BVA Value Momentum Portfolio Strategy Year-to-Date Performance as of June 30 2021 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 June 2021, the Portfolio was invested in a 100% cash position. The cash will be invested as appropriate investment opportunities arise. Market and Economic Commentary United States   Stock Market US Stocks End June At Fresh Records The S&P 500 finished again in record territory, and the Dow surged more than 200 points on Wednesday, boosted by a rebounding US economy and continued fiscal and monetary support. The market notched consecutive record highs in recent weeks, but the gains have been relatively modest, with investors awaiting Friday’s jobs report for ...