CALTROPIAPremium
Research

Equity factor strategy

Low Vol Factor Portfolio

A diversified equity portfolio focused on steadier, lower-volatility stocks.

Today --
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Model portfolio

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Research record

Performance

SeriesTotal returnSince inceptionAnnual returnVolatilityMax drawdownSharpe
Caltropia
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USMV
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SPLV
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Growth of $1Portfolio and benchmark performance
Waiting for dated history

Waiting for the portfolio’s dated history.

Values from the dated portfolio record.
Allocation

Portfolio

-- names -- allocated
Sector allocationCurrent holdings grouped by sector
Current monthly book

Portfolio breakdown

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Portfolio analytics

Portfolio analytics

Active sector exposure

USMV · latest