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Showing posts from December, 2019

The Bull Valley Advisor Update December 27, 2019

Year-to-Date Performance as of December 27, 2019 Year-to-date, the BVA Value Momentum Strategy Portfolio return is up 156.70 %, compared to an increase of 29.00 % for the Morningstar US Market Index. The stocks on the strategy list currently have an average price to fair value of .74 vs approximately 1.05 for the Morningstar coverage universe. US Weekly Market Summary - Week Ending 12/27/2019  The Standard & Poor's 500 index rose 0.6% this week to another all-time closing high as an advance led by the consumer discretionary and energy sectors extended the stock market's year-end rally to a fifth consecutive week. The S&P 500 is now up 29% for the year with just two trading days remaining in 2019. The consumer discretionary sector had the largest percentage gain for the week, up 1.5%. The energy sector gained 0.6%, while technology rose 1.1% and materials were up 0.6%. Utilities declined 0.4% for the week. European stocks closed mostly higher on Friday boost...

The Bull Valley Advisor Morning Update December 17, 2019

Year-to-Date Performance as of December 16, 2019 Year-to-date, the BVA Value Momentum Strategy Portfolio return is up 135.85%, compared to an increase of 27.10% for the Morningstar US Market Index. The stocks on the strategy list currently have an average price to fair value of .76 vs approximately 1.03 for the Morningstar coverage universe. December 17, 2020 Pre-Market Data US stock index futures were lower pre-market on Tuesday a day after Wall Street closed at all-time highs. At 7:23 a.m. eastern time, the Dow e-minis we're down 35 points, or 0.12%, while S&P 500 e-minis we're down 1.5 points, or 0.05%. NASDAQ 100 e-minis we're down 1.25 points, or nearly flat. Most stock indexes in Europe or lower on Tuesday morning, amid renewed a Brexit concerns.  Asian stock markets rose on Tuesday as the phase one trade deal between Washington and Beijing and better-than-expected data for China industrial output continued to boost investors' mood. Visit my Websi...

BVA Strategy Performance - Market and Economic Update – Week Ending November 30, 2019

Len Martinez BVA Website: www.bullvalleyadvisors.c BVA Value Momentum Strategy Year-to-Date Performance As of November 30, 2019 Year-to-date, the strategy return is up 126.2%, compared to an increase of 25.3% for the Morningstar US Market Index. I continue to find more attractive value in smaller cap stocks, vs large cap stocks. The stocks on the strategy list currently have an average Price to Fair Value of .70 vs approximately 1.02 for the Morningstar coverage universe. Data is derived from sources considered to be reliable including Morningstar, StockCharts.com, YAHOO Finance, FINVIZ, TipRanks, Investing.com and S2O. Results are not guaranteed. The data is shown for informational purposes and should not be considered investment advice or an offer to buy or sell securities. Market and Economic Update – Week Ending November 30, 2019 The Standard & Poor's 500 Index was up 1% for the week-ended November 29, 2019. For the month of November, the Index was u...