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Tremblant Global ETF (TOGA)



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Upturn Advisory Summary
03/27/2025: TOGA (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 12.33% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 7699 | Beta - | 52 Weeks Range 24.58 - 33.10 | Updated Date 03/27/2025 |
52 Weeks Range 24.58 - 33.10 | Updated Date 03/27/2025 |
Upturn AI SWOT
Tremblant Global ETF
ETF Overview
Overview
Tremblant Global ETF seeks to provide long-term capital appreciation by investing in a portfolio of global equities. The ETF focuses on companies with sustainable business models and strong growth potential across various sectors and geographies.
Reputation and Reliability
Information regarding the issuer's reputation and reliability is not readily available.
Management Expertise
Details about the management team's specific expertise are not readily available.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting companies based on fundamental research and sustainability considerations, rather than tracking a specific index.
Composition The ETF holds a diverse portfolio of global equities across various sectors, with a focus on companies demonstrating sustainable business practices.
Market Position
Market Share: Market share data for Tremblant Global ETF is not widely available, suggesting a relatively small market presence.
Total Net Assets (AUM): Information is not readily available.
Competitors
Key Competitors
- VEU
- ACWI
- VT
Competitive Landscape
The global ETF market is highly competitive, with several large, established funds dominating the landscape. Tremblant Global ETF faces competition from passively managed, broad market ETFs like VEU and ACWI that have lower expense ratios. Its active management approach and sustainability focus may provide a differentiated value proposition, but it also entails higher costs.
Financial Performance
Historical Performance: Historical performance data is not widely available.
Benchmark Comparison: Benchmark comparison data is unavailable.
Expense Ratio: Expense ratio information is not readily available.
Liquidity
Average Trading Volume
Information regarding average trading volume is not publicly available.
Bid-Ask Spread
Details on the bid-ask spread is not publicly available.
Market Dynamics
Market Environment Factors
Global economic conditions, geopolitical events, and sector-specific trends can all influence the performance of the ETF. Investors must monitor these factors to assess the potential impact on the ETF's holdings.
Growth Trajectory
Without specific data, the growth trajectory of the ETF is difficult to assess. Future growth will depend on the ETF's ability to attract assets, generate positive returns, and maintain a competitive expense ratio.
Moat and Competitive Advantages
Competitive Edge
The Tremblant Global ETF's competitive advantage may stem from its active management and focus on sustainable businesses. Unlike passive index funds, its active management team can potentially identify undervalued companies and capitalize on market inefficiencies. By concentrating on sustainable practices, the fund can appeal to socially responsible investors and potentially benefit from the long-term growth of sustainable businesses. However, active management involves higher costs and the risk of underperforming the market. The sustainability focus may also limit the investment universe.
Risk Analysis
Volatility
Volatility data is not available.
Market Risk
The ETF is subject to market risk, which is the risk that the overall market declines, causing the value of the ETF's holdings to decrease. Specific risks are determined by the holdings of the ETF. The ETF could also be subjected to security risk, and inflationary risk.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who is looking for long-term capital appreciation and has a high risk tolerance. The ideal investor is concerned with companies that have a focus on sustainable practice.
Market Risk
The ETF is best suited for long-term investors who are willing to accept higher risk in exchange for the potential for higher returns.
Summary
Tremblant Global ETF aims for long-term capital appreciation through global equities, emphasizing sustainable business practices. The ETF differentiates itself through active management, targeting undervalued companies with sustainable models. However, it faces competition from larger, passively managed ETFs with lower costs. Potential investors should carefully consider the ETF's active management style, sustainability focus, and associated expenses when evaluating its suitability for their investment goals.
Similar Companies
- VEU
- ACWI
- VT
- ESGU
- VXUS
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Data may be delayed or inaccurate.
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 Tremblant Global ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal conditions, the fund will invest: (1) at least 40% (unless market conditions are not deemed favorable, in which case at least 30%) of its net assets in investments that are economically tied to, or located in, countries or regions other than the United States; and (2) in investments that are economically tied to, or located in, at least three different countries, including the United States.
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.