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Upturn AI SWOT - About
Core Alternative ETF (CCOR)
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Upturn Advisory Summary
03/11/2025: CCOR (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -0.19% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) 18953 | Beta 0.19 | 52 Weeks Range 24.49 - 27.64 | Updated Date 03/27/2025 |
52 Weeks Range 24.49 - 27.64 | Updated Date 03/27/2025 |
Upturn AI SWOT
Core Alternative ETF
ETF Overview
Overview
This is a hypothetical ETF focused on providing exposure to core alternative asset classes. It aims to diversify portfolios beyond traditional stocks and bonds, potentially including real estate, private equity, commodities, and infrastructure.
Reputation and Reliability
Hypothetical issuer with a developing reputation in alternative investments.
Management Expertise
Experienced team with expertise in alternative asset management.
Investment Objective
Goal
To provide diversified exposure to core alternative asset classes and generate long-term capital appreciation with reduced correlation to traditional markets.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy to allocate capital across various alternative asset classes based on macroeconomic conditions and market opportunities.
Composition The ETF holds a diversified portfolio of alternative assets, potentially including REITs, commodities futures, private equity funds, and infrastructure investments.
Market Position
Market Share: Hypothetical ETF with a growing market share in the alternative investment sector.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- ALTS
- QAI
- MNA
- BTAL
Competitive Landscape
The alternative ETF market is competitive, with established players and new entrants. Core Alternative ETF aims to differentiate itself through its active management and diversified asset allocation. Advantages include potential for higher returns and lower correlation to traditional markets. Disadvantages include higher fees and complexity.
Financial Performance
Historical Performance: Hypothetical historical performance data is not available.
Benchmark Comparison: Hypothetical benchmark comparison is not available.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, facilitating relatively easy trading for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting sufficient trading activity and market efficiency.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, inflation expectations, and geopolitical events influence the performance of the underlying alternative asset classes.
Growth Trajectory
The ETF's growth trajectory depends on the overall demand for alternative investments and its ability to deliver consistent returns.
Moat and Competitive Advantages
Competitive Edge
Core Alternative ETF's competitive advantage lies in its diversified asset allocation, active management, and focus on generating uncorrelated returns. The ETF seeks to identify undervalued opportunities across various alternative asset classes. The active management team aims to adapt the portfolio to changing market conditions and macroeconomic factors. This flexible approach allows it to potentially outperform passively managed alternative ETFs.
Risk Analysis
Volatility
The ETF's volatility is expected to be moderate, reflecting the diversification benefits of its underlying assets.
Market Risk
Specific risks include exposure to real estate market fluctuations, commodity price volatility, and private equity illiquidity.
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual or institution seeking portfolio diversification and exposure to alternative asset classes with a long-term investment horizon.
Market Risk
The ETF is best suited for long-term investors with a higher risk tolerance seeking to enhance portfolio returns and reduce overall portfolio volatility.
Summary
Core Alternative ETF offers diversified exposure to alternative asset classes through active management. It aims to generate long-term capital appreciation and reduce correlation to traditional markets. The ETF is suitable for sophisticated investors seeking diversification and higher potential returns. However, investors should be aware of the higher fees and potential illiquidity associated with alternative investments. The performance of the ETF is dependent on the expertise of the management team and the performance of the underlying assets.
Similar Companies
- ALTS
- QAI
- MNA
- BTAL
- RVRA
- ASFY
Sources and Disclaimers
Data Sources:
- Hypothetical data and market analysis.
Disclaimers:
This analysis is based on hypothetical data and market conditions. Actual results may vary significantly. This is not investment advice. Consult with a qualified 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 Core Alternative ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in U.S. equity securities that tend to offer current dividends. It focuses on high-quality companies that have prospects for long-term total returns as a result of their ability to grow earnings and their willingness to increase dividends over time.
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