← Back to Invest

Défensif

Yuka Finance model DCA strategy — version 1.0 · last editorial revision
Risk: Moderate Horizon: 7 years or more 8 positions Monthly DCA

Favoring companies with relatively resilient operations and reducing dependence on highly cyclical sectors.

Objective

Favoring companies with relatively resilient operations and reducing dependence on highly cyclical sectors.

Why this allocation?

A spread across healthcare, consumer staples, retail, infrastructure and relatively resilient consumer goods, to limit (without eliminating) sensitivity to economic cycles.

Composition

CompanyTickerRoleTarget weight
Procter & GamblePGConsumer staples17.5%
Johnson & JohnsonJNJHealthcare17.5%
WalmartWMTRetail15%
Coca-ColaKOConsumer staples12.5%
PepsiCoPEPConsumer staples12.5%
NextEra EnergyNEEUtilities / infrastructure10%
Air LiquideAIUtilities / infrastructure10%
McDonald'sMCDRelatively resilient consumer5%

Methodology

Yuka Finance strategies are editorially defined model allocations, reviewed quarterly. The Score Yuka (a short/medium-term market-context indicator) never automatically influences these long-term weightings — it remains contextual information shown separately, never an automatic adjustment engine.

Risks

All investing carries a risk of capital loss. Past performance does not guarantee future results. This page presents no historical performance or return projection.

Simulate my DCA on this strategy

Choose a monthly amount and get the exact breakdown, for free.

Open the simulator →

Model strategy for informational and educational purposes. Not personalized investment advice. All investing carries a risk of capital loss.