BKS (BARNES & NOBLE INC)

Retail-Bookstore, Retail, Consumer, Cyclical



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Portfolios in the same sector - sorted by percentage allocation

The Russell 1000 Consumer Discretionary Managed Portfolio invests in stocks of companies that provide goods and services that consumers purchase on a discretionary basis.

Strategy
Index Tracker

This portfolio is new to IB Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 0.2% fee
  • $5,000 min

Buying a dollar for half of its value.

Strategy
Stocks
Sharpe ratio
1.18 365 days
Performance
17.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Value and Growth are joined at the hip – Warren Buffett. The goal of the Guru Value Growth strategy is to achieve consistent returns, exceeding market performance in up markets and limiting losses in down markets. The strategy is to select stocks that have strong fundamentals with durable competitive advantages, and enter into positions when the markets provide an opportunity to acquire at favorable prices. Additionally, the equity should have strong growth prospects and outlook for increasing shareholder value at the current time or in the near term. The overall philosophy is to buy stocks and hold them over a period of time allowing the stocks to reflect their true value potential.

Strategy
Stocks
Sharpe ratio
1.01 365 days
Performance
15.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

THB believes that stocks of Mid Cap companies are relatively inefficient and that a focused portfolio of high-quality names has the potential to offer superior risk-adjusted returns.

 

THB takes a very long term view of the investment horizon and seeks to outperform the market by protecting during the down periods while offering participation during the up periods. We seek to construct a portfolio of high-quality, self-funded, low-risk companies with valuation metrics similar or lower than the benchmark but that still have superior long-term, value-creating characteristics. We believe the best companies are able to grow their businesses organically and via acquisitions using internally generated cash flows. Debt should be kept to a minimum with a preference for companies that retire shares outstanding. The strategy will hold approximately 30 securities and have high active share (i.e., high percentage of holdings differing from the benchmark Russell Midcap Index).  

Strategy
Stocks

This portfolio is new to IB Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 0.75% fee
  • $22,500 min

Invests in stocks with high Net Payout Yields, which is the combination of dividends and stock repurchases.

Strategy
Stocks
Sharpe ratio
0.63 365 days
Performance
10.4% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min



Important Information

  1. Past performance is no guarantee of future results.
  2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
  3. Benchmark returns have been calculated by IB Asset Management using a time-weighted calculation of daily index valuations.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.