GDOT (GREEN DOT CORP-CLASS A)

Commercial Serv-Finance, Commercial Services, Consumer, Non-cyclical


Portfolios holding GDOT - sorted by percentage allocation

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
1.42 365 days
Performance
22.1% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

Crabtree Technology is a science and technology, long-only investment strategy. It seeks to outperform the NYSE Arca 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
1.28 365 days
Performance
24.2% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 min

Sparrow Unconstrained Long/Short Strategy 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.

Strategy
Stocks
Sharpe ratio
2.78 365 days
Performance
53.0% 365 days
Risk score
Fees
  • 1% fee
  • $50,000 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 Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap growth stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost. Stocks are compared against their sector peers, and those with attractive growth ratios receive higher allocations.

Strategy
IB Smart Beta
Sharpe ratio
1.06 365 days
Performance
14.9% 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 US Equity All Cap Undervalued portfolio invests in stocks that are selling for less than their intrinsic value as determined by a conservatively applied discounted cash flow analysis.

Strategy
Stocks
Sharpe ratio
1.59 365 days
Performance
27.7% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 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

Our Small Cap portfolio seeks to achieve capital appreciation by primarily investing in small companies with above average growth potential. Small companies, according to the manager, are companies whose market capitalizations are generally less than $2 billion at the time of purchase. The manager maintains a concentrated portfolio of small cap companies traded on US exchanges.

Strategy
Stocks
Sharpe ratio
0.56 365 days
Performance
9.8% 365 days
Risk score
Fees
  • 0.5% fee
  • $10,000 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



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.