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VAW: Materials Dashboard For July
Seeking Alphaยท2025-07-18 12:00

Group 1 - The article provides a top-down analysis of the materials sector, focusing on metrics related to value, quality, and momentum [1] - It aims to assist in analyzing sector ETFs, specifically the Materials Select Sector SPDR ETF (XLB) [1] - The author, Fred Piard, has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] Group 2 - Fred Piard runs the investing group Quantitative Risk & Value, where he shares a portfolio of quality dividend stocks and innovative tech companies [1] - He also provides market risk indicators, real estate strategies, bond strategies, and income strategies in closed-end funds [1]