Value Line Defensive Top 20 Portfolio
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Value Line Defensive Top 20 Portfolio
As of May 23, 2017
PORTFOLIO DESCRIPTION
While some investors are confidence that the current bull market will continue, others think that this historic rally will soon come to an end. For those with bearish expectations, Value Line has created the Defensive Top 20 Portfolio, which has been specifically designed to help investors limit losses during market downturns. In addition to the portfolio consisting of individual equities with defensive attributes, the holdings are expected to participate meaningfully in a rising market. All told, the Defensive Top 20 Portfolio is perfect for cautious investors that want to remain fully invested in stocks.
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PRICE RETURN
$400k $350k $300k
Value Line Defensive Top 20 Index S&P 500 Index
262%
$250k
$200k
65%
$150k
$100k
$50k `99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 '16 '17
Value Line. Smart Research. Smarter Investing.TM
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SELECTION CRITERIA
On a quarterly basis, Value Line utilizes its time-tested, proprietary ranks and ratings to select 20 stocks that hold favorable risk/reward attributes. Candidates for the portfolio are derived from The Value Line Investment Survey? universe, which includes more than 1,700 stocks that trade on North American exchanges. For inclusion, stocks must also be ranked 1 (Highest) for Safety, as well as meet other Value Line requirements. The stocks also have to possess favorable near-term prospects. Once the Top 20 are selected, they will be kept in the portfolio for at least one quarter, which will lead to relatively low turnover. At the beginning of each calendar year, the portfolio is rebalanced to equalweighted positions.
Benefits of the Defensive Top 20 Portfolio
n Manageable number of positions (20)
n Helps protect assets during market downturns
n Participates in market rallies
n Limited turnover
n Low-risk compared to major market indexes
PORTFOLIO STATS (MEDIAN)
NUMBER OF STOCKS: DIVIDEND YIELD: MARKET CAP: P/E RATIO:
20 2.2% $94.7 BIL 21.3
TEN SAMPLE HOLDINGS
Ticker PEP BRK/B PG ACGL WM T KO MMC JNJ UPS
Company Name Pepsico Inc Berkshire Hathaway Inc-CL B Procter & Gamble Co/The Arch Capital Group LTD Waste Management Inc AT&T Inc Coca-Cola Co/The Marsh & McLennan Cos Johnson & Johnson United Parcel Service-CL B
Sector Consumer Staples Financials Consumer Staples Financials Industrials Telecom Services Consumer Staples Financials Health Care Industrials
Utilities 8.9%
SECTOR BREAKDOWN
Industrials
Materials 5%
Consumer Discretionary 10%
Materials
Healthcare 5%
Healthcare
Consumer Discretionary
Con Staples
Industrials 25%
Consumer Staples 15%
Energy Tele1c2o%m 5%
Tele
Financials 35%
Financials
For more information on the Defensive Top 20 Portfolio or other Smarter Portfolio Solutions, please contact us via phone at 1-800-531-1425 or email at is@.
?2017 Value Line, Inc. All Rights Reserved. Value Line, the Value Line logo, "Smart Research. Smarter Investing", The Most Trusted Name in Investment Research, The Value Line Investment Survey, Value Line Select, Timeliness, and Safety are trademarks or registered trademarks of Value Line, Inc. and/or its affiliates in the United States and other countries. All other trademarks are the property of their respective owners.
Factual material is obtained from sources believed to be reliable and is provided without warranties of any kind. VALUE LINE IS NOT RESPONSIBLE FOR ANY ERRORS OR OMISSIONS HEREIN OR ANY DAMAGES OR LOSSES ARISING FROM ANY USE OF THE INFORMATION CONTAINED HEREIN. Officers, directors, or employees of Value Line, Inc. and its affiliates and subsidiaries, and EULAV Asset Management, may own stocks that are featured here. Nothing herein should be construed as an offer to buy or sell securities or to give individual investment advice. 1706004
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