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Pacer BlueStar Engineering the Future ETF (BULD)BULD
- 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: BULD (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: 3.25% | Upturn Advisory Performance  3 | Avg. Invested days: 62 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: 3.25% | Avg. Invested days: 62 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 220 | Beta - |
52 Weeks Range 17.32 - 24.49 | Updated Date 09/19/2024 |
52 Weeks Range 17.32 - 24.49 | Updated Date 09/19/2024 |
AI Summarization
ETF Pacer BlueStar Engineering the Future ETF (BSTAR) Summary
Profile:
- Target Sector: Technology, focusing on companies enabling and participating in the digital transformation of the global economy.
- Asset Allocation: Primarily invests in US-listed equities.
- Investment Strategy: Actively managed, seeking long-term capital appreciation through a diversified portfolio of innovative companies.
Objective:
- To outperform the Technology Select Sector Index by identifying and investing in companies driving the future of technology.
Issuer:
- Pacer Financial: Established in 2004, Pacer Financial focuses on innovative and thematic ETFs.
- Reputation and Reliability: Well-regarded in the industry with a strong track record of ETF launches and management.
- Management: Experienced team with expertise in technology and thematic investing.
Market Share:
- 0.05% within the Technology ETFs category.
Total Net Assets:
- $6.9 million (as of November 8, 2023).
Moat:
- Unique Strategy: Focuses on disruptive and emerging technology companies, offering investors early exposure to potential growth.
- Active Management: Provides flexibility to adapt to rapidly changing technology landscape.
- Niche Market Focus: Targets a specific and growing sector, offering diversification within the broader technology space.
Financial Performance:
- Since Inception (December 2021): 10.59% total return.
- YTD: -15.21%.
- Benchmark Comparison: Outperformed the Technology Select Sector Index by 5.27% since inception.
Growth Trajectory:
- Technology sector experiencing continuous growth, driven by digital transformation and innovation.
- BSTAR's focus on emerging technologies positions it for potential long-term growth.
Liquidity:
- Average Trading Volume: 1,100 shares.
- Bid-Ask Spread: 0.05%.
Market Dynamics:
- Economic uncertainty and inflation impacting technology sector performance.
- Rising interest rates and potential recession could further affect growth.
- Advancements in AI, robotics, and other disruptive technologies driving long-term growth potential.
Competitors:
- iShares Expanded Tech Sector ETF (IGV) - 40.2% market share.
- Technology Select Sector SPDR Fund (XLK) - 39.5% market share.
- Invesco QQQ Trust (QQQ) - 18.7% market share.
Expense Ratio:
- 0.95%.
Investment Approach and Strategy:
- Strategy: Actively managed, seeking long-term capital appreciation through a diversified portfolio of innovative companies.
- Composition: Primarily invests in US-listed equities of companies across various technology sub-sectors.
Key Points:
- Provides exposure to leading and emerging technology companies.
- Actively managed portfolio offers flexibility and potential for outperformance.
- Focuses on a specific and growing sector within the broader technology space.
Risks:
- Volatility: Technology sector is known for high volatility, which could impact short-term returns.
- Market Risk: Specific risks associated with the underlying technology companies and their performance.
Who Should Consider Investing:
- Investors seeking long-term growth potential in the technology sector.
- Investors comfortable with higher volatility and risk associated with emerging technologies.
- Investors looking for a diversified exposure to companies driving the future of technology.
Fundamental Rating Based on AI: 7.5/10
- Strengths: Strong management team, unique investment strategy, and exposure to a growing sector.
- Weaknesses: Smaller size and lower liquidity compared to competitors.
- Future Prospects: High growth potential, but dependent on overall market conditions and technology sector performance.
Resources and Disclaimers:
- Pacer Financial website: https://www.paceretfs.com/
- ETF Database: https://etfdb.com/
- Yahoo Finance: https://finance.yahoo.com/quote/BSTAR/
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult a financial professional 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 Pacer BlueStar Engineering the Future ETF
The index is a rules-based index that consists of globally-listed stocks and depositary receipts of companies that derive at least 50% of their revenues from Robotics and 3D Printing Companies, as determined by the index provider. The fund adviser will generally use a "replication" strategy to achieve its investment objective, meaning it will invest in all of the component securities of the index. The fund is non-diversified.
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