US Brands

by
Leo Wealth
Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.

Strategy Description

Exposure to large and stable household names – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.

Large & global companies with strong brand durability, recurring cash flow generation, low capital intensity, minimal financial leverage and low volatility characteristics.

This portfolio provides exposure to global end-client consumption via firms that are core suppliers and vendors to their clients and are integral to end-consumer daily lives. Companies range from luxury goods leaders to producers of healthare products, recognized retails, food and beverage giants, household staples and other consumer durable names.

Though a concentrated portfolio, the companies included are major global conglomerates, thus providing diversification via exposure to a variety of countries and industries.

Stocks are chosen via our systematic scoring process, which ranks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits. Portfolio is rebalanced regularly to ensure expoure to the best-scoring names.

This strategy can also be accessed in a Global Exposure.

Portfolio Performance

202120222023YTD
Portfolio (%)9.74-12.216.294.34
Annualized ReturnStandard DeviationDividend Yield
Portfolio13.34%16.13%2.6%

Allocation Breakdown

Asset Class


Equity99.49%
Fixed Income0
Commodities0
Cash0.51%

Geo


North America92.36%
Greater Europe7.13%
Asia0
Central/Latin America0

Sector


Financials
Industrials3.68%
Consumer Discretionary10.7%
Real Estate
Consumer Staples 14.6%
Materials
Healthcare22.3%
Utilities
Technology25.45%
Energy3.55%
Communications19.2%

Top Holdings

Asset ClassWeight (%)
1. AT&T Inc3.97%
2. Apple Inc3.91%
3. Comcast Corp3.89%
4. Verizon Communications Inc3.87%
5. Regeneron Pharmaceuticals Inc3.80%
6. Alphabet Inc3.80%
7. Microsoft Corp3.77%
8. AbbVie Inc3.77%
9. International Business Machines Corp3.76%
10. Cognizant Technology Solutions Corp3.72%

Related Investments

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Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

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