QRFT0.030%
as of Jul 8
IVZ
GrowthINVESCO LTD
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios.
Close · 3M
+24.20%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals1
Win rate100% (1/1)
Avg buy return+27.79%
QRFT · New entry · 1d
weight 0 → 0.030% (new)·stock down 11.9% in the 30 days before
Mar 20·entry $23.21·now $29.66Chased
+27.79%
since Mar 20
PQUS · Exit · 1d
The AI ETF likely removed IVZ due to its significantly negative revenue growth and negative return on equity, signaling fundamental underperformance and a failure to generate shareholder value. This highlights that retail investors should prioritize companies demonstrating positive growth and profitability, as seemingly low valuation ratios can mask deeper financial deterioration.
weight 0.160% → 0 (exited)·stock up 13.6% in the 30 days before
May 13·entry $28.09·now $29.66
+5.59%
since May 13
AIEQ · Exit · 1d
The AI ETF likely removed IVZ due to its significantly negative revenue growth and ROE, indicating poor underlying financial health despite seemingly low valuation ratios. For retail investors, this illustrates the importance of scrutinizing fundamental performance beyond just attractive PER or PBR metrics, as deteriorating financials can signal a value trap that even AI models quickly identify and exit.
weight 0.380% → 0 (exited)·stock up 6.5% in the 30 days before
May 3·entry $26.04·now $29.66
+13.90%
since May 3
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Too hard to callas of May 4
Some AI ETFs, such as PQUS and QRFT, currently hold positions in Invesco, while AIEQ recently exited the stock. This contrasts with the framework's 'Too Hard' verdict, which indicates the company's unpredictable unit economics make it unsuitable for a Buffett-style investment, regardless of current price.
- Circle of CompetenceThe significant recent revenue decline of -19.1% and negative return on equity of -1.86% suggest that the company's unit economics are not stable enough to reliably project ten-year cash flows.
- Economic Moat
- Management
- Financial Health
- Margin of Safety
The analysis quickly determines that Invesco falls outside the circle of competence due to significant recent revenue decline and negative return on equity, making long-term cash flow projections unreliable. This indicates the business environment or its performance lacks the predictability required for a Buffett-style investment. Consequently, the framework deems the company 'Too Hard' to evaluate further.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.