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Global X Robotics & Artificial Intelligence ETF (BOTZ)
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Upturn Advisory Summary
12/19/2024: BOTZ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: WEAK BUY |
Historic Profit: 19.1% | Upturn Advisory Performance  3 | Avg. Invested days: 58 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: WEAK BUY |
Historic Profit: 19.1% | Avg. Invested days: 58 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 502433 | Beta 1.52 |
52 Weeks Range 26.60 - 34.27 | Updated Date 12/21/2024 |
52 Weeks Range 26.60 - 34.27 | Updated Date 12/21/2024 |
AI Summarization
ETF Global X Robotics & Artificial Intelligence ETF (BOTZ) Overview
Profile:
- Focus: Robotics, Artificial Intelligence (AI), and Automation
- Asset Allocation: Global equities (77%), US equities (23%)
- Investment Strategy: Tracks the Indxx Global Robotics & Artificial Intelligence Thematic Index, providing exposure to companies involved in robotics, AI, and automation technologies.
Objective:
- Capture long-term growth potential of the robotics and AI industries.
Issuer:
- Global X Management Company: Established in 2008, manages over $43 billion in assets.
- Reputation and Reliability: Strong reputation for thematic ETFs, known for innovative approaches and active management.
- Management: Experienced team with expertise in thematic investing and technology sectors.
Market Share:
- Largest robotics and AI ETF by assets under management, with over $1.6 billion.
- Holds approximately 26% of the total market share in the robotics and AI ETF category.
Total Net Assets:
- $1.6 billion as of October 27, 2023.
Moat:
- First-mover advantage in the robotics and AI ETF space.
- Extensive research and thematic expertise.
- Access to a broad range of global companies within the target sector.
Financial Performance:
- YTD return (as of October 27, 2023): 15.9%
- Outperformed the S&P 500 and the Indxx Global Robotics & Artificial Intelligence Thematic Index in the past year.
- Historically exhibited higher volatility compared to the broader market.
Growth Trajectory:
- Robotics and AI industries are expected to experience significant growth in the coming years.
- BOTZ is well-positioned to benefit from this growth due to its diversified portfolio and focus on disruptive technologies.
Liquidity:
- Average Trading Volume: High, approximately 1.6 million shares per day.
- Bid-Ask Spread: Tight, around $0.02.
Market Dynamics:
- Growth of the robotics and AI industries driven by technological advancements, automation trends, and increasing demand for efficiency.
- Market sentiment towards technology and innovation plays a significant role in the ETF's performance.
Competitors:
- iShares Robotics & Artificial Intelligence ETF (IRBO): $622 million AUM, 12.7% market share.
- ROBO Global Robotics & Automation ETF (ROBO): $511 million AUM, 10.4% market share.
Expense Ratio:
- 0.68%
Investment Approach and Strategy:
- Strategy: Tracks the Indxx Global Robotics & Artificial Intelligence Thematic Index.
- Composition: Holds approximately 80 stocks across various industries involved in robotics, AI, and automation. Top holdings include Nvidia, FANUC, and Keyence.
Key Points:
- Focused exposure to high-growth robotics and AI industries.
- Diversified portfolio with global coverage.
- Actively managed by a team with thematic expertise.
- High liquidity and tight bid-ask spread.
Risks:
- Volatility: BOTZ has historically exhibited higher volatility than the broader market.
- Market Risk: The ETF's performance is directly tied to the performance of the robotics and AI industries, which are subject to market fluctuations and technological advancements.
- Concentration Risk: The ETF holds a significant portion of its assets in a few large companies, increasing its exposure to individual stock risks.
Who Should Consider Investing:
- Investors seeking long-term growth potential in the robotics and AI industries.
- Investors comfortable with higher volatility and sector-specific risks.
- Investors with a long-term investment horizon.
Fundamental Rating Based on AI:
8.5/10
- Strengths: Strong market position, first-mover advantage, experienced management team, high liquidity.
- Weaknesses: High volatility, concentration risk, dependence on market sentiment.
- Future Prospects: The robotics and AI industries are expected to experience substantial growth, offering positive outlook for the ETF.
Resources:
- Global X website: https://www.globalxetfs.com/funds/botz/
- ETF Database: https://etfdb.com/etf/BOTZ/
Disclaimer:
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.
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 Global X Robotics & Artificial Intelligence ETF
The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index is designed to provide exposure to exchange-listed companies in developed markets that are involved in the development of robotics and/or artificial intelligence as defined by Indxx, the provider of the underlying index. The fund is non-diversified.
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