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. Vol. Risk Contrib. MDD
 
Aflac AFL NYSE Finance Life Insurance USD 36.26 26 B 15.0% -25.3% 48%   18% -56%
Arch Capital Group ACGL NASDAQ Finance Property & Casualty Insurance USD 30.54 12 B 2.3% -5.5% 43%   3% -52%
BCE Inc. BCE NYSE Utilities Integrated Telecommunication Carriers USD 38.97 35 B 20.6% -5.0% 33%   18% -35%
Brixmor Property Group BRX NYSE Real Estate REITs & Commercial Real Estate USD 9.80 2.9 B 6.6% -40.5% 49%   8% -62%
Fifth Third Bancorp FITB NASDAQ Finance Commercial Banks (National & Regional) USD 15.87 11 B 3.0% -33.2% 55%   4% -63%
Southern Company SO NYSE Utilities Electricity & Gas Distribution USD 57.99 61 B 26.4% 17.0% 38%   23% -39%
TC Energy TRP NYSE Industrial Goods Oilfield Services/Equipment/Pipelines USD 41.18 39 B 21.5% -1.6% 43%   24% -42%
United Bankshares UBSI NASDAQ Finance Commercial Banks (National & Regional) USD 23.06 2.3 B 2.3% -32.6% 43%   2% -49%
Walgreens Boots Alliance WBA NASDAQ Health Care Healthcare Supply Chain & InfoTech USD 45.16 40 B 2.3% -25.8% 40%   1% -35%