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Upturn AI SWOT - About
Overlay Shares Hedged Large Cap Equity ETF (OVLH)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/04/2025: OVLH (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 6.64% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Volume (30-day avg) 26199 | Beta 0.74 | 52 Weeks Range 29.98 - 35.10 | Updated Date 04/6/2025 |
52 Weeks Range 29.98 - 35.10 | Updated Date 04/6/2025 |
Upturn AI SWOT
ETF Overlay Shares Hedged Large Cap Equity ETF: Summary
Profile:
- Focus: Large-cap US equities, with a focus on hedging against market volatility.
- Asset Allocation: Invests in broad market equities through an ETF Overlay portfolio.
- Investment Strategy: Employs a combination of fundamental and quantitative analysis to select underlying assets and implement a hedging strategy using derivatives.
Objective:
- To provide investors with long-term exposure to US large-cap equities, while seeking to mitigate downside risk through a dynamic hedging strategy.
Issuer:
- Company: ETF Overlay Shares.
- Reputation & Reliability: Limited information available about the issuer, making it difficult to assess their reputation and reliability.
- Management: Information regarding the management team and their expertise is currently unavailable.
Market Share:
- Precise market share data unavailable.
Total Net Assets:
- Not publicly available.
Moat:
- Unique Strategy: Dynamic hedging strategy to mitigate downside risk.
- Niche Market Focus: Large-cap equities with a focus on risk mitigation.
Financial Performance:
- Limited historical performance data available due to the ETF's recent inception.
Growth Trajectory:
- Difficult to assess due to the lack of historical data.
Liquidity:
- Average trading volume and bid-ask spread unavailable.
Market Dynamics:
- Economic indicators, market volatility, and investor sentiment towards large-cap equities and hedging strategies.
Competitors:
- SPY (SPDR S&P 500 ETF), IVV (iShares CORE S&P 500 ETF), VOO (Vanguard S&P 500 ETF).
Expense Ratio:
- Not publicly available.
Investment Approach & Strategy:
- Strategy: Overlay strategy combining investment in a broad market equity ETF with dynamic hedging using derivatives.
- Composition: Primarily invests in an ETF tracking the S&P 500 index and utilizes derivatives for hedging purposes.
Key Points:
- Aims to provide capital appreciation and income generation.
- Focuses on large-cap equities with a risk-mitigating strategy.
- Employs a combination of fundamental and quantitative analysis.
Risks:
- Volatility risk due to the underlying equity exposure.
- Limited track record and unproven effectiveness of the hedging strategy.
- Potential for tracking errors and underperformance compared to the benchmark.
Who Should Consider Investing:
- Investors seeking exposure to large-cap equities with a focus on mitigating downside risk.
- Investors with a moderate risk tolerance and long-term investment horizon.
Fundamental Rating Based on AI:
- Due to limited data on the ETF, an AI-based fundamental rating cannot be provided accurately.
Resources & Disclaimers:
- Information gathered from ETF Overlay Shares website and other publicly available sources.
- This summary is for informational purposes only and should not be considered 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 Overlay Shares Hedged Large Cap Equity ETF
Exchange NYSE ARCA | 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 objective by (i) investing in one or more other ETFs that seek to obtain exposure to the performance of U.S. large-cap equity securities or directly in the securities held by such ETFs, (ii) selling and purchasing listed short-term put options to generate income to the fund, and (iii) purchasing long-term out-of-the-money put options to seek to hedge against significant declines in U.S. large-cap equities.
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