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Upturn AI SWOT - About
TradersAI Large Cap Equity & Cash ETF (HFSP)
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Upturn Advisory Summary
04/01/2025: HFSP (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 -2.48% | Avg. Invested days 41 | 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) 5191 | Beta - | 52 Weeks Range 17.67 - 21.14 | Updated Date 04/1/2025 |
52 Weeks Range 17.67 - 21.14 | Updated Date 04/1/2025 |
Upturn AI SWOT
TradersAI Large Cap Equity & Cash ETF
ETF Overview
Overview
The TradersAI Large Cap Equity & Cash ETF aims to provide capital appreciation by investing primarily in large-cap U.S. equities, while strategically allocating a portion of its assets to cash for downside protection and opportunistic investment.
Reputation and Reliability
Issuer is relatively new to the ETF market, with a focus on AI-driven investment strategies.
Management Expertise
Management team combines expertise in both traditional finance and artificial intelligence.
Investment Objective
Goal
To achieve long-term capital appreciation with reduced volatility compared to pure large-cap equity ETFs.
Investment Approach and Strategy
Strategy: The ETF uses an AI-driven model to select and weight large-cap stocks, adjusting cash allocation based on market conditions.
Composition Primarily consists of U.S. large-cap equities and cash equivalents.
Market Position
Market Share: TradersAI Large Cap Equity & Cash ETF Detail The ETF has a growing, but still limited, market share within the large-cap equity ETF space.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- SPY
- IVV
- VTI
- QQQ
Competitive Landscape
The large-cap equity ETF market is highly competitive and dominated by established players like SPY, IVV and VTI. TradersAI Large Cap Equity & Cash ETF's AI-driven approach and cash allocation strategy are its unique selling points, but it faces the challenge of building trust and attracting assets from investors accustomed to traditional index-tracking ETFs. The advantages of this fund stem from its agility and potential for downside protection. However, it has the disadvantage of not being well known and has a limited performance track record.
Financial Performance
Historical Performance: Data is limited due to the ETF's short history. 1 Year: 15.2, 3 Year: null, 5 Year: null
Benchmark Comparison: Limited historical data makes accurate benchmark comparison difficult. It is compared against S&P 500.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The average daily trading volume is moderate and adequate for most investors.
Bid-Ask Spread
The bid-ask spread is relatively tight, indicating good liquidity.
Market Dynamics
Market Environment Factors
The ETF's performance is affected by overall market conditions, interest rate changes, and the performance of large-cap equities.
Growth Trajectory
The ETF's growth depends on its ability to demonstrate consistent performance and attract investors seeking a balance between equity exposure and risk management. Future holdings will be dictated by the AI driven model.
Moat and Competitive Advantages
Competitive Edge
TradersAI Large Cap Equity & Cash ETF has a potential competitive edge through its AI-driven investment strategy that dynamically adjusts its asset allocation based on market conditions, aiming to outperform traditional large-cap ETFs with downside protection. The unique aspect lies in its proactive management approach using advanced algorithms to identify promising investment opportunities, while actively managing risk. This ETF provides a diversified portfolio while incorporating strategies that can mitigate risk and optimize growth. By holding a cash position when necessary, the ETF can capitalize on market downturns and reduce overall portfolio volatility.
Risk Analysis
Volatility
Historical volatility data is limited due to the ETF's short track record, but volatility is expected to be less than pure equity ETFs.
Market Risk
The ETF is subject to market risk, particularly the risk associated with large-cap equities and the potential for underperformance during market downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation with a lower risk profile than pure equity investments.
Market Risk
The ETF is suitable for long-term investors seeking a core equity allocation with some downside protection, but not active traders.
Summary
The TradersAI Large Cap Equity & Cash ETF offers a unique investment approach, blending large-cap equity exposure with a dynamically managed cash allocation strategy. It aims to deliver competitive returns while reducing downside risk compared to traditional large-cap ETFs. Its performance is AI-driven, which adjusts asset allocation based on market conditions. Investors should carefully consider the ETF's short track record and unique strategy before investing. This ETF is suited for the long-term investor who wants downside protection.
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Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar.com
- Company Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and 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 TradersAI Large Cap Equity & Cash 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) that seeks to achieve its investment objective by investing in securities and financial instruments linked to the S&P 500 Index. The fund manager takes both long and short positions by investing in e-mini futures contracts. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in large cap equities or investments with similar characteristics, or cash and cash equivalents.
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