Value Strategy

This strategy buys assets that are out of favor and sells assets that become “hot”. Like the Market Leaders strategy, it looks at stocks, bonds, and commodities and owns large, liquid ETFs.

3 levels of Value Strategy:


The 1st level of our strategy is selecting high-quality, undervalued, oversold assets.

The 2nd level of our strategy is rebalancing, as the three charts below illustrate. Long-term, it can produce higher returns with less risk.

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The 3rd level of our strategy is changing allocations in extreme circumstances to reduce exposure to an overbought/overvalued asset and to increase it to an oversold/undervalued asset.


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