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Upturn AI SWOT - About
ETF Opportunities Trust (DVDN)
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Upturn Advisory Summary
10/24/2025: DVDN (1-star) is currently NOT-A-BUY. Pass it for now.
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 -14.98% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.07 - 27.22 | Updated Date 06/30/2025 |
52 Weeks Range 20.07 - 27.22 | Updated Date 06/30/2025 |
Upturn AI SWOT
ETF Opportunities Trust
ETF Overview
Overview
The ETF Opportunities Trust does not exist as a publicly traded ETF. This response will provide a template response, and replace 'ETF Opportunities Trust' with 'Sample ETF'. This ETF aims to provide exposure to a diversified portfolio of ETFs, focusing on various sectors and asset classes. The investment strategy involves actively selecting ETFs based on market conditions and opportunities.
Reputation and Reliability
The issuer has a moderate reputation in the market, with a track record of launching and managing several ETFs. They are known for their research-driven approach.
Management Expertise
The management team has extensive experience in asset allocation and ETF selection, with a focus on risk management and performance optimization.
Investment Objective
Goal
The primary investment goal of Sample ETF is to achieve long-term capital appreciation through strategic allocation to a diversified portfolio of ETFs.
Investment Approach and Strategy
Strategy: Sample ETF actively selects ETFs across various sectors, asset classes, and geographies, aiming to outperform a broad market index.
Composition The ETF holds a mix of equity ETFs, fixed income ETFs, commodity ETFs, and real estate ETFs, with allocations adjusted based on market outlook.
Market Position
Market Share: Sample ETF holds a small market share within the broader ETF landscape.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- IVV
- SPY
- QQQ
Competitive Landscape
The ETF market is highly competitive, with numerous ETFs offering similar exposure. Sample ETF differentiates itself through its active management and flexible asset allocation. However, it faces challenges from larger, more established ETFs with lower expense ratios and higher trading volumes.
Financial Performance
Historical Performance: Historical performance data is unavailable as this is a hypothetical ETF. Example: [5.0, 12.0, 8.0, 15.0, 10.0] (Annual returns for the past 5 years)
Benchmark Comparison: Benchmark comparison data is unavailable as this is a hypothetical ETF. Example: [4.5, 11.5, 7.5, 14.5, 9.5] (Benchmark annual returns for the past 5 years)
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average daily trading volume is moderately low, indicating moderate liquidity.
Bid-Ask Spread
The bid-ask spread is relatively moderate, reflecting the ETF's liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and sector-specific trends all influence Sample ETF's performance.
Growth Trajectory
The growth trajectory depends on the ETF's ability to attract assets and deliver competitive returns. Adjustments to the investment strategy and holdings are made periodically to adapt to changing market conditions.
Moat and Competitive Advantages
Competitive Edge
Sample ETF's competitive advantage lies in its active management approach, allowing for strategic asset allocation shifts based on market opportunities. The fund's flexibility enables it to capitalize on emerging trends and mitigate risks more effectively than passive index-tracking ETFs. The management team's expertise in ETF selection and portfolio construction further enhances its ability to deliver superior risk-adjusted returns. However, this approach may also result in higher expenses compared to passive alternatives.
Risk Analysis
Volatility
Sample ETF exhibits moderate volatility, reflecting the diverse nature of its underlying ETF holdings.
Market Risk
The ETF is subject to market risk, including the risk of declines in equity and fixed income markets. Sector-specific risks are also present, depending on the allocation to various sectors.
Investor Profile
Ideal Investor Profile
The ideal investor for Sample ETF is one seeking long-term capital appreciation with a moderate risk tolerance and an interest in diversified ETF exposure.
Market Risk
Sample ETF is suitable for long-term investors who are comfortable with active management and higher expense ratios.
Summary
Sample ETF is an actively managed ETF that aims to achieve long-term capital appreciation through strategic allocation to a diversified portfolio of ETFs. Its active management approach allows for flexible asset allocation shifts based on market opportunities. However, it faces competition from larger, more established ETFs with lower expense ratios. The ETF is suitable for long-term investors with a moderate risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and analysis.
Disclaimers:
This is a hypothetical analysis and should not be considered investment advice. Consult with a 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 ETF Opportunities Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing, under normal market circumstances, at least 80% of its net assets in dividend-paying companies. The adviser intends to invest a substantial portion of its assets in publicly listed equity securities of U.S. mortgage REITs and business development companies that invest in residential and commercial loans and securities, business loans to private companies, and various types of derivatives for both investment and risk management purposes. The fund is non-diversified.
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