Economic Cycle Research Institute | ECRI Mobile

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BVA Value Momentum Portfolio Strategy Year-to-Date Performance as of February 28, 2021

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  BVA Value Momentum Portfolio Strategy Year-to-Date Performance as of February 28, 2021 Year-to-date, the BVA Value Momentum Portfolio Strategy return is up 44.37% compared to a gain of 2.15% 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 285.94% compared to a gain of 23.02% for the Morningstar US Market Index. There were 2 changes to the portfolio in February. Markets Summary Week Ahead After President Biden's $1.9 trillion pandemic aid bill narrowly passed the House in the early hours of Saturday, all attention moves now to a vote in the Senate. Meanwhile, investors will also turn their eyes to the US jobs report due Friday, GDP data for Australia, Brazil, Canada and Turkey as well as worldwide manufacturing and services PMI surveys and monetary policy action by the Reserve Bank of Australia. Other releases include trade figures for the US and Canada, factory orders for th...
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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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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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