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Upturn AI SWOT - About
Tradr 2X Long SPY Quarterly ETF (SPYQ)
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Upturn Advisory Summary
04/01/2025: 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 04/01/2025 |
Key Highlights
Volume (30-day avg) 11676 | Beta - | 52 Weeks Range 21.95 - 27.75 | Updated Date 04/1/2025 |
52 Weeks Range 21.95 - 27.75 | Updated Date 04/1/2025 |
Upturn AI SWOT
Tradr 2X Long SPY Quarterly ETF
ETF Overview
Overview
The Tradr 2X Long SPY Quarterly ETF aims to deliver twice the quarterly performance of the SPY ETF, which tracks the S&P 500 Index. It seeks to provide leveraged exposure to large-cap U.S. equities, making it suitable for short-term trading strategies.
Reputation and Reliability
Information about the issuer's reputation and reliability would be needed for a comprehensive assessment. Without this data, a detailed analysis is not possible.
Management Expertise
Information about the management team's experience and expertise would be needed for a comprehensive assessment. Without this data, a detailed analysis is not possible.
Investment Objective
Goal
To provide 2x the quarterly return of the SPY ETF.
Investment Approach and Strategy
Strategy: The ETF uses leverage to achieve its 2x exposure target to the S&P 500 index. It rebalances quarterly to maintain the desired leverage ratio.
Composition Primarily holds financial instruments designed to provide leveraged exposure to the S&P 500, such as swaps and futures contracts.
Market Position
Market Share: Market share data for this specific ETF is unavailable without a comprehensive market data source.
Total Net Assets (AUM): AUM data for this specific ETF is unavailable without a comprehensive market data source.
Competitors
Key Competitors
- UPRO
- SSO
- QLD
Competitive Landscape
The leveraged ETF market is competitive, with multiple providers offering similar strategies. The Tradr ETF's success depends on its tracking accuracy, expense ratio, and investor demand. A significant disadvantage is the decay of returns on any volatile assets.
Financial Performance
Historical Performance: Historical financial performance data is unavailable without a comprehensive market data source.
Benchmark Comparison: Benchmark comparison data is unavailable without a comprehensive market data source.
Expense Ratio: Expense ratio data is unavailable without a comprehensive market data source.
Liquidity
Average Trading Volume
Average trading volume data is unavailable without a comprehensive market data source.
Bid-Ask Spread
Bid-ask spread data is unavailable without a comprehensive market data source.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment significantly impact leveraged ETFs tracking the S&P 500. Volatility in the underlying index also influences the ETF's performance.
Growth Trajectory
The ETF's growth depends on the overall market performance and investor appetite for leveraged exposure. Changes in strategy or holdings would be dictated by the need to maintain the 2x leverage target.
Moat and Competitive Advantages
Competitive Edge
The ETF's advantage lies in providing a straightforward way for investors to gain leveraged exposure to the S&P 500. Its quarterly rebalancing targets a consistent 2x leverage. However, it faces competition from similar leveraged ETFs. Its success depends on consistently tracking its target and managing associated risks, with lower expense ratios also being an advantage. The ETF offers a quarterly reset, potentially reducing the effects of compounding volatility, although leveraged ETFs inherently are more sensitive to it.
Risk Analysis
Volatility
Leveraged ETFs are inherently more volatile than their non-leveraged counterparts due to the amplified exposure. The risk is magnified due to daily or quarterly rebalancing.
Market Risk
The ETF is exposed to market risk associated with the S&P 500, as well as the risks associated with leverage, including potential for significant losses and increased volatility.
Investor Profile
Ideal Investor Profile
This ETF is best suited for sophisticated investors with a high-risk tolerance who understand the risks associated with leveraged products and are looking for short-term trading opportunities. Those who wish to amplify short-term gains.
Market Risk
This ETF is not suitable for long-term investors due to the effects of compounding volatility. It is better suited for active traders or those implementing short-term tactical strategies.
Summary
The Tradr 2X Long SPY Quarterly ETF offers leveraged exposure to the S&P 500, targeting twice the index's quarterly performance. This instrument is designed for short-term trading, appealing to sophisticated investors who know how to manage its elevated volatility and market risk. Given its leveraged strategy, it's not suitable for investors looking to build a long-term portfolio. Potential benefits include magnified short-term gains, with potential drawbacks including magnified short-term losses.
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Sources and Disclaimers
Data Sources:
- MarketWatch
- Yahoo Finance
- ETF.com
- Issuer Website
Disclaimers:
The analysis provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.
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 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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