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 35.39 25 B 13.6% -35.1% 54%   16% -56%
Arch Capital Group ACGL NASDAQ Finance Property & Casualty Insurance USD 28.15 11 B 1.9% -25.2% 54%   2% -54%
BCE Inc. BCE NYSE Utilities Integrated Telecommunication Carriers USD 41.36 37 B 22.1% -3.1% 35%   17% -35%
Brixmor Property Group BRX NYSE Real Estate REITs & Commercial Real Estate USD 13.13 3.9 B 9.3% -21.6% 70%   13% -65%
Fifth Third Bancorp FITB NASDAQ Finance Commercial Banks (National & Regional) USD 18.44 13 B 3.4% -29.8% 69%   5% -63%
Southern Company SO NYSE Utilities Electricity & Gas Distribution USD 52.88 56 B 23.3% -0.9% 45%   20% -39%
TC Energy TRP NYSE Industrial Goods Oilfield Services/Equipment/Pipelines USD 42.30 40 B 21.1% -7.9% 48%   22% -42%
United Bankshares UBSI NASDAQ Finance Commercial Banks (National & Regional) USD 26.60 2.7 B 2.7% -23.6% 55%   3% -49%
Walgreens Boots Alliance WBA NASDAQ Health Care Healthcare Supply Chain & InfoTech USD 40.88 36 B 2.5% -22.3% 44%   2% -39%