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Upturn AI Summary
iMGP Berkshire Dividend Growth ETF(BDVG)
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 BDVG
11/13/2026: BDVG (3-star) is a REGULAR-BUY. BUY for 17 days. Simulated Profits (-0.33%). Updated daily EoD!
BDVG is an actively managed ETF that focuses on high-quality U.S. companies with a history of increasing dividends. It offers investors exposure to defensive, cash-generative equities, seeking to provide long-term capital appreciation and growing income. Its primary strength lies in the active, fundamental research process led by Berkshire Asset Management, which contrasts with the passive approach of most competitors. Investors should be mindful of its higher expense ratio and the risk of active underperformance relative to lower-cost benchmarks. The fund is well-suited for long-term income-focused investors who prioritize business quality and dividend sustainability over low-cost indexing.
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 fund focuses on established growth rather than speculative or high-beta growth stocks. |
| Momentum investor | Weak fit | The strategy is valuation-conscious and fundamental-driven, which often conflicts with momentum-based signals. |
| Value investor | Strong fit | The focus on cash-flow-generative, dividend-paying companies aligns well with value investing principles. |
| Dividend/Income investor | Strong fit | The fund is purpose-built for investors seeking sustainable and growing dividend income. |
| Low-risk investor | Strong fit while signal remains positive | The focus on high-quality companies typically results in lower volatility compared to the broader market. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual or advisor seeking long-term growth and stable dividend income from high-quality U.S. equities.
Suitability
This fund is best suited for long-term investors focused on compound growth and income rather than short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Large-cap dividend stocks generally exhibit lower volatility than the broader equity market. |
| Market risk | Medium / high | The fund remains subject to systemic equity market fluctuations. |
| Concentration | Medium | The portfolio focuses on specific dividend-paying sectors, which may lead to concentration in certain industries. |
| Tracking/expense | Medium | As an active fund, its expense ratio is higher than passive alternatives. |
| Liquidity | Low | The large-cap nature of holdings supports stable and reliable liquidity. |
| Business/sector quality | Low | The focus on high-quality companies reduces the risk of dividend cuts. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
The fund experiences moderate volatility, generally lower than the broad S&P 500 index due to the defensive nature of dividend-growth stocks.
Market Risk
The fund is inherently exposed to equity market risks, meaning it will decline in value if the overall U.S. large-cap market faces a downturn.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | U.S. Large-Cap Dividend Growth Stocks | 98.5 | The portfolio focuses on established companies with a history of increasing dividends, providing both income and potential growth. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small cash buffer is maintained for liquidity and to facilitate opportunistic portfolio rebalancing. |
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 26.02% | Avg. Invested days 70 | Today’s Advisory Regular Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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