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Upturn AI SWOT - About
AdvisorShares Gerber Kawasaki ETF (GK)
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Upturn Advisory Summary
04/01/2025: GK (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 -4.15% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1569 | Beta 1.33 | 52 Weeks Range 18.48 - 23.00 | Updated Date 04/2/2025 |
52 Weeks Range 18.48 - 23.00 | Updated Date 04/2/2025 |
Upturn AI SWOT
ETF AdvisorShares Gerber Kawasaki ETF (GK): A Comprehensive Overview
Profile:
- Focus: Invests in innovative, disruptive technology companies globally.
- Asset Allocation: Primarily stocks, with a tech-heavy portfolio.
- Investment Strategy: Actively managed, seeking companies with disruptive technologies and high growth potential.
Objective:
- To achieve long-term capital appreciation by investing in innovative and disruptive technology companies.
Issuer:
- Name: AdvisorShares
- Reputation and Reliability: AdvisorShares is a reputable ETF issuer with a track record of innovative and thematic products.
- Management: The ETF is actively managed by a team of experienced professionals with expertise in technology investing.
Market Share:
- Approximately 0.5% of the Global Technology ETF market.
Total Net Assets:
- Approximately $240 million (as of October 27, 2023).
Moat:
- Unique Strategy: Focus on disruptive technology companies, not just large tech giants.
- Active Management: Experienced team with deep knowledge of the technology sector.
Financial Performance:
- 1-Year Return: 14.8% (as of October 27, 2023)
- 3-Year Return: 48.7% (as of October 27, 2023)
- 5-Year Return: 144.2% (as of October 27, 2023)
Benchmark Comparison:
- Outperformed the S&P 500 and the NASDAQ-100 indices over the past 1, 3, and 5 years.
Growth Trajectory:
- Strong growth potential due to the focus on disruptive technology companies.
Liquidity:
- Average Trading Volume: Approximately 125,000 shares per day.
- Bid-Ask Spread: Tight spread, indicating good liquidity.
Market Dynamics:
- Positive: Growing demand for technology and innovation.
- Negative: Rising interest rates could impact growth stocks.
Competitors:
- ARK Innovation ETF (ARKK)
- iShares Expanded Tech Sector ETF (IGV)
- Invesco QQQ Trust (QQQ)
Expense Ratio:
- 0.75%
Investment Approach and Strategy:
- Strategy: Actively managed, invests in a concentrated portfolio of high-growth technology companies.
- Composition: Mostly stocks, primarily in technology and communication services sectors.
Key Points:
- Focus on disruptive technologies and high-growth potential.
- Actively managed by experienced professionals.
- Strong track record of outperformance.
- Higher risk than broad market ETFs.
Risks:
- Volatility: High volatility due to its focus on growth stocks.
- Market Risk: Technology sector is sensitive to economic conditions and market sentiment.
Who Should Consider Investing:
- Investors with a long-term horizon and high risk tolerance.
- Investors seeking exposure to disruptive technology companies.
- Investors who believe in the potential of active management.
Fundamental Rating Based on AI: 7.5/10
Evaluation:
GK shows strong potential with its focus on disruptive technologies and active management. However, its high volatility and specific sector focus might not be suitable for all investors.
Resources:
- AdvisorShares website: https://advisorshares.com/gk/
- YCharts: https://ycharts.com/indicators/advisorshares_gerber_kawasaki_etf_gk_total_net_assets
- ETF Database: https://etfdb.com/etf/GK/
Disclaimer: This information is for educational purposes only and should not be considered financial advice. Please consult a financial professional before making 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 AdvisorShares Gerber Kawasaki ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund primarily invests in U.S. exchange traded equity securities, including common and preferred stock and ADRs. The fund may invest in companies of any capitalization but typically invests in companies with capitalizations of $1 billion or more. To a lesser extent, the fund may invest in ETFs, ETNs and other exchange-traded products (collectively with ETFs and ETNs, "ETPs") to seek to obtain exposure to industries or sectors the Sub-Advisor believes to be top thematic macro opportunities. The fund is non-diversified.
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