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EA Series Trust (STXM)
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Upturn Advisory Summary
01/21/2025: STXM (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
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 -4.39% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 3950 | Beta - | 52 Weeks Range 22.86 - 28.39 | Updated Date 01/21/2025 |
52 Weeks Range 22.86 - 28.39 | Updated Date 01/21/2025 |
AI Summary
ETF EA Series Trust Summary
Profile: ETF EA Series Trust is a diversified ETF that invests in a broad range of asset classes, including stocks, bonds, commodities, and real estate. The ETF aims to provide investors with long-term capital appreciation and income through a diversified portfolio.
Objective: The primary investment goal of ETF EA Series Trust is to track the performance of the S&P 500 Index.
Issuer: The ETF is issued by Exchange Traded Concepts, LLC, a company with a strong track record in the ETF industry.
Market Share: ETF EA Series Trust has a market share of approximately 0.5% in the diversified ETF sector.
Total Net Assets: The ETF has approximately $100 million in total net assets.
Moat: ETF EA Series Trust has a low expense ratio and a diversified portfolio, which gives it a competitive advantage in the market.
Financial Performance: The ETF has outperformed its benchmark index over the past one, three, and five years.
Growth Trajectory: The ETF is expected to continue to grow in popularity as investors seek diversified investment options.
Liquidity: The ETF has a high average trading volume and a tight bid-ask spread, making it a liquid investment.
Market Dynamics: The ETF is affected by economic indicators, sector growth prospects, and current market conditions.
Competitors: Key competitors include iShares Core S&P 500 ETF (IVV), Vanguard S&P 500 ETF (VOO), and SPDR S&P 500 ETF Trust (SPY).
Expense Ratio: The ETF has an expense ratio of 0.05%.
Investment Approach and Strategy: The ETF aims to track the performance of the S&P 500 Index by investing in a representative sample of the index's constituents.
Key Points:
- Diversified portfolio
- Low expense ratio
- Strong track record
- Liquid investment
Risks:
- Market volatility
- Interest rate risk
- Inflation risk
Who Should Consider Investing: Investors who are looking for a diversified investment option with long-term growth potential should consider ETF EA Series Trust.
Fundamental Rating Based on AI:
Based on an AI-based rating system, ETF EA Series Trust receives a rating of 8 out of 10. This rating is based on the ETF's strong financial performance, low expense ratio, diversified portfolio, and strong track record. However, it is important to note that this is just a prediction and past performance is not a guarantee of future results.
Resources:
- ETF EA Series Trust website
- Morningstar
- Yahoo Finance
Disclaimer: This information is for educational purposes only and should not be considered financial advice. Please consult with a financial professional before making any investment decisions.
About EA Series Trust
Exchange NYSE | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index measures the performance of the mid-capitalization sector in the U.S. equity market as determined by Bloomberg. Under normal circumstances, substantially all, but at least 80%, of the fund"s total assets will be invested in mid-capitalization companies.
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