AIVL3.022%
as of Jul 17
PG
DefensivePROCTER & GAMBLE
The Procter & Gamble Company provides branded consumer packaged goods worldwide. It operates through Beauty; Grooming; Health Care; Fabric & Home Care; and Baby, Feminine & Family Care segments. The company offers conditioners, shampoos, styling aids, and treatments under the Head & Shoulders, Herbal Essences, Pantene, and Rejoice brands; antiperspirants, deodorants, and personal cleansing products under the Native, Old Spice, Safeguard, and Secret brands; and facial moisturizers, cleaners, and treatments under the Olay and SK-II brands.
Close · 3M
-3.92%
Held by 2 AI ETFs
AIEQ0.150%
as of Jul 20
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 signals11
Win rate73% (8/11)
Avg buy return+1.10%
AIVL · Weight increase · 2d
WisdomTree's AIVL, which uses AI to score approximately 100 US value stocks, likely recognized Procter & Gamble as a compelling candidate for increased allocation during its periodic rebalance. The AI’s specific task of distinguishing genuine value from value traps appears to be at play, with PG's return on equity of 31.23% signaling strong fundamental quality. Despite its current price residing at 90% of its 52-week high, the prior 1-year return of -6.6% might have presented an opportune entry point for the AI to increase exposure. This consecutive weighting increase suggests the AI model assigned a higher relative conviction score to PG’s blend of fundamental strength and recent price dynamics, affirming its place within the value-tilted universe.
weight 2.970% → 3.031% (+0.061 pp)·stock up 0.7% in the 30 days before
Jul 16·entry $151.50·now $149.13Fresh
-1.56%
since Jul 16
AIVL · Weight decrease · 3d
Procter & Gamble's PER of 20.62 and PBR of 7.17, alongside a 31.23% ROE, position it within a higher valuation range for AIVL's US value-factor pool, especially when considering its 3.33% revenue growth. AIVL's AI, explicitly designed to identify genuine value and distinguish it from value traps using fundamentals and valuation metrics, assesses these figures critically. The detected consecutive weight decrease from July 8th to July 10th aligns with PG's recent price movement, which saw a 3.4% 30-day return, bringing its current price of $148.37 to 89% of its 52-week high. This upward shift in price likely influenced the AI's valuation models, indicating that the Consumer Staples stock's valuation metrics might have become less appealing within the fund's value-tilted universe. Consequently, AIVL adjusted its portfolio allocation for PG, reflecting the AI's re-evaluation of its investment merit at this elevated price point.
weight 3.083% → 2.974% (-0.109 pp)·stock down 1.1% in the 30 days before
Jul 10·entry $147.04·now $149.13
+1.42%
since Jul 10
AIVL · Weight decrease · 2d
Procter & Gamble's PER of 20.62 and PBR of 7.17 suggest a valuation that AIVL, an AI-managed ETF focused on distinguishing genuine value from value traps within a US value-factor universe, might scrutinize despite its 31.23% ROE. The gradual weight reduction from 3.0078% to 2.9805% between July 6th and July 9th by AIVL reflects the AI's assessment that PG's current price of $147.04, sitting at 88% of its 52-week high, might not offer compelling value given its modest 3.33% revenue growth. This specific action indicates the AI's process, which leverages fundamentals alongside valuation metrics, is interpreting PG's elevated multiples and position near its annual price ceiling, especially after recent negative longer-term returns of -7.9% over 90 days, as potentially less attractive compared to other opportunities within its portfolio of approximately 100 US value stocks.
weight 3.083% → 2.981% (-0.103 pp)·stock up 1.2% in the 30 days before
Jul 9·entry $146.85·now $149.13
+1.55%
since Jul 9
AIVL · Accumulation · 5d
AIVL, which employs AI to score names within a US value-factor pool and distinguish genuine value from value traps, has been adjusting its weighting in Procter & Gamble. The fund’s methodology, which emphasizes fundamentals like return on capital, would find the 31.23% Return on Equity in PG to be a compelling indicator of quality, helping the AI assess long-term viability beyond simple valuation ratios. Despite its current price of $151.41, the 90-day return showing a -8.4% decline likely presented a more favorable entry point within the ETF's value-tilted universe, suggesting a re-evaluation of its valuation metrics like the PER of 21.14. This gradual accumulation, evident in its weight progression from 3.0019% to 3.0697% across the observed dates, aligns with the ETF's periodic, rather than daily, rebalance schedule as its AI identifies persistent value.
weight 3.002% → 3.070% (+0.068 pp)·stock up 7.5% in the 30 days before
Jul 2·entry $151.41·now $149.13Fresh
-1.51%
since Jul 2
AIVL · Weight increase · 2d
PG’s ROE of 31.23% points to efficient capital utilization, a core fundamental factor AIVL's AI assesses when scoring names within its US value pool to distinguish genuine value. While its PER stands at 21.44 and PBR at 7.17, the AI’s mandate is to identify genuine value beyond simple screening, suggesting these multiples are justified by the underlying financial health and 3.33% revenue growth. The consecutive weight increases for PG on June 23 and 24, moving its allocation to 3.1108%, occurred as the stock's 30-day return showed a +5.6% gain, following longer-term negative returns over 90-day and one-year periods. This suggests the AI detected a re-emerging buying opportunity, possibly interpreting the stock's recovery towards its $152.04 current price from recent lows as a confirmation of its intrinsic worth after a period of price weakness.
weight 3.002% → 3.111% (+0.109 pp)·stock up 5.3% in the 30 days before
Jun 24·entry $152.04·now $149.13Fresh
-1.91%
since Jun 24
AIVL · Weight decrease · 2d
AIVL's AI-driven methodology, which sifts through a ~100-stock US value pool to differentiate genuine value from value traps, likely prompted the progressive reduction in Procter & Gamble's weight. The AI's evaluation of fundamentals and valuation metrics would scrutinize PG's PBR of 7.17 and PER of 21.11, which remain elevated despite its 90-day return of -7.7%. This suggests the model determined PG was less attractive within its value mandate, potentially signaling a move away from perceived value traps towards more compelling opportunities. The fund's periodic rebalance mechanism, rather than daily adjustments, accounts for the observed step-down in allocation across multiple dates in June.
weight 3.106% → 3.002% (-0.104 pp)·stock up 3.7% in the 30 days before
Jun 22·entry $147.68·now $149.13
+0.98%
since Jun 22
AIVL · Weight decrease · 2d
Procter & Gamble currently trades at $150.46, positioning it at 90% of its 52-week high, despite a 90-day return of -5.1% and a one-year return of -9.8%. This setup suggests that while the stock has seen a recent 4.9% gain over 30 days, its longer-term price trajectory is less favorable at a relatively elevated price point. AIVL's AI, tasked with identifying genuine value within its US value pool, likely reassessed PG's appeal by considering its PER of 20.93 and PBR of 7.17 alongside its 31.23% ROE and 3.33% revenue growth. The consecutive, albeit small, decreases in AIVL's weight for PG on June 11th and 12th reflect the AI's periodic determination that the stock, given its higher valuation metrics relative to its price near the 52-week peak, presented comparatively less compelling value than other eligible holdings, warranting a slight reallocation within the portfolio. This action aligns with the fund's strategy of distinguishing true value from potential value traps, even for companies with solid fundamentals.
weight 3.153% → 3.073% (-0.080 pp)·stock up 5.2% in the 30 days before
Jun 12·entry $149.61·now $149.13
-0.32%
since Jun 12
AIVL · Weight increase · 2d
weight 2.932% → 3.104% (+0.172 pp)·stock down 0.9% in the 30 days before
Jun 5·entry $146.54·now $149.13Fresh
+1.77%
since Jun 5
AIVL · Weight decrease · 2d
weight 3.168% → 2.932% (-0.236 pp)·stock down 2.3% in the 30 days before
Jun 3·entry $140.19·now $149.13
+6.38%
since Jun 3
AIVL · Weight increase · 2d
With a 31.23% Return on Equity and a 3.33% revenue growth, Procter & Gamble presents strong fundamental characteristics that AIVL's AI seeks within its US value-factor pool, helping distinguish genuine value from value traps despite its 19.63 P/E ratio. This focus on strong underlying financials likely informed the AI's score, especially as PG’s share price depreciated by 12.1% over the last year, now trading at $143.56, near 85% of its 52-week high. The consecutive weight increases for PG on May 14th and May 15th, moving from 3.1414% to 3.1682%, indicate the AI identified a more compelling entry point for the consumer staples giant as it approached the lower bound of its 52-week range. AIVL's methodology, blending value factors with AI analysis of fundamentals and valuation metrics, evidently led to an increased allocation when PG’s market valuation became more attractive relative to its consistent performance metrics.
weight 3.138% → 3.168% (+0.031 pp)·stock down 1.1% in the 30 days before
May 15·entry $141.57·now $149.13Drifting
+5.34%
since May 15
AIVL · Weight decrease · 3d
The AI ETF is likely reducing its weight in PG due to its stretched valuation, indicated by a high PER of 20.24 and PBR of 7.17, which may be deemed excessive given its moderate 3.33% revenue growth. Retail investors holding PG should evaluate if its current valuation aligns with their own investment thesis, potentially rebalancing their portfolio towards opportunities with more attractive risk-adjusted returns or better growth prospects.
weight 3.255% → 3.150% (-0.105 pp)·stock down 1.2% in the 30 days before
May 11·entry $143.36·now $149.13
+4.02%
since May 11
AIVL · Weight decrease · 2d
The AI fund likely initiated a consecutive weight decrease in PG due to its high valuation metrics, such as a PER of 20.24 and PBR of 7.17, paired with an anemic revenue growth of just 1.08%. Despite strong ROE, the AI is likely signaling that PG's current price doesn't justify its limited top-line expansion, suggesting a move away from expensive, slow-growth defensive stocks. For retail investors, this highlights the importance of scrutinizing valuation against growth prospects, even for established companies; don't assume stability alone justifies a premium price if future growth appears constrained.
weight 3.255% → 3.232% (-0.023 pp)·stock down 0.2% in the 30 days before
May 8·entry $146.42·now $149.13
+1.85%
since May 8
AIVL · Weight increase · 2d
The AI ETF likely increased its allocation to Procter & Gamble due to its strong defensive consumer staple characteristics and exceptional 31.25% Return on Equity, indicating a focus on stability, quality, and robust financial health. This suggests the AI may be positioning for market resilience or seeking reliable performance. Retail investors should observe if AI funds are rotating towards such high-quality defensive stocks as a signal to consider similar allocations for portfolio stability during uncertain periods.
weight 3.206% → 3.255% (+0.049 pp)·stock up 4.7% in the 30 days before
May 6·entry $147.90·now $149.13Fresh
+0.83%
since May 6
+1.39%
since Apr 30
AIEQ · Weight decrease · 2d
Procter & Gamble's fundamentals, including a 31.23% ROE and 3.33% revenue growth, likely informed AIEQ's initial allocation as part of its broad market, fundamentals-driven approach. Despite a recent 30-day return of 4.3% and a price of $147.43 sitting near 88% of its 52-week high, the ETF's daily rebalancing process began a gradual reduction from 0.85%. The sharp decrease to 0.15% on 2026-07-01 suggests IBM Watson's NLP, which processes news, filings, and social posts across thousands of US equities, identified a significant, sudden deterioration in sentiment or future outlook for PG that EquBot's risk overlay quickly acted upon. This reflects the fund's high-turnover nature and its hybrid fundamentals and sentiment style.
weight 0.830% → 0.150% (-0.680 pp)·stock up 5.1% in the 30 days before
Jul 1·entry $147.43·now $149.13
+1.15%
since Jul 1
AIEQ · Weight increase · 2d
Procter & Gamble's 31.23% Return on Equity, alongside a 3.33% revenue growth and valuation metrics including a 21.44 Price-to-Earnings ratio and 7.17 Price-to-Book ratio, fits within AIEQ's "broad market, fundamentals + sentiment hybrid" style, which incorporates fundamental strength. Amplify ETFs' EquBot, leveraging IBM Watson NLP across diverse news, filings, and social posts, likely identified a positive shift in market sentiment or fundamental outlook for PG, driving the consecutive weight increases to 0.84% and 0.85% on June 24th and 25th. This daily rebalancing activity, reflecting AIEQ's high-turnover portfolio, closely followed a period where PG's price reached 89% of its 52-week high, capping a 30-day return of +4.4% and indicating an affirmation of recent upward price movement despite longer-term declines.
weight 0.820% → 0.850% (+0.030 pp)·stock up 3.9% in the 30 days before
Jun 25·entry $148.50·now $149.13Fresh
+0.42%
since Jun 25
AIEQ · Weight increase · 2d
PG's 31.23% ROE, alongside its 20.93 PER and 7.17 PBR, presents a picture of a mature company with high profitability within the consumer staples sector, aligning with AIEQ's broad market, fundamentals-driven approach. The fund, managed by Amplify ETFs, uses IBM Watson NLP to process vast data, and began increasing its allocation to PG from 0.76% around June 7th after three days of stable weight. This upward adjustment, continuing to 0.84% by June 11th, occurred as PG traded at $148.34, significantly below its $169.89 52-week high despite a recent modest +0.8% 30-day return. Given AIEQ's daily rebalancing and high turnover, these consecutive, incremental increases suggest a developing positive sentiment signal from Watson's analysis, likely identifying value or an improving outlook for the stock at its current price level.
weight 0.800% → 0.840% (+0.040 pp)·stock up 3.1% in the 30 days before
Jun 11·entry $148.34·now $149.13Fresh
+0.53%
since Jun 11
AIEQ · Sudden change · 1d
AIEQ displayed a sudden reduction in its Procter & Gamble allocation, dropping from 1.1600% to 0.7800% on May 30th after several days of relative stability. This abrupt adjustment aligns with the fund's strategy of daily rebalancing, where EquBot’s risk overlay rapidly processes IBM Watson NLP-derived insights from news, filings, and social posts. Despite PG’s 31.23% ROE, its persistent price decline—a -12.1% 1-year return and current trading at 85% of its 52-week high—suggests the AI system detected a deterioration in sentiment or a change in fundamental signals no longer supporting its previous valuation. Such a decisive move, even with PG's moderate 3.33% revenue growth, indicates the daily refreshed NLP analysis and subsequent re-ranking identified specific negative developments or increased risk exposure for the consumer staple company at its current $143.56 price point.
weight 1.160% → 0.780% (-0.380 pp)·stock down 2.0% in the 30 days before
May 30·entry $140.28·now $149.13
+6.31%
since May 30
AIEQ · Weight decrease · 2d
The AI-managed ETF likely decreased PG's weight due to its high PBR and PER ratios, indicating potential overvaluation relative to its moderate revenue growth, despite strong ROE. This consistent de-weighting suggests the AI might be shifting capital to more attractively valued opportunities or anticipating market shifts. Retail investors should recognize that even quality companies like PG can become overvalued, prompting a re-evaluation of their own holdings based on valuation and future growth prospects rather than just past performance.
weight 1.160% → 1.120% (-0.040 pp)·stock down 0.5% in the 30 days before
May 14·entry $142.71·now $149.13
+4.50%
since May 14
AIEQ · Weight decrease · 2d
The AI likely initiated the consecutive weight decrease for PG due to its slow revenue growth of 1.08% combined with its elevated P/E and P/B ratios, suggesting the stock offers limited upside or is overvalued compared to other investment opportunities. For a retail investor, this indicates a need to review holdings in mature, slow-growth companies with high valuations, ensuring they align with personal growth and return objectives rather than just brand stability.
weight 1.180% → 1.160% (-0.020 pp)·stock down 0.2% in the 30 days before
May 10·entry $143.36·now $149.13
+4.02%
since May 10
+3.98%
since May 3
+3.98%
since May 4
+0.64%
since Apr 24
+4.78%
since Apr 21
+4.21%
since Apr 16
+4.01%
since Apr 15
+5.54%
since Apr 7
QRFT · Accumulation · 3d
stock down 13.4% in the 30 days before
Mar 30·entry $144.72·now $149.13Drifting
+3.05%
since Mar 30
QRFT · Weight increase · 2d
stock down 12.8% in the 30 days before
Mar 27·entry $142.71·now $149.13Drifting
+4.50%
since Mar 27
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
Fails the frameworkas of May 11
Recent AI ETF activity shows AIVL and AIEQ trending towards weight decreases, and QRFT completely exited its position in Procter & Gamble. This aligns with the value-investing framework's 'Fail' verdict, as the AI funds appear to be reducing or eliminating exposure, possibly also perceiving a lack of compelling value at current prices.
- Circle of CompetenceProcter & Gamble's diverse portfolio of essential household and personal care products provides stable demand and predictable earning power, aligning with the circle of competence.
- Economic MoatThe company benefits from strong brand power across numerous well-established products and a significant scale-driven cost advantage in manufacturing and distribution, creating a durable economic moat.
- ManagementThe provided financial data and activity trends do not offer sufficient information to definitively assess management's candor, capital allocation discipline, or specific 'skin in the game'.
- Financial HealthWith a strong current ROE of 31.25%, P&G demonstrates excellent profitability, and as a mature consumer staples giant, it likely maintains stable operating margins and consistently positive owner earnings.
- Margin of SafetyDespite being a wonderful company, its current P/E ratio of 20.72, combined with modest revenue growth of 1.08% YoY, does not suggest a sufficient margin of safety at its current price.
Procter & Gamble fits well within the circle of competence and possesses a strong economic moat due to its brand power and scale. While its financial health is robust with high returns on equity, the current valuation, indicated by a high P/E relative to its low growth rate, does not offer a sufficient margin of safety for a new investment. This leads to an overall 'Fail' verdict despite the underlying quality of the business.
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.