Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
Strats SM Trust for Procter & Gamble Securities Series 2006-1 GIC (GJR)
- 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
03/31/2025: GJR (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 9.82% | Avg. Invested days 138 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| 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) 634 | Beta - | 52 Weeks Range 23.70 - 27.08 | Updated Date 02/26/2025 |
52 Weeks Range 23.70 - 27.08 | Updated Date 02/26/2025 | ||
Dividends yield (FY) 3.06% | 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 Procter & Gamble Securities Series 2006-1 GIC
Company Overview
History and Background
Strats SM Trust for Procter & Gamble Securities Series 2006-1 GIC is a unit investment trust that held shares of Procter & Gamble common stock and a guaranteed investment contract (GIC). The trust was created in 2006 and terminated in 2008 when the underlying GIC matured and the P&G shares were distributed.
Core Business Areas
- Investment Holding: The trust's primary function was to hold and manage a portfolio consisting of Procter & Gamble shares and a GIC, providing investors with exposure to P&G's performance and a fixed income component.
Leadership and Structure
As a unit investment trust, it did not have a traditional leadership team. Management was handled by a trustee responsible for administering the trust according to its defined terms.
Top Products and Market Share
Key Offerings
- Investment Units: The trust offered units representing ownership in the underlying P&G shares and GIC. The value of each unit was determined by the value of the P&G shares and the GIC's accrued interest. Competitors for investment dollars included other unit trusts, mutual funds, and individual stocks.
Market Dynamics
Industry Overview
The trust operated within the broader investment management industry, specifically as a type of fixed-income and equity investment product. The industry is driven by investor demand for diversified portfolios and income-generating assets.
Positioning
The trust was positioned as a conservative investment option, offering exposure to a well-established company (P&G) with a fixed-income component for stability.
Total Addressable Market (TAM)
The TAM was the market for packaged investment products targeting income-seeking investors. The trust's limited duration and specific focus meant it captured a niche segment of this market. Estimated TAM was in the tens of billions.
Upturn SWOT Analysis
Strengths
- Exposure to a well-established company (P&G)
- Fixed income component for stability
- Diversification within a single investment
Weaknesses
- Limited upside potential compared to direct stock ownership
- Dependence on a single company's performance
- Fixed term with no flexibility to adjust portfolio
Opportunities
- Demand for income-generating investments
- Investor interest in established blue-chip companies
Threats
- Decline in P&G's stock price
- Interest rate fluctuations impacting the GIC's value
- Competition from other investment products
Competitors and Market Share
Key Competitors
- ITOT
- VTI
- SCHB
Competitive Landscape
The trust competed with other unit investment trusts, mutual funds, and individual stocks. Its limited focus and fixed term were differentiating factors.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: N/A - The trust's value fluctuated with P&G's stock price.
Future Projections: N/A - The trust terminated in 2008.
Recent Initiatives: N/A - The trust was not an active entity with ongoing initiatives.
Summary
Strats SM Trust for Procter & Gamble Securities Series 2006-1 GIC was a short-lived unit investment trust designed to provide investors with exposure to Procter & Gamble stock and a fixed-income component. Its strength lay in the stability offered by the GIC and the blue-chip nature of P&G. However, the trust's limited lifespan and lack of flexibility made it a less appealing option compared to more actively managed investments. The trust no longer exists so, as such, its financial health is zero.
Similar Companies
CL
Colgate-Palmolive Company
CL
Colgate-Palmolive Company
KMB
Kimberly-Clark Corporation
KMB
Kimberly-Clark Corporation
PG
Procter & Gamble Company
PG
Procter & Gamble Company
Sources and Disclaimers
Data Sources:
- SEC Filings
- Investment Trust Prospectus
- Historical Market Data
Disclaimers:
This analysis is based on publicly available information and historical data. It does not constitute financial advice. The trust no longer exists, so this analysis is for informational purposes only.
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 Procter & Gamble Securities Series 2006-1 GIC
Exchange NYSE | Headquaters - | ||
IPO Launch date 2007-12-27 | CEO - | ||
Sector Financials | Industry Investment Banking & Investment Services | Full time employees - | Website |
Full time employees - | Website | ||
No Description Available
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.