Weekly Feature
Published: July 3, 2018
This content is for informational purposes only. This should not be construed as solicitation. The general public should consult their financial advisor for additional information related to investment decisions.
There are no changes to be made within either of the Dorsey Wright Invesco Models this week, as each of the current holdings continues to maintain positive relative strength within their respective universes. Today we review Q2 2018 performance of the Invesco funds as well as the Invesco Models.

There are no changes to be made within either of the Dorsey Wright Invesco Models this week, as each of the current holdings continues to maintain positive relative strength within the respective universes. 

The second quarter of 2018 has come to an end and as is customary, we wanted to review how the Invesco line-up of funds performed, as well as recap how the Invesco Special Opportunities Model GUGGSO and the Invesco Dynamic Equal Weight Sector Model GUGGEWSECT fared over the second quarter of the year. In the image below, we have provided a snapshot of the Q2 2018 performance for the Invesco ETF lineup (excluding the BulletShares products). We have highlighted the Invesco Dynamic Equal Weight Sector Model GUGGEWSECT and its current holdings in teal, the Invesco Special Opportunities Model GUGGSO and its current holdings in purple, and the S&P 500 Index SPX benchmarks in gray.

Although there were a lot of negative headlines paired with market choppiness over the past three months, the second quarter proved to be an overall strong one for US equities. When all was said and done, the S&P 500 Index SPX posted a gain of 2.93% while the S&P Equal Dollar Weighted Index SPXEWI finished up 2.31%. The Invesco Special Opportunities Model GUGGSO finished the quarter flat with a gain of 0.59%. This model did not see any changes over the second quarter as each of the model holdings continued to maintain positive relative strength. The biggest contributor over the second quarter was the Invesco S&P MidCap 400 Equal Weight EWMC which posted a gain of 5.49%. The Invesco China Technology CQQQ lagged the portfolio over Q2, posting a loss of -7.02%.

The Invesco Dynamic Equal Weight Sector Model GUGGEWSECT was down slightly with a loss of -0.82%. This model did not see any changes over the second quarter as each of the model holdings continued to maintain positive relative strength.  The best performing of the current holdings for Q2 was once again the Invesco S&P Equal Weight Technology ETF RYT which was up 4.72%. The Invesco S&P Equal Weight Industrials ETF RGI dragged the portfolio, posting a loss of -4.00% over Q2. 

 

 

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**Unless otherwise stated, the performance numbers herein are based on price returns and do not include dividends or all transaction costs. Past performance is not indicative of future results. Potential for profits is accompanied by possibility of loss. Guggenheim Investments has arranged with Dorsey, Wright to provide this specialized ETF page on Guggenheim Investments sponsored products. The Point & Figure analysis, models and resulting rankings, including any information, data or commentary included herein (the "ETF Data"), are created and provided solely by Dorsey, Wright & Associates. Such ETF Data should not be considered an offer to purchase or sell, or a solicitation of an offer to buy or purchase any security. ETF Data and other materials appearing on this Site are believed by Guggenheim Investments to be obtained from reliable sources, but Guggenheim Investments cannot guarantee and is not responsible for their accuracy, timeliness, completeness, or suitability for use. The examples presented do not take into consideration commissions, tax implications, or other transactions costs. Neither Dorsey, Wright nor Guggenheim Investments through this ETF page provide investment, legal or tax advice or recommendations regarding any security, fund or market. As the investment professional making the final decision with respect to allocations, including any related suitability, fiduciary or other legal obligation, please remember to adhere to all applicable laws, regulations, and rules including NASD Rules 2090 and 2111 (Know Your Customer). You alone will bear the sole responsibility of evaluating the merits and risks associated with the use of ETF Data before making any decisions based on the ETF Data. You agree not to hold Guggenheim Investments or Dorsey, Wright liable for any possible claim for damages arising from any decision you make based on the ETF Data. The percentage of the portfolio devoted to any ETF is at the sole discretion of the financial advisor or the customer, and not Dorsey, Wright & Associates or Guggenheim Investments. If you are not familiar with the Point & Figure methodology, we suggest you read "Point & Figure Charting, 4th Edition" by Thomas J. Dorsey and visit the PnF University, www.dorseywright.com. If you are not familiar with the Guggenheim Investments products, or Exchange Traded Funds (ETFs), we suggest you visit www.GuggenheimInvestments.com.

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