Value Line Inc Strategic Asset Allocation Index
Value Line Inc strategic asset allocation index. Value Line Inc (VALU) has a Strategic Asset Allocation Index of 56.6% as of January 2026. Strategic assets (PP&E of $- plus long-term investments of $60.98 Million) total $60.98 Million, measured against net assets of $107.76 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See VALU equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of Value Line Inc (2000–2025)
Strategic asset allocation index of Value Line Inc from 2000 to 2025. This chart shows how Value Line Inc's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of January 2026, the index stands at 56.6%, representing strategic assets of $60.98 Million against net assets of $107.76 Million USD. Check VALU goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
Value Line Inc Strategic Asset Allocation Index by Year (2000–2025)
Value Line Inc strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Value Line Inc from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see VALU market cap.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 61.0% | $60.81 Million | $- | $60.81 Million | $99.68 Million | ▼ -5.2 pp |
| 2024 | 66.2% | $60.13 Million | $- | $60.13 Million | $90.79 Million | ▼ -10.9 pp |
| 2023 | 77.2% | $64.56 Million | $5.79 Million | $58.77 Million | $83.67 Million | ▼ -7.0 pp |
| 2022 | 84.2% | $67.03 Million | $7.06 Million | $59.97 Million | $79.64 Million | ▼ -19.2 pp |
| 2021 | 103.4% | $69.29 Million | $8.31 Million | $60.98 Million | $67.01 Million | ▼ -24.9 pp |
| 2020 | 128.3% | $68.67 Million | $9.50 Million | $59.16 Million | $53.54 Million | ▲ +2.5 pp |
| 2019 | 125.8% | $59.77 Million | $1.15 Million | $58.62 Million | $47.52 Million | ▼ -11.1 pp |
| 2018 | 136.9% | $59.60 Million | $1.37 Million | $58.23 Million | $43.54 Million | ▼ -20.2 pp |
| 2017 | 157.1% | $59.46 Million | $1.24 Million | $58.22 Million | $37.85 Million | ▼ -20.8 pp |
| 2016 | 177.9% | $61.56 Million | $3.62 Million | $57.94 Million | $34.60 Million | ▼ -1.3 pp |
| 2015 | 179.3% | $61.74 Million | $3.69 Million | $58.05 Million | $34.44 Million | ▼ -6.1 pp |
| 2014 | 185.3% | $61.71 Million | $3.86 Million | $57.85 Million | $33.30 Million | ▼ -0.9 pp |
| 2013 | 186.3% | $61.44 Million | $3.93 Million | $57.51 Million | $32.98 Million | ▲ +0.0 pp |
| 2012 | 186.3% | $60.19 Million | $3.85 Million | $56.33 Million | $32.31 Million | ▲ +174.0 pp |
| 2011 | 12.3% | $4.08 Million | $4.08 Million | $- | $33.25 Million | ▼ -7.6 pp |
| 2010 | 19.8% | $4.26 Million | $4.26 Million | $- | $21.45 Million | ▲ +14.3 pp |
| 2009 | 5.5% | $4.47 Million | $4.47 Million | $- | $80.87 Million | ▲ +0.2 pp |
| 2008 | 5.4% | $4.71 Million | $4.71 Million | $- | $87.85 Million | ▼ -1.2 pp |
| 2007 | 6.5% | $4.92 Million | $4.92 Million | $- | $75.57 Million | ▼ -2.2 pp |
| 2006 | 8.7% | $5.41 Million | $5.41 Million | $- | $61.94 Million | ▼ -4.8 pp |
| 2005 | 13.6% | $5.98 Million | $5.98 Million | $- | $44.14 Million | ▼ -5.0 pp |
| 2004 | 18.5% | $6.54 Million | $6.54 Million | $- | $35.30 Million | ▲ +14.8 pp |
| 2003 | 3.8% | $7.39 Million | $7.39 Million | $- | $195.38 Million | ▼ -0.5 pp |
| 2002 | 4.3% | $8.49 Million | $8.49 Million | $- | $196.00 Million | ▼ -0.4 pp |
| 2001 | 4.7% | $9.42 Million | $9.42 Million | $- | $200.21 Million | ▼ -0.2 pp |
| 2000 | 4.9% | $10.40 Million | $10.40 Million | $- | $210.87 Million | — |