FB (Facebook Inc)

Internet Content-Entmnt, Internet, Communications


Portfolios holding FB - sorted by percentage allocation

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
1.46 365 days
Performance
15.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash flows and book values consistently over multiple economic cycles. Long only and buys across all capitalizations.

Strategy
Stocks
Sharpe ratio
1.48 365 days
Performance
12.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 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
0.26 365 days
Performance
5.5% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

The Tax Managed Large Cap portfolio is a portfolio designed to systematically deliver return and risk characteristics of large stocks within the US equity market while potentially reducing the investor’s overall tax liability. Every quarter, the portfolio is rebalanced with the objective to harvest unrealized investment losses while trying to maintain the target capitalization weighting. Tax losses incurred in this portfolio could be potentially used by investors to offset other gains and income depending on their unique circumstances. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
Smart Beta

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
  • 0.08% fee
  • $5,000 min

Crabtree Technology is a science and technology, long-only investment strategy. It seeks to outperform the Merrill Lynch Technology 100 Index.  

The strategy seeks companies that consistently meet three criteria that Barry calls the Crabtree Attributes:

Potential investments must a) consistently generate cash, b) hold on to or increase their market share, and c) do so while executing on their operational and financial plans.

Strategy
Stocks
Sharpe ratio
2.59 365 days
Performance
35.9% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 min


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.

Sign up now or Try IB Asset Management for free

Portfolios in the same sector - sorted by percentage allocation

We use a multi-faceted approach. For this particular model, 35% is allocated to a Sector Rotation system (technical analysis based), another 35% to a Calendar system (based on sector seasonality), and the remaining 30% among index strategies that are managed using various types of data and analysis (earnings, inflation, price, linear regression, trend following, volatility, etc). We believe that using multiple strategies adds an important layer of diversification. Our primary aim isn’t necessarily to always outperform a benchmark, but rather to manage risk and achieve consistent returns in all types of markets.

Strategy
ETFs / Funds
Sharpe ratio
1.85 365 days
Performance
34.4% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 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
1.10 365 days
Performance
25.7% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

The Sparrow Capital Fund is a long/short equity portfolio that invests across market sectors, industries, and market capitalization ranges. The Sparrow Capital Fund’s objective is to provide the most efficient risk/reward outcome over time. The strategy is intended to achieve market neutrality.

Strategy
Stocks
Sharpe ratio
1.61 365 days
Performance
17.0% 365 days
Risk score
Fees
  • 1.5%
  • 12% perf fee
  • $50,000 min

Mott Capital Management uses a long-term thematic growth approach to investing in equities. We search for investments that both reflect and help to shape generational and demographic shifts. Mott uses a philosophy of buying these companies for a 3- to 5-year time horizon, with the belief that a long-term holding period gives themes and our chosen companies a chance to fully develop. In our view, the long time horizon also serves to mitigate the risk associated with the short-term impact of market volatility.

Strategy
Stocks
Sharpe ratio
2.14 365 days
Performance
20.0% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

Buying a dollar for half of its value.

Strategy
Stocks
Sharpe ratio
2.25 365 days
Performance
25.1% 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.