David@valuealigned.com
1-732-800-2375

Berk's Blog

1st Half Update: ValueAligned Hedge Fund, Portfolio

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1st Half Update: VAP Hedge Funds, Portfolio

The ValueAligned Hedge Fund was up +7.9% in the first half of 2014, and that compares to +1.0% for other stock hedge funds like ours, as measured by the HFR Equity Hedge Fund Index.

The ValueAligned® model portfolio that is only available to our clients that hold assets at Folio Institutional was up +6.2% for the first half against the S&P 500 index which was up +7.1%. It’s important to note that the ValueAligned® portfolio was only 85% invested in stocks with 15% of the portfolio invested in FDIC-insured bank deposits.

Topics:

0:27 Hedge Funds and SMA Performance
0:54 Real Estate and US Stocks lead asset classes
1:15 Multi Family Residential REITS
2:05 Significant lag in growth versus value stocks
3:20 Global order breakdown leads to precious metal prices increasing
5:05 Federal Spending % of GDP falls to 20%; 2010 election increased economic freedom
6:41 Principles of economic freedom
7:19 Three stock market Breakouts after government intervention
7:53 Breakout to new highs in stock market
8:47 Tactical Asset Allocation Model 70% exposed to market Psychology,Monetary & Valuation
12:12 Goodbye

If you’re interested in joining the ValueAligned portfolio, contact me at david@www.valuealigned.com or 732-800-2375.