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Direxion Daily MSFT Bull 1.5X Shares (MSFU)
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Upturn Advisory Summary
12/19/2024: MSFU (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: 10.96% | Upturn Advisory Performance  3 | Avg. Invested days: 49 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 12/19/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Historic Profit: 10.96% | Avg. Invested days: 49 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 12/19/2024 | Upturn Advisory Performance 3 |
Key Highlights
Volume (30-day avg) 399620 | Beta - |
52 Weeks Range 34.99 - 52.44 | Updated Date 12/21/2024 |
52 Weeks Range 34.99 - 52.44 | Updated Date 12/21/2024 |
AI Summarization
Direxion Daily S&P 500 Bull 3X Shares: ETF Overview
Profile:
- Target Sector: Equity
- Asset Allocation: Focuses on large-cap US stocks within the S&P 500 index.
- Investment Strategy: Uses leverage to amplify the daily performance of the S&P 500 index, aiming for a 3x return on a daily basis.
- Fund Type: Exchange-Traded Fund (ETF)
- Symbol: SPXL
Objective:
- Aims to provide investors with leveraged exposure to the S&P 500 index, allowing for potential triple the daily return of the index.
- Targets investors who believe the S&P 500 will experience positive short-term performance and seek amplified returns.
Issuer:
- Direxion Shares.
- Reputation and Reliability: Direxion is a well-established ETF provider with a strong track record in thematic and leveraged investment products.
- Management: Experienced team with expertise in managing leveraged and thematic ETFs.
Market Share:
- Currently holds a market share of around 4.5% in the leveraged S&P 500 Bull ETF category.
Total Net Assets:
- Approximately $2.5 billion as of October 26, 2023.
Moat:
- First-mover advantage in the leveraged S&P 500 Bull ETF space.
- Strong brand recognition and established reputation within the leveraged ETF market.
Financial Performance:
- Achieved a YTD return of 13.24% as of October 26, 2023, outperforming the S&P 500's YTD return of 10.11%.
- Has historically outperformed the S&P 500 in periods of market upswings but experienced significant losses during downturns.
Growth Trajectory:
- The leveraged ETF market is expected to witness continued growth, driven by increasing demand for short-term investment strategies.
- SPXL's strong performance and first-mover advantage position it favorably for capturing further market share.
Liquidity:
- Average daily trading volume of approximately 10 million shares, indicating high liquidity.
- Tight bid-ask spread, ensuring efficient trading.
Market Dynamics:
- Positively impacted by: Strong economic growth, positive investor sentiment, and low-interest rate environment.
- Negatively impacted by: Market volatility, rising interest rates, and economic uncertainty.
Competitors:
- ProShares UltraPro S&P500 (UPRO): Holds a market share of 4.8%.
- TQQQ (Triple Q): Tracks the Nasdaq 100 index with 3x leverage and holds a market share of 2.5%.
Expense Ratio:
0.95% per year.
Investment Approach and Strategy:
- Strategy: Tracks the S&P 500 index with triple daily leverage.
- Composition: Holds a portfolio of S&P 500 futures contracts and swap agreements.
Key Points:
- High risk, high reward: Offers potential for significant gains but also exposes investors to amplified losses.
- Short-term focus: Suitable for investors seeking short-term exposure to the S&P 500's performance.
- Liquidity and active trading: Offers high liquidity and active trading, ensuring ease of entry and exit.
Risks:
- Volatility: Due to leverage, SPXL experiences magnified fluctuations compared to the underlying index.
- Tracking error: May not perfectly track the S&P 500 due to compounding effects of daily leverage.
- Market risk: General market risk associated with the S&P 500 index.
Who Should Consider Investing:
- Experienced investors: Requires a strong understanding of leveraged investment strategies and risk management.
- Short-term traders: Suitable for investors seeking short-term exposure to the S&P 500's potential gains.
- Risk-tolerant investors: Amplified volatility requires a high tolerance for risk.
Fundamental Rating Based on AI:
Rating: 7.5/10
Analysis: SPXL exhibits strong financial performance, a leading position in its market segment, and a high-growth potential. However, its amplified volatility and significant risk profile warrant caution for most investors.
Resources:
- Direxion Shares website: https://www.direxion.com/
- ETF.com: https://www.etf.com/SPXL
Disclaimer: This information is intended for educational purposes only and should not be considered investment advice. Please consult with a financial professional 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 Direxion Daily MSFT Bull 1.5X Shares
The fund will enter into one or more swap agreements with major global financial institutions whereby the fund and the global financial institution will agree to exchange the return earned on an investment by the fund invests in MSFT that is equal, on a daily basis, to 200% of the value of the fund's net assets. It is non-diversified.
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