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Upturn AI SWOT - About
REX AI Equity Premium Income ETF (AIPI)
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Upturn Advisory Summary
03/11/2025: AIPI (1-star) is currently NOT-A-BUY. Pass it for now.
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 6.42% | Avg. Invested days 106 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) 221326 | Beta - | 52 Weeks Range 34.38 - 47.75 | Updated Date 04/1/2025 |
52 Weeks Range 34.38 - 47.75 | Updated Date 04/1/2025 |
Upturn AI SWOT
REX AI Equity Premium Income ETF
ETF Overview
Overview
The REX AI Equity Premium Income ETF (AIPI) seeks to generate income by investing in a portfolio of U.S. equities and employing an AI-driven covered call strategy. It aims to provide consistent income while participating in potential equity market gains.
Reputation and Reliability
REX Shares is a relatively newer player in the ETF market, specializing in innovative investment strategies. Their reputation is still developing.
Management Expertise
The management team combines financial expertise with AI and options trading knowledge.
Investment Objective
Goal
To generate income and provide exposure to U.S. equities through an AI-driven covered call strategy.
Investment Approach and Strategy
Strategy: AIPI uses an active management strategy that involves AI-driven covered call writing on a portfolio of U.S. equities.
Composition The ETF primarily holds U.S. equity securities.
Market Position
Market Share: Data not available
Total Net Assets (AUM): Data not available
Competitors
Key Competitors
- JEPI
- QYLD
- XYLD
- DIVO
Competitive Landscape
The covered call ETF market is competitive, with established players. AIPI aims to differentiate itself through its AI-driven approach. However, the competitive landscape has established brands like JEPI, QYLD, XYLD and DIVO which makes the uphill climb difficult.
Financial Performance
Historical Performance: Historical performance data is not readily available due to the fund's relative novelty.
Benchmark Comparison: Benchmark comparison is not applicable until sufficient historical data is available.
Expense Ratio: 0.68
Liquidity
Average Trading Volume
Average trading volume is not readily available due to the fund's relative novelty.
Bid-Ask Spread
Bid-ask spread data is not readily available due to the fund's relative novelty.
Market Dynamics
Market Environment Factors
Equity market performance, interest rates, and volatility impact AIPI's performance. The AI strategy's effectiveness depends on market conditions.
Growth Trajectory
Growth trends and patterns for AIPI depends on its ability to generate consistent income and effectively manage the covered call strategy.
Moat and Competitive Advantages
Competitive Edge
AIPI's competitive edge lies in its AI-driven covered call strategy, which seeks to optimize income generation and downside protection. The AI approach may lead to better option selection and management compared to traditional covered call strategies. However, the effectiveness of the AI model is crucial for its success. The newer fund may also struggle with awareness and market share against more established competitors.
Risk Analysis
Volatility
Volatility data is not readily available due to the fund's relative novelty.
Market Risk
The ETF is subject to equity market risk, interest rate risk, and the risk associated with covered call strategies, including capped upside potential.
Investor Profile
Ideal Investor Profile
AIPI is suited for income-seeking investors who are comfortable with equity market risk and understand the mechanics of covered call strategies.
Market Risk
AIPI may be suitable for long-term investors seeking income or those looking to enhance portfolio yield with a covered call strategy.
Summary
The REX AI Equity Premium Income ETF (AIPI) employs an AI-driven covered call strategy to generate income from a portfolio of U.S. equities. Its unique approach and higher expense ratio relative to competitors are key considerations. Investors should assess the fund's historical performance and liquidity as it develops. The fund is most appropriate for investors looking for income and comfortable with equity market risk and covered call strategies.
Similar Companies
- JEPI
- QYLD
- XYLD
- DIVO
- RYLD
- FEPI
Sources and Disclaimers
Data Sources:
- REX Shares Website
- ETF.com
- Seeking Alpha
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Data is based on available information as of the current date and may be subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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.
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