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Upturn AI SWOT - About
Timothy Plan - Timothy Plan High Dividend Stock Enhanced ETF (TPHE)
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Upturn Advisory Summary
04/01/2025: TPHE (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -6.25% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2394 | Beta 0.7 | 52 Weeks Range 22.89 - 26.83 | Updated Date 04/2/2025 |
52 Weeks Range 22.89 - 26.83 | Updated Date 04/2/2025 |
Upturn AI SWOT
Timothy Plan - Timothy Plan High Dividend Stock Enhanced ETF
ETF Overview
Overview
The Timothy Plan High Dividend Stock Enhanced ETF (HDS) seeks to provide investment results that correspond generally to the price and yield performance of the Faith Based High Dividend Enhanced Index. The fund focuses on high-dividend-yielding U.S. stocks while integrating biblical values into the investment process.
Reputation and Reliability
Timothy Plan is known for its biblically responsible investing approach. They have a track record of managing funds according to Christian values.
Management Expertise
The management team focuses on combining financial expertise with a commitment to biblical principles in their investment decisions.
Investment Objective
Goal
The ETF's primary goal is to provide current income and long-term capital appreciation by investing in high-dividend-yielding stocks.
Investment Approach and Strategy
Strategy: The ETF tracks the Faith Based High Dividend Enhanced Index.
Composition The ETF primarily holds U.S. stocks selected for their high dividend yields and alignment with biblical values.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 55891494
Competitors
Key Competitors
- SCHD
- DVY
- VIG
Competitive Landscape
The high-dividend ETF market is highly competitive with large players offering similar strategies at lower costs. HDS differentiates itself through its biblically responsible investing focus, but faces competition from larger ETFs with lower expense ratios and greater liquidity. Its advantages are in the ethical screening, while disadvantages include potentially lower diversification and AUM.
Financial Performance
Historical Performance: Historical performance data would need to be pulled from a financial data provider for specific time periods.
Benchmark Comparison: Benchmark comparisons require retrieving historical data for both HDS and the Faith Based High Dividend Enhanced Index.
Expense Ratio: 0.69
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, impacting the ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread measures the difference between the highest price a buyer will pay and the lowest price a seller will accept, reflecting trading costs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and the performance of the dividend-paying stock market influence HDS's performance. Sector growth within dividend-heavy industries also plays a significant role.
Growth Trajectory
The growth of HDS depends on investor interest in ethically screened, high-dividend ETFs, as well as its ability to maintain competitive performance and attract assets.
Moat and Competitive Advantages
Competitive Edge
HDS's competitive advantage lies primarily in its biblically responsible investing (BRI) approach, appealing to investors seeking to align their investments with Christian values. This niche market focus differentiates it from broader high-dividend ETFs. However, this focus can limit the investment universe and potentially impact diversification. The adherence to biblical principles acts as a key differentiator in a crowded market.
Risk Analysis
Volatility
Volatility would need to be calculated based on the ETF's historical price fluctuations.
Market Risk
The ETF is subject to market risk, particularly the risk associated with dividend-paying stocks. Interest rate risk and sector concentration can also impact performance. Securities in particular sectors may be significantly affected by economic events.
Investor Profile
Ideal Investor Profile
The ideal investor for HDS is one who seeks income, values biblically responsible investing, and is comfortable with the potential trade-offs in diversification and cost.
Market Risk
HDS is suitable for long-term investors seeking income and ethical alignment, rather than active traders.
Summary
The Timothy Plan High Dividend Stock Enhanced ETF (HDS) offers investors exposure to high-dividend-yielding stocks screened for biblical values. It differentiates itself through its commitment to biblically responsible investing, catering to a specific niche of investors. HDS faces competition from larger, lower-cost dividend ETFs, and its performance is subject to market risks and the performance of dividend-paying stocks. The ETF is most suitable for long-term investors prioritizing ethical investing alongside income generation.
Similar Companies
- SCHD
- DVY
- VYM
- SDY
- NOBL
Sources and Disclaimers
Data Sources:
- Timothy Plan Website
- ETF.com
- Morningstar
- etfdb.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is approximate and may vary depending on the source and date. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
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 Timothy Plan - Timothy Plan High Dividend Stock Enhanced ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets directly or indirectly in the securities included in the index, an unmanaged, volatility weighted index created by the Sub-Advisor. The index provider combines fundamental criteria with individual security risk control achieved through volatility weighting of individual securities.
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