This monthly article aims at a top-down analysis of the utilities sector based on value, quality, and momentum metrics. It may also help analyze sector ETFs such as the Utilities Select Sector SPDR ETF (Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio in ...

Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed- ...

文章核心观点 - 该系列文章采用自上而下的分析方法 对必需消费品行业进行基本面与动量分析 并可能用于分析行业ETF [1] 作者背景 - 作者拥有超过30年的技术领域量化分析师和IT专业人士经验 [1] - 作者自2010年以来一直从事数据驱动的系统性策略投资 [1] 文章系列内容 - 文章系列基于行业指标 专注于必需消费品行业的基本面和动量 [1] - 该分析可能有助于分析必需消费品精选板块SPDR基金等行业ETF [1]

投资策略 - 投资组合专注于优质股息股票和科技创新前沿公司 [1] - 提供市场风险指标、房地产策略、债券策略及封闭式基金收益策略 [1] 分析师背景 - 分析师拥有30年科技行业经验的量化分析师和IT专业人士 [1] - 自2010年以来一直从事数据驱动的系统性投资策略 [1] - 撰写三本专业书籍并运营量化风险与价值投资团体 [1]