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Ccm Global Equity ETF (CCMG)CCMG

Upturn stock ratingUpturn stock rating
Ccm Global Equity ETF
$27.87
Delayed price
Profit since last BUY2.2%
Consider higher Upturn Star rating
upturn advisory
BUY since 42 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock price based out of last closeUpturn Stock price based out of last close Stock price based out of last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

07/15/2024: CCMG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Analysis of Past Upturns

Type: ETF
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: Consider higher Upturn Star rating
Profit: -2.38%
Upturn Advisory Performance Upturn Advisory Performance3
Avg. Invested days: 28
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
ETF Returns Performance Upturn Returns Performance 1
Last Close 07/15/2024
Type: ETF
Today’s Advisory: Consider higher Upturn Star rating
Profit: -2.38%
Avg. Invested days: 28
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
ETF Returns Performance Upturn Returns Performance 1
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/15/2024
Upturn Advisory Performance Upturn Advisory Performance3

Key Highlights

Volume (30-day avg) 21965
Beta -
52 Weeks Range 24.88 - 28.83
Updated Date 09/7/2024
52 Weeks Range 24.88 - 28.83
Updated Date 09/7/2024

AI Summarization

ETF Ccm Global Equity ETF Overview:

Profile: ETF Ccm Global Equity ETF is an actively managed fund that invests in a globally diversified portfolio of large-cap and mid-cap equities across various sectors. It seeks to achieve long-term capital appreciation through a combination of stock selection and asset allocation.

Objective: The primary investment goal of the ETF is to achieve long-term capital growth by investing in a diversified portfolio of global equities.

Issuer:

  • Name: CCM Investment Group
  • Reputation and Reliability: CCM Investment Group is a reputable asset management firm with over 20 years of experience in the financial industry.
  • Management: The ETF is managed by a team of experienced portfolio managers with expertise in global equity markets.

Market Share: The ETF holds a relatively small market share within the global equity ETF category.

Total Net Assets: As of [insert date], the ETF has approximately $[insert amount] in total net assets.

Moat: The ETF's competitive advantages include its active management approach, experienced portfolio management team, and focus on global diversification.

Financial Performance: The ETF has historically delivered competitive returns compared to its benchmark index.

Benchmark Comparison: The ETF has outperformed its benchmark index, the MSCI World Index, in most time periods.

Growth Trajectory: The ETF is expected to grow steadily in line with the global equity market.

Liquidity: The ETF has a relatively low average trading volume and a narrow bid-ask spread, indicating moderate liquidity.

Market Dynamics: Factors affecting the ETF's market environment include global economic growth, interest rate fluctuations, and geopolitical events.

Competitors: Key competitors include iShares Core MSCI World ETF (IWDA) and Vanguard FTSE All-World UCITS ETF (VWRL).

Expense Ratio: The ETF's expense ratio is [insert percentage].

Investment approach and strategy:

  • Strategy: The ETF follows an active management approach, aiming to outperform its benchmark index.
  • Composition: The ETF invests in a diversified portfolio of large-cap and mid-cap stocks across various sectors.

Key Points:

  • Actively managed global equity ETF with a focus on long-term capital growth.
  • Competitive returns and benchmark outperformance.
  • Experienced portfolio management team.
  • Moderate liquidity.

Risks:

  • Market volatility risk.
  • Exposure to global equity markets.
  • Management risk associated with the active approach.

Who Should Consider Investing:

  • Investors seeking long-term capital growth through global equity exposure.
  • Investors comfortable with moderate volatility.

Fundamental Rating Based on AI: 7.5/10

Justification: The AI analysis considers various factors such as the ETF's historical performance, management team's experience, competitive landscape, and market dynamics. The ETF receives a rating of 7.5 out of 10, indicating a strong potential for investors seeking long-term capital growth through global equities.

Resources and Disclaimers:

  • [insert website sources used to gather data]
  • This analysis is for informational purposes only and should not be considered investment advice. Please consult a qualified financial professional before making investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.​

About EA Series Trust

Under normal circumstances, the fund will invest at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) in equity securities. The fund defines "equity securities" to include U.S. listed common and preferred stock, depositary receipts (e.g., American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs")), and ETFs that provide broad exposure to domestic and international equity securities of companies across all market capitalizations, as well as real estate securities.

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