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TOGA
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Tremblant Global ETF (TOGA)

Upturn stock ratingUpturn stock rating
$30
Delayed price
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PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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  • WEEK

Upturn Advisory Summary

03/27/2025: TOGA (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 12.33%
Avg. Invested days 56
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/27/2025

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

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Tremblant Global ETF

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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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.

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