ODFL (OLD DOMINION FREIGHT LINE)

Transport-Truck, Transportation, Industrial


Portfolios holding ODFL - sorted by percentage allocation

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
IBKR Smart Beta
Sharpe ratio
1.24 365 days
Performance
15.6% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

The Russell 1000 Producer Durables Managed Portfolio includes stocks of companies that manufacture products and provide services that consumers purchase on a discretionary basis.

Strategy
Index Tracker

This portfolio is new to IBKR 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 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
IBKR Smart Beta
Sharpe ratio
1.15 365 days
Performance
16.3% 365 days
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
IBKR Smart Beta
Sharpe ratio
1.37 365 days
Performance
18.2% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min


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Portfolios in the same sector - 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
1.27 365 days
Performance
18.6% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 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
23.1% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

The Russell 1000 Dividend Growth Managed Portfolio seeks to invest in the top large-capitalization U.S. dividend equities within the Russell 1000® Index.

Strategy
Index Tracker

This portfolio is new to IBKR 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

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 IBKR 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

The Small Cap Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of small 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
IBKR Smart Beta
Sharpe ratio
1.38 365 days
Performance
18.9% 365 days
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 IBKR 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.