ValuEngine Market Neutral Portfolio Newsletter

Please contact ValuEngine Capital Management for additional information on how to invest in this portfolio.
Phone: (321) 215-4015
Email: info@valuenginecapital.com

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

Year ValuEngine Market Neutral*
Feb 2016 -2.25%
Mar 2016 -7.84%
Apr 2016 -2.84%
May 2016 0.75%
Jun 2016 -2.72%
Jul 2016 -2.17%
Aug 2016 -0.34%
Sep 2016 -2.01%
Oct 2016 1.42%
* Please see disclosures. Inception date for the Market Neutral Strategy is February 1, 2016. All returns provided net of fees.

The ValuEngine Market Neutral Portfolio newsletter is the product of ValuEngine's Forecast Model. This model was developed by a team of PhD's and is based on the cutting edge economic theories of Wall Street professionals and Ivy League academics. We carefully examine dozens of fundamental and technical factors for over 8,000 individual stocks, synthesize the data, and then come up with a sector-diverse list of our best and worst forecast 1-month return stocks. Short and long-term historic factors in the VE Forecast model's calculation include past-valuation levels of the stock and its recent price-momentum factor relative to other stocks. Our MNS portfolios have been the best performers during the current market downturn.

The ValuEngine Market Neutral portfolio utilizes Forecast Model outputs along with market capitalization, price, and sector diversification rules to provide subscribers with a monthly portfolio made up of 16 stocks for both the long and short sides. There is a 10% stop on each short position. 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. The performance calculation does not include any transaction costs.

The newsletter is edited by Steve Hach, ValuEngine's Senior Analyst. The stock picks are compiled by the leader of ValuEngine's research team, Dr. YongJian Zhan. Click HERE to download the free sample of The ValuEngine Market Neutral Portfolio Newsletter.


Why Subscribe to The ValuEngine Market Neutral Strategy Newsletter?
The ValuEngine Market Neutral Strategy Newsletter is based on one of our most tested and researched portfolio strategies. It uses our Forecast Model to provide the same sort of long-short equity portfolio utilized by major hedge funds and institutions without the hefty management and performance fees.

What You Receive With Your Subscription?
Each month you will receive an electronic copy of our newsletter highlighting 16 potential long and short positions along with 16 alternate picks per side. Each of our 16 sectors will include 2 stocks so that you can construct a diverse portfolio that minimizes risk and maximizes returns. We carefully examine dozens of fundamental and technical factors for over 5,500 individual stocks, synthesize the data, and then come up with a sector-diverse list of our best and worst forecast 1-month return stocks.Each portfolio pick includes critical ValuEngine valuation and forecast data. These 64 total picks represent the most up-to-date equity assessments of our proprietary models.

Why Market Neutral? Market neutral strategy (MNS) portfolios offer the potential of decent, steady returns in both good markets and bad. For the last three years, the ValuEngine Market Neutral Portfolio has provided the highest returns of any of our benchmark portfolio strategies. The ValuEngine Market Neutral Strategy Newsletter offers the investor capable of running a short side access to increased performance with lower overall volatility and hedged risk.You can run an equally allocated MNS portfolio, or customize it to your needs by adjusting your capital allocation between the long and short sides. With the ValuEngine Market Neutral Strategy Newsletter, you can--essentially--run your own hedge fund!

What's Behind The ValuEngine Market Neutral Strategy Newsletter?
ValuEngine provides equity research to a variety of hedge funds as well as some of the largest institutions on Wall St. We have taken that same institutional-quality research and created a market neutral strategy portfolio newsletter that allows individual investors access to the same strategies without the hefty management and performance fees or the onerous "qualified investor" registration requirements.

Click HERE to download a free sample of The ValuEngine Market Neutral Strategy Newsletter.

How Can I Receive The ValuEngine Market Neutral Strategy Newsletter?
Please click HERE to subscribe. After your subscription is approved, you will immediately receive access to download the current issue of newsletter as well as the 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 near the middle of each month, and each issue will inform you of the next publication date.


Please contact ValuEngine Capital Management for additional information on how to invest in this portfolio.
Phone: (321) 215-4015
Email: info@valuenginecapital.com
Contact ValuEngine: (321) 325-0519, support@valuengine.com
Data is provided for informational purposes only.
Quotes, analyst research, earnings information, and financial data provided by Zacks.
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