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 53.42 39 B 15.9% 14.3% 15%   19% -15%
Arch Capital Group ACGL NASDAQ Finance Property & Casualty Insurance USD 45.17 18 B 2.7% 58.6% 17%   3% -5%
BCE Inc. BCE NYSE Utilities Integrated Telecommunication Carriers USD 47.50 43 B 18.4% 20.5% 12%   14% -6%
Brixmor Property Group BRX NYSE Real Estate REITs & Commercial Real Estate USD 20.73 6.2 B 10.9% 34.7% 18%   13% -12%
Fifth Third Bancorp FITB NASDAQ Finance Commercial Banks (National & Regional) USD 29.45 21 B 3.6% 12.6% 24%   4% -17%
Southern Company SO NYSE Utilities Electricity & Gas Distribution USD 67.26 71 B 23.1% 47.6% 14%   22% -4%
TC Energy TRP NYSE Industrial Goods Oilfield Services/Equipment/Pipelines USD 54.27 50 B 21.1% 37.5% 13%   21% -7%
United Bankshares UBSI NASDAQ Finance Commercial Banks (National & Regional) USD 37.79 3.8 B 2.6% 11.6% 22%   3% -12%
Walgreens Boots Alliance WBA NASDAQ Health Care Healthcare Supply Chain & InfoTech USD 54.41 49 B 1.7% -22.4% 28%   2% -34%