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June 30. 2021 BVA Value Momentum Portfolio Performance & Market and Economic Commentary

BVA Value Momentum Portfolio Strategy Year-to-Date Performance as of June 30 2021 Year to date the BVA Value Momentum Portfolio Strategy return is up 56.67% compared to a gain of 11.32% for the Morningstar US Market Index. Since the start of the portfolio on January 2, 2019, the BVA Value Momentum Portfolio Strategy return is up 260.61% compared to an increase of 25.60% for the Morningstar US Market Index. In June 2021, the Portfolio was invested in a 100% cash position. The cash will be invested as appropriate investment opportunities arise. Market and Economic Commentary United States   Stock Market US Stocks End June At Fresh Records The S&P 500 finished again in record territory, and the Dow surged more than 200 points on Wednesday, boosted by a rebounding US economy and continued fiscal and monetary support. The market notched consecutive record highs in recent weeks, but the gains have been relatively modest, with investors awaiting Friday’s jobs report for ...
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May 31, 2021 BVA Value Momentum Portfolio Performance

  Year-to-date the BVA Value Momentum Portfolio Strategy return is up 56.67% compared to a gain of 11.32% for the Morningstar US Market Index. Since the start of the portfolio on January 2, 2019, the BVA Value Momentum Portfolio Strategy return is up 260.61% compared to an increase of 25.60% for the Morningstar US Market Index. In May 2021, the Portfolio was moved to a 100% cash position. Thank you and please stay tuned for more upcoming reports. Len Martinez PhD CPA is President of Bull Valley Advisors. Len publishes the "Bull Valley Advisor", a Stock Market newsletter for Institutional Investors, featuring his BVA Value Momentum Portfolio Strategy. Information in this report and the "Bull Valley Advisor” newsletter should not be considered as investment advice or an offer to buy or sell securities. Data is derived from sources considered to be reliable including Morningstar, StockCharts.com, YAHOO Finance, FINVIZ, TipRanks, Investing.com, ECRI, OECD, gurufocu...
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April 30, 2021 Portfolio Results and Market Commentary

Year-to-date, the BVA Value Momentum Portfolio Strategy return is up 56.03% compared to a gain of 11.13% for the Morningstar US Market Index. Since the start of the portfolio on January 2, 2019, the BVA Value Momentum Portfolio Strategy return is up 262.16% compared to an increase of 25.61% for the Morningstar US Market Index. There were no changes to the Portfolio in April. All three main US stock indexes lost significant ground on Friday, with the S&P 500 retreating from records set on the last session amid a broader market sell-off led by the energy sector. With much of the good news on the corporate earnings and economic front already priced into the market, worries about rising coronavirus cases and soaring Treasury yields once again kept sentiment subdued. Amazon.com reported Thursday a record first-quarter profit, while Twitter offered tepid revenue guidance for the second quarter. On the economic data front, the US economy advanced at an annual rate of 6.4% in...
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