Strategy Conservative

The ValuEngine (VE) Conservative Strategy invests in a variety of asset classes in order to provide investors with a more stable, less risky return.  The strategy can contain stocks, ETF’s, mutual funds, bonds, treasuries, and other investments when appropriate. While VE research is utilized extensively to find potential investments and indicate when to utilize this more conservative strategy over other more aggressive strategies, 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 Conservative Strategy is designed for investors seeking lower risk in exchange for lower returns. However, it is also used for more aggressive investors to place funds when markets are over bought and ready for a decline to reduce drawdowns.

 

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.

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Traded Returns*  (Inception Date 1/01/2020)