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- Upturn Summary
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Upturn AI Summary
State Street® Bridgewater® All Weather® ETF(ALLW)
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 ALLW
10/23/2026: ALLW (1-star) is currently NOT-A-BUY. Pass it for now.
ALLW provides investors with exposure to the 'All Weather' investment strategy, which uses a risk-parity approach to balance assets across global equities, bonds, and commodities. Its primary strengths are its sophisticated design aimed at mitigating volatility and its diversification across economic regimes. It is best suited as a core, long-term portfolio component for investors looking for stability in uncertain markets. Key risks include sensitivity to sustained interest rate hikes and potential underperformance during pure equity bull markets. Investors should monitor how the fund manages correlation shifts between its core asset classes.
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 | This fund prioritizes risk balance over aggressive capital appreciation. |
| Momentum investor | Weak fit | The strategy is designed for long-term cycle resilience rather than capturing short-term momentum. |
| Value investor | Mixed fit | While diversified, it does not specifically target value-factor stocks. |
| Dividend/Income investor | Mixed fit | The focus is on total return rather than high dividend yield generation. |
| Low-risk investor | Strong fit | The risk-parity design is specifically built to mitigate volatility and provide smoother ride. |
Investor Profile
Ideal Investor Profile
Investors seeking a 'set-it-and-forget-it' diversified portfolio designed to weather various economic climates.
Suitability
Best for long-term investors focused on capital preservation and steady growth rather than short-term trading.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The strategy targets a specific risk profile to dampen portfolio swings. |
| Market risk | Medium / high | It remains exposed to broad shifts in global equity and bond markets. |
| Concentration | Low | The fund is highly diversified across multiple asset classes. |
| Tracking/expense | Low | The expense ratio is reasonable for an actively managed strategy. |
| Liquidity | Low | Underlying holdings are generally liquid, reducing redemption risk. |
| Business/sector quality | Low | The portfolio is not reliant on the success of any single company. |
Risk Analysis
Volatility
ALLW generally targets a smoother return profile with lower realized volatility compared to the S&P 500.
Market Risk
The fund faces systemic risk as it holds significant exposure to global equities and bonds, which can decline together during specific market shocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Global Government Bonds (Nominal and Inflation-Linked) | 60 | Bonds provide stability and income, acting as a buffer during equity market downturns. |
| Asset class | Global Equities | 25 | Equities serve as the primary growth engine during periods of economic expansion. |
| Commodity | Broad Commodities | 15 | Commodities provide a hedge against unexpected inflation and supply shocks. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 10.31% | Avg. Invested days 89 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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