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Upturn AI SWOT - About
Adaptive Alpha Opportunities ETF (AGOX)
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Upturn Advisory Summary
08/14/2025: AGOX (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.
Analysis of Past Performance
Type ETF | Historic Profit -2.32% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 21.31 - 29.49 | Updated Date 06/29/2025 |
52 Weeks Range 21.31 - 29.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
Adaptive Alpha Opportunities ETF
ETF Overview
Overview
The Adaptive Alpha Opportunities ETF aims to provide capital appreciation by dynamically allocating its assets across various sectors and asset classes based on market conditions. It employs an actively managed strategy.
Reputation and Reliability
Information about the issuer's reputation and reliability is not readily available without knowing the specific issuer name.
Management Expertise
Information about the management expertise is not readily available without knowing the specific management team.
Investment Objective
Goal
To seek capital appreciation through dynamic asset allocation.
Investment Approach and Strategy
Strategy: The ETF uses an actively managed strategy, dynamically allocating assets based on market conditions.
Composition The ETF's composition includes a mix of stocks, bonds, and other asset classes, adjusted based on market analysis.
Market Position
Market Share: The ETFu2019s market share in its sector is not readily available without knowing the specific sector and comparing it to all others.
Total Net Assets (AUM): Information on total net assets for Adaptive Alpha Opportunities ETF is not readily available without knowing the ETF's trading symbol or full name.
Competitors
Key Competitors
- SPY
- IVV
- QQQ
Competitive Landscape
The ETF industry is highly competitive, with numerous players. Adaptive Alpha Opportunities ETF faces competition from larger, more established ETFs. Its advantage lies in its adaptive strategy, but it needs to prove its effectiveness against passive ETFs and other active managers. A disadvantage is its smaller AUM compared to competitors.
Financial Performance
Historical Performance: Historical financial performance data for Adaptive Alpha Opportunities ETF is not readily available without its trading symbol or specific period to analyze.
Benchmark Comparison: A benchmark comparison requires specific performance data for both the ETF and its benchmark index.
Expense Ratio: Expense ratio information is not readily available without the ETF's trading symbol.
Liquidity
Average Trading Volume
Average trading volume data for Adaptive Alpha Opportunities ETF is not readily available.
Bid-Ask Spread
Bid-ask spread data for Adaptive Alpha Opportunities ETF is not readily available.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions affect the performance of the Adaptive Alpha Opportunities ETF's holdings and allocation strategy.
Growth Trajectory
The growth trajectory of the ETF depends on the effectiveness of its adaptive strategy and its ability to attract assets. Changes to strategy and holdings are actively managed based on market analysis.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive edge lies in its actively managed, adaptive strategy that aims to capitalize on changing market conditions. It seeks to outperform traditional passive investments by dynamically adjusting its asset allocation. This approach can potentially offer higher returns during specific market cycles. The fund's success hinges on the skill and expertise of its management team in identifying and reacting to market trends.
Risk Analysis
Volatility
Assessing volatility requires historical price data, which is not readily available without the ETF's trading symbol.
Market Risk
The ETF is subject to market risk, including fluctuations in stock prices, interest rates, and economic conditions. The risks are also tied to sector concentration, and the active strategy means the fund could make incorrect adjustments.
Investor Profile
Ideal Investor Profile
The ideal investor profile is someone seeking capital appreciation with a tolerance for moderate risk and a belief in active management. This ETF is suitable for investors who want diversification and the potential for outperformance.
Market Risk
The Adaptive Alpha Opportunities ETF is best suited for investors with a long-term investment horizon who understand the risks associated with active management.
Summary
The Adaptive Alpha Opportunities ETF aims for capital appreciation through dynamic asset allocation. Its actively managed strategy adjusts holdings based on market conditions. The ETF's performance depends on the skill of its management team and its ability to navigate market volatility. Potential investors should consider their risk tolerance and investment goals before investing. It is one of the hundreds of ETFs in the investment space and has yet to develop a long performance history.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC.gov
- ETF.com
- Investopedia.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own due diligence and consultation with a qualified financial advisor.
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 Adaptive Alpha Opportunities ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund's portfolio manager seeks to achieve its investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended and not affiliated with the fund that invest in equity securities of any market capitalization of issuers from a number of countries throughout the world, including emerging market countries. The fixed income securities in which the fund will invest will be investment grade and may be of any duration or maturity.
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.