Utilities, Infrastructure and Insurance

Utilities, Infrastructure and Insurance
  • Pininvest Analysis

The constituents of the portfolio have been selected amongst Utilities (power and telecom), Infrastructure (focused on energy- logistics) and Finance (insurance and regional banks)

 

The companies are positioned in market segments of stable, or even growing, demand over the medium term, implying a fair degree of support in case of total market reversal

 

Asset volatiliy (a measure of risk) and maximum draw-down (largest continuous share price drop) have been on average low but, based on historical data series, the ratios are only indicative of trends - they do not forecast the future 

Utilities, Infrastructure and Insurance • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Weight Perf. Momentum Vol. Risk Contrib. MDD
 
Aflac AFL NYSE Finance Life Insurance USD 52.08 36 B 17.6% 43.8% Neutral 27%   22% -9%
Arch Capital Group ACGL NASDAQ Finance Property & Casualty Insurance USD 37.12 15 B 2.1% 26.6% Neutral 29%   2% -14%
BCE Inc. BCE NYSE Utilities Integrated Telecommunication Carriers USD 49.00 44 B 20.0% 20.2% Neutral 15%   10% -6%
Brixmor Property Group BRX NYSE Real Estate REITs & Commercial Real Estate USD 22.51 6.7 B 10.5% 79.5% Neutral 44%   20% -18%
Fifth Third Bancorp FITB NASDAQ Finance Commercial Banks (National & Regional) USD 36.91 26 B 4.1% 81.4% Neutral 40%   7% -14%
Southern Company SO NYSE Utilities Electricity & Gas Distribution USD 61.45 65 B 20.0% 18.2% Neutral 20%   13% -10%
TC Energy TRP NYSE Industrial Goods Oil&Gas Services/Equipment/Pipelines USD 51.41 48 B 20.0% 22.6% Strong Up 25%   19% -20%
United Bankshares UBSI NASDAQ Finance Commercial Banks (National & Regional) USD 36.36 4.7 B 3.0% 35.9% Weak Down 42%   5% -27%
Walgreens Boots Alliance WBA NASDAQ Health Care Healthcare Supply Chain & InfoTech USD 50.84 44 B 2.7% 18.4% Neutral 35%   3% -23%