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Upturn AI SWOT - About
STF Tactical Growth ETF (TUG)
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Upturn Advisory Summary
03/24/2025: TUG (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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 28.96% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Volume (30-day avg) 18006 | Beta - | 52 Weeks Range 28.10 - 35.43 | Updated Date 04/4/2025 |
52 Weeks Range 28.10 - 35.43 | Updated Date 04/4/2025 |
Upturn AI SWOT
STF Tactical Growth ETF
ETF Overview
Overview
The STF Tactical Growth ETF is a dynamically managed fund that seeks long-term capital appreciation by tactically allocating its assets across various market sectors and asset classes based on macroeconomic conditions and market trends.
Reputation and Reliability
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Management Expertise
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Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a tactical asset allocation strategy, adjusting its holdings based on market conditions and macroeconomic forecasts.
Composition The ETF's assets may include a mix of stocks, bonds, ETFs, and other investment vehicles.
Market Position
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Total Net Assets (AUM): Information regarding the ETF's AUM needs to be inserted here.
Competitors
Key Competitors
- VUG
- QQQ
- SPY
Competitive Landscape
The tactical growth ETF landscape is competitive, with numerous funds vying for investor capital. STF Tactical Growth ETF aims to differentiate itself through its active management approach and dynamic asset allocation, offering the potential to outperform passive benchmarks. However, it faces the challenge of consistently making accurate market calls and managing expenses effectively compared to lower-cost passive ETFs.
Financial Performance
Historical Performance: Historical performance data needs to be inserted here.
Benchmark Comparison: Benchmark comparison data needs to be inserted here.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
Assess the ETF's liquidity based on its average trading volume. Average trading volume is moderate, reflecting the fund's smaller size and tactical strategy.
Bid-Ask Spread
Provide details of the bid-ask spread to understand the cost of trading the ETF. The bid-ask spread is wider than more popular ETFs due to lower trading volume.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions all significantly affect the STF Tactical Growth ETF, as its tactical strategy adapts to changing market dynamics.
Growth Trajectory
Growth trends of STF Tactical Growth ETF depend on the success of its tactical allocations, and any shifts in strategy or major holdings can impact its performance and investor interest.
Moat and Competitive Advantages
Competitive Edge
STF Tactical Growth ETF's competitive edge lies in its active tactical management, which allows it to adjust its portfolio based on changing market conditions. This dynamic approach aims to capture opportunities and mitigate risks more effectively than passive index-tracking ETFs. Its management teamu2019s expertise in identifying market trends and making timely adjustments is crucial for its success. However, the effectiveness of this approach depends heavily on the accuracy of their market forecasts and the skill with which they implement their tactical decisions.
Risk Analysis
Volatility
Assess STF Tactical Growth ETF's historical volatility. Historical volatility data needs to be inserted here.
Market Risk
Discuss the specific risks associated with STF Tactical Growth ETF's underlying assets. Market risk is present due to the fund's exposure to various market sectors and asset classes, with the potential for losses due to market downturns or sector-specific challenges.
Investor Profile
Ideal Investor Profile
Identify the ideal investor profile for ETF STF Tactical Growth ETF. Who should invest in it? The ideal investor is one seeking long-term capital appreciation and comfortable with a higher degree of active management and tactical adjustments.
Market Risk
Describe whether STF Tactical Growth ETF is best for long-term investors, active traders, or passive index followers. STF Tactical Growth ETF is best suited for long-term investors who believe in active management and are willing to accept potentially higher expenses for the opportunity to outperform passive indices.
Summary
STF Tactical Growth ETF is an actively managed fund focused on long-term capital appreciation through tactical asset allocation. It aims to outperform passive benchmarks by dynamically adjusting its portfolio based on market conditions. The ETFu2019s success depends heavily on the management teamu2019s ability to make accurate market calls. Potential investors should consider the ETF's higher expense ratio and the risks associated with active management.
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Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheet
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making 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 STF Tactical Growth ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed ETF that seeks to achieve its investment objective by allocating its investments among a combination of (i) U.S. equity securities or ETFs that, in the aggregate, seek to replicate the Nasdaq-100® Index (the "Equity Index Allocation"), (ii) directly in, or in ETFs that hold, long-duration U.S. Treasury securities (the "Fixed Income Allocation"), and (iii) short-term U.S. Treasury bills, money market funds, and cash and/or cash equivalents (the "Cash Equivalents"). It is non-diversified.
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