BKS (BARNES & NOBLE INC)

Retail-Bookstore, Retail, Consumer, Cyclical



Follow these portfolios. With IB Asset Management you can see every trade these investors make with their own money & automatically follow them in your own account.

Invest with us or learn why you should choose us

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
1.52 365 days
Performance
21.6% 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
0.86 365 days
Performance
12.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

The Undervalued Opportunities investment strategy is suited for investors who are seeking concentrated exposure to securities. The strategy will seek both investment in securities and short selling. Through active management the strategy strives to beat the annualized returns of the S&P 500 over a long period of time.

Strategy
Stocks
Sharpe ratio
1.65 365 days
Performance
46.9% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

The Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap quality stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
IB Smart Beta
Sharpe ratio
1.07 365 days
Performance
13.2% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 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.