Economic Cycle Research Institute | ECRI Mobile

Economic Cycle Research Institute | ECRI Mobile

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BVA Value Momentum Portfolio Strategy Year-to-Date Performance as of December 31, 2020

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  Bull Valley Advisors  Value Momentum Portfolio Strategy Year-to-date as of December 30 2020, the BVA Value Momentum Portfolio Strategy return is up 251.43% compared to a gain of 18.76% 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 257.54% compared to an increase of 23.67% for the Morningstar US Market Index. US Major Stock Market Index ETFs DIA Dow Jones 30 Industrial Average (+9.61%). SPY S&P 500 (+18.37%}. QQQ NASDAQ Index (+48.62%). IWM Small-Cap Index (+20.03%). VIXY CBOE Volatility Index, or Fear Gage, (+10.54%). US Stock Market Sector ETFs XLC Communication Services (+26.91%). XLY Consumer Discretionary (+29.63%). XLP Consumer Staples (+10.15%). XLE Energy (-32.51%). XLF Financial (-1.67%). XLV Health Care (+13.34%). XLI Industrials (+10.96%). XLB Materials (+20.52%). XLRE Real Estate (-2.11%). XLK Technology (+43.61%). XLU Utilities (+0.57%). Global Stock M arket ETF...
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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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Len Martinez PhD CPA - President and Senior Portfolio Manager of Bull Valley Advisors. BVA Value Momentum Portfolio Strategy.

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Len Martinez PhD CPA is President and Senior Portfolio Manager of Bull Valley Advisors. Prior to establishing Bull Valley Advisors in January 2017, Len worked at Morgan Stanley for over 20 years. While at Morgan Stanley, he served as Branch Manager of the Lake Forest and Crystal Lake Illinois offices, as well as Portfolio Manager in the Barrington Illinois office. Len is a Certified Public Accountant and a Certified Financial Planner (retired), with over 40 years experience in the Financial Field. He holds a PhD in Finance from Charter University, a master's degree in taxation from DePaul University and a bachelor's degree in accounting from Northern Illinois University. Len is also a graduate of the Certified Financial Planner Program at The American College in Bryn Mawr PA. Len is prior Corporate Controller and Chief Accounting Officer at Safety-Kleen Corp (NYSE SK) in Elgin, Illinois; and past president of the Safety-Kleen Federal Credit Union. Len has in the past ...
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