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Upturn AI SWOT - About
Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC (GJO)
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Upturn Advisory Summary
03/31/2025: GJO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
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 Stock | Historic Profit 23.31% | Avg. Invested days 466 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/31/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 1750 | Beta - | 52 Weeks Range 23.63 - 25.10 | Updated Date 02/27/2025 |
52 Weeks Range 23.63 - 25.10 | Updated Date 02/27/2025 | ||
Dividends yield (FY) 3.20% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC
Company Overview
History and Background
Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC is a unit investment trust (UIT) that held securities of Wal Mart Stores Inc. These trusts are typically passively managed and have a defined lifespan. Series 2005-4 indicates the specific offering series and year of creation. UITs distribute income and principal to unitholders based on the underlying assets.
Core Business Areas
- Investment Holding: The primary function of the trust was to hold a portfolio of Wal Mart Stores Inc. securities, providing investors with exposure to the company's performance.
Leadership and Structure
Unit investment trusts have a trustee responsible for managing the portfolio according to the trust indenture. The leadership involved the sponsor and trustee who created and managed the trust during its lifespan. Specific details on individual roles within the trust's management structure are not publicly available after trust termination.
Top Products and Market Share
Key Offerings
- Wal Mart Stock Units: The trust units represented ownership in a portfolio primarily consisting of Wal Mart (WMT) stock. No specific market share information is applicable to the trust itself, as it was a vehicle for holding existing shares. Competitors are other investment options and similar investment funds and trusts.
Market Dynamics
Industry Overview
The investment trust industry involves packaging securities into units for retail investors. Market conditions affect the value of the underlying securities (Wal Mart stock in this case).
Positioning
The trust provided a simplified way for investors to gain exposure to Wal Mart stock. Its competitive advantage was its defined portfolio and passive management style.
Total Addressable Market (TAM)
The TAM for unit investment trusts is influenced by investor demand for packaged investment products. The trust targeted investors seeking exposure to Wal Mart's performance. Estimating a TAM is not applicable as the trust has concluded.
Upturn SWOT Analysis
Strengths
- Simplified investment in Wal Mart
- Passively managed
- Defined portfolio
Weaknesses
- Lack of flexibility
- No active management to adapt to market changes
- Finite lifespan
Opportunities
- Attract investors seeking passive income
- Capitalize on the popularity of Wal Mart stock
- Serve as a convenient investment vehicle for smaller investors
Threats
- Market downturn impacting Wal Mart stock
- Investor preference shifts towards actively managed funds
- Changes in tax regulations affecting unit trusts
Competitors and Market Share
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The trust competed with other investment vehicles for investor capital. Its main disadvantage was the lack of active management compared to ETFs and mutual funds. The advantage was its simplicity and defined exposure to Wal Mart.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Growth was tied to Wal Mart's stock performance. The trust didn't actively grow; it merely reflected the performance of its underlying assets. No specific growth trends are applicable.
Future Projections: Not applicable as the trust has terminated.
Recent Initiatives: Not applicable as the trust has terminated.
Summary
Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC provided a simple way for investors to gain exposure to Wal Mart stock, but lacked the flexibility of actively managed funds and ETFs. Its performance was directly tied to the performance of Wal Mart. The trust had a defined lifespan, thus limiting its long-term potential. The trust's passive nature was both a strength and a weakness, appealing to some investors but not others. The trust has been terminated.
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Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Documents (where available)
- Investment Fund Research
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Data may be limited due to the age and nature of the investment vehicle.
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 Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC
Exchange NYSE | Headquaters - | ||
IPO Launch date 2005-11-21 | CEO - | ||
Sector Financials | Industry Investment Banking & Investment Services | Full time employees - | Website |
Full time employees - | Website | ||
No Description Available
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