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Upturn AI SWOT - About
SGI Enhanced Global Income ETF (GINX)
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Upturn Advisory Summary
04/01/2025: GINX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -2.69% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
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) 36153 | Beta - | 52 Weeks Range 23.34 - 27.61 | Updated Date 04/1/2025 |
52 Weeks Range 23.34 - 27.61 | Updated Date 04/1/2025 |
Upturn AI SWOT
SGI Enhanced Global Income ETF
ETF Overview
Overview
The SGI Enhanced Global Income ETF is designed to provide investors with a high level of current income by investing in a diverse portfolio of income-producing securities worldwide. It focuses on sectors like real estate, utilities, and energy to achieve its income objective.
Reputation and Reliability
Information about the issuer's reputation and track record is currently unavailable.
Management Expertise
Information about the management team's experience is currently unavailable.
Investment Objective
Goal
To provide a high level of current income.
Investment Approach and Strategy
Strategy: The ETF invests in a global portfolio of income-producing securities.
Composition The ETF holds a mix of stocks, bonds, and potentially other income-generating assets, with a focus on sectors like real estate, utilities, and energy.
Market Position
Market Share: Data regarding the exact market share of the ETF is not available.
Total Net Assets (AUM):
Competitors
Key Competitors
- VYM
- SCHD
- DVY
Competitive Landscape
The income ETF market is highly competitive, with several established players. SGI Enhanced Global Income ETF's success depends on its ability to deliver competitive yields and manage risk effectively compared to larger, more established funds. The ETF must differentiate itself, considering larger AUM counterparts offer more diversified portfolios.
Financial Performance
Historical Performance: Historical performance data is currently unavailable.
Benchmark Comparison: Benchmark comparison data is currently unavailable.
Expense Ratio:
Liquidity
Average Trading Volume
Average trading volume data is unavailable; therefore, liquidity cannot be assessed.
Bid-Ask Spread
Bid-ask spread information is unavailable, so trading costs cannot be determined.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific performance, and global market conditions influence the ETF's performance. Interest rate changes, economic growth, and geopolitical events can all affect the value of the underlying assets.
Growth Trajectory
The ETF's growth depends on its ability to attract investors seeking income in a low-yield environment. Changes to strategy and holdings will be driven by the fund manager's assessment of global income opportunities.
Moat and Competitive Advantages
Competitive Edge
Without specific data on unique investment strategies, superior management, or niche market focus, it is difficult to determine SGI Enhanced Global Income ETFu2019s competitive edge. It aims for a globally diversified approach in income-generating assets. This approach may provide broader exposure, potentially enhancing returns while spreading risk across different markets and asset classes. Success hinges on identifying and capturing attractive global income opportunities efficiently.
Risk Analysis
Volatility
Historical volatility data is currently unavailable.
Market Risk
The ETF is subject to market risk, which includes the potential for losses due to declines in the value of its underlying assets. Global economic conditions, interest rate changes, and geopolitical events can all impact the ETF's performance.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a high level of current income from a globally diversified portfolio of income-producing securities and has a moderate risk tolerance.
Market Risk
The ETF is suitable for long-term investors seeking income, though it may not be appropriate for active traders due to the focus on income rather than short-term capital appreciation.
Summary
SGI Enhanced Global Income ETF aims to provide high current income through a diversified global portfolio. Its success hinges on competitive yields, effective risk management, and adaptation to global market conditions. It targets income-seeking investors with moderate risk tolerance. Performance, liquidity, and competitive positioning need more data to accurately evaluate.
Similar Companies
DVY
iShares Select Dividend ETF
DVY
iShares Select Dividend ETF
HDV
iShares Core High Dividend ETF
HDV
iShares Core High Dividend ETF
SCHD
Schwab U.S. Dividend Equity ETF
SCHD
Schwab U.S. Dividend Equity ETF
SPYD
SPDR® Portfolio S&P 500 High Dividend ETF
SPYD
SPDR® Portfolio S&P 500 High Dividend ETF
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Yahoo Finance
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual financial circumstances and consultation with a qualified financial advisor. Data availability can vary, and some information may be limited or unavailable.
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 Enhanced Global Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") and seeks to achieve its objective by (1) actively investing in global companies that offer dividend income and that trade on U.S. stock exchanges and (2) investing in options strategies that seek to generate current income. The fund uses an actively traded put and call options strategy that choose deep out-of-the-money strike prices generally expiring within 1-7 days to generate income.
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