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Upturn AI SWOT - About
Renaissance International IPO ETF (IPOS)
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Upturn Advisory Summary
03/11/2025: IPOS (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
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 -16.03% | Avg. Invested days 39 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) 1301 | Beta 1.15 | 52 Weeks Range 11.98 - 14.71 | Updated Date 04/2/2025 |
52 Weeks Range 11.98 - 14.71 | Updated Date 04/2/2025 |
Upturn AI SWOT
Renaissance International IPO ETF
ETF Overview
Overview
The Renaissance International IPO ETF (IPOS) focuses on investing in newly public companies listed on exchanges outside the US, offering exposure to international IPO markets and growth potential.
Reputation and Reliability
Renaissance Capital is a well-regarded investment firm specializing in IPOs and growth companies, known for its expertise in this niche market.
Management Expertise
The management team possesses experience in IPO investing and research, providing in-depth knowledge of the international IPO landscape.
Investment Objective
Goal
To provide investors with exposure to newly listed international companies that have recently completed their initial public offerings (IPOs).
Investment Approach and Strategy
Strategy: The ETF aims to track the Renaissance International IPO Index, which is designed to capture the performance of newly listed international companies.
Composition The ETF primarily holds stocks of companies that have recently completed IPOs outside the United States.
Market Position
Market Share: IPOS holds a niche market share within the broader international equity ETF space.
Total Net Assets (AUM): 54580000
Competitors
Key Competitors
- First Trust US Equity Opportunities ETF (FPX)
- Invesco QQQ Trust (QQQ)
- SPDR S&P 500 ETF Trust (SPY)
Competitive Landscape
The competitive landscape involves larger, more established broad market ETFs. IPOS faces the challenge of carving out market share due to its niche focus, however, the niche focus does give IPOS a competitive advantage. It can be harder for IPOS to compete because the larger ETFs have far more resources.
Financial Performance
Historical Performance: Historical performance data is available through standard financial data providers; returns are influenced by the success of international IPOs.
Benchmark Comparison: The ETF's performance should be compared to the Renaissance International IPO Index to assess tracking accuracy.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
The average trading volume of IPOS is moderate, which may affect the ease of buying or selling large positions.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and trading volume, representing a cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic conditions, regulatory changes, and investor sentiment towards international IPOs can all affect the ETF.
Growth Trajectory
Growth is tied to the number and performance of international IPOs, potentially leading to fluctuating assets under management.
Moat and Competitive Advantages
Competitive Edge
IPOS offers targeted exposure to international IPOs, providing investors with a unique opportunity to participate in the growth of newly listed companies outside the U.S. Its distinct focus on international IPOs differentiates it from broader international equity ETFs. This specialized approach can attract investors seeking exposure to a specific segment of the market. Access to newly public companies on exchanges outside the US can deliver substantial growth.
Risk Analysis
Volatility
International IPOs can be volatile, making the ETF subject to significant price fluctuations.
Market Risk
The underlying assets are subject to market risk, particularly in the international markets where the IPOs occur. Emerging markets can be more unstable.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors with a high risk tolerance seeking exposure to international growth companies and willing to accept the volatility associated with IPOs.
Market Risk
IPOS is more suited for long-term investors who understand the risks and potential rewards of investing in newly public international companies.
Summary
The Renaissance International IPO ETF (IPOS) offers targeted exposure to newly listed international companies, providing investors with a unique investment opportunity. While the ETF can provide access to high-growth potential, it's also susceptible to market volatility. The ETF is best suited for experienced investors with a high risk tolerance and a long-term investment horizon. The niche focus distinguishes it from more general international equity ETFs and presents both opportunities and challenges.
Similar Companies
- FPX
- QQQ
- SPY
- EEM
- VEA
Sources and Disclaimers
Data Sources:
- Renaissance Capital, ETF.com, Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence 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 Renaissance International IPO ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund normally invests at least 80% of its total assets in securities that comprise the index. The index is comprised of common stocks, depositary receipts, real estate investment trusts (REITs) and partnership units. The fund may also invest up to 20% of its assets in certain futures, options, and swap contracts, cash and cash equivalents, as well as in common stocks not included in the index but which will help the fund track the index. It is non-diversified.
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