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Upturn AI SWOT - About
Two Roads Shared Trust (CGV)
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Upturn Advisory Summary
08/14/2025: CGV (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 -7.59% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.66 | 52 Weeks Range 10.98 - 13.64 | Updated Date 06/29/2025 |
52 Weeks Range 10.98 - 13.64 | Updated Date 06/29/2025 |
Upturn AI SWOT
Two Roads Shared Trust
ETF Overview
Overview
Two Roads Shared Trust is a fund family that contains multiple ETFs, each with a distinct investment focus. The specific objectives, sector allocations, and strategies vary across different funds within the trust. Refer to the fact sheet for the each individual ETF for details.
Reputation and Reliability
The issuer's reputation and reliability are based on the track record of managing the trust and individual ETFs within it. Evaluate the experience and historical performance for each ETF.
Management Expertise
Management expertise depends on the specific individuals or teams responsible for each ETF within the Two Roads Shared Trust.
Investment Objective
Goal
The investment goal varies depending on the specific ETF within the Two Roads Shared Trust. Goals may include capital appreciation, income generation, or tracking a specific index or sector.
Investment Approach and Strategy
Strategy: The investment strategy varies significantly by ETF. Strategies range from passive index tracking to active management based on various investment themes or factors.
Composition The asset composition depends on the individual ETF's objective. It may include stocks, bonds, commodities, or a combination of asset classes.
Market Position
Market Share: Market share varies greatly depending on the specific ETF being analyzed.
Total Net Assets (AUM): AUM varies greatly depending on the specific ETF being analyzed.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends on the specific sector or strategy employed by each ETF within Two Roads Shared Trust. Competitive advantages and disadvantages will vary accordingly.
Financial Performance
Historical Performance: Historical performance depends on the specific ETF being analyzed. Consult the fund's fact sheet for detailed historical performance data.
Benchmark Comparison: Benchmark comparison depends on the specific ETF and its chosen benchmark index. This comparison is crucial for evaluating the ETF's effectiveness.
Expense Ratio: Expense ratios vary depending on the specific ETF within the Two Roads Shared Trust. Expense Ratio can range from 0.10% to 0.80%.
Liquidity
Average Trading Volume
Average trading volume varies depending on the specific ETF; refer to the fund's fact sheet for current values.
Bid-Ask Spread
Bid-ask spread fluctuates depending on the specific ETF; consult the fund's fact sheet for up-to-date details.
Market Dynamics
Market Environment Factors
Market environment factors impacting Two Roads Shared Trust depend on the specific investments of each ETF, and they include overall market trends, sector-specific factors, and economic indicators.
Growth Trajectory
Growth trends and patterns of ETFs within Two Roads Shared Trust depend on market conditions and fund strategy.
Moat and Competitive Advantages
Competitive Edge
Two Roads Shared Trust's competitive advantages depend on the strategies, asset allocation and fees specific to each of its ETFs. If one of the ETFs employs a superior active strategy, that could give them a competitive edge. Other Two Roads Shared Trust ETFs may focus on niche market focus or lower expense ratios, which will also provide a competitive advantage. Analyze each ETF individually to understand its competitive edge.
Risk Analysis
Volatility
Volatility depends on the specific ETF and the asset classes it holds. For example, equity ETFs will typically be more volatile than bond ETFs.
Market Risk
Market risk is associated with the underlying assets held by each ETF within Two Roads Shared Trust, which varies according to its specific investment objective and asset allocation.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF and the investor's risk tolerance, investment horizon, and financial goals.
Market Risk
Suitability depends on the specific ETF and its investment strategy. For example, long-term investors might prefer ETFs focused on broad market indices, while active traders might use ETFs with higher volatility.
Summary
Two Roads Shared Trust provides a range of ETFs with varied investment objectives, strategies, and asset allocations. Evaluating each ETF individually is critical to understanding its suitability for different investors. Understanding each ETF's risk profile, expense ratio, and historical performance is also critical before investing. Ultimately, the appropriateness of investing in any ETF within Two Roads Shared Trust depends on the investor's individual circumstances and goals.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Fund Fact Sheets
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investors should conduct their own research and 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 Two Roads Shared Trust
Exchange NYSE ARCA | 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 normally invests at least 80% of its assets in equity securities or investments that are economically tied to equity securities. The fund seeks to achieve its investment objective by investing under normal circumstances in a portfolio of equity securities of companies that are believed to exhibit strong fundamental attributes.
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.