SPHB
Invesco S&P 500 High Beta Et
$137.10
Tue, Nov 3, 2026 close (weekly items: Fri, Oct 30)
Thematic ETF · entry card
| Buy zone (breakout retest) | — | — | no confirmed breakout, so no retest zone |
| Profit-Taking Zone | $148.93–153.31 | +8.6% to +11.8% | wk low 10-02, wk high 09-11, wk high 08-21 |
| Trading stop · daily close | below $130.44 | -4.9% | trading downgrade |
| Trend stop · Friday close | below $125.35 | -8.6% | trend downgrade one state |
| Breakout Buy Level | close above $140.44 | +2.4% | top of R1 (200-day SMA, 40-wk SMA) |
APPENDIX · SPHB · TECHNICAL TRADING SCORECARD
Scores · Trend 31.7
| RS vs S&P (20) + sector (10) | 0.0 + 0.0 = 0.0 / 30 |
| Structure (6 checks) | 19 / 30 |
| Score = (RS + structure) × 100/60 | 31.7 / 100 |
| Raw state (Up ≥ 60 · Down < 45) | Down |
| Confirmation (2 consecutive Fridays) | confirmed Down |
| Trend (confirmed) | Down |
✖ Fri close above 40-wk SMA 0/6 · ✔ 40-wk SMA rising (4 wks) 4/4 · ✔ No lower high vs cycle high 5/5 · ✖ Fri close above 20-wk SMA 0/5 · ✔ Fri close above 200-wk (4-yr) SMA 5/5 · ✔ 4-mo SMA > 13-mo SMA (completed months, to Sep) 5/5
Weekly raw states: 09-25 Up → 10-02 Up → 10-09 Up → 10-16 Down → 10-23 Down → 10-30 Down. Coppock, band position, breadth and modifiers no longer enter the Trend score (Coppock chart below is reference only). |
Scores · Trading 17.9
| RS (S&P 20 + sector 10) | 0.0 + 0.0 / 30 |
| Structure | 8 / 25 |
| Coppock (daily) — BOUNCE tag — oversold & turning up inside a down structure (no boost) | 2.5 / 25 |
| Band position | 7.4 / 20 |
| Raw | 17.9 (Established Down) |
| Modifiers (10-yr > 5% rising −3, seasonal −2) | +0 |
| Final | 17.9 Established Down |
| ✖ Close above 50-day SMA 0/5 · ✖ 50-day SMA rising (10 d) 0/3 · ✖ Close above 100-day SMA 0/4 · ✖ Close above 200-day SMA 0/5 · ✔ 200-day SMA rising (20 d) 3/3 · ✔ No daily lower high (last two swing highs) 5/5 |
Relative state (weekly RS vs 16-wk SMA + 2-wk slope; daily RS vs 15-d SMA + 3-d slope; Neutral ±0.25%; phase price = next Fri / next close, benchmark flat)
| Horizon · benchmark | State | RS vs SMA | RS chg | Phase-transition price (SPHB close needed) |
|---|
| Trend · S&P | 5 Established Down (−) → | -4.85% | -0.26% | Est. Up ≥ 155.30 (+13.3%) · Early Up ≥ 144.99 · Est. Down < 144.22 |
| Trend · ^GSPC | 5 Established Down (−) → | -4.85% | -0.26% | Est. Up ≥ 155.30 (+13.3%) · Early Up ≥ 144.99 · Est. Down < 144.22 |
| Trading · S&P | 5 Established Down (−) → | -0.96% | -3.24% | Est. Up ≥ 160.73 (+17.2%) · Early Up ≥ 138.60 · Est. Down < 137.86 |
| Trading · ^GSPC | 5 Established Down (−) → | -0.96% | -3.24% | Est. Up ≥ 160.73 (+17.2%) · Early Up ≥ 138.60 · Est. Down < 137.86 |
Full bands (cluster rule: 2 or more tools within 3%; Δ vs 137.10)
| Band | Range | Distance | Tools in the cluster |
|---|
| R3 | 157.57–157.59 | +14.9% to +14.9% | wk high 06-26 157.57 · ATH 10-06 157.59 |
| R2 | 148.93–153.31 | +8.6% to +11.8% | wk low 10-02 148.93 · wk high 09-11 150.85 · wk high 08-21 152.63 · wk high 06-05 153.31 |
| R1 | 137.81–140.44 | +0.5% to +2.4% | 200-day SMA 137.81 · 40-wk SMA 138.02 · wk low 07-17 138.04 · wk low 06-12 139.04 · wk low 09-18 140.44 |
| S1 | 130.44–134.45 | -1.9% to -4.9% | wk low 10-23 134.45 · wk low 07-31 134.32 · 50% 134.09 · wk low 05-22 132.09 · wk low 05-01 130.44 |
| S2 | 125.35–128.54 | -6.2% to -8.6% | 61.8% 128.54 · wk high 02-13 126.59 · wk high 02-27 125.35 |
| S3 | 121.11–124.65 | -9.1% to -11.7% | wk high 01-30 124.65 · wk high ’25-12-12 121.11 |
| ATH | 157.59 | +14.9% | all-time high; Profit-Taking fallback when no 2-tool band sits above the Breakout (extensions no longer used) |
Coppock, breadth and RS (reference only; not in the Trend score)
Stops & phase transitions
- Tier 1 (trading stop): daily close < 130.44 (-4.9%): trading downgrades one state, re-anchor to S2 125.35–128.54.
- Tier 2 (trend stop = Trend Breakdown / invalidation): Friday close < 125.35 (-8.6%): trend downgrades one state, re-anchor to S3 121.11–124.65.
- Trend vs S&P: Est. Up ≥ 155.30 (+13.3%) · above its 16-wk avg ≥ 144.99 · Est. Down < 144.22 (+5.2%) (next Friday, benchmark flat).
- Trading vs S&P: Est. Up ≥ 160.73 · Early Up ≥ 138.60 · Est. Down < 137.86.
Sluymer context
- Not named in the 15 reports reviewed (Aug 18 – Oct 13, 2026).
Notes & caveats
Thematic ETFs holding, entry card (treated like the US Watchlist). Holdings: issuer file as of 2026-10-20 (Thematic ETFs bot list: /home/box/thematic-etf-scorecard/latest.json (built 2026-10-21 07:51 PT, from PortfolioDashboardBBG.xlsx MASTER!CK6 'THEMATIC ETFS' block; live at https://skc-thematic-etfs.pages.dev/)); Theme: High Beta. Sector RS dropped (no distinct sector ETF), Trend score rescaled from 50 to 100. Benchmarks: S&P 500 (20 pts) and ^GSPC (10 pts). Trading items and bands use the Tue, Nov 3, 2026 close; trend uses the Fri, Oct 30 week. Entry levels: Buy Zone = breakout retest zone (BUY names only: from the broken level down to the floor of the resistance band it came from, or level −2%, whichever is tighter; a weekly close below = failed breakout); Breakout Buy Level = top of R1; Trend Breakdown (invalidation) = S2 floor on a Friday close; Profit-Taking = next resistance band above the breakout. Verdict: AVOID = Trend Down (confirmed on two Fridays) or Friday close below a falling 40-wk SMA; BUY = a weekly close above a Breakout Buy Level fixed from the prior week's data with ≥2 tools within 3% (most recent such breakout in the last 4 weeks), every Friday close since and the latest close still at or above it, and Trend not Down; WAIT = otherwise. Buy Zone is reference only. Coppock = 10-bar WMA of ROC(14)+ROC(11), standard settings used as a placeholder because his are unpublished; DAS is omitted. Zone = sign + 3-yr percentile; direction = 2 bars. SMAs are simple; swings are 5-bar extremes; the channel is a 2-yr log regression ±2σ. The breadth proxy is the % of 500 current S&P 500 members with a rising weekly Coppock; it has survivorship bias, is a regime input only, and no other stock was scored. Weights are our choices (playbook §10); the state rule matched 86% / 83% of his sector states in-sample. Data: Yahoo Finance (unadjusted); weight from the Portfolio Dashboard (PIM 11/2 EOD, read-only).
