Duplicate

Balanced 200 Qualifying

The RiskRatings are Stockopedia’s classification of the market volatility of every company’s share price. On the RiskRating spectrum, Balanced represent the next lowest volatility 15% of the market (after Conservative). In this category you’re generally more likely to find larger, more predictable and more stable companies. Portfolios of stocks in this category may outperform over the longer term, but they will likely considerably underperform more volatile shares in bullish market periods.

This screen uses the following criteria:

  • Risk Rating in (Balanced)
  • Mkt Cap £m > 10
  • Economic Sector not in (Financials)
  • Is Primary Listing == 1

Results are sorted by:

  • 1y Volatility % in descending order


And limited to the first 200 Results


Can these rules be improved? Submit a suggestion »
Want to make your own version? Create a Duplicate

Performance Tracking


Returns FTSE 100
1 week 0.1% 0.4% -1.5% -2.4% -1.1% -4.3% -2.2% -0.7%
1 month 1.5% -0.4% -2.4% -2.6% -0.0% -6.9% -2.3% -1.7%
3 months 3.5% 1.3% -3.9% -5.1% 2.2% -5.2% -2.2% -0.0%
6 months 1.0% 3.8% 5.9% 0.7% 1.1% -12.9% 1.8% -1.3%
1 year 6.2% 2.1% 5.9% 7.3% 4.7% -6.2% 13.5% 6.7%
2 years -7.0% 10.2% 4.1% -6.2% -5.2% -19.9% 14.8% -2.2%
Annualised 5.5% 11.4% 7.0% 3.6% 8.3% 6.8% 8.5%
 
Risks
Max Drawdown -19.9% -6.9% -14.7% -23.7% -16.5% -28.5% -20.5%
Avg Holdings 25 25 25 25 25 25 25
Diversification Good Good Good Good Good Good Good