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. Momentum Vol. Risk Contrib. MDD
 
AGCO Corp AGCO NYSE Industrial Goods Const & Agr Equipt/Engines/Trucks USD 130.81 10 B 1.4% 137.7% Weak Down 36%   1% -17%
American Water Works AWK NYSE Utilities Water Supply USD 160.36 29 B 13.3% 26.8% Neutral 21%   10% -20%
Cardinal Health CAH NYSE Health Care Medical Consumables & Intermediates USD 59.31 17 B 2.9% 14.9% Neutral 30%   3% -22%
Clean Harbors CLH NYSE Industrial Goods Environmental Services & Waste Management USD 94.91 5.2 B 1.9% 61.9% Weak Up 33%   2% -19%
Darling Ingredients DAR NYSE Consumer Non-Durables Packaged Foods USD 71.88 12 B 7.8% 212.5% Neutral 44%   13% -17%
Digital Realty Trust DLR NYSE Real Estate REITs Material-Digital Storage USD 162.20 46 B 5.8% 22.6% Weak Up 26%   3% -20%
Extra Space Storage EXR NYSE Real Estate REITs Material-Digital Storage USD 159.45 21 B 13.3% 68.7% Strong Up 24%   10% -10%
Graham Holdings GHC NYSE Services Specialized Publishers, Research & Education USD 656.73 3.3 B 13.3% 89.6% Weak Up 30%   15% -10%
nVent Electric NVT NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 31.82 5.4 B 1.4% 71.5% Strong Up 33%   2% -9%
PPL Corporation PPL NYSE Utilities Electricity & Gas Distribution USD 29.33 23 B 13.3% 15.2% Neutral 24%   14% -13%
SJW Corp SJW NYSE Utilities Water Supply USD 65.60 1.9 B 7.5% 5.5% Neutral 28%   9% -18%
TC Energy TRP NYSE Industrial Goods Oil&Gas Services/Equipment/Pipelines USD 53.20 50 B 13.3% 27.4% Strong Up 25%   13% -20%
Tyson Foods TSN NYSE Consumer Non-Durables Meat/Poultry/Fish USD 77.37 28 B 4.7% 25.8% Neutral 26%   4% -14%