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Upturn AI SWOT - About
ProShares Ultra Financials (UYG)
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Upturn Advisory Summary
03/24/2025: UYG (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 9.6% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Volume (30-day avg) 22746 | Beta 2.03 | 52 Weeks Range 59.37 - 99.62 | Updated Date 04/2/2025 |
52 Weeks Range 59.37 - 99.62 | Updated Date 04/2/2025 |
Upturn AI SWOT
ProShares Ultra Financials
ETF Overview
Overview
ProShares Ultra Financials (UYG) seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Dow Jones U.S. Financials Index. It is designed for aggressive investors seeking short-term gains in the financial sector.
Reputation and Reliability
ProShares is a well-known issuer of leveraged and inverse ETFs, with a solid track record in providing these types of products.
Management Expertise
ProShares has a dedicated management team experienced in managing leveraged ETFs and understanding the complexities of the financial markets.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Dow Jones U.S. Financials Index.
Investment Approach and Strategy
Strategy: The ETF employs a leveraged strategy, aiming to magnify the daily returns of the Dow Jones U.S. Financials Index by a factor of two.
Composition The ETF's composition largely reflects the holdings of the Dow Jones U.S. Financials Index, with investments in financial stocks such as banks, insurance companies, and investment firms.
Market Position
Market Share: Insufficient data to provide accurate market share
Total Net Assets (AUM): 143000000
Competitors
Key Competitors
- FAS
- FINU
- DPST
Competitive Landscape
The competitive landscape is composed of other leveraged ETFs focusing on the financial sector. UYG's advantage is its 2x leverage factor, while disadvantages include higher volatility and potential for amplified losses compared to non-leveraged ETFs. It faces competition from similar ETFs such as FAS, FINU and DPST.
Financial Performance
Historical Performance: Historical performance data is not provided in this output.
Benchmark Comparison: Benchmark comparison data is not provided in this output.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume for UYG is generally moderate, indicating reasonable liquidity for most traders.
Bid-Ask Spread
The bid-ask spread for UYG can fluctuate, potentially increasing transaction costs, especially during volatile market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and regulatory policies significantly impact the financial sector and, consequently, UYG's performance.
Growth Trajectory
Growth is highly dependent on the performance of the financial sector and broader market sentiment. Changes to the underlying index or the leverage factor can impact the ETF.
Moat and Competitive Advantages
Competitive Edge
UYG's competitive edge lies in its 2x leveraged exposure to the Dow Jones U.S. Financials Index, offering investors the potential for amplified gains in the short term. However, this also means increased risk. The issuer, ProShares, is well-known and reliable. It is designed for experienced traders only, not long-term investors.
Risk Analysis
Volatility
UYG exhibits high volatility due to its leveraged nature, meaning its price can fluctuate significantly.
Market Risk
UYG is subject to market risk related to the financial sector, including economic downturns, interest rate hikes, and regulatory changes that could negatively impact financial institutions.
Investor Profile
Ideal Investor Profile
UYG is suited for sophisticated, risk-tolerant investors with a short-term investment horizon who seek to amplify potential gains in the financial sector.
Market Risk
UYG is best suited for active traders seeking short-term exposure to the financial sector, not for long-term investors or passive index followers due to the risks associated with leveraged ETFs.
Summary
ProShares Ultra Financials (UYG) is a leveraged ETF designed to deliver twice the daily performance of the Dow Jones U.S. Financials Index. It is tailored for aggressive traders seeking short-term gains, but is inherently risky due to its leveraged nature. Investors should understand its compounding effect. This fund is not suitable for buy-and-hold investors.
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BNKU
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DPST
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DPST
Direxion Daily Regional Banks Bull 3X Shares
FAS
Direxion Daily Financial Bull 3X Shares
FAS
Direxion Daily Financial Bull 3X Shares
FAZ
Direxion Daily Financial Bear 3X Shares
FAZ
Direxion Daily Financial Bear 3X Shares
Sources and Disclaimers
Data Sources:
- ProShares official website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in leveraged ETFs involves significant risks and may not be suitable for all investors.
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 ProShares Ultra Financials
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests in financial instruments that ProShare Advisors believes, in combination, should produce daily returns consistent with the Daily Target. The index is one of eleven S&P Select Sector Indices, each designed to measure the performance of a sector of the S&P 500. The fund is non-diversified.
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