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AI Summary - About
Tradr 2X Long SPY Quarterly ETF (SPYQ)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
02/20/2025: SPYQ (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
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% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Volume (30-day avg) 8093 | Beta - | 52 Weeks Range 24.31 - 27.75 | Updated Date 02/21/2025 |
52 Weeks Range 24.31 - 27.75 | Updated Date 02/21/2025 |
AI Summary
ETF Tradr 2X Long SPY Quarterly ETF Summary
Profile:
- Focus: Aims to provide 2x the daily performance of the S&P 500 Index.
- Asset Allocation: Invests in S&P 500 futures contracts.
- Investment Strategy: Uses leverage to amplify returns.
Objective:
- Achieve returns that are double the S&P 500's daily performance.
Issuer:
- Company: Tradr
- Reputation: Tradr is a relatively new firm focused on leveraged and inverse ETFs.
- Management: The team has experience in structured products and derivatives.
Market Share:
- Holds a small market share in the leveraged S&P 500 ETF space.
Total Net Assets:
- Approximately $6.4 million as of November 2023.
Moat:
- Offers leveraged exposure to the S&P 500, which can be attractive for investors seeking enhanced returns.
- Relatively low expense ratio compared to some competitors.
Financial Performance:
- Since inception (December 2021), the ETF has generally tracked its target of 2x the S&P 500's daily performance.
- Performance may vary significantly over longer timeframes due to compounding effects.
Benchmark Comparison:
- The ETF has historically outperformed the S&P 500 on a daily basis, but underperformed on a longer-term basis due to volatility decay.
Growth Trajectory:
- The ETF is relatively new and its future growth potential is uncertain.
- Growth may depend on market conditions and investor demand for leveraged exposure.
Liquidity:
- Average daily trading volume is moderate.
- Bid-ask spread is relatively tight.
Market Dynamics:
- The ETF's performance is highly dependent on the S&P 500's movements.
- Market volatility and economic conditions can significantly impact the ETF's price.
Competitors:
- Direxion Daily S&P 500 Bull 2X Shares (SPUU)
- ProShares UltraPro S&P500 (UPRO)
Expense Ratio:
- 0.95%
Investment Approach:
- Uses leverage to amplify S&P 500's daily performance.
- Invests in S&P 500 futures contracts.
Key Points:
- Aims for 2x daily S&P 500 returns.
- Relatively low expense ratio.
- Suitable for short-term, speculative investors tolerant of high volatility.
Risks:
- High volatility: Can amplify losses as well as gains.
- Market risk: Performance heavily dependent on S&P 500's direction.
- Leverage risk: Compounding effect can lead to significant losses in bear markets.
Who Should Consider Investing:
- Experienced investors seeking short-term, leveraged exposure to the S&P 500.
- Investors with high risk tolerance and a strong understanding of volatility.
Fundamental Rating Based on AI:
- 7/10: The ETF offers attractive leverage and a low expense ratio. However, its short track record, high volatility, and dependence on market conditions limit its overall score.
Resources and Disclaimers:
- https://etfdb.com/etf/SPY/
- https://www.tradr.com/etf/2x-long-spy-quarterly-etf-spyq
- https://finance.yahoo.com/quote/SPYQ/
Disclaimer: This information is for educational purposes only and should not be considered as financial advice. Please consult with a qualified financial professional before making any investment decisions.
About Tradr 2X Long SPY Quarterly ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market circumstances, the fund will maintain at least 80% exposure to financial instruments that provide two times leveraged exposure to the calendar quarter performance of the SPDR® S&P 500® ETF Trust. The fund is non-diversified.
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