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Upturn AI Summary
Bluemonte Global Equity ETF(BINT)
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 BINT
10/23/2026: BINT (2-star) is currently NOT-A-BUY. Pass it for now.
The Bluemonte Global Equity ETF (BINT) provides diversified, global equity exposure by actively managing a portfolio of underlying ETFs across U.S. and international markets. Its primary strength lies in its active approach, which allows for tactical regional shifts that passive indices cannot replicate. It is best suited as a core global holding for investors who prioritize active management and regional flexibility over ultra-low-cost passive indexing. The primary risks involve exposure to systemic global equity market downturns and the performance risk inherent in active management. Investors should monitor the fund’s tracking against passive global benchmarks and the consistency of its tactical management style.
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 | BINT provides broad exposure to growth-oriented equity markets worldwide. |
| Momentum investor | Strong fit while signal remains positive | Active management allows the fund to increase exposure to markets with positive momentum. |
| Value investor | Mixed fit | While it can overweight value, the fund is not strictly a value-tilted instrument. |
| Dividend/Income investor | Mixed fit | The fund focuses on capital growth, though its underlying holdings may provide incidental dividend income. |
| Low-risk investor | Weak fit | Global equity exposure carries inherent market volatility inappropriate for risk-averse investors. |
Investor Profile
Ideal Investor Profile
Investors seeking broad, global equity exposure who prefer an active management approach to help navigate market cycles.
Suitability
Best for long-term investors looking for a core global allocation that can be dynamically managed.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Global equity markets can experience significant price swings driven by geopolitical and macroeconomic factors. |
| Market risk | High | The fund is fully invested in equities, meaning it is susceptible to broad systemic downturns. |
| Concentration | Medium | Although it holds other ETFs, its tactical tilts can lead to overexposure in specific regions. |
| Tracking/expense | Low | The actively managed nature results in a higher expense ratio than purely passive index trackers. |
| Liquidity | Medium | As a newer fund, trading volume could be lower during periods of extreme market stress. |
| Business/sector quality | Medium | The quality of the portfolio is dependent on the management team's ability to select underlying ETFs effectively. |
Risk Analysis
Volatility
BINT exhibits volatility consistent with a broad-market global equity fund, influenced by the underlying performance of its regional holdings.
Market Risk
The fund faces systemic market risk, as it is heavily allocated to equity securities which move in correlation with global economic growth.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | Large Cap | US | State Street SPDR Portfolio S&P 500 ETF (SPYM) | 29.7 | Provides core exposure to the largest 500 U.S. companies, serving as a primary driver for domestic performance. |
| Equity | Large Cap | Developed Markets | State Street SPDR Portfolio Developed World ex-US ETF (SPDW) | 29.3 | Offers diversified exposure to developed international markets, reducing dependency on U.S.-only economic cycles. |
| Equity | Emerging Markets | iShares Core MSCI Emerging Markets ETF (IEMG) | 20.8 | Captures growth potential from developing economies, adding high-growth components to the global portfolio. |
| Equity | Developed Markets | Vanguard FTSE Developed Markets ETF (VEA) | 20.2 | Adds further stability through broad coverage of major developed equity markets outside the United States. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 10.1% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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