EHTH (eHealth Inc)

Insurance Brokers, Insurance, Financial



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Portfolios in the same sector - sorted by percentage allocation

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
-0.01 365 days
Performance
0.9% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

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

Strategy
Stocks
Sharpe ratio
0.83 365 days
Performance
9.7% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

The Gator Small Cap Portfolio invests in 30 companies with market capitalizations of less than $3 billion (small cap).

Strategy
Stocks
Sharpe ratio
0.67 365 days
Performance
10.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 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
1.52 365 days
Performance
21.5% 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
1.33 365 days
Performance
14.7% 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.