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Upturn AI SWOT - About
ATAC US Rotation ETF (RORO)
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Upturn Advisory Summary
04/01/2025: RORO (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 -1.49% | Avg. Invested days 35 | 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) 1183 | Beta 1.46 | 52 Weeks Range 14.93 - 18.45 | Updated Date 04/2/2025 |
52 Weeks Range 14.93 - 18.45 | Updated Date 04/2/2025 |
Upturn AI SWOT
ATAC US Rotation ETF
ETF Overview
Overview
The ATAC US Rotation ETF (RORO) employs a dynamic asset allocation strategy, rotating among U.S. equities, fixed income, and cash based on market trends and momentum signals to generate income and capital appreciation.
Reputation and Reliability
ATAC Funds has a moderate reputation, known for tactical allocation ETFs. Their reliability is based on adherence to their stated investment strategies.
Management Expertise
The management team has experience in tactical asset allocation and quantitative investment strategies.
Investment Objective
Goal
To generate income and capital appreciation by tactically allocating assets among U.S. equities, fixed income, and cash.
Investment Approach and Strategy
Strategy: The ETF uses a proprietary, quantitative model to rotate among asset classes based on momentum and trend-following signals.
Composition The ETF's composition varies, holding U.S. equities ETFs (e.g., SPY, IWM), fixed income ETFs (e.g., AGG, TLT), and cash equivalents depending on the prevailing market conditions.
Market Position
Market Share: RORO has a niche market share within the tactical allocation ETF category.
Total Net Assets (AUM): 66800000
Competitors
Key Competitors
- DURA (AGFiQ US Market Rotation ETF)
- RFDA (RiverFront Dynamic Allocation ETF)
- IUSA (iShares Core S&P U.S. Total Stock Market ETF)
Competitive Landscape
The competitive landscape features ETFs with varying tactical allocation strategies. RORO's advantage lies in its specific momentum-based rotation model, while a disadvantage is its higher expense ratio compared to broad market ETFs like IUSA. DURA and RFDA have similar aims but may employ different methodologies.
Financial Performance
Historical Performance: Historical performance depends on the effectiveness of its tactical allocation strategy over different market cycles.
Benchmark Comparison: The ETF's performance should be compared against a blended benchmark that reflects its dynamic asset allocation, such as a combination of equity and fixed income indices.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
RORO's average trading volume is moderate, reflecting its niche focus.
Bid-Ask Spread
The bid-ask spread can vary but generally reflects the ETF's trading volume and market interest.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and equity market volatility significantly impact RORO's asset allocation decisions.
Growth Trajectory
Growth depends on the effectiveness of its tactical allocation strategy in capturing market trends and avoiding downturns. Changes to strategy and holdings are determined by the model's output.
Moat and Competitive Advantages
Competitive Edge
RORO's competitive edge is its systematic, rules-based approach to asset allocation, aiming to avoid emotional decision-making. The ETF uses a proprietary model to identify opportunities in equities, bonds and cash, providing a risk-managed allocation strategy. By adjusting allocations based on market trends, it seeks to outperform static allocations. Its focused investment strategy helps to mitigate potential market risks and generate a more reliable and consistent return stream.
Risk Analysis
Volatility
Volatility is expected to be moderate, reflecting its dynamic allocation between asset classes.
Market Risk
Market risk includes the possibility of model failure, where the tactical allocation decisions do not generate the intended returns, as well as risks associated with the underlying assets (equities, fixed income).
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking a tactical allocation strategy to manage market risk and generate returns.
Market Risk
RORO may be suitable for investors with a moderate risk tolerance and a desire for active management.
Summary
The ATAC US Rotation ETF employs a dynamic asset allocation strategy, rotating between equities, fixed income, and cash based on a quantitative model. The ETF aims to capture market trends and mitigate risk through its tactical approach. Its success depends on the model's effectiveness in identifying opportune asset allocations and avoiding market downturns. It is suitable for investors seeking active management and a dynamic approach to asset allocation with moderate risk tolerance.
Similar Companies
AGG
iShares Core U.S. Aggregate Bond ETF
AGG
iShares Core U.S. Aggregate Bond ETF
RFDA
RiverFront Dynamic US Dividend Advantage ETF
RFDA
RiverFront Dynamic US Dividend Advantage ETF
SPY
SPDR S&P 500 ETF Trust
SPY
SPDR S&P 500 ETF Trust
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- ATAC Funds Website
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 ATAC US Rotation ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested in (i) securities that are traded principally in the United States, (ii) securities issued or guaranteed by the U.S. government, its agencies, or instrumentalities, or (iii) ETFs that invest, under normal circumstances, at least 80% of their net assets, plus borrowings for investment purposes, in the foregoing securities.
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