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Upturn AI SWOT - About
Bridges Capital Tactical ETF (BDGS)
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Upturn Advisory Summary
04/01/2025: BDGS (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 22.12% | Avg. Invested days 325 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 7056 | Beta - | 52 Weeks Range 26.85 - 32.57 | Updated Date 04/1/2025 |
52 Weeks Range 26.85 - 32.57 | Updated Date 04/1/2025 |
Upturn AI SWOT
Bridges Capital Tactical ETF
ETF Overview
Overview
The Bridges Capital Tactical ETF is a dynamically managed fund focusing on strategic asset allocation across various sectors and asset classes. It aims to provide capital appreciation while managing risk through active adjustments based on market conditions.
Reputation and Reliability
Information regarding the issuer's reputation and reliability requires further research. Track record and investor confidence levels also require additional data.
Management Expertise
Information regarding the management team's experience and expertise requires further research.
Investment Objective
Goal
The primary investment goal is to achieve capital appreciation while managing downside risk.
Investment Approach and Strategy
Strategy: The ETF employs an active, tactical asset allocation strategy based on macroeconomic analysis and market trends.
Composition The ETF's composition includes a mix of equities, fixed income, and potentially other asset classes, dynamically adjusted based on market conditions.
Market Position
Market Share: The ETF's market share requires further research and data analysis.
Total Net Assets (AUM): Information regarding the total net assets under management by the ETF requires further research.
Competitors
Key Competitors
- AOA
- AOR
- AOM
- AOK
- AGG
Competitive Landscape
The ETF industry is highly competitive. Bridges Capital Tactical ETF's advantages and disadvantages compared to competitors depend on its specific investment strategies, management expertise, and fund performance relative to those of other tactical allocation ETFs. Further research is needed to assess the ETF's distinctive strategies and their performance against the market.
Financial Performance
Historical Performance: Historical financial performance data requires further research.
Benchmark Comparison: Benchmark comparison data requires further research.
Expense Ratio: Information regarding the expense ratio requires further research.
Liquidity
Average Trading Volume
Assessment of average trading volume requires further research.
Bid-Ask Spread
Details on the bid-ask spread require further research.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions all affect the ETF. Specific impacts require continuous monitoring and analysis.
Growth Trajectory
Growth trends, patterns, and any changes to strategy and holdings require further research.
Moat and Competitive Advantages
Competitive Edge
Bridges Capital Tactical ETF's competitive edge depends on its active management team's ability to consistently outperform benchmarks through tactical asset allocation. Further analysis is required to determine if the ETF employs unique investment strategies or has a niche market focus, enabling it to generate alpha over time. Successful execution and consistent returns are critical for the ETF to stand out in the crowded tactical allocation space. Strong management and niche market focus can provide an edge over other ETFs. Assessing the advantages requires detailed analysis on management performance and unique market focus.
Risk Analysis
Volatility
Assessment of the ETF's historical volatility requires further research.
Market Risk
The ETF is exposed to market risk associated with its underlying assets. Specific risk exposures require a detailed analysis of its portfolio holdings.
Investor Profile
Ideal Investor Profile
The ideal investor for this ETF is one seeking capital appreciation while understanding the risks associated with active management and tactical asset allocation. Further research is required.
Market Risk
Suitability for long-term investors, active traders, or passive index followers requires further research.
Summary
Bridges Capital Tactical ETF aims for capital appreciation using tactical asset allocation, managed by an active team. The ETF's performance is driven by the ability to adapt to changing market conditions. The ETF's strengths depend on the fund manager's expertise in making allocation decisions. To evaluate the ETF's suitability, it is crucial to investigate market share, total assets, and expense ratios and comparing them to those of its competitors.
Similar Companies
- AOA
- AOR
- AOM
- AOK
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. The accuracy and completeness of the data are not guaranteed.
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 Bridges Capital Tactical ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed, diversified exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in a blend of passively managed U.S. equity index ETFs, large-capitalization equity securities and cash or cash equivalents. It is expected that the fund will generally hold 5 to 20 investments selected from a universe that includes large-capitalization U.S. equity securities and passively managed index ETFs tracking U.S. small-, mid- and large-capitalization equity indexes (the "Indexes").
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