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Upturn AI Summary
Daily AAPL Bull 2X ETF(AAPU)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AAPU
09/28/2026: AAPU (5-star) is a STRONG-BUY. BUY for 10 days. Simulated Profits (3.98%). Updated daily EoD!
The Daily AAPL Bull 2X ETF (AAPU) provides 200% of the daily performance of Apple Inc. using derivative-based strategies. Its primary strength is the ability to amplify short-term directional moves in one of the market's most liquid stocks. However, it is not intended for long-term holding, as the daily rebalancing process can cause significant tracking error over time. Investors face high volatility and concentration risk, making it appropriate only for sophisticated active traders rather than long-term or passive investors. Success depends on timing short-term trends in Apple's stock price while accounting for the erosion caused by compounding.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The ETF is designed for short-term tactical speculation rather than traditional growth investing. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders utilize this to amplify gains during clear upward trends in Apple stock. |
| Value investor | Weak fit | The structural risks of leveraged decay make this unsuitable for value-based buy-and-hold strategies. |
| Dividend/Income investor | Weak fit | This product does not offer reliable income and is meant for speculative capital appreciation. |
| Low-risk investor | Weak fit | The extreme volatility and compounding risk are contrary to the goals of a low-risk investor. |
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced, active day trader with a high risk tolerance.
Suitability
AAPU is suitable only for short-term active traders who monitor their positions daily and have the expertise to manage the risks of leveraged products.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The 2x leverage multiplier significantly increases the impact of daily price swings. |
| Market risk | High | The fund is entirely dependent on the performance of a single company, Apple Inc. |
| Concentration | High | Holding a single-stock derivative creates extreme sensitivity to idiosyncratic corporate risks. |
| Tracking/expense | Medium | Daily rebalancing and leverage costs can cause the fund's returns to drift from the target. |
| Liquidity | Medium | While generally liquid, volatility in the underlying stock can affect the ease of trade execution. |
| Business/sector quality | Medium | The fund's success is tied exclusively to the business performance and market perception of Apple. |
Risk Analysis
Volatility
AAPU exhibits extremely high volatility due to the 2x leverage multiplier applied to daily stock returns.
Market Risk
The fund is subject to idiosyncratic risk associated with Apple Inc., including product sales, corporate strategy, and market valuation changes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | Apple Inc. (AAPL) — seeks 200% of daily return | 98 | This exposure represents the core underlying derivative position designed to deliver the 2x daily leverage objective. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Cash and high-quality liquid assets are held as collateral to support the derivative contracts. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 35.75% | Avg. Invested days 32 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 28, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $172.49M |
| Issuer | Direxion Funds |
| Expense Ratio | 1.04% |
| Distribution Yield | 1.86% |
| Inception | Aug 8, 2022 |
| Index Tracked | Apple Inc. (150%) |
Performance
| Period | Total Return |
|---|---|
| YTD | +36.42% |
| 1 Year | +53.66% |
| 3 Year | +33.56% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 46.51% |
| 3Y Volatility | 42.92% |
| 3Y Sharpe Ratio | 0.6 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 8.48% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 100.00% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 33.21x |
| Portfolio P/B | 31.92x |
| Portfolio P/S | 8.99x |
| Holdings Turnover | 4.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Apple | 8.82% |
Upturn AI Summary
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.
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.
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