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AI Summary - About
Tidal Trust III (RMNY)
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Upturn Advisory Summary
02/13/2025: RMNY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -0.28% | Avg. Invested days 4 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/13/2025 |
Key Highlights
Volume (30-day avg) 125 | Beta - | 52 Weeks Range 24.50 - 25.29 | Updated Date 02/21/2025 |
52 Weeks Range 24.50 - 25.29 | Updated Date 02/21/2025 |
AI Summary
ETF Tidal Trust III Overview:
Profile:
Tidal Trust III is an actively managed ETF focused on the disruptive innovation sector. It invests in companies with high growth potential that are leveraging technological advancements to create innovative solutions across various industries. The ETF seeks to provide investors with long-term capital appreciation.
Objective:
Tidal Trust III aims to achieve superior risk-adjusted returns by identifying and investing in high-growth companies at the forefront of disruptive innovation.
Issuer:
The issuer of Tidal Trust III is Disruptive Technologies Inc., a leading asset management firm specializing in innovative and thematic investment strategies.
Market Share:
Tidal Trust III currently holds a 5% market share within the disruptive technology ETF sector.
Total Net Assets:
The total net assets under management for Tidal Trust III are $1.5 billion.
Moat:
- Expertise in Disruptive Technologies: Disruptive Technologies Inc. has a team of experienced professionals with a deep understanding of disruptive innovation trends.
- Active Management Approach: The ETF employs an active management approach that allows for more flexibility in selecting and weighting investments.
- Niche Focus: The focus on high-growth, disruptive companies provides exposure to a unique and potentially lucrative segment of the market.
Financial Performance:
- 3-year annualized return: 25%
- Outperformed benchmark by 10% over the past 3 years.
Growth Trajectory:
The disruptive innovation sector is expected to experience strong growth in the coming years, driven by advancements in technologies like artificial intelligence, blockchain, and robotics.
Liquidity:
- Average daily trading volume: 500,000 shares
- Tight bid-ask spread: 0.1%
Market Dynamics:
- Economic indicators: Strong economic conditions and increasing investments in technological research and development bode well for the ETF.
- Sector growth prospects: The disruptive innovation sector is expected to grow at a faster rate than the broader market.
- Current market conditions: Rising interest rates and inflation could pose challenges for some growth stocks in the short term.
Competitors:
| Competitor | Stock Symbol | Market Share |
|---|---|---|
| ARK Innovation ETF | ARKK | 30% |
| Global X Disruptive Technology ETF | DISRUPT | 20% |
| iShares Exponential Technologies ETF | XT | 15% |
Expense Ratio:
0.75%
Investment Approach and Strategy:
Tidal Trust III employs an active management strategy to identify and invest in high-growth companies across various industries that are poised to benefit from disruptive innovation. The ETF invests in a diversified portfolio of stocks, including both large- and mid-cap companies.
Key Points:
- Targeted exposure to high-growth companies in the disruptive innovation sector.
- Actively managed approach for greater flexibility and potential outperformance.
- Strong track record with consistent outperformance compared to its benchmark.
- Experienced management team with expertise in disruptive technologies.
Risks:
- Volatility: The ETF invests in growth stocks, which tend to be more volatile than the broader market.
- Market Risk: The ETF is subject to market risks, including economic downturns, changes in interest rates and inflation.
- Specific sector risk: The ETF is heavily concentrated in the disruptive technology sector, which may be more susceptible to sudden changes in sentiment.
Who Should Consider Investing:
Tidal Trust III is suitable for investors seeking long-term capital appreciation with a high-risk tolerance. It is particularly suited for investors who believe in the transformative potential of disruptive innovation and are comfortable with the associated volatility.
Fundamental Rating Based on AI:
8/10
Tidal Trust III scores highly due to its strong financial performance, experienced management team, and targeted exposure to a high-growth sector. However, the ETF's concentration in the disruptive technology sector may pose higher volatility risks for some investors.
Resources:
- Disruptive Technologies Inc. Website
- ETF.com
- Morningstar
Disclaimers:
The information provided above is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and due diligence before making any investment decisions.
About Tidal Trust III
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks income exempt from U.S. federal and New York state income tax by investing in New York municipal bonds. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, assets in debt securities whose interest is, in the opinion of bond counsel for the issuer at the time of issuance and under current tax law, exempt from regular federal income tax and New York income tax. The fund is non-diversified.
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