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Upturn AI SWOT - About
Bank of Montreal (BNKD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
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Upturn Advisory Summary
09/16/2025: BNKD (1-star) is currently NOT-A-BUY. Pass it for now.
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 -23.44% | Avg. Invested days 16 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.42 - 56.76 | Updated Date - |
52 Weeks Range 19.42 - 56.76 | Updated Date - |
Upturn AI SWOT
Bank of Montreal
ETF Overview
Overview
Provide the overview of ETF Bank of Montreal, including its primary focus, target sector, asset allocation, and investment strategy.
Reputation and Reliability
Details about the issuer's reputation and track record in the market.
Management Expertise
Experience and expertise of the management team responsible for the ETF.
Investment Objective
Goal
Outline the primary investment goal of ETF Bank of Montreal.
Investment Approach and Strategy
Strategy: Explain whether ETF Bank of Montreal aims to track a specific index, sector, commodity, or other assets.
Composition Analyze the assets that the ETF holds, such as stocks, bonds, commodities, or a mix.
Market Position
Market Share: ETF Bank of Montrealu2019s Detail ETF Bank of Montrealu2019s market share in its sector.
Total Net Assets (AUM): State the total assets under management by ETF Bank of Montreal
Competitors
Key Competitors
- FILL IN US ETF name (US ETF Symbol) of Bank of Montreal's main competitors which make up the entire market share
Competitive Landscape
Describe the overall competitive landscape in this ETF industry. Describe the advantages and disadvantages of Bank of Montreal's compared to its competitors.
Financial Performance
Historical Performance: Present historical financial performance data and review the ETFu2019s performance over different time periods to understand its track record.
Benchmark Comparison: Compare the ETFu2019s performance to its benchmark index to gauge its effectiveness.
Expense Ratio: State the fundu2019s expense ratio, including management fees and operational costs.
Liquidity
Average Trading Volume
Assess the ETFu2019s liquidity based on its average trading volume.
Bid-Ask Spread
Provide details of the bid-ask spread to understand the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Analyze economic indicators, sector growth prospects, and current market conditions affecting Bank of Montreal.
Growth Trajectory
Highlight growth trends and patterns of ETF Bank of Montreal including any changes to strategy and holdings
Moat and Competitive Advantages
Competitive Edge
Describe Bank of Montrealu2019s advantages such as unique investment strategies, superior management, or niche market focus in 3 to 5 sentences.
Risk Analysis
Volatility
Assess Bank of Montrealu2019s historical volatility.
Market Risk
Discuss the specific risks associated with Bank of Montrealu2019s underlying assets.
Investor Profile
Ideal Investor Profile
Identify the ideal investor profile for ETF Bank of Montreal. Who should invest in it?
Market Risk
Describe whether Bank of Montreal is best for long-term investors, active traders, or passive index followers.
Summary
Provide the summary of the Bank of Montreal based on the above analysis done so far in 4-5 sentences
Peer Comparison
Sources and Disclaimers
Data Sources:
- Financial News Outlets
- Company Filings
- ETF Databases
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any 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 Bank of Montreal
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The ETNs are senior unsecured medium-term notes issued by Bank of Montreal with a return linked to a three times leveraged inverse participation in the performance of the index, compounded daily, less a Daily Financing Charge, the Daily Investor Fee and, if applicable, the Redemption Fee Amount.
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