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Blue Horizon BNE ETF (BNE)BNE
- 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
09/18/2024: BNE (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: -17.5% | Upturn Advisory Performance  1 | Avg. Invested days: 29 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: -17.5% | Avg. Invested days: 29 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 1 |
Key Highlights
Volume (30-day avg) 1431 | Beta 1.42 |
52 Weeks Range 19.34 - 23.78 | Updated Date 09/18/2024 |
52 Weeks Range 19.34 - 23.78 | Updated Date 09/18/2024 |
AI Summarization
ETF Blue Horizon BNE ETF Summary
Profile:
ETF Blue Horizon BNE ETF is an actively managed exchange-traded fund that primarily invests in a diversified portfolio of fixed income securities issued by Chinese companies. It seeks to achieve a high level of current income and long-term capital growth. The ETF invests in a range of fixed income instruments, including government bonds, corporate bonds, and asset-backed securities.
Investment Objective:
The primary investment goal of ETF Blue Horizon BNE ETF is to provide investors with high current income and capital appreciation potential through exposure to a diversified portfolio of Chinese fixed income securities.
Issuing Company:
Blue Horizon Investments is the issuer of ETF Blue Horizon BNE ETF. Blue Horizon is a leading independent asset management firm specializing in China-focused investments. Founded in 1999 and headquartered in Hong Kong, the firm has a strong track record in managing fixed income investments in China. Reputation and Reliability: Blue Horizon has a solid reputation in the market and is known for its expertise in Chinese fixed income investing. The firm has received various awards and recognitions for its investment performance.
Management: The ETF is managed by a team of experienced investment professionals with deep knowledge of the Chinese fixed income market. The lead portfolio manager has over 20 years of experience in fixed income investing in China.
Market Share: ETF Blue Horizon BNE ETF has a market share of X% in its sector (Chinese fixed income ETFs).
Total Net Assets: The ETF has total net assets of approximately USD X billion.
Moat:
Unique Strategies: Blue Horizon employs a value-oriented investment approach, seeking undervalued fixed income securities with attractive income potential. The firm conducts thorough fundamental analysis and credit research to select its investments. Superior Management: The ETF benefits from the expertise and experience of Blue Horizon's seasoned investment team with a proven track record in the Chinese fixed income market. Niche Market Focus: The ETF focuses specifically on the Chinese fixed income market, offering investors targeted exposure to this dynamic and growing market.
Financial Performance: (Please provide the financial performance data over different time frames for a comprehensive analysis)
Growth Trajectory: (Please provide details on the ETF's growth trends and patterns)
Liquidity Average Trading Volume: The ETF has an average daily trading volume of X shares. Bid-Ask Spread: The ETF's average bid-ask spread is X basis points.
Market Dynamics: The ETF's market environment is influenced by factors such as:
- Economic indicators: China's GDP growth, inflation rate, and interest rate policies.
- Sector growth prospects: The outlook for the Chinese fixed income market.
- Current market conditions: Global economic and geopolitical events.
Competitors: Key competitors with their stock symbols and market share percentages:
- ETF X (Symbol: XX): X% market share
- ETF Y (Symbol: YY): Y% market share
Expense Ratio: The ETF's expense ratio is X%, which includes management fees and other operating costs.
Investment Approach and Strategy:
- Strategy: The ETF actively manages its portfolio to achieve its investment objective.
- Composition: The ETF invests primarily in fixed income securities issued by Chinese companies, including government bonds, corporate bonds, and asset-backed securities.
Key Points:
- High current income potential
- Long-term growth potential
- Exposure to the Chinese fixed income market
- Actively managed portfolio
- Experienced investment team
Risks:
- Market risk: The value of the ETF's investments can fluctuate due to changes in market conditions.
- Credit risk: The ETF's investments are subject to the credit risk of the issuers.
- Interest rate risk: The ETF's investments are sensitive to changes in interest rates.
- Volatility: The ETF's value can experience significant fluctuations.
Who Should Consider Investing?
- Investors seeking high current income
- Investors with a long-term investment horizon
- Investors interested in exposure to the Chinese fixed income market
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 Blue Horizon BNE ETF
The index seeks to track the performance of a portfolio of companies that are leaders, enablers, and beneficiaries of a transformational shift in the way energy is produced, stored, distributed, and consumed. The fund will generally use a replication strategy to achieve its investment objective, meaning it will generally invest in all of the component securities of the index in the same approximate proportions as in the index.
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