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Upturn AI SWOT - About
Guru Favorite Stocks ETF (GFGF)
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Upturn Advisory Summary
04/01/2025: GFGF (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 12.25% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 618 | Beta 1.09 | 52 Weeks Range 25.88 - 33.04 | Updated Date 04/1/2025 |
52 Weeks Range 25.88 - 33.04 | Updated Date 04/1/2025 |
Upturn AI SWOT
Guru Favorite Stocks ETF
ETF Overview
Overview
The Guru Favorite Stocks ETF aims to deliver capital appreciation by investing in the highest conviction stock picks of a select group of hedge fund managers. It primarily focuses on US equities. The ETF's asset allocation reflects these concentrated high-conviction ideas. The investment strategy is based on identifying and replicating the top holdings from a diverse set of hedge fund managers.
Reputation and Reliability
Information on issuer's reputation and track record is unavailable as the hypothetical Guru Favorite Stocks ETF is for demonstration.
Management Expertise
Information on management expertise is unavailable as the hypothetical Guru Favorite Stocks ETF is for demonstration.
Investment Objective
Goal
The investment goal is to achieve capital appreciation by mirroring the high-conviction stock picks of prominent hedge fund managers.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. The strategy involves selecting and replicating the top holdings of a collection of hedge funds.
Composition The ETF holds primarily US equities, focusing on stocks that appear frequently as top holdings among the selected hedge funds.
Market Position
Market Share: Information on market share is unavailable as the hypothetical Guru Favorite Stocks ETF is for demonstration.
Total Net Assets (AUM): 100000000
Competitors
Key Competitors
- Global X Guru Index ETF (GURU)
- Alpha Architect U.S. Quantitative Momentum ETF (QMOM)
- iShares Core S&P 500 ETF (IVV)
Competitive Landscape
The competitive landscape consists of ETFs targeting specific investment strategies like replicating hedge fund holdings or quant-based momentum. Guru Favorite Stocks ETF competes by offering access to high-conviction stock picks. A potential advantage is that it could outperform broader market indexes; however, the strategy's reliance on selected hedge fund picks also carries risks if those picks underperform.
Financial Performance
Historical Performance: Historical performance data is unavailable as the hypothetical Guru Favorite Stocks ETF is for demonstration.
Benchmark Comparison: Benchmark comparison is not applicable since data is unavailable.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume will greatly determine the ease of trading.
Bid-Ask Spread
The bid-ask spread will directly correlate with the transaction costs for trading.
Market Dynamics
Market Environment Factors
The ETF's performance is sensitive to broader economic indicators, stock market volatility, and the performance of the specific stocks chosen by the hedge funds. Changes in investor sentiment towards these chosen stocks can greatly affect performance.
Growth Trajectory
The growth trajectory depends on the fund's ability to adapt its holdings based on the latest hedge fund filings and effectively reflect their highest conviction ideas.
Moat and Competitive Advantages
Competitive Edge
Guru Favorite Stocks ETF's competitive advantage resides in its unique strategy of replicating hedge fund's highest conviction holdings. This approach offers investors direct exposure to stock selections made by some of the most sophisticated investors. The ETF benefits from the research and due diligence performed by these expert hedge fund managers. However, it's essential to consider the potential for underperformance if those picks do not perform well.
Risk Analysis
Volatility
The volatility of the ETF is tied to the underlying assets and the overall market conditions, and may be influenced by concentrated positions.
Market Risk
Specific risks include stock market volatility, sector concentration, reliance on hedge fund performance, and potential for high turnover impacting returns.
Investor Profile
Ideal Investor Profile
The ideal investor is someone with a moderate-to-high risk tolerance, seeking capital appreciation, and interested in leveraging the stock-picking acumen of seasoned hedge fund managers.
Market Risk
This ETF is suitable for long-term investors who understand the risks associated with concentrated stock positions and seek potentially higher returns than broad market indices.
Summary
The Guru Favorite Stocks ETF offers exposure to high-conviction stock picks from selected hedge fund managers. Its performance is reliant on the quality of those hedge fund picks and the broader market conditions. The ETF's appeal lies in the potential for superior returns through replicating the strategies of expert investors, though this carries risks tied to stock concentration and hedge fund underperformance. Investors should assess their risk tolerance and investment objectives carefully before investing. This is a thematic play based on the stock-picking abilities of experts.
Similar Companies
GURU
Global X Guru Index ETF
GURU
Global X Guru Index ETF
QAI
IQ Hedge Multi-Strategy Tracker ETF
QAI
IQ Hedge Multi-Strategy Tracker ETF
SPY
SPDR S&P 500 ETF Trust
SPY
SPDR S&P 500 ETF Trust
Sources and Disclaimers
Data Sources:
- Hypothetical ETF Data
- Publicly Available ETF Information (GURU, QMOM, IVV)
Disclaimers:
This analysis is based on limited hypothetical data and publicly available information. Actual ETF performance and characteristics may vary. This is not financial advice. Consult with a qualified financial advisor before making any investment decisions.
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 Guru Favorite Stocks ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund"s investment strategy is to seek to grow the capital by investing in high quality companies that are favored by prominent long-term investors ("Gurus") and at reasonable prices. The fund"s investment sub-adviser, GuruFocus Investments, LLC (the "Sub-Adviser") tracks the equity portfolio holdings of approximately twenty Gurus. To be considered a Guru, the investor must have a long-term, publicly available, track record of at least ten years. In addition, the Guru must follow an investment strategy of investing in companies that the Guru considers to be high-quality.
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