2025 ETF Wrap-Up & What to Expect in 2026
Typically, the first full blog of the year reviews returns of benchmark index ETFs and opines on what prevailed in the past year through five years, then provides analysis that could provide insights into the future for US equities and other asset classes. This year is no different in that respect. Financial Advisory Services based […]
Reviewing the 3rd Quarter While Looking Ahead to Year-End
The third quarter of 2023 is now history. The September effect overwhelmed mildly positive returns in July and August to submerge all six benchmark indexes we monitor quarterly into the red. Although the order of best to worst varies among the six indexes, one commonality is having September as the worst historical month, both in […]
Evaluating a Hot Hedge Fund Strategy ETF
Lately, ValuEngine has seen ticker GVIP (Goldman Sachs Hedge Industry VIP ETF) on several ETF strategists’ buy lists. The fund’s strategy is intended to take advantage of the highest conviction holdings of “VIP Hedge Fund Managers.” Specifically, GVIP seeks to track the GS Hedge Fund VIP Index, which is constructed in accordance with a rules-based […]
ValuEngine Stock Research Performance Update 2020
Happy Holidays to all from ValuEngine.com! 2020 has been a stunning year for ValuEngine regarding performance. It has of course been a tough year in all other respects, and we are all ready to leave 2020 behind for so many reasons. However, at least we can offer some general performance numbers and be satisfied knowing […]
ValuEngine Weekly Update 10/02/2020
It has been a while since we discussed overall Sector group valuations. Utilities remains near the top. Risky and volatile markets are usually when we see that happen, and we certainly have that. Retail/Wholesale is near the bottom, and that is also understandable. Computers and Technology is the third worst sector according to ValuEngine models, […]
ValuEngine Weekly Update 09/11/2020
The ValuEngine stock pick of the week is NCLH (Norwegian Cruise Line Holdings LTD). Trading at nearly $60 in early 2020, the risks and current low prices of cruise line stocks is well known. Currently at under $18, the ValuEngine models like the stock for a strong buy signal. It may take time, but there […]