Invesco Dorsey Wright Consumer Discretionary Portfolio (PEZ)
NASDAQ (NMS) NASDAQ (NMS) Primary 
XBER Summary
PEZ Chart
ETFs to Consider as Consumer Sentiment Improves in July
Consumer sentiment hits a five-month high in July. XLY, VCR, PEZ and RTH ETFs stand to benefit from the upbeat outlook.
PEZ: Momentum Factor Not Enough For Volatile Consumer Cyclical Stocks
PEZ follows a proprietary strategy to identify at least 30 U.S. Consumer Cyclical stocks with strong intermediate and long-term price momentum. Its expense ratio is 0.60%. The ETF's long-term track record and current fundamentals highly suggest that the momentum factor alone is insufficient for investing in this sector. Though PEZ's components currently have an excellent 24% estimated earnings growth rate, it's also extremely risky based on its beta, P/E, and quality characteristics.
Invesco Dorsey Wright Consumer Discretionary Portfolio Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SR Scott Register Register Financial Advisors LLC | 1,111 | $93,144.14 | $115,077.38 | $21,933.24 | 23.55% |
 Christopher C. Powers Farther Finance Advisors, LLC | 9,276 | $810,598.49 | $960,715.32 | $150,116.83 | 18.52% |
 Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,419 | $386,336.4 | $457,675.83 | $71,339.43 | 18.47% |
Invesco Dorsey Wright Consumer Discretionary Portfolio (PEZ) FAQ
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Invesco Dorsey Wright Consumer Discretionary Portfolio Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The company is a financial entity that focuses on investing in securities, particularly within the consumer discretionary sector, also known as cyclicals. This sector includes businesses whose performance is directly linked to the economic environment and consumer spending. The company’s investment strategy is to allocate at least 90% of its total assets to securities that are part of the underlying index, which consists of a minimum of 30 companies selected based on their strong relative strength or "momentum" characteristics. Momentum investing is an investment strategy that aims to capitalize on the continuance of existing trends in the market. By focusing on companies with positive momentum, the fund seeks to achieve growth by investing in businesses that are currently performing well in the hopes that they will continue to do so in the near future.
Products and Services
- Index-based Investment Fund
- Consumer Discretionary Sector Focus
- Momentum Investing Strategy
This product is the core offering, involving the fund investing predominantly in securities that make up a specific index. This index is meticulously selected to include companies from the consumer discretionary sector demonstrating significant relative strength or momentum. This approach ensures a highly strategic investment focusing on segments exhibiting strong performance trends, tapping into the potential for higher returns in sectors sensitive to economic cycles.
The fund specializes in the consumer discretionary or cyclicals sector, which is inherently linked to economic conditions and consumer confidence. This specialization involves a deep analysis of market trends, consumer behavior, and economic indicators to identify investment opportunities. By concentrating on this sector, the fund aims to leverage periods of economic growth when consumer spending is high, potentially leading to above-average gains.
This strategy forms the backbone of the fund's investment philosophy, emphasizing securities that demonstrate strong momentum characteristics. Momentum, in this context, refers to the tendency of securities to continue their existing upward or downward trajectory. The fund identifies and invests in companies within the consumer discretionary sector that are not just performing well but are expected to maintain their performance trajectory, thereby potentially offering lucrative investment opportunities.
