Sunday, July 22, 2017: The IntelligentValue model portfolios are updated. We have sold one position from the Relative Value Portfolio and selected three new stocks, which will make the portfolio 100% invested. The Blue Chip Value Portfolio and Deep Value Portfolio have no changes. See the Portfolio pages for details.
New Stock Analysis reports have been posted to the site (more coming soon). Please see the Stock Analysis page for details.
Sunday, July 16, 2017: We have updated the Blue Chip Value and Relative Value Portfolios using our quantitative stock selection systems followed by a manual review. The Relative Value Portfolio gained 2.72% overall last week while the Blue Chip Value Portfolio gained 0.45%. Every position in each portfolio is profitable. There are changes to the constituents of each portfolio, so please review the Portfolio pages and place market orders for these new sales and purchases for the market open on Monday.
For those subscribers who missed the announcement, we have changed our publishing schedule so that we can provide Portfolio updates on Sunday afternoon/evening at the latest. Individual Stock Analysis reports will be posted early in the week, and Value Alert newsletters are published in the latter half of each week. The Intelligent Market Risk Analysis is published in the first week of each month, and less a meaningful change in the market has occurred that requires analysis.
Monday, July 10, 2017: A new Intelligent Market Risk Analysis (IMRA) has been posted in the members area. The IMRA helps us identify times of high market risk, aids in determining exposure levels, and helps us avoid market-related losses. Then our IMRA system determines the optimum time to re-enter the market following an downturn. In this month's issue, we analyze the following aspects of the stock market:
- Market Trend
Please follow this link to view the latest IMRA publication.
Sunday, July 9, 2017: We have updated the model portfolio pages. Our Blue Chip Value Portfolio turned in an excellent performance last week, gaining 17.44%. Its benchmark, the S&P 500 Equal Weight index, declined a bit. All of the BCV Portfolio positions are profitable.
At this time, there is only one change to our model portfolio holdings. We are selling AK Steel (AKS) from the Relative Value Portfolio because its value-ranking has declined below an acceptable level. We will not replace it at this time.
Sunday, June 25, 2017: We have a big announcement today, which is outlined in a Value Alert titled, "New Addition to Portfolio Line-up."
We are implementing the second part of a significant revision to the Relative Value Portfolio with improvements that have produced an annual return greater than 100% during extensive testing.
We are moving our high-performance, large-cap "Blue Chip Value Portfolio" that, in recent years, returned 56% annually with a Sharpe Ratio of 2.59 over to the section of IntelligentValue for individual investors from the IntelligentValue Pro site for institutional investors.
Please see the announcement that discusses these and other changes to improve the performance one portfolio and provide a completely new one: Revisions to Relative Value and new Blue Chip Value Portfolio
We have new stock picks for each of these portfolios. See the Portfolio Pages for details.
Monday, May 29, 2017: This week we published an analysis of Growth Stocks vs. Value Stocks and analyze which approach performs better over time in a new Value Alert titled, Value Vs Growth: Which Is Superior? We review the conventional wisdom which has stated for decades that value stocks beat growth stocks going back as far as the 1920s. However, we discovered a glaring problem with how "growth" and "value" were defined in those past reports!
To put the comparison between Value stocks and Growth stocks in a more accurate paradigm, we have created a ranking system for each and modeled the performance. We reveal those results in this week's Intelligent Value Alert newsletter, and discuss the ramifications for today's market.
January 1, 2017: We have posted a new Value Alert newsletter to kick off the New Year! See this editorial titled, Is the Bull Market Reborn? We cover the following subjects:
- Did President-Elect Trump Spark the Rally?
See our conclusion about what to expect from the market in the intermediate-term and the long-term.
– VIEW PRIOR ISSUES –