High Yielding US equities

Components Performance/Risk
Period Return
36.8%
Return Rank
Strong
Risk Exposure
Above Average

Beta accounts for the differences in volatility (standard deviation) between the return series of each selected asset and the Total Market

With betas close to 1 - in a range of 0.9< asset betas < 1.05 - assets are moving in sync with the market as defined by the Pininvest 1200 index 

By prioritizing above-average dividend yields, the selection of large and midcap (> $2 bn) equities currently highlights a narrow segment of the market, the recovery story of the banking and real estate sectors 

To index performance over time, the targeted long term price trend of each selected asset will be strong - with an average monthly price outpacing the one-year trend 

Sector rotation should be expected over time

 

Assets in the selection, updated dynamically as the asset prices vary day-by-day, should always be evaluated on a case-by-case basis - to account for special events such as mergers or reverse splits

To enter consideration as potential investment, the Impact feature of Pininvest portfolio management will evaluate the potential shift in performance, risk and distribution for the portfolio

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
The Cheesecake Factory CAKE ServicesHotels, Restaurants, Fast-Food & Resorts84.464.3 B35.4% Strong Up Average Risk
Sonic Automotive SAH ServicesAutomotive Aftermarket99.113.4 B37.4% Weak Up Above Average
First Bancorp FBNC FinanceCommercial Banks (National & Regional)63.272.7 B34.5% Weak Up Below Average
Stock Yards Bancorp SYBT FinanceCommercial Banks (National & Regional)80.592.4 B5.3% Weak Up Low Risk
Garmin GRMN TechnologyInternet & Mobile Services240.1048 B10.6% Neutral Below Average
Masco Corp. MAS Industrial GoodsPlumbing, Heating & AirCo77.3416 B20.7% Weak Up Average Risk
Select Energy Services WTTR Industrial GoodsOil&Gas Services/Equipment/Pipelines20.842.5 B113.8% Weak Up Above Average
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