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