TRV (Travelers Cos Inc/The)

Property/Casualty Ins, Insurance, Financial


Portfolios on Covestor holding TRV

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

Strategy
Stock selection
Sharpe ratio
-0.53 365 days
Performance
-9.4% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum

We seek to invest in quality stocks of growing companies that can be purchased at attractive valuations. Our focus is on a bottom-up stock selection process with a portfolio holding of 25 to 30 stocks, low portfolio turnover, and long-term capital growth.

Strategy
Stock selection
Sharpe ratio
-0.15 365 days
Performance
-2.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $50,000 minimum


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Portfolios on Covestor in the same sector

The Gator Small Cap Portfolio invests in 30 companies with market capitalizations of less than $3 billion (small cap).

Strategy
Stock selection
Sharpe ratio
-1.19 365 days
Performance
-25.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 minimum

This is a concentrated portfolio of low-risk equities.

Strategy
Aggressive
Sharpe ratio
-0.12 365 days
Performance
-2.2% 365 days
Risk score
Fees
  • 0.5% fee
  • $10,000 minimum

Prudent Value seeks to generate attractive risk-adjusted returns through high-quality equity and debt investments

Strategy
Stock selection
Sharpe ratio
0.08 365 days
Performance
1.2% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum

The Leveraged Value portfolio is a fundamental, value portfolio with a bias toward small-cap equities. These smaller, less followed companies are more likely to become mispriced, creating a buying opportunity for the strategy.

Strategy
Aggressive
Sharpe ratio
-0.47 365 days
Performance
-13.3% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 minimum

The Long/Short Value portfolio is a fundamental, value portfolio. Long positions have a bias toward small-cap equities and short positions have a bias toward failing large cap equities.

Strategy
Stock selection
Sharpe ratio
-0.25 365 days
Performance
-4.5% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 minimum




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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 Covestor 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.