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Buy and Manage Account, Buy and Hedge Fund

Both Up Through April 2014

Curious how the ValueAligned Fund (Buy and Hedge) and the ValueAligned Portfolio (Buy and Manage) are performing? Then you’ve come to the right place! Here’s a recap of our 2014 success through April:

  • The ValueAligned Fund (our Buy and Hedge Fund) is +3.9%. Compare that to other stock hedge funds that are -0.2%!
  • The ValueAligned Portfolio (VAP) (our Buy and Manage Folio Account) is +2.8% – beating the S&P 500’s +2.5% for dividends reinvested.

Remember, we are still only 85% invested in the VAP at Folio. Why? We’re waiting for our favorites – and have 15% invested in Federally Insured Cash Deposits in the meantime.

Know what else we’re waiting for? The economic breakout that corresponds to the recent stock market resurgence. But that may take a while… thanks to our politicians, America is nowhere near as supply-side savvy as countries such as Sweden. Yes, Sweden.

buy and manage

As always, thanks for tuning in. Don’t forget to share the video with your friends and family outside of our ValueAligned® Partners family! Contact me at david@www.valuealigned.com or 732-800-2375 if you’re interested in investing with ValueAligned.