Group 1 - The article provides a top-down analysis of the consumer discretionary sector, focusing on industry metrics related to value, quality, and momentum [1] - It aims to assist in analyzing sector ETFs, such as the iShares US Consumer Discretionary ETF [1] - The analysis is part of a monthly series that may highlight potential investment opportunities within the sector [1] Group 2 - The author, Fred Piard, has over 30 years of experience in technology and has been investing in data-driven systematic strategies since 2010 [1] - Fred runs an investing group that shares a portfolio invested in quality dividend stocks and companies at the forefront of tech innovation [1] - The author also provides market risk indicators and various investment strategies, including real estate, bonds, and closed-end funds [1]
IYC: Consumer Discretionary Dashboard For August
Seeking Alpha·2025-08-20 12:00