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 37.80 27 B 17.6% -26.0% 55%   20% -53%
Arch Capital Group ACGL NASDAQ Finance Property & Casualty Insurance USD 29.48 12 B 2.1% -28.3% 55%   2% -54%
BCE Inc. BCE NYSE Utilities Integrated Telecommunication Carriers USD 41.98 38 B 20.0% -5.8% 36%   15% -33%
Brixmor Property Group BRX NYSE Real Estate REITs & Commercial Real Estate USD 12.57 3.7 B 10.5% -32.4% 72%   15% -63%
Fifth Third Bancorp FITB NASDAQ Finance Commercial Banks (National & Regional) USD 21.74 15 B 4.1% -18.6% 71%   6% -62%
Southern Company SO NYSE Utilities Electricity & Gas Distribution USD 52.81 56 B 20.0% -9.4% 45%   16% -38%
TC Energy TRP NYSE Industrial Goods Oilfield Services/Equipment/Pipelines USD 45.85 43 B 20.0% -3.8% 48%   20% -41%
United Bankshares UBSI NASDAQ Finance Commercial Banks (National & Regional) USD 23.70 2.4 B 3.0% -35.0% 57%   3% -47%
Walgreens Boots Alliance WBA NASDAQ Health Care Healthcare Supply Chain & InfoTech USD 36.93 32 B 2.7% -29.0% 44%   2% -42%