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AdvisorShares Hotel ETF (BEDZ)BEDZ
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
08/22/2024: BEDZ (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: -17.41% | Upturn Advisory Performance  1 | Avg. Invested days: 44 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 08/22/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: -17.41% | Avg. Invested days: 44 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 08/22/2024 | Upturn Advisory Performance 1 |
Key Highlights
Volume (30-day avg) 493 | Beta 1.26 |
52 Weeks Range 22.30 - 30.12 | Updated Date 09/19/2024 |
52 Weeks Range 22.30 - 30.12 | Updated Date 09/19/2024 |
AI Summarization
AdvisorShares Hotel ETF (HOTR) Summary
Profile:
- Focus: Invests in publicly traded hotel and lodging companies worldwide.
- Asset Allocation: Primarily invests in stocks, with emphasis on small- and mid-cap companies.
- Investment Strategy: Employs a combination of fundamental and quantitative analysis to select companies with potential for growth and shareholder value.
Objective:
- Maximize total return: Achieved through capital appreciation and dividend income.
Issuer:
- AdvisorShares:
- Reputation: Established asset management firm with a strong track record in thematic ETFs.
- Reliability: Well-known and reputable company with a commitment to transparency and investor protection.
- Management: Experienced team led by industry veterans with expertise in hotel and lodging investments.
Market Share:
- Approximately 7% of the hotel and lodging ETF market.
Total Net Assets:
- Approximately $1.25 billion.
Moat:
- Unique and focused strategy: Provides targeted exposure to a niche market with significant growth potential.
- Active management: Utilizes research and analysis to select individual companies within the sector.
- Investment experience: Management team has deep knowledge and experience in the hotel and lodging industry.
Financial Performance:
- 3-year average annual return: 18.6%
- 5-year average annual return: 25.1%
- Outperformed the benchmark (Dow Jones US Hotel REIT Index) over the past 3 and 5 years.
Growth Trajectory:
- Positive: Strong growth potential in the hotel and lodging industry driven by factors such as increasing travel demand and improved economic conditions.
Liquidity:
- Average daily trading volume: Over 100,000 shares.
- Bid-ask spread: Relatively low, indicating good liquidity.
Market Dynamics:
- Economic growth: Positive impact on travel and tourism industry.
- Interest rate changes: Can affect hotel operating costs and profitability.
- Competition: Increasing competition from alternative lodging options.
Competitors:
- Real Estate Select Sector SPDR Fund (XLRE): Similar sector focus, but includes a broader range of real estate sectors.
- VanEck Hotel Pref REIT ETF (HOTL): Focuses on preferred shares of hotel REITs.
Expense Ratio:
- 0.75% per year.
Investment Approach and Strategy:
- Strategy: Actively managed, seeking to outperform the Dow Jones US Hotel REIT Index.
- Composition: Primarily invests in common stocks of hotel and lodging companies.
Key Points:
- Provides targeted exposure to the hotel and lodging industry.
- Strong track record of outperformance.
- Experienced management team with industry expertise.
- Relatively low expense ratio.
Risks:
- Volatility: The hotel and lodging industry is cyclical and can be volatile.
- Market risk: Performance is tied to the overall performance of the hotel and lodging industry.
- Interest rate risk: Rising interest rates can impact the industry's operating costs.
Who Should Consider Investing:
- Investors seeking exposure to the hotel and lodging industry.
- Investors willing to tolerate higher volatility for potential higher returns.
- Investors who believe in the long-term growth potential of the industry.
Fundamental Rating Based on AI:
- 8.5/10
Justification:
- Strong financial performance with consistent outperformance of the benchmark.
- Experienced management team with a proven track record.
- Well-defined investment strategy with a focus on high-growth potential companies.
- Growing and positive market dynamics for the hotel and lodging industry.
Resources and Disclaimers:
- Information for this analysis was gathered from the following sources:
- AdvisorShares website: https://advisorshares.com/etfs/hotr/
- FactSet
- This information is for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making any investment decisions.
Disclaimer: I am an AI chatbot and cannot provide financial advice.
Please note: This summary is based on information available as of November 2023. It is important to note that market conditions and ETF details may have changed since then. It is therefore crucial to conduct your own research and due diligence before making any investment decisions.
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 AdvisorShares Hotel ETF
The fund is an actively ETF that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that derive at least 50% of their net revenue from the hotel business. It may also invest in companies involved in other lodging and travel-related services. The fund invests primarily in U.S. exchange listed equity securities, including common and preferred stock, real estate investment trusts and ADRs. It is non-diversified.
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