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...

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...

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...

The S&P 500 closed lower by 0.3% at 3,110.29, down from 3,120.46 last week. This marked the first weekly decline in seven weeks, as concern over the trade situation between the US and China emerged and sent stocks lower. The materials sector declined 1.7% week-to-week, while real estate lost 1.2%. The technology, industrials and consumer discretionary sectors each fell 0.8%. Energy declined 0.5%, communications services lost 0.4% and consumer staples fell 0.2%. The healthcare sector had the largest percentage increase of the week, up 0.8%, followed by a 0.5% advance for financials. Utilities increased by 0.2%. Friday’s Activity US Stocks Rebound on Friday Wall Street closed modestly in the green on Friday after President Trump told Fox News he was “very close” to a trade deal with China. Meanwhile, Chinese President Xi Jinping said Beijing wants to work a trade deal with the US but is not afraid to “fight back.” On the macro side, consumer sentiment for November came a...

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Stock Market Update - Week Ended November 15, 2019 The S&P 500 closed at 3120.46, up 0.9% this week, to another record high closing. This marks the sixth consecutive weekly gain for the index, which is now up 24% year-to-date.  The health-care sector was up 2.4% on the week, followed by real estate up 1.9% and utilities up 1.5%. The energy sector fell 1.3% on the week, while financials declined 0.3% and consumer discretionary declined 0.2%. Investors remain hopeful for a US-China trade deal. Better-than-expected earnings reports and economic data also boosted investor confidence. Website: bullvalleyadvisors.com