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Upturn AI SWOT - About
StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: NEWZ (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -1.42% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 3647 | Beta - | 52 Weeks Range 24.30 - 30.34 | Updated Date 04/1/2025 |
52 Weeks Range 24.30 - 30.34 | Updated Date 04/1/2025 |
Upturn AI SWOT
StockSnips AI-Powered Sentiment US All Cap ETF
ETF Overview
Overview
The StockSnips AI-Powered Sentiment US All Cap ETF seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the StockSnips AI-Powered Sentiment US All Cap Index. The fund utilizes an AI-driven approach to select and weight stocks based on sentiment analysis.
Reputation and Reliability
Information not publicly available. Requires independent research to determine the issuer's reputation and track record.
Management Expertise
Information not publicly available. Requires independent research to determine the management team's experience.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of the StockSnips AI-Powered Sentiment US All Cap Index.
Investment Approach and Strategy
Strategy: The ETF employs an AI-driven strategy focusing on sentiment analysis to select and weight holdings.
Composition Primarily composed of US-listed stocks across all market capitalizations, selected and weighted based on sentiment analysis derived from various data sources.
Market Position
Market Share: Data not available. Requires further data to determine market share.
Total Net Assets (AUM): Data not available. Requires further data to determine AUM.
Competitors
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The ETF market is highly competitive. StockSnips AI-Powered Sentiment US All Cap ETF differentiates itself with an AI-driven sentiment analysis approach. Its advantage lies in potentially identifying undervalued or overvalued stocks based on sentiment. A disadvantage is limited historical performance data to validate its strategy compared to established index funds.
Financial Performance
Historical Performance: Data not available. Requires further data to determine historical performance.
Benchmark Comparison: Data not available. Requires further data to determine benchmark comparison.
Expense Ratio: Data not available. Requires further data to determine expense ratio.
Liquidity
Average Trading Volume
Data not available. Requires further data to determine average trading volume.
Bid-Ask Spread
Data not available. Requires further data to determine bid-ask spread.
Market Dynamics
Market Environment Factors
Economic indicators, market sentiment, and technological advancements in AI influence the ETF's performance. Sector growth prospects and overall market conditions play a crucial role.
Growth Trajectory
Growth trends are dependent on the accuracy of the AI sentiment analysis and its ability to adapt to changing market conditions. Changes to the algorithm and holdings are driven by the AI's analysis of market sentiment.
Moat and Competitive Advantages
Competitive Edge
StockSnips AI-Powered Sentiment US All Cap ETF's competitive edge stems from its unique AI-driven sentiment analysis approach. This strategy aims to identify opportunities that traditional index funds might miss. The ETF leverages sentiment data to make investment decisions. It allows for dynamic portfolio adjustments based on real-time market sentiment, potentially leading to enhanced returns or risk mitigation compared to passive investment strategies.
Risk Analysis
Volatility
Data not available. Requires further data to determine historical volatility.
Market Risk
The ETF is subject to market risk, as the value of its holdings can fluctuate based on overall market conditions. The AI-driven approach may not always accurately predict market movements, potentially leading to underperformance.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking potentially higher returns through an actively managed, AI-driven approach. Suitable for those comfortable with the risks associated with new and innovative investment strategies.
Market Risk
Suitable for investors seeking growth, willing to take on higher risk, and have a long-term investment horizon; it's less suited for passive index followers.
Summary
The StockSnips AI-Powered Sentiment US All Cap ETF offers a unique AI-driven approach to investing in the US all-cap market. The ETF's performance relies heavily on the effectiveness of its sentiment analysis algorithm. Investors should carefully consider the risks associated with this innovative strategy. It might appeal to investors who have a higher risk tolerance and are looking to achieve potentially higher returns beyond traditional passive investments. Further research is needed to assess historical performance, liquidity, and expense ratio.
Similar Companies
- QQQ
- IWF
- MTUM
- VUG
- SCHG
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Issuer Website
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Invest at your own risk.
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 StockSnips AI-Powered Sentiment US All Cap ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed ETF that seeks to achieve its investment objective by utilizing an investment strategy that leverages artificial intelligence ("AI") and natural language processing to derive a proprietary News Media Sentiment Signal (the "Sentiment Signal"). Under normal circumstances, the fund invests at least 80% of its net assets (plus the amounts of any borrowings for investment purposes) in securities of U.S.-listed large, mid and small capitalization companies.
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