CALTROPIAPremium
Research

Equity factor strategy

Value Factor Portfolio

A diversified equity portfolio focused on attractively valued companies.

Today --
Month to date --
Model portfolio

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Research record

Performance

SeriesTotal returnSince inceptionAnnual returnVolatilityMax drawdownSharpe
Caltropia
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IVE
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RPV
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VTV
Total return—
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Win rate--
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Positive months--
Winners today--
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Bottom contributor--
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

IVE · latest