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Upturn AI SWOT - About
SGI Dynamic Tactical ETF (DYTA)
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Upturn Advisory Summary
04/01/2025: DYTA (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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 6.73% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 21216 | Beta - | 52 Weeks Range 24.87 - 29.23 | Updated Date 04/1/2025 |
52 Weeks Range 24.87 - 29.23 | Updated Date 04/1/2025 |
Upturn AI SWOT
SGI Dynamic Tactical ETF
ETF Overview
Overview
The SGI Dynamic Tactical ETF is an actively managed ETF that seeks to provide long-term capital appreciation by dynamically allocating assets across different sectors and asset classes based on macroeconomic analysis and market trends.
Reputation and Reliability
Information about the issuer's reputation is not available.
Management Expertise
Information about the management's expertise is not available.
Investment Objective
Goal
Seeks long-term capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed with dynamic asset allocation.
Composition Typically holds a mix of stocks, bonds, and other asset classes, dynamically adjusted based on market conditions.
Market Position
Market Share: Data regarding market share is not available.
Total Net Assets (AUM): Data regarding AUM is not available.
Competitors
Key Competitors
- AOA
- AOR
- AOM
- AOK
- VBAL
Competitive Landscape
The competitive landscape consists of various ETFs with different asset allocation strategies. The SGI Dynamic Tactical ETF competes with balanced ETFs that maintain diverse portfolios. Without AUM Data it's hard to determine the competitive advantages or disadvantages.
Financial Performance
Historical Performance: Historical performance data is not available.
Benchmark Comparison: Data not available to compare with benchmark.
Expense Ratio: Data not available.
Liquidity
Average Trading Volume
Average trading volume data is unavailable, limiting assessment of liquidity.
Bid-Ask Spread
Bid-ask spread data is unavailable, limiting assessment of trading costs.
Market Dynamics
Market Environment Factors
Performance depends on macroeconomic conditions, sector growth, and overall market trends.
Growth Trajectory
Information about growth trajectory is unavailable.
Moat and Competitive Advantages
Competitive Edge
Without detailed information on specific holdings, performance, and investment strategies, it is challenging to definitively assess the ETF's competitive advantages. A dynamic asset allocation strategy might be an advantage if executed skillfully based on accurate market analysis. The niche market focus could further refine this edge. However, the absence of historical data and performance benchmarks hinders a thorough evaluation.
Risk Analysis
Volatility
Data regarding historical volatility is unavailable.
Market Risk
Subject to market risk depending on underlying assets; allocation shifts can mitigate or amplify these risks.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with tolerance for active management and dynamic asset allocation.
Market Risk
Potentially suitable for long-term investors, but needs to be assessed based on their risk tolerance and understanding of the investment strategy.
Summary
The SGI Dynamic Tactical ETF aims to provide long-term capital appreciation through active management and dynamic asset allocation. The ETF invests across various asset classes based on macroeconomic conditions. Its success depends on the management's skill in identifying and capitalizing on market trends. The suitability for investors depends on their risk tolerance and investment goals. More data is needed to assess true performance and value.
Similar Companies
AOA
iShares Core Aggressive Allocation ETF
AOA
iShares Core Aggressive Allocation ETF
AOK
iShares Core Conservative Allocation ETF
AOK
iShares Core Conservative Allocation ETF
AOM
iShares Core Moderate Allocation ETF
AOM
iShares Core Moderate Allocation ETF
AOR
iShares Core Growth Allocation ETF
AOR
iShares Core Growth Allocation ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
VT
Vanguard Total World Stock Index Fund ETF Shares
VT
Vanguard Total World Stock Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
Disclaimers:
The analysis is based on limited available information. Investors should conduct their own due diligence before investing.
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 SGI Dynamic Tactical 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 and invests in securities of affiliated and unaffiliated ETFs and open-end mutual funds. The fund may allocate among major equity asset classes and sectors, within the underlying funds, of the U.S., foreign and emerging markets equity of any capitalization.
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