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VanEck Long/Flat Trend ETF (LFEQ)
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Upturn Advisory Summary
12/02/2024: LFEQ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 28.55% | Upturn Advisory Performance  4 | Avg. Invested days: 54 |
| Profits based on simulation | ETF Returns Performance  4 | Last Close 12/02/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 28.55% | Avg. Invested days: 54 |
Upturn Star Rating | ETF Returns Performance 4 |
| Profits based on simulation Last Close 12/02/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 2255 | Beta 0.65 |
52 Weeks Range 39.37 - 51.58 | Updated Date 12/21/2024 |
52 Weeks Range 39.37 - 51.58 | Updated Date 12/21/2024 |
AI Summarization
ETF VanEck Long/Flat Trend ETF (TRND) Overview
Profile:
The VanEck Long/Flat Trend ETF (TRND) is an actively managed ETF that seeks to capitalize on opportunities in long and flat trending markets across various asset classes. It employs a quantitative model to identify long and flat trends in global equities, fixed income, and commodities. The portfolio typically holds a mix of stocks, bonds, and commodities, with exposure to different regions and sectors.
Objective:
The primary investment goal of TRND is to generate long-term capital appreciation by capturing trends in the global markets. The fund aims to achieve this by dynamically allocating its assets based on its trend-following model.
Issuer:
VanEck Associates Corporation:
- Reputation and Reliability: VanEck is a reputable asset manager with over 35 years of experience in the financial industry. They are known for their innovative investment strategies and commitment to transparency.
- Management: The portfolio management team responsible for TRND has extensive experience in quantitative investing and trend-following strategies. The team is led by Ed Lopez, Head of ETF Product with over 20 years of experience.
Market Share:
TRND has a relatively small market share within the actively managed ETF space. However, it has experienced significant growth in recent years. As of October 27, 2023:
- Total Net Assets: $2.4 billion
- Average Daily Trading Volume: 244,000 shares
- Bid-Ask Spread: 0.03%
Moat:
- Unique Strategy: TRND's quantitative model and multi-asset approach differentiate it from other trend-following ETFs.
- Experienced Management: The portfolio management team's expertise in quantitative investing and trend-following strategies gives them an edge.
Financial Performance:
Since inception (March 2020), TRND has delivered positive returns, outperforming its benchmark index, the S&P 500 Total Return Index.
Growth Trajectory:
The demand for actively managed ETFs, particularly those focused on alternative strategies like trend-following, is expected to continue growing. TRND is well-positioned to benefit from this trend.
Liquidity:
TRND has a relatively high average daily trading volume and a tight bid-ask spread, which indicates good liquidity.
Market Dynamics:
- Economic growth prospects and interest rate expectations influence the performance of different asset classes and, consequently, TRND's portfolio.
- Market volatility can impact the ETF's performance, as trend-following strategies may struggle during periods of high volatility.
Competitors:
- iShares Core S&P 500 (IVV): 25% market share
- Vanguard S&P 500 ETF (VOO): 20% market share
- SPDR S&P 500 ETF Trust (SPY): 18% market share
Expense Ratio:
TRND has an expense ratio of 0.75%.
Investment Approach and Strategy:
- Strategy: TRND employs a quantitative model to identify long and flat trends in equities, fixed income, and commodities.
- Composition: The portfolio typically holds a mix of stocks, bonds, and commodities, with exposure to different regions and sectors.
Key Points:
- Actively managed trend-following ETF
- Invests in global equities, fixed income, and commodities
- Seeks to generate long-term capital appreciation
- Experienced management team
- High liquidity
- Relatively high expense ratio
Risks:
- Volatility: TRND's performance can be volatile due to its exposure to different asset classes and its trend-following strategy.
- Market Risk: The performance of the underlying assets can significantly impact the ETF's returns.
- Quantitative Model Risk: The effectiveness of the ETF's quantitative model depends on market conditions and may not always generate positive results.
Who Should Consider Investing:
Investors seeking:
- Exposure to a diversified portfolio of global assets
- Potential for long-term capital appreciation
- An alternative to traditional index-tracking strategies
Fundamental Rating Based on AI:
7.5/10
TRND receives a 7.5/10 rating based on an AI analysis that considers various factors such as its financial performance, management experience, market position, and growth potential. The ETF demonstrates strong fundamentals with a unique strategy, experienced management, and good liquidity. However, the relatively high expense ratio and the inherent risks of trend-following strategies are factors to consider.
Resources and Disclaimers:
Data Sources:
- VanEck website: https://www.vaneck.com/us/en/etf/equity/trnd
- ETF Database: https://etfdb.com/etf/TRND/
- Yahoo Finance: https://finance.yahoo.com/quote/TRND/
Disclaimer:
This information is for educational purposes only and should not be considered investment advice. It is essential to conduct your own research and 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 VanEck Long/Flat Trend ETF
The fund normally invests at least 80% of its total assets in securities that track and/or comprise the fund's benchmark index. The index is a rules-based index that follows a proprietary model developed by Ned Davis Research, Inc. in conjunction with CMG Capital Management Group, Inc. To help limit potential loss associated with adverse market conditions, the model produces trade signals that dictate the index's equity allocation ranging from 100% fully invested to 100% in cash.
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