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- Upturn Summary
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Upturn AI Summary
Clough Select Equity ETF(CBSE)
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 CBSE
10/13/2026: CBSE (2-star) is currently NOT-A-BUY. Pass it for now.
Clough Select Equity ETF (CBSE) is an actively managed fund that focuses on a concentrated portfolio of high-growth equity securities. By utilizing deep fundamental research, the fund seeks to outperform broad market indices rather than just tracking them. Key strengths include the expert management style and the potential for active alpha generation, though investors must be aware of the higher expense ratio and concentration risks. It is best suited for long-term growth-oriented investors looking to complement their passive core holdings. Investors should monitor the fund's sector allocation and relative performance against growth benchmarks to ensure the manager's strategy remains aligned with their objectives.
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 is specifically designed to identify and hold companies with significant growth potential. |
| Momentum investor | Strong fit while signal remains positive | The concentrated nature of the fund often aligns well with positive momentum trends in key growth sectors. |
| Value investor | Weak fit | The portfolio focus on growth often results in higher valuation multiples compared to traditional value metrics. |
| Dividend/Income investor | Weak fit | The strategy prioritizes capital appreciation over current income generation. |
| Low-risk investor | Weak fit | High concentration and active management style result in higher volatility than broad indices. |
Investor Profile
Ideal Investor Profile
The ideal investor is an growth-oriented, long-term investor who seeks outperformance and is comfortable with the higher volatility inherent in concentrated portfolios.
Suitability
CBSE is best suited as a satellite component of a diversified portfolio for investors who believe in active manager skill.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Concentrated holdings can lead to significant swings in portfolio value compared to the broader market. |
| Market risk | Medium / high | General market downturns directly impact the growth equities the fund holds. |
| Concentration | High | Holding fewer stocks reduces diversification benefits and increases reliance on individual company performance. |
| Tracking/expense | Medium | The active management fee is higher than passive alternatives. |
| Liquidity | Medium | Lower trading volume may lead to higher execution costs during market stress. |
| Business/sector quality | Medium | The fund is heavily dependent on the success of specific growth industries. |
Risk Analysis
Volatility
CBSE experiences higher volatility than broad-market ETFs due to its concentrated holdings and the inherent risk profile of growth stocks.
Market Risk
The fund is highly correlated with growth equity performance and is subject to systemic market risks such as economic cycles and inflation.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | Core Equity Holdings (Diversified across Growth Sectors) | 95 | This represents the primary capital allocation to companies selected for their growth prospects. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Cash holdings are maintained for liquidity and tactical flexibility to manage portfolio entries. |
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 41.49% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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