C (CITIGROUP INC)

Diversified Banking Inst, Banks, Financial


Portfolios holding C - sorted by percentage allocation

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

The Russell 1000 Financial Services Managed Portfolio invests in stocks of companies that provide financial services.

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

Our long-term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term. We hold most of our equities for the long term as long as they are reasonably valued and have ample margin of safety. We focus on capital preservation and consistently look for growth opportunities.

Strategy
Stocks
Sharpe ratio
0.97 365 days
Performance
23.3% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

The Russell Top 200 Managed Portfolio seeks to invest in the top 200 large-capitalization U.S. equities.

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

The Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap value 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
0.51 365 days
Performance
8.3% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min


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Portfolios in the same sector - sorted by percentage allocation

GARP stands for Growth at a Reasonable Price. My growth-oriented investment style focuses on fundamental analysis including cash ratios, liquidity ratios and margins. I will also invest in anticipation of potential mergers, spin-offs and perceived arbitrage opportunities.

Strategy
Stocks
Sharpe ratio
0.56 365 days
Performance
8.9% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

The Small Cap Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap high dividend 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
1.12 365 days
Performance
16.5% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

The Small Cap Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap growth 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
1.21 365 days
Performance
18.1% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

The High-Quality Small Cap strategy is a fundamental core approach that invests in small cap companies in strong financial condition and whose equities are priced below our view of fair value. Our research process integrates fundamental research with quantitative screening to exploit market anomalies, providing us a competitive advantage in identifying investment opportunities. Our bottom-up proprietary research work focuses on identifying high-potential investment candidates experiencing positive fundamental change.

Strategy
Stocks
Sharpe ratio
-0.13 365 days
Performance
-0.1% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 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



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.