In advance: ‘<U/O> Applied Indexation …a brief tutorial.’ voiceover slide show is currently posted below without restriction to illustrate benchmark analysis and proprietary Alpha/Alpha-Beta screening via business segment operations, utilizing publicly-sourced Clean Energy Subindustry Benchmark ETF PBW to create a combined Renewables/Diversified Industrials/Technology sector-themed overlay (10 segments, 52 classifications, 69 single and multi-listed component members, 201 placements).
3Q21 PBW -16.8%, CY21 YTD -27.3%; YTD performance dispersion: +247.2%/-79.4% (100821).
PBW Fwd (adj.) PE=33.2 Beta=1.4 versus 34.1/1.4, 34.0/1.3, 33.4/1.3, and 27.0/1.3 sequentially. SPX 12-month Fwd PE=20.5 v. 21.4/Q2, 21.8/Q1 (FactSet); CAPE 37.9 from 38.6/37.6/34.9/31.7, mean 16.9 (Shiller).
Investable motifs for complementary long/short portfolio strategies: conventional, thematic, megatrend, equity/corporates, value/growth and factor-based.
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