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In advance: 2QTR23 <U/O> Matrix via Applied Indexation is currently available in multi-sheet format.

Featured Clean Tech thematic is derived from a combined Renewables/Diversified Industrials/Technology sector-themed overlay within publicly traded subindustry benchmark ETF – PBW, utilizing the modularity of business segment operations embedded within company revenue lines to generate effective Tier-2: Alpha and Alpha-Beta screens (adaptive; cross-asset, multi-factor).

>> PBW total return: 3-mos. +10.6% (070723), 2Q23 -0.1%, YTD23 +8.3%; 12-month performance dispersion +255.8%/-85.5%.

>> PBW Fwd adj. PE=28.8 Beta=1.5 versus 29.8/1.5, 26.7/1.5 and 31.9/1.5 sequentially [40.0 limit; N/A totals 56.5% (v. 54.6%) based on portfolio weight and 56.0% of count (-5.3%), 9.7% on market capitalization (-0.8%); Large-cap 21.9% (+0.6%), Mid-cap 47.3% (-0.2%), Small-cap 30.8% (-0.4%)].

>> SPX 12-month Fwd PE=18.9/2Q23 v. 17.8/1Q23, 17.3/4Q22, 15.8/3Q22 (FactSet); CAPE 31.1 from 29.7/29.2/27.5, mean 17.0 (Shiller).

<U/O> Matrix via Applied Indexation segments include Wind, Solar, Fuel Cells, Smart Grid, Water, LED, Biofuel, Automotive, Natural Gas, Storage and Aviation plus further classifications detailing component member assignments based on corporate business segment operations (12 segments, 62 classifications, 256 single and multi-listed component members; n=75).

Successful trading strategies (conventional, systematic, factor-based) and adaptive investable motifs (niche, thematic, megatrend) isolate value in growth, and growth in value, by aligning the prospective Alpha drivers directly associated with ecosystem composition and supply chain verticals (peer group analytics and valuation). Proprietary refined hierarchical data sets isolate drivers of valuation at distinct points of inflection on a relative portfolio-weighted segment/classification basis.

<U/O> Matrix via Applied Indexation product suite is readily downloadable with auto-generated password at ‘PM composites’ link [ref:; PayPal hosted, nominal contribution (200USD)]. User will find four spreadsheets: 1] Anatomy (component members, data introduction), 2] Iteration (industry sort, computations), 3] Matrix (applied indexation, data analytics) and 4] Summary Template (composite data, portfolio characteristics).

Please message direct with any questions or for product development considerations (cataloged, resourced).


Please note: w/r/t past-positive forward looking indicators featured in <U/O> Matrix via Applied Indexation, a brief primer is provided online along with related tabs and slideshow tutorial <U/O> Matrix - Establishing Predictive Value: Applied Indexation, Hierarchical Data Sets and Competitive Market Information for background methodology.

#EnergyComplex #CleanEnergy #Renewables #Strategy #PortfolioManagement #PortfolioStrategies #CorporateFinance #BSOs #Analytics

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