A low risk strategy

A low risk strategy
Components Performance/Risk
Period Return
0.8%
Return Rank
Subpar
Risk Exposure
Below Average

The companies selected for the low volatility (low risk) strategy might be less sensitive to total market swings, in industries sharing stable, recession-resistant features

  •  consumer non-durables : Tootsie Roll confectionary 
  • senior housing : Welltower or Healthpeak Properties  
  • packaging for supermarket consumer goods : Ball  
  • automotive aftermarket : O'Reilly Automotive and electric utilities : OGE Energy   
  • fintech software : Q2 Holdings  

In market reversals, the dynamics of their respective industries are likely to make the companies relatively less sensitive to global market trends

The theme is focused on medium-sized market caps 

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Balchem Corp BCPC Industrial GoodsChemicals - Additives & Ingredients161.005.2 B10.8% Neutral Low Risk
Ball Corp. BALL Industrial GoodsPackaging - Paper, paperboard & metal62.2317 B9.3% Weak Up Below Average
Ingersoll-Rand IR Industrial GoodsEnergy & Fluid Control Systems/Pumps & Filters84.3132 B-5.2% Weak Up Average Risk
Lennox International LII Industrial GoodsPlumbing, Heating & AirCo537.8919 B-16.7% Neutral Average Risk
O'Reilly Automotive ORLY ServicesAutomotive Aftermarket86.1172 B-12.3% Neutral Low Risk
Rush Enterprises RUSHA ServicesAutomotive Aftermarket76.375.9 B44.9% Weak Up Below Average
Verisk Analytics VRSK FinanceFinancial Data Processing 193.1728 B-31.1% Weak Up Average Risk
Q2 Holdings QTWO FinanceBanking / Insurance Software52.883.4 B-38.6% Strong Up Above Average
Healthpeak Properties DOC Real EstateREITs Health Care & Senior Housing22.0816 B32.7% Strong Up Below Average
OGE Energy OGE UtilitiesNatural Gas Distribution49.6110 B15.4% Neutral Low Risk
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