| | Sector Screening Table | READ: >>> | Rating Scores: Assign rating from 3 to 1 to each factor (3 is the highest rating) |
| Priority of |
| Factors | | Actual | Your Rating |
| | ETF Symbol (for your Sector, from Fund Organization Excel File) |
| | Sector Name |
| Price Momentum Indicators |
| 1 | Last 12 month return (use ETF) (Calculate) |
| 1 | Last 3 months return (use ETF)(Calculate) |
| Earnings Momentum Indicators |
| 2 | Revenue Surprise (+ or - and size)(Yardeni or FactSet) |
| 2 | Revenue Growth (last 12 months)(+ or - and size)(Yardeni or FactSet) |
| 2 | Earnings Growth (last 12 months)(+ or - and size)(Yardeni or FactSet) |
| Valuation Indicators |
| 3 | Valuation- Current P/E Ratio (Yardeni or FactSet) |
| 3 | Valuation- Current P/E Ratio over Growth (Yardeni or FactSet) |
| Economic Influances |
| 3 | Government Fiscal Policy Influence ( + Positive or - Negative) |
| 3 | Business Cycle Stage Influence (+Positive or - Negative) |
| 3 | Global Economic Influences (+Positive or - Negative) |
| Third Party Ratings |
| 4 | S & P Recommendation |
| 4 | Fidelity Recommendation (Fidelity Sector Website) |
| | Our Rating (Sum of the Factor Ratings) |
| | Final Sector Recommendation (Over, Under, or Market) |
| | Average Score is 2* 12 factors = 24 |
hugh123
US-SECTORScreeningTable-Fall20191.xlsx
