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Upturn AI SWOT - About
STKD Bitcoin & Gold ETF (BTGD)
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Upturn Advisory Summary
10/10/2025: BTGD (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 19.8% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.76 - 37.92 | Updated Date 06/28/2025 |
52 Weeks Range 19.76 - 37.92 | Updated Date 06/28/2025 |
Upturn AI SWOT
STKD Bitcoin & Gold ETF
ETF Overview
Overview
STKD Bitcoin & Gold ETF seeks to provide investors with exposure to both Bitcoin and gold, offering a diversified approach within the alternative investment space. It aims to capitalize on the potential appreciation of both asset classes. The allocation is actively managed to adjust to market conditions.
Reputation and Reliability
Details about the issuer's reputation and track record in the market are currently unavailable.
Management Expertise
Information about the management team's experience and expertise is currently unavailable.
Investment Objective
Goal
The primary investment goal is to provide a blended exposure to Bitcoin and gold assets, aiming for capital appreciation.
Investment Approach and Strategy
Strategy: The ETF is actively managed, dynamically allocating between Bitcoin and gold based on market analysis and perceived opportunities.
Composition The ETF holds positions in Bitcoin (potentially through futures or other indirect means) and physical gold or gold-related instruments like gold ETFs.
Market Position
Market Share: Data for STKD Bitcoin & Gold ETFu2019s market share in its sector is currently unavailable.
Total Net Assets (AUM): Total Net Assets (AUM) data for STKD Bitcoin & Gold ETF is currently unavailable.
Competitors
Key Competitors
Competitive Landscape
Without specific market share data or information on key competitors, a comprehensive competitive landscape analysis is not possible. The advantage and disadvantages of STKD relative to competitors cannot be accurately determined.
Financial Performance
Historical Performance: Historical financial performance data is currently unavailable.
Benchmark Comparison: A benchmark comparison is not possible due to the lack of available historical performance data.
Expense Ratio: The fundu2019s expense ratio data is currently unavailable.
Liquidity
Average Trading Volume
Data on average trading volume for this ETF is not available.
Bid-Ask Spread
Data on the bid-ask spread for this ETF is currently unavailable.
Market Dynamics
Market Environment Factors
Economic indicators impacting Bitcoin and gold, geopolitical events, and regulatory changes could influence the performance of the ETF.
Growth Trajectory
The growth trajectory of the ETF depends on the performance of Bitcoin and gold, as well as the management's allocation strategy. Data is unavailable to determine if there have been any strategy and holdings changes.
Moat and Competitive Advantages
Competitive Edge
Without specific data, assessing STKD Bitcoin & Gold ETF's competitive advantage is challenging. Potential advantages could stem from its unique blend of Bitcoin and gold, actively managed strategy, or lower expense ratio compared to competitors, assuming this is the case. However, these are speculative without concrete data. Another competitive advantage is a strong and experienced fund management team with a proven track record. Also, this ETF could offer a convenient way for investors to gain exposure to both asset classes through a single investment vehicle.
Risk Analysis
Volatility
The ETF's historical volatility cannot be assessed due to the lack of available data.
Market Risk
The ETF is subject to market risks associated with both Bitcoin and gold. Bitcoin is highly volatile, while gold is sensitive to interest rates, inflation, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks exposure to both Bitcoin and gold as alternative investments, understands the associated risks, and has a moderate to high risk tolerance.
Market Risk
The ETF may be suitable for both long-term investors seeking diversification and active traders looking to capitalize on short-term price movements in Bitcoin and gold.
Summary
STKD Bitcoin & Gold ETF aims to provide exposure to both Bitcoin and gold assets, potentially offering diversification and capital appreciation. As an actively managed fund, its success depends on the management's ability to allocate effectively between the two asset classes. Investors should be aware of the inherent volatility of Bitcoin and the market risks associated with gold. The ETF is most suitable for investors with a moderate to high risk tolerance who are looking for alternative investment exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- General knowledge of ETF structures and investment principles.
Disclaimers:
The information provided is based on general knowledge and limited publicly available data. It should not be considered financial 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 STKD Bitcoin & Gold ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing via U.S.-listed futures contracts as well as pooled investment vehicles, such as exchange-traded products, in two complementary asset classes, a modern digital asset class and a traditional asset class. 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.