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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 08:18·rebalance · annual·next run · 2027-04-22
creator narrative
0/1000
backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
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no backtest data
attribution factsheet
holdings · 20
click a row to drill in ↗NameAllocationRationale
JNJJohnson & JohnsonHealthcare5.00%Diversified healthcare giant with pharmaceutical, medical device, and consumer health divisions; strong gross margin (68%) and low leverage (D/E 0.60) support consistent FCF generation. Equal-weighted per user specification.ABBVAbbVie Inc.Healthcare5.00%Leading biopharmaceutical company with blockbuster immunology franchise (Humira, Skyrizi, Rinvoq); 72% gross margin and strong ROE indicate robust cash generation. Equal-weighted per user specification.UNHUnitedHealth Group IncorporatedHealthcare5.00%Largest US health insurer with diversified revenue from insurance and Optum services; 12.3% revenue growth and stable margins support consistent FCF. Equal-weighted per user specification.MRKMerck & Co., Inc.Healthcare5.00%Major pharmaceutical company with oncology and vaccine leadership (Keytruda); attractive valuation (P/E 15.5), 77% gross margin, and 3% dividend yield signal strong cash flow. Equal-weighted per user specification.ABTAbbott LaboratoriesHealthcare5.00%Diversified healthcare with medical devices, diagnostics, nutrition, and pharmaceuticals; low leverage (D/E 0.27) and 56% gross margin support decade-long FCF consistency. Equal-weighted per user specification.AMGNAmgen Inc.Healthcare5.00%Established biotech with mature product portfolio in oncology and inflammation; 71% gross margin and 2.9% dividend yield reflect strong cash generation despite higher leverage. Equal-weighted per user specification.GILDGilead Sciences, Inc.Healthcare5.00%Biopharmaceutical leader in HIV, hepatitis, and oncology; 79% gross margin and 41% ROE with moderate P/E (19.7) indicate consistent FCF profile. Equal-weighted per user specification.BMYBristol-Myers Squibb CompanyHealthcare5.00%Diversified pharma with oncology, immunology, and cardiovascular franchises; 73% gross margin and 4.2% dividend yield demonstrate long-term cash generation. Equal-weighted per user specification.PGProcter & Gamble Company (The)Consumer Defensive5.00%Consumer staples leader with portfolio of essential brands across beauty, grooming, and household care; 51% gross margin, 32% ROE, and 3% dividend yield reflect decade-long FCF strength. Equal-weighted per user specification.KOCoca-Cola Company (The)Consumer Defensive5.00%Global beverage leader with recession-resistant demand; 62% gross margin, 43% ROE, and 2.8% dividend yield signal consistent cash generation through cycles. Equal-weighted per user specification.PEPPepsiCo, Inc.Consumer Defensive5.00%Diversified food and beverage company with snacks and drinks; 54% gross margin, 44% ROE, and 3.7% dividend yield demonstrate resilient FCF generation. Equal-weighted per user specification.WMTWalmart Inc.Consumer Defensive5.00%Largest US retailer with essential goods focus and e-commerce growth; scale, 5.6% revenue growth, and defensive positioning support consistent FCF. Equal-weighted per user specification.COSTCostco Wholesale CorporationConsumer Defensive5.00%Membership warehouse retailer with loyal customer base and essential goods mix; 21.5% revenue growth and 30% ROE reflect strong cash generation model. Equal-weighted per user specification.CLColgate-Palmolive CompanyConsumer Defensive5.00%Global consumer products company with oral care, personal care, and home care brands; 60% gross margin and 3% dividend yield indicate stable FCF. Equal-weighted per user specification.MDLZMondelez International, Inc.Consumer Defensive5.00%Global snacking leader with portfolio of recession-resistant brands; 9.3% revenue growth and 3.6% dividend yield support consistent cash flow generation. Equal-weighted per user specification.NEENextEra Energy, Inc.Utilities5.00%Largest US electric utility with regulated operations and renewable energy leadership; 62% gross margin and stable utility cash flows support decade-long FCF consistency. Equal-weighted per user specification.DUKDuke Energy CorporationUtilities5.00%Major regulated electric and gas utility serving Southeast US; 52% gross margin, 10% ROE, and 3.4% dividend yield reflect stable utility FCF profile. Equal-weighted per user specification.SOSouthern Company (The)Utilities5.00%Regulated electric utility serving Southeast with predictable rate-base growth; 48% gross margin, 11% ROE, and 3.3% dividend yield demonstrate consistent cash generation. Equal-weighted per user specification.DDominion Energy, Inc.Utilities5.00%Regulated utility serving Virginia and Carolinas with stable earnings; 49% gross margin, 10% ROE, and 4.4% dividend yield (highest in utilities sleeve) signal strong FCF. Equal-weighted per user specification.AEPAmerican Electric Power Company, Inc.Utilities5.00%Large regulated electric utility with transmission and distribution focus; 48% gross margin, 12% ROE, and 2.9% dividend yield support decade-long FCF consistency. Equal-weighted per user specification.
weighting · equal
rebalance · annual