TRV (Travelers Cos Inc/The)

Property/Casualty Ins, Insurance, Financial


Portfolios on Covestor holding TRV - sorted by percentage allocation

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

Strategy
Stocks
Sharpe ratio
1.44 365 days
Performance
20.1% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min

The Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid 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
Covestor Smart Beta

This portfolio is new to the Covestor platform 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 Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap high dividend stocks within the US equity market.  The portfolio is implemented using a rules-based approach and offered at a relatively low cost.

Strategy
Covestor Smart Beta

This portfolio is new to the Covestor platform 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 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
Covestor Smart Beta

This portfolio is new to the Covestor platform 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
Covestor Smart Beta

This portfolio is new to the Covestor platform 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 on Covestor in the same sector - sorted by percentage allocation

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
0.74 365 days
Performance
11.3% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

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

Strategy
Stocks
Sharpe ratio
0.72 365 days
Performance
12.2% 365 days
Risk score
Fees
  • 1.5% fee
  • $30,000 min

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
1.30 365 days
Performance
15.9% 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
Covestor Smart Beta

This portfolio is new to the Covestor platform 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

Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash flows and book values consistently over multiple economic cycles. Long only and buys across all capitalizations.

Strategy
Stocks
Sharpe ratio
1.45 365 days
Performance
14.3% 365 days
Risk score
Fees
  • 1.5% fee
  • $20,000 min




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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.