the custodian of the accounts, Interactive Brokers LLC.
Traded Returns* (Inception Date 1/01/2018)
Historical Performance
YEAR | RETURN |
|---|---|
2023 | 21.44% |
2022 | -34.23% |
2021 | 6.91% |
2020 | 40.57% |
2019 | 29.12% |
2018 | -12.58% |
The information presented herein is only for informational purposes about ValuEngine Capital Management’s investment strategies and is not intended as a solicitation to invest.
The historical returns presented above are based on client managed account performance and include all management fees and trading commissions. Past performance is no indication or guarantee of future results. Performance numbers are calculated by the custodian Interactive Brokers using a Money Weighted Return (MWR) methodology. Detailed information on how Interactive Brokers calculates MWR, can be found HERE.
Past performance is no indication or guarantee of future results. Please see disclosures for additional details.