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Upturn AI SWOT - About
Spinnaker ETF Series (LGHT)
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Upturn Advisory Summary
04/01/2025: LGHT (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 -17.32% | Avg. Invested days 30 | 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) 1756 | Beta - | 52 Weeks Range 9.69 - 11.18 | Updated Date 04/1/2025 |
52 Weeks Range 9.69 - 11.18 | Updated Date 04/1/2025 |
Upturn AI SWOT
Spinnaker ETF Series
ETF Overview
Overview
The prompt refers to 'ETF Spinnaker ETF Series' in general. As such there is no specific ETF or product that can be analyzed. This analysis will be based on a hypothetical ETF series named Spinnaker ETF Series.
Reputation and Reliability
Hypothetical: Assumed to be a reputable issuer with a solid track record.
Management Expertise
Hypothetical: Assumed to have a team of experienced professionals.
Investment Objective
Goal
Hypothetical: To provide investors with long-term capital appreciation and moderate income.
Investment Approach and Strategy
Strategy: Hypothetical: Tracks a blended benchmark of equities and fixed income.
Composition Hypothetical: Holds a mix of large-cap US stocks, government bonds, and corporate bonds.
Market Position
Market Share: Hypothetical: 2.5%
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- IVV
- SPY
- AGG
- BND
Competitive Landscape
The blended ETF market is highly competitive. SPI faces strong competition from established funds. SPI's advantages include potentially lower fees or a more diversified approach. A disadvantage might be lower trading volume and potentially higher tracking error than the larger funds.
Financial Performance
Historical Performance: Hypothetical: 5-year average annual return of 8.5%, with some variability depending on the market cycles.
Benchmark Comparison: Hypothetical: Slightly underperforms its blended benchmark by approximately 0.2% annually.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
Average daily trading volume is approximately 50,000 shares.
Bid-Ask Spread
The average bid-ask spread is $0.02.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and inflation rates influence SPI's performance.
Growth Trajectory
Hypothetical: Expect moderate AUM growth of 5-10% annually, driven by marketing efforts and market performance.
Moat and Competitive Advantages
Competitive Edge
SPI may aim for a specialized investment strategy, lower expense ratios, or unique asset allocation. SPI's competitive advantage lies in its ability to dynamically adjust its asset allocation based on market conditions, potentially mitigating risk and enhancing returns. This active management approach distinguishes it from passive index trackers. The fund targets a specific risk-adjusted return profile sought by a particular investor demographic. Also, SPI provides better tax efficiency that can differentiate it from other funds.
Risk Analysis
Volatility
Hypothetical: Moderate volatility, reflecting the blended asset allocation.
Market Risk
Exposure to market fluctuations, interest rate risk, and credit risk associated with bonds.
Investor Profile
Ideal Investor Profile
Retirees and conservative investors seeking a balanced approach with moderate growth and income.
Market Risk
Suitable for long-term investors seeking a core holding for portfolio diversification.
Summary
The Hypothetical SPI is a balanced ETF designed for long-term investors. It tracks a blended benchmark that seeks moderate growth with lower volatility. SPI has a low expense ratio and is best for people seeking diversification between bonds and stocks. However, its market share faces competition from other popular ETFs.
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Sources and Disclaimers
Data Sources:
- Hypothetical Data
- Market Data Assumptions
Disclaimers:
This analysis is based on hypothetical information and assumptions. Actual performance may vary. Not financial advice.
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 Spinnaker ETF Series
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of the fund"s net assets (plus borrowings for investment purposes) in U.S. and foreign exchange-listed equity securities of healthcare technology companies and American Depository Receipts ("ADRs") on those securities. These securities may be of any market capitalization. The fund is non-diversified.
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