top of page

060523 - LinkedIn


In advance: <U/O> Matrix via Applied Indexation is migrating to a contributory/open forum, product suite in multi-sheet format is readily accessible with auto-generated password at Universal Orbit © 2023 PM composites link (<U/O> Product List; PayPal hosted).

User will find four downloadable 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); cross-asset/multi-factor (peer group analytics and valuation).

1QTR23 <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, 61 classifications, 256 single and multi-listed component members; n=75).

The modularity of business segment operations (BSOs) embedded within company revenue lines is utilized to generate effective Tier-2: Alpha and Alpha-Beta screens derived from a combined Renewables/Diversified Industrials/Technology sector-themed overlay within publicly traded Clean Energy Subindustry Benchmark ETF – PBW (performance dispersion, differentiated growth rates).

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

Please message direct with any questions or for product development considerations; supplemental data is available under a separate agreement, reference requisite disclaimer.


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

bottom of page