ALERT: Raising Cash in the Newsletter Portfolios

by
January 27, 2021
ALERT: Raising Cash in the Newsletter Portfolios
We are raising the cash position in the simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio to 10%-20%.
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By Brian Nelson, CFA
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Our research has been absolutely fantastic for a long time, but 2020 may have been our best year yet. You can read the 2020 recap here. With the S&P 500 trading within our fair value estimate range of 3,530-3,920 (and the markets rolling over while showing signs of abnormal behavior), we’re raising the cash position in the Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio to 10%-20%.
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For more conservative investors, the high end of this range may even be larger, especially considering the vast “gains” from the March 2020 bottom and the increased systemic risks arising from price-agnostic trading (read Value Trap). The individual holdings will be reduced in proportion to arrive at the new targeted cash weighting in the respective simulated newsletter portfolios.
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The High Yield Dividend Newsletter and Dividend Growth Newsletter are scheduled for release February 1. We’ll have more to say soon. Please be sure to read the following article that outlines a lot of the abnormal market behavior we are witnessing.
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Thanks for your membership!
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Kind regards,
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Brian Nelson, CFA
President, Investment Research
Valuentum Securities, Inc.
brian@valuentum.com

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ALERT: Bull Raids, Short Squeezes and Highly Unusual Market Activity
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We are putting short investors on high alert!
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By Brian Nelson, CFA
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In late 2018, Valuentum published Value Trap, a book that warned to all that would heed its warning that a collapse in the traditional quant value factor was coming and that excessive volatility in the markets caused by price-agnostic trading–or those that aren’t paying attention to fair value estimate calculations–would only build and build to eventually reach extreme and irrational levels. The book, while hugely successful winning award after award, was largely ignored by the media, despite our best efforts to get the word out. Now, the chickens are coming home to roost.
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Contact Us
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Valuentum Securities, Inc.
info@valuentum.com
valuentum.com/
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