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Upturn AI SWOT - About
AdvisorShares Hotel ETF (BEDZ)
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Upturn Advisory Summary
08/14/2025: BEDZ (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 13.07% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.39 | 52 Weeks Range 24.59 - 34.94 | Updated Date 06/29/2025 |
52 Weeks Range 24.59 - 34.94 | Updated Date 06/29/2025 |
Upturn AI SWOT
AdvisorShares Hotel ETF
ETF Overview
Overview
The AdvisorShares Hotel ETF is a hypothetical ETF focusing on companies within the hotel and lodging sector. It aims to provide investors with targeted exposure to this specific segment of the hospitality industry.
Reputation and Reliability
AdvisorShares is known for its actively managed ETFs. Reputation varies depending on performance of individual funds.
Management Expertise
Management expertise depends on the team assigned to the specific ETF. Details available in fund prospectus.
Investment Objective
Goal
The primary goal is to achieve capital appreciation by investing in companies that own, manage, or operate hotels and lodging facilities.
Investment Approach and Strategy
Strategy: The ETF likely employs an active management strategy, selecting stocks based on fundamental analysis and sector trends.
Composition The ETF's assets are composed primarily of stocks of companies in the hotel, resort, and cruise line industries, and related sectors.
Market Position
Market Share: Hypothetical ETF, so market share is 0%.
Total Net Assets (AUM): 0
Competitors
Key Competitors
- PEJ
- XLY
- AWAY
Competitive Landscape
The competitive landscape is characterized by established ETFs with broader consumer discretionary or travel sector exposure. A key disadvantage of AdvisorShares Hotel ETF is lower liquidity and higher concentration risk relative to broad market ETFs. A potential advantage lies in its focused expertise, providing targeted exposure to the hotel sector.
Financial Performance
Historical Performance: Historical performance data is unavailable as this is a hypothetical ETF.
Benchmark Comparison: Benchmark comparison is unavailable as this is a hypothetical ETF.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
Average trading volume will depend on investor demand; if low, the ETF may be illiquid.
Bid-Ask Spread
The bid-ask spread will vary depending on trading volume and market conditions, but could be wide for a new or niche ETF.
Market Dynamics
Market Environment Factors
Economic growth, travel trends, consumer confidence, and geopolitical events all significantly affect the hotel sector.
Growth Trajectory
Growth trends and patterns depend on the overall economic environment and any strategy changes in the holding. Changes may involve the inclusion of new hotel operators or travel management businesses.
Moat and Competitive Advantages
Competitive Edge
AdvisorShares Hotel ETF's competitive edge would depend on its ability to identify and invest in undervalued or emerging hotel companies. Active management offers the potential to outperform broad market ETFs by capitalizing on specific trends in the hotel sector. The ETF would need a strong research team and a well-defined investment process to succeed. A niche market focus, combined with superior stock selection, can drive outperformance.
Risk Analysis
Volatility
Volatility depends on market conditions and the specific holdings, but can be significant given the sector's sensitivity to economic cycles.
Market Risk
Market risk is high due to the hotel sector's cyclical nature and vulnerability to economic downturns and travel disruptions.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the hotel sector, understands its cyclical nature, and is comfortable with higher risk.
Market Risk
This ETF is best suited for investors with a long-term investment horizon and a willingness to accept higher risk for potentially higher returns.
Summary
The AdvisorShares Hotel ETF is a hypothetical fund that provides targeted exposure to the hotel sector, aiming to achieve capital appreciation through active management. Its success hinges on the ability to select winning hotel companies and navigate economic cycles. The ETF carries higher risk due to its concentrated focus but offers the potential for outperformance compared to broad market ETFs. It appeals to investors seeking niche exposure and understanding the hotel industry dynamics. Consider the risks and diversification implications before investing in this ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical analysis based on publicly available information on ETFs and the hotel industry.
Disclaimers:
This analysis is based on hypothetical scenarios and publicly available information. Actual performance may vary. Not financial advice. Consult with a financial advisor before making investment decisions.
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 AdvisorShares Hotel ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively ETF that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that derive at least 50% of their net revenue from the hotel business. It may also invest in companies involved in other lodging and travel-related services. The fund invests primarily in U.S. exchange listed equity securities, including common and preferred stock, real estate investment trusts and ADRs. It is non-diversified.
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