PENCE Ubiquitous Portfolio UIT

The PENCE Ubiquitous Portfolio is a unit investment trust (UIT) that seeks to provide capital appreciation by investing in a portfolio of stocks of companies that derive a substantial portion of their revenue worldwide and who Pence Capital Management, LLC (the “Portfolio Consultant”) believe are involved in aspects of the transformation of consumer behavior and a shift in how people transact purchases.

The portfolio of stocks was selected by analyzing factors including: expected market dominance over the next three to five years, relative size within the industry sectors based on market capitalization, steadiness of past earnings growth rates and revenue growth, strength of earnings and revenue projections, balance sheet strength, valuation and levels of cash holdings.

Industry Breakdown

As of 10/10/2022 and may vary thereafter.

Key points to consider

Innovations in technology have made shopping easier on mobile devices.

Mobile devices allow consumers to access products, read reviews, and make purchasing decisions without needing to go to brick-and-mortar stores.

In 2017, US online sales were $452 billion, representing about 9% of total retail sales, compared to less than 1% in 2000. Currently, e-commerce has been growing nearly 3.5x faster than brick-and-mortars. By 2040, it is expected to reach more than 20% of total retail trade or $2 trillion.

How to invest

Pence Capital Management develops investment strategies for distributors and model portfolios for advisors. To invest in Pence Capital Management Strategies, please contact your broker or advisor.

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