Wall Street closed in the green on Tuesday led by tech following a sharp sell-off in the previous session and the Nasdaq booked its best day in four months, as a new stimulus package and declining bond yields nudged sentiment. On the policy side, House Democrats aim to pass the $1.9 trillion stimulus bill that includes extensions for jobless benefits and stimulus checks on Wednesday so President Joe Biden can sign it on Wednesday. On the corporate side, shares of Tesla surged 19% and had the best day since February 2020 as Bitcoin prices continue to soar. The Dow Jones edged up 31 points or 0.1% to 31,833. The S&P 500 gained 54 points or 1.4% to 3876. The Nasdaq surged 465 points or 3.7% to 13,074. The yield on the benchmark US 10-year Treasury note retreated to 1.53% on Tuesday, the lowest in a week, after touching 1.61% in the previous session. Still, Treasury yields remain close to levels not seen in a year amid concerns over hot inflation arising from strong growth...

Len Martinez PhD CPA is President and Senior Portfolio Manager of Bull Valley Advisors. Prior to establishing Bull Valley Advisors in January 2017, Len worked at Morgan Stanley for over 20 years. While at Morgan Stanley, he served as Branch Manager of the Lake Forest and Crystal Lake Illinois offices, as well as Portfolio Manager in the Barrington Illinois office. Len is a Certified Public Accountant and a Certified Financial Planner (retired), with over 40 years experience in the Financial Field. He holds a PhD in Finance from Charter University, a master's degree in taxation from DePaul University and a bachelor's degree in accounting from Northern Illinois University. Len is also a graduate of the Certified Financial Planner Program at The American College in Bryn Mawr PA. Len is prior Corporate Controller and Chief Accounting Officer at Safety-Kleen Corp (NYSE SK) in Elgin, Illinois; and past president of the Safety-Kleen Federal Credit Union. Len has in the past ...

  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...

  Bull Valley Advisors  Value Momentum Portfolio Strategy Year-to-date as of December 30 2020, the BVA Value Momentum Portfolio Strategy return is up 251.43% compared to a gain of 18.76% 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 257.54% compared to an increase of 23.67% for the Morningstar US Market Index. US Major Stock Market Index ETFs DIA Dow Jones 30 Industrial Average (+9.61%). SPY S&P 500 (+18.37%}. QQQ NASDAQ Index (+48.62%). IWM Small-Cap Index (+20.03%). VIXY CBOE Volatility Index, or Fear Gage, (+10.54%). US Stock Market Sector ETFs XLC Communication Services (+26.91%). XLY Consumer Discretionary (+29.63%). XLP Consumer Staples (+10.15%). XLE Energy (-32.51%). XLF Financial (-1.67%). XLV Health Care (+13.34%). XLI Industrials (+10.96%). XLB Materials (+20.52%). XLRE Real Estate (-2.11%). XLK Technology (+43.61%). XLU Utilities (+0.57%). Global Stock M arket ETF...