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Upturn AI SWOT - About
Unity Wealth Partners Dynamic Capital Appreciation & Options ETF (DCAP)
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Upturn Advisory Summary
04/01/2025: DCAP (1-star) is currently NOT-A-BUY. Pass it for now.
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 -1.02% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 80 | Beta - | 52 Weeks Range 18.81 - 21.88 | Updated Date 04/1/2025 |
52 Weeks Range 18.81 - 21.88 | Updated Date 04/1/2025 |
Upturn AI SWOT
Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
ETF Overview
Overview
The Unity Wealth Partners Dynamic Capital Appreciation & Options ETF is an actively managed fund that aims to provide capital appreciation through a combination of equities and options strategies, seeking to enhance returns and manage risk.
Reputation and Reliability
Information about Unity Wealth Partners' reputation and reliability is limited due to its relatively new presence in the ETF market. Further due diligence is recommended to ascertain its track record.
Management Expertise
The management team's experience in equities and options is crucial to the ETF's success. Details on their specific expertise and track record should be reviewed.
Investment Objective
Goal
To achieve capital appreciation with managed risk using a dynamic investment approach.
Investment Approach and Strategy
Strategy: The ETF employs an active investment strategy using both equity investments and options strategies.
Composition The ETF typically holds a mix of common stocks and options contracts.
Market Position
Market Share: Data on the ETF's precise market share is not yet available given its relatively recent launch and smaller scale compared to established players.
Total Net Assets (AUM): Data on the ETF's precise AUM is not yet available given its relatively recent launch.
Competitors
Key Competitors
- QYLD
- JEPI
- XYLD
Competitive Landscape
The ETF industry is highly competitive, with numerous options-based funds. Advantages could include unique strategy implementation and superior risk management. Disadvantages involve higher expense ratios and active management risk.
Financial Performance
Historical Performance: Historical performance data for the ETF is limited due to its recent inception. Further analysis is needed over time.
Benchmark Comparison: A benchmark comparison is essential, but currently not possible due to the recent ETF launch.
Expense Ratio: Expense ratio data will need to be confirmed from the fund's prospectus but is expected to be in the range for an actively managed options strategy ETF.
Liquidity
Average Trading Volume
Due to its newness, the ETF's average trading volume may be relatively low initially but is expected to increase as AUM grows.
Bid-Ask Spread
The bid-ask spread will vary and can be wider for newer and less liquid ETFs, which will affect trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate fluctuations, and overall market volatility can all affect the fund's performance.
Growth Trajectory
Monitoring growth trends is essential, with any adjustments to the strategy and holdings to be watched.
Moat and Competitive Advantages
Competitive Edge
Unity Wealth Partners Dynamic Capital Appreciation & Options ETF seeks a competitive edge via active management and a dynamic blend of equities and options strategies. Superior stock selection or options trading expertise can lead to outperformance. This unique approach aims to provide stable income while managing downside risk. The ETF seeks to adapt to evolving market conditions through adjustments in portfolio allocations.
Risk Analysis
Volatility
The ETF's volatility will need to be assessed over time, tracking standard deviation and beta.
Market Risk
Risks include market fluctuations, options market volatility, and the potential for underperformance relative to benchmarks.
Investor Profile
Ideal Investor Profile
The fund may appeal to investors seeking capital appreciation, income generation, and downside protection.
Market Risk
The ETF may be suitable for long-term investors willing to accept actively managed risk to seek enhanced returns.
Summary
Unity Wealth Partners Dynamic Capital Appreciation & Options ETF is a newer actively managed ETF pursuing capital appreciation and risk management. Its success hinges on the manager's expertise in equity selection and options trading. While it offers potential benefits, investors should consider its recent launch, limited track record, and actively managed nature. Monitoring performance and comparing it to benchmarks is critical to assess its effectiveness.
Similar Companies
- QYLD
- JEPI
- XYLD
- DIVO
- SPYI
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Website (When Available)
Disclaimers:
This analysis is based on limited available information. Investors should conduct thorough research and consult with a financial advisor before making any investment decisions. Market share and AUM estimates may be based on comparable ETFs due to the fund's recent launch.
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 Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks broad-equity market exposure, as well as exposure to certain individual equity securities while also employing an options overlay strategy (via risk-defined options) to seek to limit potential losses and to generate additional income. It will invest, under normal circumstances, at least 80% of its net assets plus the amount of borrowings for investment purposes, in the fund"s Core Capital Appreciation Strategy and Options Strategy.
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