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- Upturn Summary
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Upturn AI Summary
Clough Hedged Equity ETF(CBLS)
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 CBLS
11/06/2026: CBLS (2-star) is currently NOT-A-BUY. Pass it for now.
CBLS is an actively managed ETF that offers equity growth potential while utilizing a dynamic hedging strategy to mitigate downside risk. Its primary strength lies in its professional active management, which can pivot hedges based on market conditions, unlike static rules-based funds. It is best used by investors who want equity participation but need to smooth out the volatility of traditional long-only indices. Key risks include the higher expense ratio and the potential for the hedge to drag on performance during strong, non-volatile market rallies. Investors should monitor the fund’s tracking of its growth portfolio versus the cost of its hedging instruments.
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 focus on growth stocks is positive, but the hedge may temper returns during strong market rallies. |
| Momentum investor | Strong fit while signal remains positive | The active long-short approach can capture momentum while providing protection against sudden trend reversals. |
| Value investor | Weak fit | The fund's core focus is on growth-oriented equities rather than value-based stock picking. |
| Dividend/Income investor | Weak fit | The fund emphasizes capital appreciation and hedging rather than income generation through dividends. |
| Low-risk investor | Mixed fit | While it hedges, it remains an equity-centric vehicle that carries inherent market and operational risks. |
Investor Profile
Ideal Investor Profile
Investors seeking equity growth potential but who are concerned about market volatility and wish to have a professional team actively manage downside risk.
Suitability
Best suited for long-term investors looking for a core-satellite or risk-managed equity holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Even with hedging, equity markets can be volatile and impact the portfolio's net asset value. |
| Market risk | High | The fund remains significantly exposed to equity market movements, especially if the hedge is ineffective. |
| Concentration | Medium | Active selection may lead to a concentrated portfolio that behaves differently than the broader market. |
| Tracking/expense | Medium | The higher expense ratio and active management costs can drag on long-term performance. |
| Liquidity | Medium | Lower trading volumes for the ETF or underlying holdings can lead to wider execution spreads. |
| Business/sector quality | Medium | The fund's performance is tied to the management team's ability to consistently identify high-quality growth stocks. |
Risk Analysis
Volatility
Historical volatility is lower than a 100% equity index, but remains subject to the effectiveness of the hedging overlay.
Market Risk
The fund carries substantial equity market risk; while hedged, it is not immune to large-scale market drawdowns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | Long Equity Portfolio (Various Sectors) | 100 | The long portfolio focuses on high-conviction growth stocks that drive the fund's capital appreciation potential. |
| Derivatives | Short Equity Index Exposure (Hedge) | 30 | Short positions act as a hedge, intended to dampen the impact of broad market declines on the overall portfolio. |
| Cash/collateral | Cash and Cash Equivalents | 30 | This cash position acts as collateral for the short hedging instruments and provides liquidity for tactical rebalancing. |
Analysis of Past Performance
Type ETF | Historic Profit 20.88% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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