Arithmos builds a portfolio from one sentence. Make your own version of this one, or start from scratch.
AI Bubble Burst Defensive Index, Low-Beta Staples, Healthcare, Energy & Value Tilt
By ReloadItMade 11 Oct 202612 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
Build an index that would benefit from an AI bubble bursting.
Lets explore more mid and small caps for this
- How much of each
- Hand-picked amounts
- Most in one company
- 13%
- Refreshed
- Every 3 months, next 11 Jan 2027
What’s inside
12 companies across 5 industries. The biggest is Berkshire Hathaway Inc. at 13%. No company can be more than 13%.
Percentages are target weights at the last rebalance.
Weighting: fixedLimit per company: 13%Rebalance: quarterly
Company pages
Each company’s price history, and the other portfolios that hold it.
- Berkshire Hathaway Inc.
- Johnson & Johnson
- Exxon Mobil Corporation
- Coca-Cola Company (The)
- Procter & Gamble Company (The)
- Chevron Corporation
- AbbVie Inc.
- Merck & Company, Inc.
- Philip Morris International Inc
- Southern Company (The)
- Duke Energy Corporation
- Walmart Inc.
Theme: Healthcare and biotech stocks
Guide: How to invest in healthcare
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 AI Bubble Burst Defensive Index, Low-Beta Staples, Healthcare, Energy & Value Tilt
What stocks are in AI Bubble Burst Defensive Index, Low-Beta Staples, Healthcare, Energy & Value Tilt?
It holds 12 companies. The largest are Berkshire Hathaway Inc. (BRK-A), Johnson & Johnson (JNJ), Exxon Mobil Corporation (XOM), Coca-Cola Company (The) (KO) and Procter & Gamble Company (The) (PG), followed by CVX, ABBV, MRK, PM and SO. Most of the money is in consumer defensive, healthcare and energy.
How has AI Bubble Burst Defensive Index, Low-Beta Staples, Healthcare, Energy & Value Tilt performed?
+3.8% since it was made, +23.3% over the past year against +14.4% for the S&P 500, +85.9% 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 AI Bubble Burst Defensive Index, Low-Beta Staples, Healthcare, Energy & Value Tilt weighted?
Each company's share was set individually from the data. No company can be more than 13% of the portfolio. The biggest holding is Berkshire Hathaway Inc. (BRK-A) at 13.0%.
Can I invest in AI Bubble Burst Defensive Index, Low-Beta Staples, Healthcare, Energy & Value Tilt?
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.
Similar portfolios
- Recession-Resilient US Defensive 20, Equal-Weighted8 of the same companies, 20 in total
- Defensive US Core 208 of the same companies, 14 in total
- Recession-Resilient US Defensive 20, Equal-Weighted7 of the same companies, 20 in total
- Defensive Quality 15, No Data-Centre, No Oil (Healthcare/Staples/Financials)6 of the same companies, 15 in total
- Pride 20, LGBTQ+ Inclusion Leaders Index4 of the same companies, 20 in total
- Top 20 US Pharmaceutical Companies, Revenue-Weighted3 of the same companies, 20 in total
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.
