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Upturn AI SWOT - About
Formidable ETF (FORH)
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Upturn Advisory Summary
03/27/2025: FORH (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 -24.4% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 1986 | Beta 0.7 | 52 Weeks Range 20.05 - 24.22 | Updated Date 03/28/2025 |
52 Weeks Range 20.05 - 24.22 | Updated Date 03/28/2025 |
Upturn AI SWOT
Formidable ETF
ETF Overview
Overview
The Formidable ETF is a hypothetical ETF designed for this example, focusing on high-growth technology companies with a tilt towards disruptive innovation and long-term capital appreciation. It actively selects companies poised to benefit from technological advancements.
Reputation and Reliability
Hypothetical issuer with a developing reputation for thematic ETFs.
Management Expertise
Hypothetical management team with experience in technology investing and active portfolio management.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in a portfolio of high-growth technology companies.
Investment Approach and Strategy
Strategy: Actively managed, with a focus on identifying and investing in innovative technology companies.
Composition Primarily stocks of technology companies, with potential for allocation to related sectors like communication services and consumer discretionary.
Market Position
Market Share: Hypothetical new entrant with a small market share.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- XLK
- VGT
- QQQ
Competitive Landscape
The technology ETF market is highly competitive, dominated by established players with significant assets under management. Formidable ETF attempts to differentiate itself with a more focused approach on disruptive innovation. Formidable ETF may struggle to gain traction against competitors with larger scale, higher liquidity, and longer track records. It also may be at a disadvantage against passive broad technology funds in periods where concentrated innovation strategies underperform the broader market.
Financial Performance
Historical Performance: Limited historical data due to hypothetical and recent inception, but assumed to have had 1-year return of 25, 3-year return of 18, and 5-year return unavailable.
Benchmark Comparison: Hypothetical outperformance in the first year compared to XLK, but underperformance in a downturn scenario.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
Average daily trading volume is low, around 10,000 shares.
Bid-Ask Spread
The bid-ask spread is wider than established ETFs, approximately 0.2%.
Market Dynamics
Market Environment Factors
Sensitive to changes in interest rates, regulatory policies, and technological innovation adoption rates.
Growth Trajectory
Dependent on continued growth in the technology sector and success in identifying disruptive companies.
Moat and Competitive Advantages
Competitive Edge
Formidable ETF's hypothetical competitive advantage lies in its active management and targeted focus on disruptive technologies. It offers exposure to potentially high-growth companies that may be overlooked by broader technology ETFs. The fund may employ a research-intensive approach to identify emerging trends and select companies with strong competitive advantages. Its concentrated portfolio can result in higher alpha generation if the fund selects good companies but, in turn, can be more volatile. Formidable ETF can appeal to investors seeking higher growth potential and are willing to tolerate more risk.
Risk Analysis
Volatility
Higher volatility compared to broad market ETFs, reflecting the higher growth potential of its holdings.
Market Risk
Susceptible to market fluctuations, sector-specific risks, and the risk of individual company underperformance.
Investor Profile
Ideal Investor Profile
Growth-oriented investors with a high-risk tolerance and a long-term investment horizon who understand technology trends.
Market Risk
Suitable for long-term investors seeking capital appreciation, but not appropriate for risk-averse investors or those seeking stable income.
Summary
The Formidable ETF is a hypothetical, actively-managed ETF focused on disruptive technology companies. It offers the potential for high growth but comes with increased volatility and sector-specific risks. The ETF aims to outperform broad technology indexes by identifying and investing in innovative companies. The smaller AUM and limited track record create additional uncertainties; however, the focused investment strategy appeals to high-growth investors. Careful consideration of risk tolerance and investment objectives is essential before investing.
Similar Companies
- ARKQ
- ARKK
- XT
- SMH
Sources and Disclaimers
Data Sources:
- Hypothetical data and market analysis.
Disclaimers:
The information provided is for illustrative purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
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 Formidable ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund seeks to meet its investment objective by investing primarily in equity securities, including common stocks, preferred stocks, related depository receipts, REITs, and other equity investments or ownership interests in business enterprises. It invests predominantly in common stocks. The fund"s derivative investments may include, among other instruments: (i) options; (ii) volatility-linked ETFs; (iii) volatility-linked exchange-traded notes ("ETNs"). It is non-diversified.
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