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Upturn AI Summary
iShares Core Aggressive Allocation ETF(AOA)
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 AOA
10/28/2026: AOA (2-star) is currently NOT-A-BUY. Pass it for now.
The iShares Core Aggressive Allocation ETF (AOA) is an 80/20 global equity-and-bond fund of funds designed for long-term growth. It offers a highly diversified, low-cost 'one-ticket' solution by investing in established iShares ETFs, making it an excellent core holding for investors with high risk tolerance. Its primary strengths are its simplicity, broad exposure, and management by a top-tier provider. However, investors must be prepared for volatility, as its performance is tied to global market cycles, and it lacks the ability to make tactical shifts. It is best suited for long-term passive investors who want to minimize management complexity and cost.
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 | Strong fit | The 80% equity allocation is well-suited for investors seeking long-term capital appreciation. |
| Momentum investor | Mixed fit | While AOA benefits from market uptrends, it is a static allocator rather than a momentum-driven trading vehicle. |
| Value investor | Mixed fit | It provides broad market exposure rather than a tactical bias toward undervalued securities. |
| Dividend/Income investor | Mixed fit | The portfolio provides some dividend income from equity holdings, but the focus is on growth rather than yield maximization. |
| Low-risk investor | Weak fit | The aggressive 80/20 allocation is designed for investors with a higher tolerance for short-term market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term individual looking for a simple, automated, and low-cost solution for their entire core portfolio.
Suitability
AOA is best suited for long-term passive investors with a high risk tolerance and a multi-year investment horizon.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The high equity exposure means the fund will experience significant fluctuations during market downturns. |
| Market risk | High | The fund is directly exposed to the systemic risk of global equity and bond markets. |
| Concentration | Low | It is highly diversified across thousands of underlying securities, minimizing single-stock risk. |
| Tracking/expense | Low | The fund maintains a very low expense ratio and tracks its index effectively. |
| Liquidity | Low | The high volume of the fund and its underlying assets ensures easy entry and exit for most investors. |
| Business/sector quality | Medium | Performance relies on the long-term viability of the broad global markets it tracks. |
Risk Analysis
Volatility
AOA exhibits moderate-to-high historical volatility commensurate with its 80% equity weighting, making it sensitive to broad market sell-offs.
Market Risk
The fund faces significant systemic market risk; its performance is highly tied to the health of the global stock and bond markets.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | US Large-Cap Equities (via iShares Core S&P 500 ETF) | 48 | Provides core exposure to the largest and most established companies in the United States. |
| Equity | International Developed Market Equities (via iShares Core MSCI International Developed Markets ETF) | 24 | Offers diversification through exposure to established economies outside of the United States. |
| Fixed-income type | Total Bond Market (via iShares Core Total USD Bond Market ETF) | 20 | Acts as a stabilizer to reduce overall portfolio volatility through high-quality bonds. |
| Equity | Emerging Market Equities (via iShares Core MSCI Emerging Markets ETF) | 8 | Provides growth potential by capturing opportunities in rapidly developing global economies. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 31.54% | Avg. Invested days 82 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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