Value Line Institutional Services

 

QUANTITATIVE STRATEGIES

Value Line Quantitative Strategy Portfolios are developed based on its renowned proprietary Ranking Systems for Timeliness, Performance and Safety, Financial Strength Ratings, and a comprehensive database of fundamental research and analysis. All of these quantitative investment products have a solid theoretical foundation and have demonstrated superior empirical results, using both backtesting and live performance.


Value Line Small-Cap High Dividend Yield Portfolio
Small-cap stocks with high dividend yields
For investors who are primarily interested in stable income from the small-cap space. Download fact sheeet >>


Value Line Small & Mid-Cap High Dividend Yield Portfolio 
Small- and mid-cap stocks with high dividend yields
Designed for investors who are primarily interested in stable income from the small- and mid-cap space.


Value Line Mid-Cap High Dividend Yield Portfolio 
Mid-cap stocks with high dividend yields
This portfolio is designed for investors who are primarily interested in stable income from the mid-cap space. Download fact sheet >>


Value Line Liquid Mid- & Large-Cap High Dividend Portfolio 
Liquid mid- and large-cap stocks with high dividend yields 
Designed for investors who are primarily interested in stable income from well-established companies.


Value Line Large-Cap High Dividend Yield Portfolio
Large-cap stocks with high dividend yields and market capitalizations over $5 billion
This portfolio is designed for investors who are primarily interested in stable income from the large-cap space. Relative to small- and mid-cap stocks, large-cap stocks tend to be less volatile and are more likely to generate consistent dividend income streams. Download fact sheet >>


Value Line Ultra-High Dividend Yield Portfolio 
Mid- and large-cap stocks with a minimum market capitalization of $1 billion. 
This portfolio is suitable to investors who are interested in an equity product which generates a steady income stream comparable to the interest rate of a fixed-income product. Download fact sheet >>


Value Line Active Alpha Defensive Portfolio 

Mid- and large-cap liquid stocks selected on a quarterly basis
This portfolio is suitable for investors whose primary interest is in high price appreciation without taking excessively risky positions. Investing in this portfolio meets both requirements: the upside reward is wide open to potentially large gains in price, while the risk remains comparable to its benchmarks. Download fact sheet >>


Value Line 130/30 Active Alpha Defensive Portfolio 
Leveraging the Value Line Active Alpha Defensive Portfolio
This portfolio is suitable for investors whose primary interest is in higher price appreciation (through leverage) without taking excessively risky positions. Investing in this portfolio meets both requirements: the upside reward is wide open to potentially large gains in price, while the risk remains comparable to its benchmarks. Download fact sheet >>


Value Line Safe Harbor Portfolio
Uses Value Line Ranking System for Safety
The portfolio is designed for investors seeking a low volatility, high quality core portfolio holding. It is suitable for conservative investors who want to buy and hold the portfolio for the long term in order participate in the market but experience less volatility. It is also suitable for more aggressive investors who believe that the market may experience a correction but want to remain invested in a less risky investment vehicle during a downturn.


Value Line Ten Sector Portfolios
Leverages Value Line’s proprietary Ranking System to outperform the benchmark of each sector
For investors who specialize in investing in a specific sector(s) for asset allocation or sector rotation. 


Value Line Small & Mid-Cap Ultra High Dividend Portfolio
Uses Value Line Ranking System – Timeliness, Performance and Safety, Financial Strength Ratings, Technical Indicators and Proprietary Databes
Suitable for investors who are itnerested in an equity product in the small- and mid-cap space which generates a steady income stream comparable to the interest rate or coupon rate of a fixed-income product.  Download fact sheet >>