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Upturn AI Summary
Ocean Park Domestic ETF(DUKQ)
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 DUKQ
10/28/2026: DUKQ (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Ocean Park Domestic ETF (DUKQ) is an actively managed fund-of-funds designed to provide broad U.S. equity exposure while actively limiting downside risk through a trend-following tactical allocation strategy. By rotating between various equity ETFs and cash, it attempts to capture market growth while seeking to preserve capital during declines. Its main strengths include a disciplined, rules-based methodology and the convenience of a managed risk-mitigation tool, though it faces significant competition from low-cost, passive index funds. The primary risks for investors are the fund's high expense ratio, which can detract from returns, and the potential for the tactical strategy to underperform during extended rallies or choppy, sideways markets. This ETF may best suit investors who value active risk management and are comfortable with higher fees in exchange for a systemic approach to market exposure.
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 | While it targets growth, its periodic shifts to cash may hamper participation in sustained, high-growth bull markets. |
| Momentum investor | Strong fit while signal remains positive | The fund is explicitly designed to follow trends, aligning well with momentum strategies when the underlying assets are rising. |
| Value investor | Weak fit | The strategy is trend-driven rather than valuation-driven, making it unsuitable for investors seeking fundamental value plays. |
| Dividend/Income investor | Weak fit | The fund focuses on total return and risk mitigation, not on high or consistent dividend income generation. |
| Low-risk investor | Mixed fit | While it aims to limit downside, the underlying holdings are still equities, which carry inherent market risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a core equity exposure with an automated 'safety valve' who is willing to pay a premium fee for active management.
Suitability
Best for long-term investors looking for a 'hands-off' tactical approach rather than for active traders or those who prioritize lowest-cost index tracking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The fund's tactical rotation can lead to periods of underperformance if market signals trigger frequent, poorly timed trades. |
| Market risk | Medium / high | Even with tactical risk management, the fund's primary allocation is to U.S. equities, which are sensitive to general market declines. |
| Concentration | Medium | The portfolio relies on a small number of underlying ETFs, which may lead to concentrated sector or style risks. |
| Tracking/expense | High | The high expense ratio of 0.98% significantly eats into long-term compounding compared to cheaper passive alternatives. |
| Liquidity | Medium | Low trading volumes can make it more difficult or expensive to enter or exit positions in large size. |
| Business/sector quality | Medium | The fund is dependent on the management team's ability to execute its proprietary strategy correctly in various market regimes. |
Risk Analysis
Volatility
DUKQ exhibits volatility levels that fluctuate based on its equity/cash ratio, generally lower than pure equity in bear markets but subject to 'whipsaw' risk during choppy markets.
Market Risk
The primary risk is a broad decline in U.S. equities, although the fund's tactical shift to cash is intended to hedge against this risk.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| U.S. Large-Cap Equity | Vanguard S&P 500 ETF (VOO) | 25.15 | Provides core exposure to the largest U.S. companies, forming the foundational component of the tactical equity strategy. |
| U.S. Large-Cap Growth | Schwab U.S. Large-Cap Growth ETF (SCHG) | 20.33 | Captures growth-oriented market trends, which are prioritized by the fund's trend-following model during market uptrends. |
| U.S. Mid-Cap Equity | Schwab U.S. Mid-Cap ETF (SCHM) | 9.76 | Diversifies the domestic exposure beyond large-cap stocks to include mid-sized growth opportunities. |
| U.S. Large-Cap Equity | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (GSEW) | 9.71 | Offers an equal-weighted approach to large-cap stocks, reducing concentration risk inherent in market-cap-weighted indices. |
| Cash/collateral | Cash and Cash Equivalents | 35.05 | Acts as a defensive buffer during periods where the strategy's trend-following signals suggest lower equity market exposure. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 16.55% | Avg. Invested days 74 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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