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Defensive Quality 15, No Data-Centre, No Oil (Healthcare/Staples/Financials)
By Aman JhaMade 8 Aug 202615 companies
Key numbers
For the time range selected above.
- vs the S&P 500
- Average per year
- Biggest drop
- Ups and downs
About this portfolio
So I’m wary about data centres as it might be a bubble, I’m expecting a land invasion in Iran so shorting oil, however not too commodity heavy
- How much of each
- Hand-picked amounts
- Most in one company
- 10%
- Refreshed
- Every 3 months, next 8 Nov 2026
What’s inside
15 companies. The biggest is LLY at 9.0%. No company can be more than 10%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 10%Rebalance: quarterly
Company pages
Each company’s price history, and the other portfolios that hold it.
More detail
Everything else we know about this portfolio. Open any section to dig in.Pro view: every section is open. Switch to Simple at the top of the page to tidy them away.
Risk-adjusted returns for each company, what drove the results, and how the AI built this portfolio are in Pro view.
The Sharpe ratio for each company, a suggested re-weighting and what drove the returns come with the Pro plan.
See ProAbout Defensive Quality 15, No Data-Centre, No Oil (Healthcare/Staples/Financials)
What stocks are in Defensive Quality 15, No Data-Centre, No Oil (Healthcare/Staples/Financials)?
It holds 15 companies. The largest are LLY, JNJ, KO, JPM and ABBV, followed by PG, V, MRK, AMGN and PM.
How has Defensive Quality 15, No Data-Centre, No Oil (Healthcare/Staples/Financials) performed?
+5.6% since it was made, +31.5% over the past year against +14.4% for the S&P 500, +122.9% over five years in the backtest. Results before the creation date are simulated from real past prices and leave out fees and taxes. Past performance is not a guide to the future.
How is Defensive Quality 15, No Data-Centre, No Oil (Healthcare/Staples/Financials) weighted?
Each company's share was set individually from the data. No company can be more than 10% of the portfolio. The biggest holding is LLY at 9.0%.
Can I invest in Defensive Quality 15, No Data-Centre, No Oil (Healthcare/Staples/Financials)?
It is not a fund you can buy. It is a list of shares you can buy yourself at your broker, and Arithmos shows you how for more than 40 brokers, or creates it as a Trading 212 pie. Arithmos is a research tool, not investment advice.
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Discussion
Results before a portfolio’s creation date are simulated from real historical prices and don’t include fees, taxes or trading costs. How we calculate performance. Nothing here is investment advice.
