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Upturn AI Summary
Leverage Shares 2X Long COST Daily ETF(COTG)
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 COTG
10/02/2026: COTG (1-star) is currently NOT-A-BUY. Pass it for now.
COTG is a leveraged ETP that provides 2x the daily performance of Costco Wholesale Corporation. It is designed exclusively for short-term tactical trading, utilizing swaps to amplify returns. Its primary strength is the convenience of obtaining leveraged exposure to a specific stock without a margin account, though it carries significant risks including volatility decay and high financing costs. It is not suitable for long-term holding or risk-averse investors, and its effectiveness is heavily dependent on market timing and the daily price action of the underlying stock.
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 | Weak fit | This product is designed for short-term tactical trading rather than long-term growth investing. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders may use this to amplify gains during confirmed upward trends in Costco stock. |
| Value investor | Weak fit | The daily reset and leverage decay are antithetical to traditional value investing principles. |
| Dividend/Income investor | Weak fit | This fund is not designed for income generation and holds derivative instruments rather than dividend-paying stocks. |
| Low-risk investor | Weak fit | The 2x daily leverage inherently introduces high volatility and the potential for significant capital loss. |
Investor Profile
Ideal Investor Profile
Sophisticated, active traders with a high risk tolerance and a short-term time horizon.
Suitability
Strictly for active traders; unsuitable for long-term investors or passive index followers due to leverage decay.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The 2x leverage multiplier significantly amplifies daily price swings. |
| Market risk | High | The ETF is directly tied to the performance of a single stock, leaving it vulnerable to company-specific news. |
| Concentration | High | Exposure is restricted to a single underlying asset, eliminating the benefits of diversification. |
| Tracking/expense | Medium / high | Compounding effects over time mean the fund will not track the long-term performance of the underlying stock. |
| Liquidity | Medium | Low trading volume can lead to difficulty in executing orders without impacting the price. |
| Business/sector quality | Medium | The risk is dependent on the fundamental performance and market sentiment surrounding the retail sector and Costco specifically. |
Risk Analysis
Volatility
Extremely high; the 2x leverage factor causes severe fluctuations in net asset value.
Market Risk
Concentrated risk in Costco Wholesale; any factor impacting this single company directly impacts the ETF.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | Costco Wholesale Corporation (COST) — seeks 2x daily return | 100 | This position provides the underlying equity exposure necessary to facilitate the 2x daily leverage target relative to Costco's stock movement. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit -16.83% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $12.30M |
| Issuer | Themes ETF Trust |
| Expense Ratio | 75% |
| Inception | Sep 17, 2025 |
Performance
| Period | Total Return |
|---|---|
| YTD | +3.59% |
| 1 Year | -17.23% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 0% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|
Top Holdings
| Holding | Weight |
|---|---|
| First American Funds. - Treasury Obligations Fund | 14.93% |
Upturn AI Summary
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.
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.
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