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Strategy Conservative

Prudent & Stable


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.

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


Simulations & Tests


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. 

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