Invesco Models
Published: March 29, 2021
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 is a change to the Invesco Special Opportunities (GUGGSO) Model this week.

Invesco Sector Seven Model POWER7

ETF Name Symbol DWA Suggested Weighting Yield Date Added
Invesco Wilderhill Clean Energy PBW 14.286% 0.4199 04/18/2019
Invesco Dynamic Semiconductors ETF PSI 14.286% 0.1818 12/27/2019
Invesco Dynamic Building & Construction Port PKB 14.286% 0.2744 06/26/2020
Invesco Dynamic Energy Exploration & Product PXE 14.286% 2.8837 03/05/2021
Invesco Oil & Gas Services ETF PXJ 14.286% 3.8725 03/12/2021
Invesco DWA Energy Momentum ETF PXI 14.286% 1.2254 02/26/2021
Invesco Global Clean Energy ETF PBD 14.286% 0.4951 01/08/2021

* - Dates prior to 1/24/2011, which is when the Invesco Sector Seven ETF Model Portfolio became available in the Invesco Weekly ETF Report, are representative of when the position was added to the backtested model.

Invesco Small Cap Sector Model POWERSMALL

ETF Name Symbol DWA Suggested Weighting Yield Date Added
Invesco S&P SmallCap Consumer Discretionary ETF PSCD 33.333% 0.4438 08/14/2020
Invesco S&P SmallCap Energy ETF PSCE 33.333% 0.6019 02/05/2021
Invesco S&P SmallCap Materials ETF PSCM 33.333% 1.4571 01/15/2021

* - Dates prior to 6/1/10, which is when the Invesco Small Cap Sector Model ETF Portfolio became available in the Invesco Weekly ETF Report, are representative of when the position was added to the backtested model.

DWA Global Technical Leaders Portfolio TECHLEADERS4

ETF Name Symbol DWA Suggested Weighting Yield Date Added
Invesco DWA SmallCap Momentum ETF DWAS 50.000% 0.1843 08/07/2020
Invesco DWA Momentum ETF PDP 16.667% 0.1087 01/15/2016
Invesco DWA Emerging Markets Momentum ETF PIE 16.667% 1.2349 08/07/2020
Invesco DWA Developed Markets Momentum ETF PIZ 16.667% 0.3753 08/07/2020

 

* - Dates prior to 6/7/13, which is when the DWA Global Technical Leaders Portfolio became available in the Invesco Weekly ETF Report, are representative of when the position was added to the backtested model.

DWA Sector 4 Model POWER4

ETF Name Symbol DWA Suggested Weighting Yield Date Added
Invesco DWA Basic Materials Momentum ETF PYZ 25.000% 0.9793 01/29/2021
Invesco DWA Consumer Cyclicals Momentum ETF PEZ 25.000% 0.3296 05/29/2020
Invesco DWA Industrials Momentum ETF PRN 25.000% 0.0950 02/26/2021
Invesco DWA Energy Momentum ETF PXI 25.000% 1.2254 01/29/2021

DWA Global Factor Model GLOBALFACTOR

ETF Name Symbol DWA Suggested Weighting Yield Date Added
Invesco S&P Emerging Markets Low Volatility ETF EELV 10.500% 2.7515 02/26/2021
Invesco DWA SmallCap Momentum ETF DWAS 24.500% 0.1843 02/26/2021
Invesco DWA Momentum ETF PDP 24.500% 0.1087 02/26/2021
Invesco DWA Emerging Markets Momentum ETF PIE 4.500% 1.2349 02/26/2021
Invesco DWA Developed Markets Momentum ETF PIZ 4.500% 0.3753 02/26/2021
Invesco S&P International Developed Low Volatility ETF IDLV 10.500% 2.3414 02/26/2021
Invesco S&P 500 Low Volatility ETF SPLV 10.500% 2.0556 02/26/2021
Invesco S&P SmallCap Low Volatility ETF XSLV 10.500% 2.2763 02/26/2021

* - Dates prior to 8/31/15, which is when the Invesco Multi Factor Global Equity Model became available in the Invesco Weekly ETF Report, are representative of when the position was added to the backtested model.

Invesco Commodity Model POWRSHARES

ETF Name Symbol DWA Suggested Weighting Yield Date Added
Invesco DB Energy Fund DBE 50.000% 0.0000 01/29/2021
Invesco DB Oil Fund DBO 50.000% 0.0000 11/13/2020

Invesco Special Opportunities Model GUGGSO

ETF Name Symbol DWA Suggested Weighting Yield Date Added
Invesco S&P Spin-Off ETF CSD 20.000% 0.9077 03/12/2021
Invesco S&P MidCap 400 Equal Weight ETF EWMC 20.000% 1.0568 02/26/2021
Invesco S&P SmallCap 600 Equal Weight ETF EWSC 20.000% 0.7018 02/12/2021
Invesco Buyback Achievers ETF PKW 20.000% 1.3813 06/12/2020
Invesco Raymond James SB-1 Equity ETF RYJ 20.000% 0.2548 03/26/2021

* - Dates prior to 10/14/08, which is when the Invesco Special Opportunities Model ETF Portfolio became available in the Invesco Weekly ETF Report, are representative of when the position was added to the backtested model.

Invesco Dynamic Equal Weight Sector Model GUGGEWSECT

ETF Name Symbol DWA Suggested Weighting Yield Date Added
Invesco S&P Equal Weight Consumer Discretionary ETF RCD 33.333% 0.7421 05/29/2020
Invesco S&P Equal Weight Energy ETF RYE 33.333% 2.4438 02/26/2021
Invesco S&P Equal Weight Financials ETF RYF 33.333% 2.0251 02/26/2021

* - Dates prior to 8/15/2017, which is when the Invesco Dynamic Equal Weight Sector Model became available in the Invesco Weekly ETF Report, are representative of when the position was added to the backtested model.

Invesco US Revenue Model (TR)


Group Symbol Percent
Cash CASH$ 0.00%
Invesco S&P Mid Cap 400 Revenue ETF TR All US Mid Cap RWK.TR 19.99%
Invesco S&P Small Cap 600 Revenue ETF TR All US Small Cap RWJ.TR 40.02%
Invesco S&P 500 Revenue ETF TR Growth-Domestic RWL.TR 19.99%
Invesco S&P Ultra Dividend Revenue ETF TR Growth & Income RDIV.TR 20.00%
* Denotes a security that is closed to investors.

Back to report
search

DISCLOSURE

**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. PowerShares has arranged with Dorsey, Wright to provide this specialized ETF Point & Figure Analysis page on PowerShares sponsored products. The Point & Figure analysis, models and resulting rankings, including any information, data or commentary included herein, are created and provided solely by Dorsey, Wright & Associates. Such analysis, models and rankings should not be considered an offer to purchase or sell, or a solicitation of an offer to buy or purchase any security. The examples presented do not take into consideration commissions, tax implications, or other transactions costs. Neither Dorsey, Wright nor PowerShares through this ETF page provide investment 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. 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 PowerShares. 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 PowerShares products, or Exchange Traded Funds (ETFs), we suggest you visit www.powershares.com.

Equity prices provided by Morningstar / Cross Rate prices provided by Morningstar / Mutual Fund prices provided by Bloomberg / Delayed prices provided by Thomson-Reuters / Cryptocurrency prices provided by CryptoCompare / Option prices provided by Thomson-Reuters / All quotes displayed are delayed 20 minutes

RS NEWSLETTER NDW USER GUIDE
DISCLOSURE/TERMS OF USE
ACCESSIBILITY
NEED HELP?