View Current Benchmark Holdings for	VE Income 20 - Long VE Aggressive Growth 20 - Long Strategy VE International 20 - Long Strategy

ValuEngine has created and tracked a variety of investment portfolio strategies which reflect varying investment objectives. Known as Benchmark Portfolios, these strategies provide an excellent starting point for using ValuEngine's cutting-edge research to select a basket of stocks. ValuEngine Benchmark Portfolio strategies are designed to meet the return needs and risk/return profiles for different styles of investing. These strategies are based on our proprietary valuation, forecast, and rating models and have been extensively researched and tested. They serve as the foundation for all of our work with individual investors, institutional clients, and hedge funds. This page provides a description as well as performance tracking for some of our most-popular and easily managed long-only investment strategies.

ValuEngine users may create their own portfolios based on our benchmark portfolio strategies by screening for stocks HERE. For a list of current and historic VE benchmark portfolio strategy holdings, click HERE.

Custom feeds of our benchmark strategies in long only, market neutral, and other derivations as well as historical data and in-depth tracking information are available to ValuEngine customers for additional fees. Our research and development team is fast, agile, and experienced and can deploy the power of ValuEngine's proprietary models to help you develop a customized strategy and achieve your investment goals. To learn more, contact us at support@ValuEngine.com.

ValuEngine Benchmark Portfolio Strategy Constraints and Investment Criteria:

• Every VE Benchmark Portfolio starts with $1,000
• Portfolios are rebalanced once per month
• Only stocks with a market price of $5.00 or more are included
• The portfolios are equally weighted
• Results do not include commissions, trading costs, or dividends - with the exception of our VE Income strategy (which does include dividends)
• Results are compounded, not annualized
• End of day closing prices are used to calculate performance

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 for the details.

The ValuEngine Forecast 16 MNS 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. 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. Click HERE for the details.

Selection Criteria and Constraints:

• The ValuTrader Portfolio Newsletter is based on ValuEngine Chief Market Strategist Richard Suttmeier's proprietary market analytics. Suttmeier combines his technical analysis expertise with ValuEngine's proprietary valuation, forecast, and ratings data for more than 7000 equities trading on US markets to come up with a 20 stock portfolio tailored to current market conditions. With ValuTrader, subscribers access Suttmeier's "Buy and Trade" strategy with a portfolio designed to function well in both up and down markets.
• The portfolio contains approximately 20 stocks and ETF's, but the total number can vary. It is a mixture of both long and short holdings.
• ValuTrader implements Suttmeier's "Buy and Trade" strategy and utilizes good until canceled (GTC) orders to adjust positions based on Suttmeier's own carefully calculated action prices for each individual holding. You can find out more in the "How to Use this Portfolio" section near the end of each issue.
• The full newsletter is WEEKLY and is released each Monday. In addition, alerts are emailed out (or sent via text message) for positions that are added, or positions that reach their target during the week.
  
  Click HERE for a full performance report.
  Click HERE to read more, download a sample issue, or subscribe to this premium ValuEngine Portfolio.

Selection Criteria and Constraints:

• Stocks selected must have a Market Cap greater than $500 million.
• Stocks are assigned a composite rank based on their ValuEngine Valuation Rank, Momentum Rank, and E/P Rank.
• The portfolio consists of 20 stocks with the highest total composite rankings and no diversity criteria are applied.
  View Current Holdings

Selection Criteria and Constraints:

• Stocks selected must be an ADR (ADR's are international companies that trade on US stock markets).
• Stocks selected must have a Market Cap greater than $500 million.
• Stocks selected have the highest ValuEngine one-year return forecast projection from the list of ADR stocks that are covered (there are approximately 700).
• This portfolio does not focus on any particular foreign market. Customized versions of this strategy with emphasis on specific foreign markets are available.
  View Current Holdings