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 43.93 31 B 17.6% -17.9% 58%   21% -53%
Arch Capital Group ACGL NASDAQ Finance Property & Casualty Insurance USD 32.20 13 B 2.1% -23.3% 57%   2% -54%
BCE Inc. BCE NYSE Utilities Integrated Telecommunication Carriers USD 43.36 39 B 20.0% -3.0% 36%   15% -33%
Brixmor Property Group BRX NYSE Real Estate REITs & Commercial Real Estate USD 15.27 4.5 B 10.5% -27.8% 79%   16% -63%
Fifth Third Bancorp FITB NASDAQ Finance Commercial Banks (National & Regional) USD 25.34 18 B 4.1% -12.6% 74%   6% -62%
Southern Company SO NYSE Utilities Electricity & Gas Distribution USD 59.85 63 B 20.0% 0.6% 46%   16% -38%
TC Energy TRP NYSE Industrial Goods Oilfield Services/Equipment/Pipelines USD 43.93 41 B 20.0% -7.9% 50%   20% -41%
United Bankshares UBSI NASDAQ Finance Commercial Banks (National & Regional) USD 29.28 3.0 B 3.0% -19.0% 62%   3% -46%
Walgreens Boots Alliance WBA NASDAQ Health Care Healthcare Supply Chain & InfoTech USD 38.01 33 B 2.7% -33.1% 47%   2% -41%