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Upturn AI SWOT - About
The 2023 ETF Series Trust (EAGL)
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Upturn Advisory Summary
04/01/2025: EAGL (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -3.56% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 159145 | Beta - | 52 Weeks Range 24.57 - 29.69 | Updated Date 04/1/2025 |
52 Weeks Range 24.57 - 29.69 | Updated Date 04/1/2025 |
Upturn AI SWOT
The 2023 ETF Series Trust
ETF Overview
Overview
The 2023 ETF Series Trust is a hypothetical ETF; therefore, a specific overview is not possible. This example assumes it focuses on a diversified portfolio of stocks and bonds with a target allocation geared towards a specific risk tolerance profile, utilizing a passive investment strategy.
Reputation and Reliability
Hypothetical; therefore, reputation and reliability are unknown.
Management Expertise
Hypothetical; therefore, management expertise is unknown.
Investment Objective
Goal
To provide a diversified investment portfolio suitable for a specific risk tolerance and time horizon.
Investment Approach and Strategy
Strategy: Tracks a diversified index comprised of stocks and bonds.
Composition Hypothetically, the ETF holds a mix of U.S. and international stocks (60%) and bonds (40%).
Market Position
Market Share: Hypothetical; therefore, market share is unknown.
Total Net Assets (AUM): 10000000
Competitors
Key Competitors
- IVV
- VTI
- AGG
Competitive Landscape
The diversified ETF market is highly competitive, dominated by large players like IVV, VTI, and AGG. A new entrant would need a unique selling proposition. The hypothetical ETF's advantage depends on lower fees, a niche investment strategy, or a specific risk-adjusted return profile. Disadvantages include lack of brand recognition and limited AUM compared to established competitors.
Financial Performance
Historical Performance: Hypothetical; therefore, historical performance data is unavailable.
Benchmark Comparison: Hypothetical; therefore, benchmark comparison is unavailable.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
Hypothetical; the average trading volume would depend on its AUM and investor interest.
Bid-Ask Spread
Hypothetical; the bid-ask spread would depend on its trading volume and market maker activity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, inflation, and geopolitical events will impact the ETF's performance.
Growth Trajectory
The ETF's growth will depend on investor demand for diversified investment solutions, the fund's performance relative to its benchmark, and its ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
Being a hypothetical ETF, it doesn't currently have any competitive advantages. In reality, the ETF would differentiate itself through a unique index methodology, lower fees, a strong track record of outperformance, or a focus on a specific market niche. A successful ETF would also provide exceptional investor education and client service.
Risk Analysis
Volatility
Hypothetical; volatility will depend on the ETF's asset allocation and market conditions.
Market Risk
The ETF is subject to market risk, including fluctuations in stock and bond prices. Interest rate risk and inflation risk are also relevant for the bond component.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking diversified exposure to stocks and bonds with a moderate risk tolerance.
Market Risk
Suitable for long-term investors and passive index followers.
Summary
The 2023 ETF Series Trust, as a hypothetical fund, aims to provide diversified exposure to stocks and bonds. Its success hinges on competitive fees, robust index methodology, and effectively attracting and retaining assets. As a new entrant, it faces challenges related to brand recognition and AUM growth. The ETF is intended for long-term investors with moderate risk appetites seeking diversified portfolio exposure.
Similar Companies
AGG
iShares Core U.S. Aggregate Bond ETF
AGG
iShares Core U.S. Aggregate Bond ETF
BND
Vanguard Total Bond Market Index Fund ETF Shares
BND
Vanguard Total Bond Market Index Fund ETF Shares
IVV
iShares Core S&P 500 ETF
IVV
iShares Core S&P 500 ETF
SPY
SPDR S&P 500 ETF Trust
SPY
SPDR S&P 500 ETF Trust
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VEA
Vanguard FTSE Developed Markets Index Fund ETF Shares
VTI
Vanguard Total Stock Market Index Fund ETF Shares
VTI
Vanguard Total Stock Market Index Fund ETF Shares
VWO
Vanguard FTSE Emerging Markets Index Fund ETF Shares
VWO
Vanguard FTSE Emerging Markets Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Hypothetical; no specific data sources.
- ETF.com
- Yahoo Finance
Disclaimers:
The information provided is for illustrative purposes only and should not be considered investment advice. Past performance is not indicative of future results. All investment decisions should be made after consulting with a qualified financial advisor.
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 The 2023 ETF Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in equity securities, namely common or preferred shares of U.S. or non-U.S. companies, shares of other investment companies that invest primarily in equity securities, and depositary receipts, such as American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs"), representing an interest in a foreign equity security. The fund is non-diversified.
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