Summary
PBW Chart
PBW's 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats
A $10,000 stake in the Invesco WilderHill Clean Energy ETF (NYSEARCA:PBW) at Thursday's close was worth ~$8,920 by Friday's close, and the cause traces directly to a sharp move in two-year Treasury yields rather than to anything inside a single clean energy company.
PBW: Clean Breakout With Clean Energy, Pure Valuation (Upgrade)
I upgrade Invesco WilderHill Clean Energy ETF to 'Buy,' citing strong momentum and compelling valuation. PBW has returned 95% over 16 months, outperforming the S&P 500 by 70 percentage points. The ETF trades just under 20x earnings with a long-term EPS growth rate of 23%, yielding a PEG below 1.
Are Green ETFs in the Crosshairs? Navigating the Rare Earth Supply Shock
China's rare earth export curbs threaten the clean energy supply chain, but global exposure helps ETFs like PBW, FRNW, and ICLN stay resilient.
Invesco WilderHill Clean Energy ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 15 | $446 | $521.1 | $75.1 | 16.84% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 42,746 | $1.35M | $1.47M | $117,840.5 | 8.72% |
| YA Yinka Akinsola Blue Trust Inc. | 111 | $3,389.94 | $3,808.96 | $419.02 | 12.36% |
| SE Sima Elimelech Activest Wealth Management | 300 | $6,045 | $10,476 | $4,431 | 73.3% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 351 | $7,023.51 | $11,737.44 | $4,713.93 | 67.12% |
Invesco WilderHill Clean Energy ETF (PBW) FAQ
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Invesco WilderHill Clean Energy ETF Profile
| ARCA Exchange | US Country |
Overview
This fund is designed for investors looking to align their investment strategies with environmental sustainability practices. By committing at least 90% of its total assets to securities listed in its underlying index, the fund specifically targets companies significantly involved in cleaner energy advancement and conservation. The underlying index itself is comprised of stocks from publicly traded companies in the U.S., which are deemed significant for the development of clean energy. The selection of these companies is based on an evaluation by the index provider, which identifies firms that are expected to benefit substantially from a societal transition towards the use of cleaner, carbon-neutral energy sources and conservation efforts.
Products and Services
- Cleaner Energy Investment - The fund invests in securities of companies actively engaged in the advancement of cleaner energy technologies. This includes firms developing or significantly utilizing renewable energy sources like wind, solar, and hydroelectric power. Investment in these securities aims at fostering growth in cleaner energy sectors, directly contributing to the reduction of carbon footprints and promoting sustainability.
- Conservation Focused Investments - Apart from energy, the fund also prioritizes investments in companies committed to conservation efforts. This involves firms focused on decreasing emissions, waste reduction, water conservation, and other environmental sustainability practices. By investing in these companies, the fund supports broader efforts towards global conservation goals, aligning financial gains with environmental benefits.
