Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
STF Tactical Growth & Income ETF (TUGN)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/24/2025: TUGN (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 39.4% | Avg. Invested days 97 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Volume (30-day avg) 11705 | Beta - | 52 Weeks Range 19.48 - 24.62 | Updated Date 04/1/2025 |
52 Weeks Range 19.48 - 24.62 | Updated Date 04/1/2025 |
Upturn AI SWOT
STF Tactical Growth & Income ETF
ETF Overview
Overview
The STF Tactical Growth & Income ETF seeks to provide current income and long-term capital appreciation by investing in a diversified portfolio of dividend-paying stocks and income-producing securities, utilizing a tactical asset allocation strategy.
Reputation and Reliability
Information about the issuer's reputation and reliability would depend on the actual issuer. Generally, established ETF providers are considered reliable.
Management Expertise
Details about the management team's experience and expertise are not available without identifying the issuer.
Investment Objective
Goal
To provide current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a tactical asset allocation strategy, adjusting the portfolio's composition based on market conditions and economic outlook.
Composition The ETF typically holds a mix of dividend-paying stocks, bonds, and other income-producing securities. Specific holdings vary based on tactical allocations.
Market Position
Market Share: Market share data is not readily available without specifying a sector. This ETF's sector is broad-based tactical allocation.
Total Net Assets (AUM): AUM data needs to be populated with current data. Example: 50000000
Competitors
Key Competitors
- AOA
- AOR
- AOM
- VBAL
- SPYD
Competitive Landscape
The competitive landscape involves ETFs with various asset allocation strategies. Advantages might include a unique tactical approach or lower expense ratios. Disadvantages could be a lack of a long-term track record or higher volatility compared to passively managed funds. This ETF does not appear to be significantly represented in the market.
Financial Performance
Historical Performance: Historical performance data needs to be populated. This would be an array of annual returns over the past 5-10 years. Example: [0.1, 0.12, 0.08, 0.15, 0.05]
Benchmark Comparison: Benchmark comparison requires specifying a benchmark index (e.g., a blended index representing the ETF's asset allocation). Data needs to be populated.
Expense Ratio: 0.69
Liquidity
Average Trading Volume
Average trading volume data needs to be populated; higher trading volume typically indicates better liquidity.
Bid-Ask Spread
Bid-ask spread data needs to be populated; a narrower spread indicates lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can all affect the performance of the underlying assets in the ETF.
Growth Trajectory
Growth trends depend on the ETF's ability to generate returns and attract new investors, potentially involving adjustments to the tactical allocation strategy.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive edge, if any, may stem from its unique tactical allocation strategy, the expertise of its management team in identifying market opportunities, and its ability to generate superior risk-adjusted returns. It may also have a competitive edge by having niche market focus. A well-executed tactical approach can potentially outperform passive benchmarks. However, the ETF's AUM suggests limited competitive advantage.
Risk Analysis
Volatility
Historical volatility data needs to be populated, often measured by standard deviation of returns.
Market Risk
The ETF is subject to market risk, including the potential for losses due to economic downturns, interest rate fluctuations, and sector-specific risks affecting the underlying assets.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking a combination of income and capital appreciation with a moderate risk tolerance.
Market Risk
The ETF may be suitable for both long-term investors seeking diversified exposure and active traders who believe in the tactical asset allocation approach.
Summary
The STF Tactical Growth & Income ETF aims to provide income and growth through tactical asset allocation. Its success depends on the manager's ability to accurately predict market trends. It diversifies across asset classes. Potential investors should assess the fund's fees, historical performance (once available), and alignment with their risk tolerance and investment goals. Due to its limited market share, it is crucial to compare it with similar ETFs.
Similar Companies
AOA
iShares Core Aggressive Allocation ETF
AOA
iShares Core Aggressive Allocation ETF
AOM
iShares Core Moderate Allocation ETF
AOM
iShares Core Moderate Allocation ETF
AOR
iShares Core Growth Allocation ETF
AOR
iShares Core Growth Allocation ETF
Sources and Disclaimers
Data Sources:
- ETF provider website
- Financial data providers
Disclaimers:
The data 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.
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 & Income 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, (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.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
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.