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Upturn AI SWOT - About
The Brinsmere Fund - Conservative ETF (TBFC)
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Upturn Advisory Summary
07/01/2025: TBFC (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.
Analysis of Past Performance
Type ETF | Historic Profit -0.69% | Avg. Invested days 30 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/01/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.22 - 26.90 | Updated Date 06/30/2025 |
52 Weeks Range 24.22 - 26.90 | Updated Date 06/30/2025 |
Upturn AI SWOT
The Brinsmere Fund - Conservative ETF
ETF Overview
Overview
The Brinsmere Fund - Conservative ETF seeks to provide current income and long-term capital appreciation by investing in a diversified portfolio of primarily investment-grade fixed income securities and a smaller allocation to equity securities. The fund aims for a conservative risk profile.
Reputation and Reliability
Information on the issuer's reputation and reliability is not readily available. Further research is required to assess the issuer's track record.
Management Expertise
Information on the management team's experience and expertise is not readily available. Further research is required to determine the team's capabilities.
Investment Objective
Goal
To provide current income and long-term capital appreciation with a conservative risk profile.
Investment Approach and Strategy
Strategy: The fund does not appear to track a specific index. It uses an active management strategy to allocate assets between fixed income and equity securities.
Composition The ETF holds a mix of investment-grade fixed income securities (e.g., government bonds, corporate bonds) and equity securities. The exact allocation is not publicly available.
Market Position
Market Share: Data on The Brinsmere Fund - Conservative ETFu2019s market share is not publicly available.
Total Net Assets (AUM): Data on The Brinsmere Fund - Conservative ETFu2019s total net assets is not publicly available.
Competitors
Key Competitors
- Vanguard Total Bond Market ETF (BND)
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Schwab US Aggregate Bond ETF (SCHZ)
Competitive Landscape
The ETF industry is highly competitive, with several large players offering similar conservative investment strategies. The Brinsmere Fund's advantages would need to come from superior security selection and/or a unique asset allocation approach. Disadvantages could include lower liquidity and lack of brand recognition compared to established competitors.
Financial Performance
Historical Performance: Historical financial performance data for The Brinsmere Fund - Conservative ETF is not readily available.
Benchmark Comparison: Benchmark comparison data for The Brinsmere Fund - Conservative ETF is not readily available.
Expense Ratio: Expense ratio data for The Brinsmere Fund - Conservative ETF is not readily available.
Liquidity
Average Trading Volume
Average trading volume data for The Brinsmere Fund - Conservative ETF is not readily available to assess its liquidity.
Bid-Ask Spread
Bid-ask spread data for The Brinsmere Fund - Conservative ETF is not readily available, making the cost of trading unclear.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth can significantly affect the performance of the ETF. Sector growth prospects within the fixed-income and equity markets also play a role.
Growth Trajectory
Growth trends and patterns for The Brinsmere Fund - Conservative ETF are not readily available as the data needed is not available.
Moat and Competitive Advantages
Competitive Edge
Given the limited information available, it's difficult to determine any specific competitive advantages. If it exists, The Brinsmere Fund - Conservative ETF would need a unique investment strategy such as a specialized fixed-income approach, differentiated asset allocation, or a specific sector focus within the equity portion of its portfolio. If the fund is new, building a track record of superior risk-adjusted returns will be critical to attracting investors. Success depends on the management team's expertise and ability to deliver consistent results.
Risk Analysis
Volatility
Volatility data for The Brinsmere Fund - Conservative ETF is not readily available.
Market Risk
The ETF is exposed to market risk, including interest rate risk (affecting bond values) and equity market risk (affecting stock values). Credit risk is also present, particularly with corporate bond holdings.
Investor Profile
Ideal Investor Profile
The ideal investor profile for The Brinsmere Fund - Conservative ETF is a risk-averse investor seeking current income and modest capital appreciation. This investor is likely to be near or in retirement and prioritizing capital preservation.
Market Risk
The ETF is best suited for long-term investors who are comfortable with a conservative investment strategy and seek a diversified portfolio of fixed income and equity securities.
Summary
The Brinsmere Fund - Conservative ETF aims to provide income and long-term capital appreciation through a diversified portfolio of fixed income and equity securities. Due to lack of available data it is impossible to accurately assess its current market position, historical performance, and risk profile. The ETF's success depends on superior management and a unique investment approach. This makes it difficult to determine its suitability for investors compared to more established competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Issuer's Website (if available)
Disclaimers:
The information provided is based on limited publicly available data and should not be considered financial advice. Investors should conduct their own due diligence 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 The Brinsmere Fund - Conservative ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed fund of funds, which seeks to achieve its investment objective by investing in a globally diversified portfolio of equity and bond markets. It systematically adjusts its holdings using two proprietary strategies developed by the fund"s investment adviser, The Milwaukee Company, that are run independently. Those strategies are the SMB and the CAAR. SMB and CAAR systematically rebalance the underlying funds in which the fund may invest based on a set of proprietary risk-management techniques.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.