Interactive Advisors · investment strategy
by Interactive Advisors
The Russell 1000 Telecommunications portfolio uses a direct indexing approach to give investors ownership of individual telecommunications stocks within the Russell 1000® Index. Instead of buying into a fund, you hold the actual shares of large- and mid-cap companies that provide essential communication services like phone, internet, and wireless connectivity. These businesses form the backbone of how people and organizations stay connected, making them foundational components of the modern economy. This portfolio offers a straightforward way to gain focused exposure to the U.S. telecommunications sector through a structured, index-driven process managed by Interactive Advisors using data licensed from FTSE Russell.
Description from Interactive Advisors
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“based on updated data provided by the Frank Russell Company under a licensing agreement”
“It rebalances on a quarterly schedule”
“max 30% per sector”
“holds long positions in U.S. telecommunications equities drawn from the Russell 1000® Index”
“Dividend Growth versions equal-weighted”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.52 · Too loose a fit for a verdict; shown as a guide.
Beta to the S&P 500: 0.73 (90%: 0.58 to 0.87)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Thematic label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
2 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
Tracks the reference index; Dividend Growth versions equal-weighted with max 30% per sector
0.20% annual; IA remits half to FTSE International Limited / Frank Russell Company
The Russell 1000 Telecommunications portfolio uses a direct indexing approach to give investors ownership of individual telecommunications stocks within the Russell 1000® Index. Instead of buying into a fund, you hold the actual shares of large- and mid-cap companies that provide essential communication services like phone, internet, and wireless connectivity. These businesses form the backbone of how people and organizations stay connected, making them foundational components of the modern economy. This portfolio offers a straightforward way to gain focused exposure to the U.S. telecommunications sector through a structured, index-driven process managed by Interactive Advisors using data licensed from FTSE Russell.
The Interactive Advisors FTSE Russell Index Tracking Portfolios are designed to follow certain predefined rules so that the portfolio can track a specified basket of underlying investments, which corresponds to the reference index. These portfolios aim to track the performance of the underlying basket (index), and typically represent a form of passive investing. Interactive Advisors constructs and manages these portfolios based on data provided pursuant to licensing agreements with FTSE International Limited ("FTSE") and the Frank Russell Company ("Russell"). The goal of these portfolios is to allow investors to track the performance of certain specified portions of the US Stock market as represented by the reference index.
Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value.
Sector-focused investors: If you want dedicated access to the telecommunications industry without selecting individual stocks yourself, this portfolio offers an index-based method to invest across the sector with built-in diversification. Transparency-minded investors: Direct indexing means every holding is visible in your account at all times. If knowing exactly what you own matters to you, this approach delivers that level of clarity. Passive strategy advocates: If you prefer a hands-off approach that follows a well-defined methodology, this portfolio tracks the Russell 1000® Telecommunications Index through scheduled quarterly updates with no active stock-picking involved.
Allocation discipline: This portfolio holds long positions in U.S. telecommunications equities drawn from the Russell 1000® Index. It rebalances on a quarterly schedule to stay aligned with the reference index, helping ensure the allocation continues to accurately represent the broader telecommunications sector. Sell discipline: Sell decisions follow a systematic process tied to the quarterly rebalance and reconstitution of the Russell 1000® Telecommunications Index. When the index removes a stock or adjusts its weighting, the portfolio adjusts accordingly based on updated data provided by the Frank Russell Company under a licensing agreement. This disciplined approach eliminates subjective judgment and keeps the portfolio closely aligned with its benchmark.
Direct asset control: Because this portfolio uses direct indexing, each telecommunications stock is held in your name. This means you have complete visibility into every position, so you always know exactly what companies make up your investment. Targeted sector access: This portfolio zeros in on the U.S. telecommunications sector, providing concentrated exposure to companies involved in the transmission of audio and video data across large- and mid-cap market segments. Systematic, rules-based precision: The portfolio follows predefined index rules and rebalances quarterly, taking subjective judgment out of the process and keeping your holdings closely aligned with the Russell 1000® Telecommunications Index.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities | 2026-10-09 | |
| Composition (ETFs / Stocks / Mixed) | STOCKS | 2026-10-09 | |
| Curated collections (Interactive Advisors) | Income generating portfolios | 2026-10-09 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Large-cap, Mid-cap, Telecommunications | 2026-10-09 |
| Rebalancing (methodology text) | rebalances quarterly; rebalances on a quarterly | 2026-10-09 |
| Management / advisory fee | 0.20% | 2026-10-09 | |
| Minimum investment | $100 | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: Interactive Advisors Russell Sector Index Trackers · covers: 14 · source_key: interactive_advisors|6 · original_name: Index Tracking Portfolios (14): Russell 1000 Real Estate, Consumer Discretionary, Consumer Staples, Dividend Growth, Energy, Financial Services, Health Care, Basic Materials, Industrials, Technology, Utilities, Telecommunications Managed Portfolios; Russell 3000 Dividend Growth Managed Portfolio; Russell Top 200 Managed Portfolio |
| Benchmark (methodology text) | Passive strategy advocates: If you prefer a hands-off approach that follows a well-defined methodology, this portfolio tracks the Russell 1000® Telecommunications Index through scheduled quarterly updates with no active stock-picking involved. | 2026-10-09 |
| Annualized return since inception (Lighthorse, daily, live) | 7.54% | 2026-10-16 | |
| Calendar-year returns (live account) | 2021: 4.7% · 2022: -22.8% · 2023: 11.9% · 2024: 20.4% · 2025: 10.9% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 8.80% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 65.50% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -7.92% | 2026-10-16 | |
| Return, last 30 days (live account) | -1.20% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 17.05% | 2026-10-16 | |
| Return, last 365 days (live account) | 22.30% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 43.20% | 2026-10-09 | |
| Return, last 90 days (live account) | 1.50% | 2026-10-09 | |
| Return, year to date (live account) | 24.00% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.43 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -38.51% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -12.59% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -12.60% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.32 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.70 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.98 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 1.06 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 1.61 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -4.40% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 16.28% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 18.92% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 19.10% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth plus | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 3 | 2026-10-09 | |
| Risk score description | Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
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Composer Technologies · Composer
