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Recession-Resilient US Defensive 20 — Equal-Weighted
“Recession-resilient US companies — consumer staples, healthcare, utilities — with positive free cash flow every year for the last decade, 20 names, equal-weighted.”
built · 2026-04-22 08:20·rebalance · annual·next run · 2027-04-22
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backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
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attribution factsheet
holdings · 20
click a row to drill in ↗NameAllocationRationale
PGProcter & Gamble Company (The)Consumer Defensive5.00%Largest consumer staples company in the portfolio with $333B market cap, 51% gross margin, and 32% ROE. Equal-weighted at 5% as requested by user; defensive household products generate consistent cash flow through economic cycles.KOCoca-Cola Company (The)Consumer Defensive5.00%Global beverage leader with $322B market cap and 62% gross margin, demonstrating pricing power. Equal-weighted at 5%; non-discretionary consumption patterns support stable free cash flow generation.PEPPepsiCo, Inc.Consumer Defensive5.00%Diversified food and beverage company with $212B market cap and 8.5% revenue growth. Equal-weighted at 5%; portfolio of essential brands provides recession-resilient cash generation.CLColgate-Palmolive CompanyConsumer Defensive5.00%Global oral care and personal products leader with $66B market cap and 60% gross margin. Equal-weighted at 5%; essential consumer products category with consistent demand.MDLZMondelez International, Inc.Consumer Defensive5.00%Global snacking powerhouse with $72B market cap and 9.3% revenue growth. Equal-weighted at 5%; portfolio of established brands supports stable cash flows.KMBKimberly-Clark CorporationConsumer Defensive5.00%Personal care and tissue products company with $32B market cap. Equal-weighted at 5%; essential hygiene products generate predictable free cash flow regardless of economic conditions.HSYThe Hershey CompanyConsumer Defensive5.00%Leading confectionery company with $38B market cap and 7% revenue growth. Equal-weighted at 5%; strong brand portfolio and pricing power support consistent cash generation.JNJJohnson & JohnsonHealthcare5.00%Diversified healthcare giant with $545B market cap, 68% gross margin, and 10% revenue growth. Equal-weighted at 5%; pharmaceutical and medical device segments provide recession-resistant cash flows.ABBVAbbVie Inc.Healthcare5.00%Biopharmaceutical leader with $363B market cap, 72% gross margin, and 10% revenue growth. Equal-weighted at 5%; strong drug portfolio including Humira franchise generates substantial free cash flow.MRKMerck & Company, Inc.Healthcare5.00%Major pharmaceutical company with $278B market cap and 77% gross margin. Equal-weighted at 5%; Keytruda and vaccine portfolio provide stable, recession-resilient revenue streams.UNHUnitedHealth Group IncorporatedHealthcare5.00%Largest US health insurer with $314B market cap and 12.3% revenue growth. Equal-weighted at 5%; essential healthcare services generate consistent cash flow through economic cycles.AMGNAmgen Inc.Healthcare5.00%Leading biotech with $186B market cap, 71% gross margin, and 8.6% revenue growth. Equal-weighted at 5%; established biologics portfolio supports strong free cash flow generation.GILDGilead Sciences, Inc.Healthcare5.00%Biopharmaceutical company with $165B market cap and 79% gross margin. Equal-weighted at 5%; HIV and oncology franchises provide predictable cash generation.ABTAbbott LaboratoriesHealthcare5.00%Diversified healthcare company with $161B market cap, 56% gross margin, and 7.8% revenue growth. Equal-weighted at 5%; medical devices, diagnostics, and nutrition segments offer recession-resistant cash flows.NEENextEra Energy, Inc.Utilities5.00%Largest US utility with $189B market cap, 62% gross margin, and 21% revenue growth. Equal-weighted at 5%; regulated utility and renewable energy operations provide stable, predictable cash generation.SOSouthern Company (The)Utilities5.00%Major southeastern utility with $104B market cap and 10% revenue growth. Equal-weighted at 5%; regulated rate base ensures consistent free cash flow regardless of economic conditions.DUKDuke Energy Corporation (Holding Company)Utilities5.00%Large regulated utility with $98B market cap and 52% gross margin. Equal-weighted at 5%; essential electric and gas service to 8 million customers provides recession-proof cash generation.AEPAmerican Electric Power Company, Inc.Utilities5.00%Major electric utility with $72B market cap and 13.2% revenue growth. Equal-weighted at 5%; regulated transmission and distribution assets generate stable free cash flow.DDominion Energy, Inc.Utilities5.00%Diversified utility with $54B market cap and 49% gross margin. Equal-weighted at 5%; regulated electric and gas operations provide predictable cash flows through economic cycles.AWKAmerican Water Works Company, Inc.Utilities5.00%Largest US water utility with $26B market cap and 61% gross margin. Equal-weighted at 5%; essential water services to 14 million people ensure recession-resistant free cash flow generation.
weighting · equal
rebalance · annual