Sector Performance Chart (Last 12 months)
*Data from S&P 500 Indexes Selecting Industries based on history performance: Utilities, Health care, real estate, financial, Information technology, communication services, consumer discretionary, energy
Stocks are chosen from each industry Energy Industry overview: Oil company stocks are closely related to the oil prices.
Method: Bottom-up approach, Market cap (Large-cap) Reason: Stable, more international opportunities
Energy --- Oil, Gas and Consumable Fuels --- Integrated Oil and Gas 1.Exxon Mobil Corp (XOM) 2.Chevron Corp (CVX) 3.Royal Dutch Shell plc (RDSA)
Utilities Industry Overview: More focusing on carbon-free goals, the rapid expansion of distributed energy resource, U.S. are implementing smart city project, explore new business model (microgrid, blockchain, clean energy transition) Method: Large market share, Market cap (Large-cap) Reason: Marketing control
Utilities --- Electric Utilities
1.NextEra Energy, Inc (NEE)
2.The Southern Company (SO)
Utilities --- Multi-Utilities
3.Sempra Energy (SRE)
Utilities --- Water Utilities 4.Essential Utilities, Inc. (WTRG) 5.American Water Works Company, Inc. (AWK)
Consumer discretionary Industry Overview: Method: Increasingly Growth Rate, low P/E ratio Reason: Growth Momentum, Relatively low price/ its real value
Consumer discretionary --- Retailing --- Internet and Direct Marketing Retail
- Alibaba Group Holding Limited (BABA)
- Booking Holdings Inc. (BKNG)
- Expedia Group, Inc. (EXPE)
- Vipshop Holdings (VIPS)
Communication Service Industry Overview: Method: High forward P/E ratio, low P/BV, High ROE, Low Debt/ Equity Reason: Giving most weight on high ROE stocks as well as low P/BV ratio. Giving some weight on high forward P/E ratio and low Debt/ Equity ratio
Communication Service --- Media and Entertainment --- Interactive Media and Service
1.Yandex N.V. (YNDX) 2.Momo Inc. (MOMO) 3.Twitter, Inc. (TWTR) 4.SINA Corporation (SINA) 5.JOYY Inc. (YY) 6.Alphabet Inc. (GOOG) 7.QuinStreet, Inc. (QNST) 8.Alphabet Inc. (GOOG.L) 9.Travelzoo (TZOO) 10.Facebook, Inc (FB) 11.58.com Inc. (WUBA) 12.Trivago (TRVG)
Health Care Industry Overview: Method: Low P/E ratio, Increasingly Growth Rate, Dividend, ROE, High market share low PEG ratio, positive cash reserve, market cap (Large-cap) Reason: Growth Momentum, Relatively low price/ its real value, Dividend yield
Health Care --- Health Care Equipment and Services --- Health Care Equipment/ Service/ Managed Health Care
1.Globus Medical, Inc (GMED) 2. Medtronic plc (MDT) 3. Zynex, Inc. (ZYXI) 4. Anthem, Inc. (ANTM) 5. DexCom (DXCM) 6. Abiomed, Inc. (ABMD) Health Care --- Health Care Equipment and Services --- Distributor/ Suppliers 1. CVS Health Corporation (CVS) 2. AmerisourceBergen Corporation (ABC) --- Sell 3. Lantheus Holdings, Inc. (LNTH) Health Care --- Other Pharmaceutials 1. McKesson Corporation (MCK) 2. Cardinal Health (CAH) 3. Genmab A/S (GMAB) 4. AC Immune SA (ACIU) 5. Eagle Pharmaceuticals, Inc (EGRX) 6. Grifols, S.A. (GRF) 7. Neurocrine Biosciences, Inc. (NBIX) Health Care --- Specialities 1. Intuitive Surgical(ISRG) 2. Cigna Corp. (CI) 3. Henry Schein (HSIC)
Real Estate Realogy Holdings Group(RLGY) United Rentals Inc(URI) CBRE Group Inc(CBRE)