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Upturn AI SWOT - About
SMI 3Fourteen Full-Cycle Trend ETF (FCTE)
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Upturn Advisory Summary
04/01/2025: FCTE (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
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 -5.97% | Avg. Invested days 26 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 127930 | Beta - | 52 Weeks Range 24.40 - 28.20 | Updated Date 04/1/2025 |
52 Weeks Range 24.40 - 28.20 | Updated Date 04/1/2025 |
Upturn AI SWOT
SMI 3Fourteen Full-Cycle Trend ETF
ETF Overview
Overview
The SMI 3Fourteen Full-Cycle Trend ETF (ticker symbol: FOUR) is an actively managed ETF that seeks to generate long-term capital appreciation by investing in a diversified portfolio of U.S. equities. The fund utilizes a trend-following strategy to identify and invest in companies exhibiting positive price momentum across various market sectors.
Reputation and Reliability
Strategic Management Investors is the issuer. Information on its reputation and reliability requires further research.
Management Expertise
Information on the management expertise requires further research.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: The fund employs an active trend-following strategy, identifying and investing in stocks exhibiting positive price momentum.
Composition The ETF primarily holds U.S. equities across various sectors. Specific holdings are subject to change based on the fund's trend-following model.
Market Position
Market Share: Data not available.
Total Net Assets (AUM): Data not available.
Competitors
Key Competitors
- MTUM
- QMOM
- MOM
Competitive Landscape
The ETF industry is competitive. FOUR competes with other momentum-focused and actively managed ETFs. FOUR's advantages and disadvantages depend on the efficacy of its specific trend-following strategy, which may outperform or underperform competitors depending on market conditions.
Financial Performance
Historical Performance: Historical financial performance data is not available.
Benchmark Comparison: Benchmark comparison is not available.
Expense Ratio: Data not available.
Liquidity
Average Trading Volume
The average trading volume data is not available.
Bid-Ask Spread
The bid-ask spread data is not available.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions influence the performance of the SMI 3Fourteen Full-Cycle Trend ETF. The ETF's trend-following strategy responds to these dynamics, potentially leading to portfolio adjustments.
Growth Trajectory
The growth trajectory depends on the effectiveness of its trend-following model and market conditions. Changes to strategy and holdings are determined by the investment team.
Moat and Competitive Advantages
Competitive Edge
The SMI 3Fourteen Full-Cycle Trend ETF aims to differentiate itself through its proprietary trend-following methodology and active management. Its success depends on identifying and capitalizing on sustained price momentum in U.S. equities. This strategy may provide an advantage in trending markets, but could underperform in choppy or sideways markets. The fund's active management allows for flexibility in adjusting the portfolio to changing market conditions. Whether this leads to superior risk-adjusted returns compared to passive momentum ETFs is uncertain.
Risk Analysis
Volatility
Historical volatility data is not available.
Market Risk
The SMI 3Fourteen Full-Cycle Trend ETF is subject to market risk, including fluctuations in equity prices. Specific risks are associated with the underlying assets, particularly those exhibiting momentum characteristics, which can be prone to sudden reversals.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks capital appreciation with willingness to take active management risks and sector/economic risks by investing in equities.
Market Risk
SMI 3Fourteen Full-Cycle Trend ETF might be suitable for investors with a long-term investment horizon and a higher risk tolerance, and potentially interested in active trading strategies
Summary
The SMI 3Fourteen Full-Cycle Trend ETF is an actively managed fund focused on long-term capital appreciation through a trend-following strategy. It invests in U.S. equities exhibiting positive price momentum across various sectors. The fund's performance will be significantly dependent on the effectiveness of its trend-following model. Market risk and volatility are important factors to consider. Further data on AUM, Expense Ratio and Average Volume would greatly benefit potential investors.
Similar Companies
Sources and Disclaimers
Data Sources:
- ETF.com
- etfdb.com
- Issuer Website (if available)
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on thorough research and consultation with a financial advisor. Financial data is limited and may not be entirely up-to-date.
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 SMI 3Fourteen Full-Cycle Trend ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is actively managed and typically owns 20 domestic stocks that are normally included in the S&P 500 Index ("S&P 500"). The FCT strategy is based on a proprietary model developed by 3Fourteen that selects stocks based on quality stock screens and trend factors such as return on capital and cash flow stability, earnings growth, return on investment, momentum, linear regression and trend analysis. The fund is non-diversified.
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