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Upturn AI SWOT - About
Alexis Practical Tactical ETF (LEXI)
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Upturn Advisory Summary
03/24/2025: LEXI (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 -1.19% | 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 03/24/2025 |
Key Highlights
Volume (30-day avg) 5647 | Beta 1.16 | 52 Weeks Range 26.60 - 31.33 | Updated Date 04/2/2025 |
52 Weeks Range 26.60 - 31.33 | Updated Date 04/2/2025 |
Upturn AI SWOT
Alexis Practical Tactical ETF
ETF Overview
Overview
The Alexis Practical Tactical ETF (APT) aims to provide total return through a combination of capital appreciation and income by tactically allocating across various asset classes based on market conditions.
Reputation and Reliability
Information about the issuer's reputation and track record is not readily available.
Management Expertise
Details about the management team's expertise are not readily available.
Investment Objective
Goal
To provide total return through a combination of capital appreciation and income.
Investment Approach and Strategy
Strategy: The ETF employs a tactical asset allocation strategy, dynamically adjusting its holdings based on macroeconomic factors and market trends.
Composition The ETF's composition typically includes a mix of equities, fixed income, and potentially other asset classes, adjusted based on the tactical strategy.
Market Position
Market Share: Data on APT's specific market share is not readily available.
Total Net Assets (AUM): Information on APT's total net assets is not readily available.
Competitors
Key Competitors
- AOA
- AOM
- AOR
- AOK
Competitive Landscape
The ETF market is highly competitive. APT's tactical approach aims to differentiate itself, but it faces competition from established asset allocation ETFs. Advantages and disadvantages cannot be provided due to the lack of data on APT.
Financial Performance
Historical Performance: Historical performance data is not readily available.
Benchmark Comparison: A benchmark comparison cannot be provided due to the lack of historical performance data.
Expense Ratio: Expense ratio data is not readily available.
Liquidity
Average Trading Volume
Average trading volume data is not readily available.
Bid-Ask Spread
Bid-ask spread data is not readily available.
Market Dynamics
Market Environment Factors
APT's performance will be affected by economic growth, interest rates, inflation, and geopolitical events.
Growth Trajectory
Information on APT's specific growth trends and changes to strategy is not readily available.
Moat and Competitive Advantages
Competitive Edge
Without specific information, APT's competitive edge would depend on the effectiveness of its tactical asset allocation strategy, the skill of its management team, and its ability to adapt to changing market conditions. A unique edge may be in their practical and tactical portfolio mix. If their investment strategies are significantly outperforming, this could be an advantage. Without data, no determination can be made.
Risk Analysis
Volatility
Volatility data is not readily available.
Market Risk
The ETF is subject to market risk, including the risk of declines in equity and fixed income markets. Its tactical approach may mitigate some risks but could also increase others.
Investor Profile
Ideal Investor Profile
The ideal investor for APT would likely be someone seeking total return with a moderate risk tolerance and an understanding of tactical asset allocation strategies.
Market Risk
APT may be suitable for long-term investors seeking diversification and active management, but it's not ideal for passive index followers.
Summary
The Alexis Practical Tactical ETF aims to deliver total return through tactical asset allocation. Due to lack of readily available data, a comprehensive assessment is challenging. The ETF's success hinges on the effectiveness of its tactical strategy and the expertise of its management team. Investors should carefully consider their risk tolerance and investment goals before investing. Further research is needed to determine the fund's suitability.
Similar Companies
AOA
iShares Core Aggressive Allocation ETF
AOA
iShares Core Aggressive Allocation ETF
AOK
iShares Core Conservative Allocation ETF
AOK
iShares Core Conservative Allocation ETF
AOM
iShares Core Moderate Allocation ETF
AOM
iShares Core Moderate Allocation ETF
AOR
iShares Core Growth Allocation ETF
AOR
iShares Core Growth Allocation ETF
Sources and Disclaimers
Data Sources:
- ETF.com
- Seeking Alpha
- Yahoo Finance
Disclaimers:
The data provided is based on publicly available information and may not be complete or accurate. Investment decisions should be based on thorough research and consultation with a financial advisor.
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 Alexis Practical Tactical ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to achieve its investment objective, the fund has the flexibility to allocate its assets among different markets around the world and various asset classes (e.g., equity, fixed income, commodities (including precious metals), and real estate (including real estate investment trusts ("REITs"))) and strategies, including alternative strategies (e.g., merger arbitrage, convertible bond and options-based strategies).
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