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, gurufocus, Crestmont Research, Trading Economics, IBD and S2O. Results are not guaranteed. Len Martinez is not an RIA. The data is shown for informational purposes and should not be considered investment advice or an offer to buy or sell securities.

Institutional Investors - Be sure to visit my website to subscribe and ask for a free copy of the "Bull Valley Advisor" stock market newsletter:

www.bullvalleyadvisors.com

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"INVESTING IN VALUE STOCKS WITH POSITIVE PRICE MOMENTUM”



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