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Daily AAPL Bull 2X ETF(AAPU)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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- BUY Advisory
- SELL Advisory (Profit)
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AAPU
09/15/2026: AAPU (5-star) is a STRONG-BUY. BUY for 1 day. Simulated Profits (0.00%). Updated daily EoD!
AAPU is a leveraged ETF designed to provide twice the daily performance of Apple Inc. (AAPL) through the use of financial derivatives. Its primary strength lies in providing easy, liquid access to magnified directional exposure to a high-profile technology stock for active traders. The fund is meant for short-term tactical use only, as compounding effects and daily rebalancing can lead to significant divergence from expected returns over longer timeframes. Investors face substantial concentration and volatility risk, as the fund is tethered entirely to the performance of one company. It is best suited for experienced investors with high risk tolerance who are looking for intraday or short-term speculative tools rather than long-term investment vehicles.
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 | Weak fit | Leveraged ETFs are generally unsuitable for long-term growth investing due to volatility decay. |
| Momentum investor | Strong fit while signal remains positive | Active momentum traders can use AAPU to amplify gains during strong, sustained upward trends in Apple stock. |
| Value investor | Weak fit | Value investors seeking long-term fundamental growth will find the high costs and volatility unsuitable. |
| Dividend/Income investor | Weak fit | This fund is designed for capital appreciation of daily moves and does not serve as an income-generating asset. |
| Low-risk investor | Weak fit | The 2x daily leverage inherently involves high risk and is not appropriate for conservative portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced, active trader with a high risk tolerance and a clear, short-term tactical view on Apple Inc. stock.
Suitability
AAPU is exclusively suitable for active, short-term tactical traders and is fundamentally unsuited for long-term buy-and-hold investors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Leverage amplifies daily price swings, increasing the potential for rapid losses. |
| Market risk | High | The fund is entirely dependent on the performance of a single company, Apple Inc. |
| Concentration | High | Having 100% exposure to one stock creates significant idiosyncratic risk. |
| Tracking/expense | Medium | Daily rebalancing and derivative costs lead to tracking error and volatility decay over time. |
| Liquidity | Medium | While generally liquid, volatility in the underlying stock can lead to wider spreads during stress events. |
| Business/sector quality | Medium / high | The fund's success depends on the competitive strength and innovation cycle of Apple Inc. |
Risk Analysis
Volatility
AAPU exhibits high historical volatility due to its 2x daily leverage structure, which amplifies all price moves of the underlying stock.
Market Risk
The primary risk is a decline in Apple's stock price, which results in a compounded 2x loss, along with the risk that derivative-based tracking may not perfectly mirror the expected returns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | Apple Inc. (AAPL) — seeks 2x daily return | 98 | The primary exposure provides 2x the daily percentage change of Apple Inc. common stock. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Cash and short-term instruments serve as collateral to support the fund's derivative positions. |
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 62.92% | Avg. Invested days 35 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/15/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 15, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $185.53M |
| 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 | +33.96% |
| 1 Year | +80.20% |
| 3 Year | +30.87% |
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 | 7.85% |
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 | 7.94% |
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.
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