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 48.94 35 B 17.6% 11.7% Weak Up 57%   20% -43%
Arch Capital Group ACGL NASDAQ Finance Property & Casualty Insurance USD 36.21 15 B 2.1% -15.9% Weak Up 58%   2% -48%
BCE Inc. BCE NYSE Utilities Integrated Telecommunication Carriers USD 43.90 40 B 20.0% -1.0% Neutral 36%   14% -31%
Brixmor Property Group BRX NYSE Real Estate REITs & Commercial Real Estate USD 20.00 5.9 B 10.5% 8.9% Strong Up 79%   16% -58%
Fifth Third Bancorp FITB NASDAQ Finance Commercial Banks (National & Regional) USD 35.91 26 B 4.1% 47.0% Weak Up 75%   6% -54%
Southern Company SO NYSE Utilities Electricity & Gas Distribution USD 57.59 61 B 20.0% -11.3% Neutral 45%   16% -36%
TC Energy TRP NYSE Industrial Goods Oil&Gas Services/Equipment/Pipelines USD 44.04 41 B 20.0% -14.3% Neutral 51%   20% -39%
United Bankshares UBSI NASDAQ Finance Commercial Banks (National & Regional) USD 39.00 4.0 B 3.0% 34.7% Weak Up 63%   3% -33%
Walgreens Boots Alliance WBA NASDAQ Health Care Healthcare Supply Chain & InfoTech USD 47.63 41 B 2.7% 1.6% Neutral 49%   2% -35%