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 56.11 39 B 17.6% 57.1% Strong Up 32%   21% -19%
Arch Capital Group ACGL NASDAQ Finance Property & Casualty Insurance USD 40.79 16 B 2.1% 57.2% Strong Up 36%   3% -24%
BCE Inc. BCE NYSE Utilities Integrated Telecommunication Carriers USD 48.71 44 B 20.0% 26.9% Weak Up 17%   10% -8%
Brixmor Property Group BRX NYSE Real Estate REITs & Commercial Real Estate USD 22.71 6.7 B 10.5% 101.8% Weak Up 55%   21% -32%
Fifth Third Bancorp FITB NASDAQ Finance Commercial Banks (National & Regional) USD 42.35 30 B 4.1% 138.5% Weak Up 48%   7% -29%
Southern Company SO NYSE Utilities Electricity & Gas Distribution USD 66.26 70 B 20.0% 24.2% Weak Up 22%   12% -15%
TC Energy TRP NYSE Industrial Goods Oil&Gas Services/Equipment/Pipelines USD 50.95 48 B 20.0% 15.0% Weak Up 27%   18% -20%
United Bankshares UBSI NASDAQ Finance Commercial Banks (National & Regional) USD 41.00 5.3 B 3.0% 55.6% Neutral 48%   5% -33%
Walgreens Boots Alliance WBA NASDAQ Health Care Healthcare Supply Chain & InfoTech USD 54.53 47 B 2.7% 35.3% Neutral 37%   3% -27%