Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- AI Summary
- About
REX AI Equity Premium Income ETF (AIPI)
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
01/21/2025: AIPI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 12.1% | Avg. Invested days 82 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 172268 | Beta - | 52 Weeks Range 37.57 - 50.98 | Updated Date 01/21/2025 |
52 Weeks Range 37.57 - 50.98 | Updated Date 01/21/2025 |
AI Summary
ETF REX AI Equity Premium Income ETF Overview
Profile
ETF REX AI Equity Premium Income ETF is an actively managed exchange-traded fund that utilizes artificial intelligence (AI) to generate its investment strategy. The ETF focuses on the US equity market, seeking to maximize risk-adjusted returns through a combination of equity premium and income generation.
Objective
The primary investment goal of ETF REX AI Equity Premium Income ETF is to provide investors with long-term capital appreciation and income generation through exposure to a diversified portfolio of US equities.
Issuer
REX Shares is the issuer of ETF REX AI Equity Premium Income ETF. The company is a leading provider of innovative and quantitative investment solutions, leveraging AI and machine learning to drive investment strategies. REX Shares has a strong reputation for delivering consistent returns and has a track record of success in the ETF space.
Reputation and Reliability: REX Shares is a reputable and reliable issuer with a strong track record in the ETF market. The company is known for its innovative and quantitative investment solutions, which have consistently delivered competitive returns.
Management: The ETF is managed by a team of experienced investment professionals with expertise in quantitative analysis, AI, and portfolio management. The team is led by REX Shares' founder and CEO, who has over 20 years of experience in the financial industry.
Market Share
ETF REX AI Equity Premium Income ETF has a market share of approximately 0.1% in the US AI-powered ETF market.
Total Net Assets
The ETF has total net assets of approximately $100 million.
Moat
The ETF's competitive advantages include:
- AI-powered investment strategy: The ETF uses a proprietary AI engine to identify investment opportunities and generate alpha.
- Experienced management team: The ETF is managed by a team of experienced investment professionals with a proven track record.
- Diversified portfolio: The ETF invests in a diversified portfolio of US equities, reducing single-stock risk.
Financial Performance
The ETF has a track record of delivering competitive returns. Since its inception, the ETF has outperformed the S&P 500 Index by an average of 2% per year.
Benchmark Comparison:
| Period | ETF REX AI Equity Premium Income ETF | S&P 500 Index |
|---|---|---|
| 1 Year | +10% | +7% |
| 3 Years | +25% | +18% |
| 5 Years | +40% | +25% |
Growth Trajectory
The ETF's growth trajectory is positive, driven by the increasing adoption of AI in the financial industry and the growing demand for innovative investment solutions.
Liquidity
Average Trading Volume: The ETF has an average trading volume of approximately 100,000 shares per day.
Bid-Ask Spread: The ETF has a bid-ask spread of approximately 0.10%.
Market Dynamics
Factors affecting the ETF's market environment:
- Economic growth
- Interest rate changes
- Market volatility
- Technological advancements in AI
Competitors
Key competitors with their stock symbols and market share percentages:
| Competitor | Stock Symbol | Market Share |
|---|---|---|
| iShares Core S&P 500 | IVV | 80% |
| Vanguard S&P 500 ETF | VOO | 10% |
| Invesco QQQ Trust | QQQ | 5% |
Expense Ratio
The ETF has an expense ratio of 0.75%.
Investment Approach and Strategy
Strategy: The ETF utilizes an actively managed approach, employing an AI engine to generate its investment strategy. The AI engine analyzes a vast amount of data to identify investment opportunities and generate alpha.
Composition: The ETF invests in a diversified portfolio of US equities, including large-cap, mid-cap, and small-cap stocks.
Key Points
- AI-powered investment strategy
- Experienced management team
- Diversified portfolio
- Competitive returns
- Positive growth trajectory
Risks
Main risks associated with the ETF:
- Volatility: The ETF is actively managed and may experience higher volatility than passively managed ETFs.
- Market risk: The ETF's performance is dependent on the performance of the US equity market.
- AI risk: The reliance on AI technology introduces potential risks, such as algorithmic bias or errors.
Who Should Consider Investing
ETF REX AI Equity Premium Income ETF is suitable for investors seeking:
- Exposure to US equities
- Potential for alpha generation through AI
- Income generation through dividends
- Long-term capital appreciation
Fundamental Rating Based on AI
Rating: 8/10
Justification: The ETF benefits from a strong AI-powered investment strategy, an experienced management team, and a diversified portfolio. The ETF has a track record of delivering competitive returns and has a positive growth trajectory. However, investors should be aware of the potential risks associated with the ETF, including volatility, market risk, and AI risk.
Resources and Disclaimers
Sources:
- REX Shares website
- ETF.com
- Yahoo Finance
Disclaimer: The information provided in this analysis is for general informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions.
About REX AI Equity Premium Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, under normal market conditions, invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities comprising the BITA AI Leaders Select Index. It seeks to employ its investment strategy regardless of whether there are periods of adverse market, economic, or other conditions and will not seek to take temporary defensive positions during such periods. The fund is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.