Water and Specialized Real Estate

Water and Specialized Real Estate
  • Pininvest Analysis

To achieve a balance between performance goals and risk exposure, the selection is overweight in high performing Utilities (water supplies and environmental services) in combination with specialized Industrials and Real Estate dedicated to storage (digital data centers and self-storage)

 

Weighting of the selection favors lower risk exposure history and smaller maximum drawdown (a measure of largest continuous share price drop) 

 

While the industries in the portfolio are likely to be less sensitive to a global market reversal, computation is based on past share price history and future trends may diverge

Water and Specialized Real Estate • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Weight Perf. Vol. Risk Contrib. MDD
 
AGCO Corp AGCO NYSE Industrial Goods Const & Agr Equipt/Engines/Trucks USD 47.29 3.6 B 1.0% -31.1% 48%   1% -54%
American Water Works AWK NYSE Utilities Water Supply USD 126.72 23 B 18.1% 23.5% 37%   18% -31%
Cardinal Health CAH NYSE Health Care Medical Consumables & Intermediates USD 48.44 14 B 3.2% 4.6% 40%   3% -32%
Clean Harbors CLH NYSE Utilities Environmental Services & Waste Mngt USD 49.99 2.8 B 1.5% -30.1% 64%   2% -65%
Darling Ingredients DAR NYSE Utilities Environmental Services & Waste Mngt USD 19.03 3.1 B 7.7% -12.1% 46%   8% -52%
Digital Realty Trust DLR NYSE Real Estate REITs Material-Digital Storage USD 139.81 29 B 7.6% 21.2% 38%   7% -25%
Extra Space Storage EXR NYSE Real Estate REITs Material-Digital Storage USD 96.75 13 B 14.1% -1.5% 32%   11% -40%
Graham Holdings GHC NYSE Services Specialized Publishers, Research & Education USD 344.99 1.8 B 7.5% -48.7% 43%   7% -63%
nVent Electric NVT NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 16.71 2.8 B 1.0% -35.5% 51%   1% -56%
PPL PPL NYSE Utilities Electricity & Gas Distribution USD 25.83 19 B 12.1% -13.4% 38%   13% -49%
SJW Corp SJW NYSE Utilities Water Supply USD 59.78 1.7 B 8.1% -1.2% 45%   10% -34%
TC Energy TRP NYSE Industrial Goods Oilfield Services/Equipment/Pipelines USD 41.18 39 B 13.6% -1.6% 43%   16% -42%
Tyson Foods TSN NYSE Consumer Non-Durables Meat/Poultry/Fish USD 59.15 22 B 4.5% -12.5% 43%   3% -53%