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- Upturn Summary
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Upturn AI Summary
Capital-Force ETF Trust(BOUT)
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 BOUT
10/28/2026: BOUT (2-star) is currently NOT-A-BUY. Pass it for now.
The CapForce IBD Breakout Opportunities ETF (BOUT) provides focused exposure to U.S. equities identified through a quantitative, technical-first approach to capture breakout momentum. Its primary strength lies in its systematic, rules-based strategy that occasionally shifts to T-bills to hedge against market downturns. The fund serves as a tactical tool for aggressive growth investors, though its relatively high 0.80% expense ratio and lower liquidity require careful execution. Key risks include market-regime sensitivity, where breakout signals may fail to yield returns, and the inherent volatility of mid-cap growth concentration. It is best suited for traders seeking to leverage algorithmic momentum signals rather than passive index investors.
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 | The fund focuses on stocks with high earnings acceleration and price strength, directly serving growth-oriented objectives. |
| Momentum investor | Strong fit while signal remains positive | The strategy is designed to capture sustained price momentum, making it highly suitable when market conditions favor trending stocks. |
| Value investor | Weak fit | The fund's reliance on price breakouts and growth metrics typically ignores traditional value valuation ratios. |
| Dividend/Income investor | Weak fit | Capital appreciation, not yield, is the primary goal, resulting in minimal and inconsistent dividend distributions. |
| Low-risk investor | Weak fit | The focus on breakout stocks and high turnover makes this fund unsuitable for those seeking stability and low volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is an active growth-oriented participant who understands technical trading signals and is comfortable with higher turnover and lower liquidity in exchange for potential momentum gains.
Suitability
Best for tactical, momentum-aware investors who can actively monitor the fund's positioning and are not reliant on its performance as a core, buy-and-hold portfolio component.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The focus on breakout stocks inherently involves higher price swings compared to broad market indices. |
| Market risk | High | As an equity-heavy fund, it is fully exposed to systemic market declines. |
| Concentration | Medium / high | Holding a limited number of stocks increases the impact of individual security performance on the total fund return. |
| Tracking/expense | Medium | High expense ratios can drag on performance compared to cheaper passive alternatives. |
| Liquidity | High | Lower trading volumes may lead to slippage when entering or exiting positions. |
| Business/sector quality | Medium | The fund's concentration in specific growth sectors like healthcare and finance can lead to sector-specific underperformance. |
Risk Analysis
Volatility
BOUT experiences elevated volatility due to its concentration in growth stocks and its rules-based breakout strategy.
Market Risk
The fund is subject to significant equity market risk and the potential failure of its technical signals to perform in volatile or consolidating market environments.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | US Growth Equities (Breakout Focus) | 98.9 | The fund maintains high exposure to growth-oriented stocks identified by technical indicators for potential price appreciation. |
| Cash/collateral | Cash and Cash Equivalents | 1.1 | A small cash buffer is held for liquidity and potential tactical T-bill allocations during bearish market signals. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 25.23% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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