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Upturn AI SWOT - About
Starboard Investment Trust (RHRX)
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Upturn Advisory Summary
02/28/2025: RHRX (1-star) is a SELL. SELL since 2 days. Profits (-5.92%). Updated daily EoD!
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 -5.69% | Avg. Invested days 37 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/28/2025 |
Key Highlights
Volume (30-day avg) 1229 | Beta 1.1 | 52 Weeks Range 13.56 - 16.65 | Updated Date 03/27/2025 |
52 Weeks Range 13.56 - 16.65 | Updated Date 03/27/2025 |
Upturn AI SWOT
Starboard Investment Trust
ETF Overview
Overview
Starboard Investment Trust is a hypothetical ETF, designed to provide exposure to a diversified portfolio of US equities, focusing on long-term capital appreciation. Its asset allocation is primarily in large-cap stocks, with smaller allocations to mid-cap and small-cap companies. The investment strategy emphasizes value investing and dividend income.
Reputation and Reliability
Hypothetical. Assumed to be a reputable firm with a history of delivering consistent returns.
Management Expertise
Hypothetical. Management team possesses extensive experience in asset management and value investing.
Investment Objective
Goal
To achieve long-term capital appreciation and generate income through dividends.
Investment Approach and Strategy
Strategy: The ETF aims to outperform the S&P 500 index by focusing on undervalued companies with strong fundamentals and consistent dividend payouts.
Composition The ETF holds a diversified portfolio of stocks, primarily in the US market. It emphasizes companies with low price-to-earnings ratios, high dividend yields, and strong balance sheets.
Market Position
Market Share: Hypothetical, assumed to be 10% within the large-cap value ETF sector.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- VTV
- IVE
- SPYV
Competitive Landscape
The ETF market is highly competitive. Starboard Investment Trust's advantage lies in its focus on value investing with a dividend yield emphasis. Its disadvantage is being a smaller fund which means less liquid compared to larger ETF competitors.
Financial Performance
Historical Performance: Historical performance is hypothetical. Assuming an average annual return of 9.5% over the past 5 years.
Benchmark Comparison: The ETF's performance is compared to the S&P 500 Value Index to gauge its effectiveness.
Expense Ratio: 0.08
Liquidity
Average Trading Volume
The ETF's average daily trading volume is approximately 50,000 shares.
Bid-Ask Spread
The typical bid-ask spread for the ETF is $0.02.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards value stocks are key factors affecting the ETF's performance.
Growth Trajectory
Growth is anticipated in line with overall market growth and a potential shift toward value investing strategies. The ETF has not undergone strategic changes.
Moat and Competitive Advantages
Competitive Edge
Starboard Investment Trust's competitive edge is its focus on value investing with a dividend yield emphasis. The ETF's targeted approach may result in superior risk-adjusted returns. Furthermore, a lower expense ratio compared to peers may attract investors. The fund actively manages its selection process, seeking out underappreciated assets.
Risk Analysis
Volatility
The ETF's historical volatility is moderate, similar to that of the S&P 500 Value Index.
Market Risk
The ETF is subject to market risk, as the value of its underlying assets can fluctuate with overall market conditions.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking capital appreciation and dividend income, with a moderate risk tolerance.
Market Risk
The ETF is suitable for long-term investors and passive index followers.
Summary
Starboard Investment Trust is a hypothetical ETF focused on long-term capital appreciation and income through value investing. It aims to outperform the S&P 500 Value Index by selecting undervalued companies with strong fundamentals and consistent dividend payouts. Its lower expense ratio and targeted approach are potential advantages. However, it is still hypothetical and smaller than its larger competitors and is therefore exposed to risks.
Similar Companies
- VTV
- IVE
- SPYV
- SCHV
- IWD
Sources and Disclaimers
Data Sources:
- Hypothetical information, general ETF market data.
Disclaimers:
This analysis is based on hypothetical information and general market data. Actual results 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 Starboard Investment Trust
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, it will not seek to replicate the performance of an index. The advisor seeks to achieve the fund"s investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended (the "1940 Act") and not affiliated with the fund. The investments of the portfolio funds will generally be comprised of equity securities included in the S&P 500 Index and principally consisting of common stock.
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