VER (VEREIT INC)

REITS-Office Property, REITS, Financial


Portfolios holding VER - sorted by percentage allocation

The Sizemore Capital Dividend Growth Portfolio invests in dividend-paying stocks, REITS, MLPS, and other income-producing securities with the primary objective of generating a high and growing income stream that will outpace inflation over time, and a secondary objective of long-term capital gains.

Strategy
Stocks
Sharpe ratio
0.16 365 days
Performance
3.7% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min

The FTSE NAREIT All Equity REITs Managed Portfolio seeks to invest in the real estate space across the US economy with exposure to all investment and property sectors.

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

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

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
IB Smart Beta
Sharpe ratio
1.21 365 days
Performance
16.3% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min


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Portfolios in the same sector - sorted by percentage allocation

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
IB Smart Beta
Sharpe ratio
1.26 365 days
Performance
17.3% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

We focus on US takeover targets or potential takeover targets and use screening guidelines including liquidity, premium and share price. Our focus is current US takeover targets or potential targets.

Strategy
Stocks
Sharpe ratio
-0.41 365 days
Performance
-3.2% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 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
IB Smart Beta
Sharpe ratio
1.20 365 days
Performance
14.9% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min

The WMA Top Picks portfolio is an investment solution for those wishing to avoid very crowded, passive index tracking strategies. Our selection of companies emanates from a fundamental ranking methodology of over 4,000 firms which are categorized according to three thematics – Growth, Value, and Yield. A weekly relative price trend indicator for each stock is overlaid upon the fundamental framework to ensure our holdings remain oriented in the right direction. The strategy objective is to outperform the Russell 3000, in both bull and bear markets, and produce long-term capital appreciation.

Strategy
Stocks
Sharpe ratio
-0.12 365 days
Performance
1.1% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

The Small Cap Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap value 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
0.83 365 days
Performance
13.0% 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 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.