Quantitative Strategies
Investment strategies that result in portfolios with more return and less risk.
Value Line Quantitative Strategy Portfolios are developed based on our 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.
If you'd like more information about our Quantitative Strategies, please contact us at 1-800-531-1425 or is@valuelinepro.com.
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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. Request Information Sheet
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. Request Information Sheet
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. Request Information 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. Request Information Sheet
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. Request Information 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. Request Information 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. Request Information 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. Request Information 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. Request Information Sheet
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. Request Information Sheet
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 Database
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. Request Information Sheet
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