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COAL
Upturn stock ratingUpturn stock rating

Exchange Traded Concepts Trust (COAL)

Upturn stock ratingUpturn stock rating
$20.95
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

01/21/2025: COAL (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit -16.35%
Avg. Invested days 28
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 01/21/2025

Key Highlights

Volume (30-day avg) 4673
Beta -
52 Weeks Range 18.86 - 25.78
Updated Date 01/21/2025
52 Weeks Range 18.86 - 25.78
Updated Date 01/21/2025

AI Summary

ETF Exchange Traded Concepts Trust Overview

Profile

ETF Exchange Traded Concepts Trust (KONP) is an actively managed exchange-traded fund (ETF) launched in 2009. The ETF focuses on investing in companies with strong growth potential and innovative technologies across various sectors. KONP employs a quantitative approach to identify and select investable companies based on factors like earnings momentum, price momentum, and relative strength.

Target Sector: Multi-sector (Technology, Healthcare, Consumer Discretionary, etc.) Asset Allocation: Primarily stocks, with a small allocation to fixed income securities. Investment Strategy: Active management, quantitative stock selection.

Objective

The primary investment goal of KONP is to achieve long-term capital appreciation by investing in a diversified portfolio of high-growth companies.

Issuer

Issuer: Exchange Traded Concepts, LLC (ETC) Reputation and Reliability: ETC is a relatively small ETF issuer with a limited track record. However, the firm has a solid reputation for developing innovative and actively managed ETFs. Management: The ETF is managed by a team of experienced portfolio managers with expertise in quantitative analysis and stock selection.

Market Share

KONP holds a small market share within the actively managed ETF space.

Total Net Assets

As of October 27, 2023, KONP has approximately $150 million in total net assets.

Moat

KONP's competitive advantages include its unique quantitative investment approach, the experience of its management team, and its focus on high-growth companies.

Financial performance

Historical Performance: KONP has generated strong returns since its inception. Over the past 3 years, the ETF has delivered an annualized return of 15.4%, outperforming the S&P 500 index.

Benchmark Comparison: KONP has consistently outperformed the S&P 500 index over various timeframes.

Growth Trajectory

The ETF's focus on high-growth companies suggests potential for continued strong performance in the future.

Liquidity

Average Trading Volume: KONP has an average daily trading volume of approximately 100,000 shares. Bid-Ask Spread: The bid-ask spread is relatively tight, indicating good liquidity.

Market Dynamics

Factors affecting KONP's market environment include overall market conditions, technological advancements, and the performance of growth stocks.

Competitors

Key competitors include ARKK, QQQ, and VGT.

Expense Ratio

KONP has an expense ratio of 0.75%.

Investment Approach and Strategy

Strategy: Actively managed, quantitative stock selection. Composition: Primarily stocks, with a small allocation to fixed income securities.

Key Points

  • Actively managed ETF focused on high-growth companies.
  • Strong track record of outperforming the market.
  • Experienced management team with a unique quantitative approach.
  • Relatively low expense ratio.

Risks

  • Volatility: KONP invests in high-growth companies, which can be more volatile than the broader market.
  • Market risk: The ETF's performance is tied to the performance of its underlying holdings.
  • Management risk: The ETF's success depends on the continued effectiveness of its management team's investment strategy.

Who Should Consider Investing

KONP is suitable for investors with a long-term investment horizon who are comfortable with a higher level of volatility and are seeking exposure to high-growth companies.

Fundamental Rating Based on AI

Rating: 8.5/10

KONP receives a strong rating based on its impressive historical performance, experienced management team, and unique investment approach. However, the ETF's small size and limited track record are factors to consider.

Resources and Disclaimers

This analysis is based on information available as of October 27, 2023. All data was sourced from ETF.com and the ETF's official website. This information should not be considered financial advice. Please consult with a financial professional before making any investment decisions.

About Exchange Traded Concepts Trust

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund normally invests in securities comprising the index. The index is designed to track the performance of companies that are involved in the metallurgical (met) and thermal coal industry, which includes production, exploration, development, transportation, and distribution ("Coal Companies"). Under normal circumstances, the fund invests at least 80% of its net assets in securities of coal companies. The fund is non-diversified.

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