Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Precidian ETFs Trust - BP p.l.c. ADRhedged(BPH)
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 BPH
11/13/2026: BPH (3-star) is a SELL. SELL for 5 days. Simulated Profits (1.62%). Updated daily EoD!
BPH provides exposure to BP p.l.c. ADRs while utilizing a currency hedge to neutralize the impact of British Pound fluctuations against the U.S. Dollar. Its primary strength lies in its ability to isolate pure equity performance from currency volatility, acting as a tactical tool for energy-focused investors. However, the fund carries high concentration risk, single-stock volatility, and limited liquidity compared to major ETFs. It is most suitable for sophisticated investors with a specific thesis on BP who prefer a currency-hedged approach. Key factors to monitor include oil market trends, BP's operational performance, and the cost of maintaining the currency hedge.
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 | Mixed fit | The fund is tied to the growth prospects of the energy sector rather than high-growth tech or emerging industries. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders may use this to gain pure BP exposure without currency noise when oil prices are trending higher. |
| Value investor | Strong fit | BP is often viewed as a value play in the energy sector, and BPH allows value investors to isolate that equity thesis. |
| Dividend/Income investor | Mixed fit | While BP pays a dividend, the hedging cost can occasionally impact the total return realized by the investor. |
| Low-risk investor | Weak fit | Single-stock exposure carries significant company-specific risk, regardless of the currency hedging. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual or institution with a specific bullish view on BP p.l.c. who wants to remove the currency risk of the British Pound from their return calculation.
Suitability
This is best suited for long-term investors or tactical traders with a specific thesis on BP, rather than passive index investors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | As a single-stock energy fund, it is subject to the inherent price swings of the oil and gas industry. |
| Market risk | High | The fund is highly sensitive to the global economic environment and oil price benchmarks. |
| Concentration | High | The fund is entirely concentrated in a single issuer, BP p.l.c. |
| Tracking/expense | Medium | Hedging costs and potential tracking errors can deviate returns from the raw ADR performance. |
| Liquidity | Medium | Low trading volume can lead to wider spreads and difficulty executing large orders without market impact. |
| Business/sector quality | Medium | Investors are subject to the operational, political, and environmental risks specific to BP. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
BPH experiences volatility consistent with the energy sector and BP's stock price, though it removes currency-related volatility.
Market Risk
The primary risk is the performance of BP p.l.c. and the global oil market, which are cyclical and sensitive to geopolitical factors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | BP p.l.c. (BP) ADR | 99 | This represents the primary equity investment in BP, which drives the core performance of the fund. |
| Derivatives | Currency Hedging Instruments (GBP/USD Forward Contracts) | 1 | These instruments are used to neutralize the impact of British Pound currency fluctuations on the U.S. Dollar-denominated share price. |
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 14.28% | Avg. Invested days 49 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.