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Upturn AI SWOT - About
SonicShares Global Shipping ETF (BOAT)
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Upturn Advisory Summary
08/14/2025: BOAT (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 22.18% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 21.58 - 33.08 | Updated Date 06/29/2025 |
52 Weeks Range 21.58 - 33.08 | Updated Date 06/29/2025 |
Upturn AI SWOT
SonicShares Global Shipping ETF
ETF Overview
Overview
The SonicShares Global Shipping ETF (BOAT) seeks to provide investment results that correspond generally to the performance of the Solactive Global Shipping Index. It focuses on companies involved in the maritime shipping industry, including owners and operators of cargo ships, tankers, and container vessels.
Reputation and Reliability
SonicShares is a relatively new ETF issuer. While it doesn't have a long track record, it focuses on niche sectors.
Management Expertise
Information about the specific management team's experience focused on shipping ETFs is limited but expected to be in line with industry standards.
Investment Objective
Goal
To track the performance of the Solactive Global Shipping Index, which represents the global shipping industry.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, aiming to replicate the returns of its underlying index.
Composition The ETF primarily holds stocks of companies engaged in the maritime shipping industry.
Market Position
Market Share: BOAT holds a small market share compared to broader transportation or global equity ETFs.
Total Net Assets (AUM): 88373796
Competitors
Key Competitors
- SEA
- FLOT
Competitive Landscape
The shipping ETF market is niche, with limited players. BOAT focuses solely on global shipping, distinguishing it from broader transportation ETFs. BOAT may benefit from increasing shipping rates and global trade, but faces risks related to economic cycles and geopolitical events.
Financial Performance
Historical Performance: Historical performance data can be retrieved from financial data providers for past performance analysis.
Benchmark Comparison: Performance is expected to closely track the Solactive Global Shipping Index, with minor deviations due to fees and tracking error.
Expense Ratio: 0.69
Liquidity
Average Trading Volume
The ETF exhibits moderate trading volume for a sector-specific fund, but can have gaps between trades.
Bid-Ask Spread
The bid-ask spread is generally moderate, which may impact trading costs, especially for large orders.
Market Dynamics
Market Environment Factors
Global trade, shipping rates, geopolitical events, and economic cycles significantly influence the ETF's performance.
Growth Trajectory
The ETF's growth is tied to the demand for shipping services, impacted by economic expansion, infrastructure development, and trade policies.
Moat and Competitive Advantages
Competitive Edge
BOAT offers focused exposure to the global shipping industry, allowing investors to target this specific sector. Its strategy allows investors to capitalize on trends like increasing global trade and shipping rates. The fund's performance is directly correlated to the health and growth of the maritime shipping sector. However, the fund is vulnerable to economic downturns and fluctuations in shipping costs.
Risk Analysis
Volatility
The ETF can exhibit high volatility due to the cyclical nature of the shipping industry and global economic fluctuations.
Market Risk
The underlying assets are subject to risks including economic downturns, trade wars, fluctuating shipping rates, and geopolitical instability.
Investor Profile
Ideal Investor Profile
Investors who believe in the long-term growth of global trade and shipping, and who are comfortable with sector-specific risks and volatility.
Market Risk
Suitable for investors with a higher risk tolerance and a long-term investment horizon, seeking exposure to the global shipping industry.
Summary
The SonicShares Global Shipping ETF (BOAT) provides targeted exposure to the global maritime shipping industry by tracking the Solactive Global Shipping Index. The ETF's performance is closely linked to global trade, shipping rates, and economic conditions, making it susceptible to volatility. While it offers a niche investment opportunity, investors should be aware of the inherent risks associated with sector-specific funds and cyclical industries. It is suitable for investors with a higher risk tolerance who believe in the long-term growth of the shipping industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SonicShares Official Website
- ETF.com
- Bloomberg
- FactSet
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is based on available information and may not be fully comprehensive.
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 SonicShares Global Shipping ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is a rules-based index that seeks to provide exposure to a global portfolio of companies identified as being engaged in the water transportation industry. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in Global Shipping Companies. It also may invest in securities or other investments not included in the index, but which the fund"s investment adviser believes will help it track the index. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.