NKE (NIKE Inc)

Athletic Footwear, Apparel, Consumer, Cyclical


Portfolios holding NKE - sorted by percentage allocation

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

The Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap stocks within the US equity market. 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


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Portfolios in the same sector - sorted by percentage allocation

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 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
1.64 365 days
Performance
23.1% 365 days
Risk score
Fees
  • 1% fee
  • $30,000 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

Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.

Strategy
Stocks
Sharpe ratio
1.91 365 days
Performance
17.3% 365 days
Risk score
Fees
  • 0.5% 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
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



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.