TMUS (T-Mobile US Inc)

Cellular Telecom, Telecommunications, Communications


Portfolios holding TMUS - 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

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
0.38 365 days
Performance
5.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

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

Strategy
Stocks
Sharpe ratio
1.17 365 days
Performance
12.8% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 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

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
  • 1% fee
  • $20,000 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

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



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.