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Conservative 200 Qualifying

This screen uses the following criteria:

  • Risk Rating in (Conservative)
  • 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


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Performance Tracking


Returns FTSE 100
1 week -0.1% 2.4% 1.2% 2.4% 1.8% 3.3% 2.3% -0.7%
1 month 1.3% 1.7% 4.7% 4.6% 1.6% 6.9% 6.6% -0.7%
3 months -2.9% 2.2% 2.2% 0.6% -2.8% -4.0% 6.2% -7.4%
6 months -0.1% -0.5% 5.6% 4.1% -3.4% -2.5% 12.7% -10.0%
1 year 2.3% 6.5% 8.3% 1.6% -1.4% -0.1% 14.1% -5.1%
2 years 12.3% 29.4% 22.2% 12.7% 14.3% 16.8% 32.3% 3.3%
Annualised 7.3% 11.8% 9.5% 7.4% 9.3% 9.1% 10.6%
 
Risks
Max Drawdown -9.7% -5.0% -8.0% -7.0% -8.2% -16.3% -8.7%
Avg Holdings 25 25 25 25 25 25 25
Diversification Good Good Good Good Good Good Good

 Studies based on equal weighted portfolios of max 25 stocks rebalanced quarterly. Qualifying shares below updated daily. Past performance not indicative of future returns.



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200 Qualifying

Ticker Name Mkt Cap £m Stock Rank™ 1y Volatility % Risk Rating Sector Flag
Subscriber Subscriber Conservative Consumer Cyclicals Japan
Subscriber Subscriber Conservative Consumer Cyclicals Japan
Subscriber Subscriber Conservative Consumer Cyclicals Japan
Subscriber Subscriber Conservative Industrials Germany
Subscriber Subscriber Conservative Consumer Cyclicals Taiwan
Subscriber Subscriber Conservative Consumer Cyclicals Japan
Subscriber Subscriber Conservative Industrials Singapore
Subscriber Subscriber Conservative Technology France
Subscriber Subscriber Conservative Utilities Taiwan
Subscriber Subscriber Conservative Industrials Taiwan
Subscriber Subscriber Conservative Consumer Cyclicals Slovakia
Subscriber Subscriber Conservative Industrials United Kingdom
Subscriber Subscriber Conservative Industrials Japan
Subscriber Subscriber Conservative Consumer Cyclical