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, gurufocu...

Year-to-date, the BVA Value Momentum Portfolio Strategy return is up 56.03% compared to a gain of 11.13% 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 262.16% compared to an increase of 25.61% for the Morningstar US Market Index. There were no changes to the Portfolio in April. All three main US stock indexes lost significant ground on Friday, with the S&P 500 retreating from records set on the last session amid a broader market sell-off led by the energy sector. With much of the good news on the corporate earnings and economic front already priced into the market, worries about rising coronavirus cases and soaring Treasury yields once again kept sentiment subdued. Amazon.com reported Thursday a record first-quarter profit, while Twitter offered tepid revenue guidance for the second quarter. On the economic data front, the US economy advanced at an annual rate of 6.4% in...

  All three main US stock indexes ended the week on a high note, with the Dow Jones and the S&P 500 finishing at record closing levels on the back of a stimulus and vaccine-fuelled improvement in the economic outlook that fed expectations about a swifter economic recovery. Value-linked stocks and other hard-hit sectors benefited the most from the economic recovery, though growth names have found their footing again this week as Treasury yields retreated from more than one-year highs. Dovish Federal Reserve minutes released on Wednesday, which reiterated that the US central bank would keep financial conditions as lenient as possible for the foreseeable future, also kept sentiment elevated. On the data front, the US producer prices increased more than expected in March, recording the biggest annual gain in 9-1/2 years. European shares booked a sixth consecutive week of gains, their longest weekly winning streak since November 2019, with the DAX 30 adding 0.8% to close at a new ...

BVA Value Momentum Portfolio Strategy Year-to-Date Performance as of March 31, 2021 Year-to-date,  the BVA Value Momentum Portfolio Strategy return is up 58.75% compared to a gain of 5.64% 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 278.57% compared to an increase of 23.83% for the Morningstar US Market Index. During March 2021, the entire 58.75% year-to-date portfolio gain was locked in due to declining price momentum. Proceeds were entirely reinvested in 1 to 3 Month US Treasury Bills. Going forward, money will be reinvested on a selective basis as opportunities are presented. Performance as of March 31, 2021 The Following ETF Lists Are Not Part of the BVA Value Momentum Portfolio Strategy And Are Shown For Informational Purposes Only US Stock Market ETFs Across investment styles year-to-date the top three performing ETFs were IWN ...