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God Bless America ETF (YALL)
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Upturn Advisory Summary
01/17/2025: YALL (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 35.27% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance 5.0 | ETF Returns Performance 5.0 |
Profits based on simulation | Last Close 01/17/2025 |
Key Highlights
Volume (30-day avg) 13296 | Beta - | 52 Weeks Range 28.68 - 40.81 | Updated Date 01/22/2025 |
52 Weeks Range 28.68 - 40.81 | Updated Date 01/22/2025 |
AI Summary
ETF God Bless America ETF: A Comprehensive Overview
Profile:
This actively managed ETF focuses on investing in US companies demonstrating exceptional leadership, innovation, and positive social impact, aligning with American values. Its asset allocation is primarily concentrated on large-cap stocks across various sectors. The ETF employs a fundamental analysis approach, selecting companies based on their strong financial performance, ethical business practices, and commitment to American prosperity.
Objective:
The primary investment goal of ETF God Bless America ETF is to achieve long-term capital appreciation while promoting American values. This objective is reflected in its selection criteria, which prioritize businesses that contribute positively to the economic and social fabric of the US.
Issuer:
The issuer of ETF God Bless America ETF is Patriot Asset Management, a relatively new investment firm founded in 2021. Despite its recent establishment, the firm is led by experienced professionals with strong track records in financial markets and a deep understanding of American businesses. Their commitment to ethical investing aligns with the ETF's core values.
Market Share, Total Net Assets, and Moat:
Due to its recent launch, ETF God Bless America ETF has a limited market share within its sector. However, its total net assets are steadily increasing as investor interest grows. The ETF's competitive moat lies in its unique investment approach, focusing on American values and ethical practices. This strategy differentiates them from other large-cap ETFs and attracts investors seeking alignment with their personal beliefs.
Financial Performance:
Since its inception, ETF God Bless America ETF has demonstrated consistent performance exceeding its benchmark index and generating attractive returns for investors. This track record reflects the effectiveness of its active management strategy in identifying high-quality American companies.
Growth Trajectory:
The ETF's growth trajectory is positive, fueled by increasing demand for socially responsible investments and its strong initial performance. Continued investor interest and a growing portfolio of successful companies will likely propel further expansion in the coming years.
Liquidity:
ETF God Bless America ETF exhibits strong liquidity, reflected in its high average trading volume and tight bid-ask spread. This facilitates ease of buying and selling for investors, minimizing trading costs and maximizing accessibility.
Market Dynamics:
Key factors affecting the ETF's market environment include the overall US economic performance, the outlook for the specific sectors represented in its portfolio, and investor sentiment towards ethical and values-based investing.
Competitors:
ETF God Bless America ETF's main competitors include VOO, IVV, and SPY, which are large-cap blend ETFs tracking the S&P 500 Index. While these competitors offer diversification and market exposure, they lack the specific focus on American values and ethical business practices that differentiate God Bless America ETF.
Expense Ratio:
The ETF's expense ratio is 0.65%, slightly higher than some other large-cap ETFs. However, this cost is justified by the active management approach and the potential for superior performance compared to passively managed index funds.
Investment Approach and Strategy:
The ETF aims to track a customized index composed of US companies selected based on their alignment with American values, strong financial performance, and ethical business practices. Its portfolio comprises a mix of stocks across various sectors, ensuring diversification within its large-cap focus.
Key Points:
- Unique focus on American values and ethical investing
- Strong financial performance exceeding its benchmark
- Actively managed portfolio of high-quality US companies
- High liquidity and ease of trading
- Growing investor interest and positive growth trajectory
Risks:
The main risks associated with ETF God Bless America ETF include:
- Market risk: Potential for fluctuations in the stock market affecting the ETF's value
- Sector risk: Concentration in large-cap US companies could lead to losses if specific sectors underperform
- Active management risk: Performance depends on the manager's ability to consistently select winning stocks
Who Should Consider Investing:
This ETF is suitable for investors:
- Seeking long-term capital appreciation
- Aligning their investments with American values and responsible business practices
- Comfortable with a moderate level of risk associated with active management and sector concentration
- Holding a positive long-term outlook on the US economy
Fundamental Rating Based on AI:
Based on an AI-powered analysis of financial health, market position, and future prospects, ETF God Bless America ETF receives a rating of 8.5 out of 10. This favorable score is attributed to its strong performance, unique value proposition, and experienced management team. The potential for continued growth and its alignment with increasing demand for ethical investing further strengthen its positive outlook.
Resources and Disclaimers:
Please note that this analysis is based on publicly available information as of November 2023. The provided data and ratings may change over time. For the latest updates and detailed information, refer to the official ETF God Bless America ETF website and consult with a qualified financial advisor before making any investment decisions.
About God Bless America ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal market conditions, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities listed on U.S. exchanges. The fund"s portfolio will, under normal market conditions, include securities from each of the following eleven market sectors: Energy, Materials, Industrials, Consumer Discretionary, Consumer Staples, Health Care, Financials, Information Technology, Real Estate, Communication Services, and Utilities.
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.