Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
DYTA
Upturn stock ratingUpturn stock rating

SGI Dynamic Tactical ETF (DYTA)

Upturn stock ratingUpturn stock rating
$28.37
Last Close (24-hour delay)
Profit since last BUY2.34%
upturn advisory
Consider higher Upturn Star rating
BUY since 43 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/14/2025: DYTA (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 9.23%
Avg. Invested days 49
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 25.81 - 29.23
Updated Date 06/30/2025
52 Weeks Range 25.81 - 29.23
Updated Date 06/30/2025

ai summary icon Upturn AI SWOT

SGI Dynamic Tactical ETF

stock logo

ETF Overview

overview logo Overview

The SGI Dynamic Tactical ETF is an actively managed ETF designed to provide capital appreciation while managing downside risk. It uses a dynamic asset allocation strategy based on market trends and economic indicators.

reliability logo Reputation and Reliability

Due to the limited information available on this fund, a comprehensive assessment of the issuer's reputation and reliability is not possible.

reliability logo Management Expertise

Due to the limited information available on this fund, assessment of the management team's expertise is limited.

Investment Objective

overview logo Goal

To provide capital appreciation while managing downside risk through dynamic asset allocation.

Investment Approach and Strategy

Strategy: The ETF employs an active management strategy that dynamically adjusts its asset allocation based on market conditions and economic forecasts.

Composition The ETF's holdings are dynamically allocated among various asset classes, potentially including stocks, bonds, and other securities, based on the fund's tactical strategy.

Market Position

Market Share: Due to limited public data, the ETF's specific market share is currently unavailable.

Total Net Assets (AUM): Data unavailable.

Competitors

overview logo Key Competitors

  • AOA
  • AOM
  • AOR
  • AOK

Competitive Landscape

The ETF market for tactical asset allocation is competitive. The SGI Dynamic Tactical ETF would need to differentiate itself through superior performance or a unique strategy to gain traction. Its competitors, such as the iShares target allocation ETFs, offer a diversified mix of stocks and bonds with varying risk profiles.

Financial Performance

Historical Performance: Data unavailable.

Benchmark Comparison: Data unavailable.

Expense Ratio: Data unavailable.

Liquidity

Average Trading Volume

Average trading volume data is currently unavailable for this ETF.

Bid-Ask Spread

Bid-ask spread data is currently unavailable for this ETF.

Market Dynamics

Market Environment Factors

Economic indicators, market volatility, and interest rate changes can all significantly impact the ETF's performance, as its tactical allocation strategy relies on anticipating and reacting to these factors.

Growth Trajectory

Information on the ETF's specific growth trends, past strategy changes, and historical holdings are not readily available in public sources.

Moat and Competitive Advantages

Competitive Edge

Without detailed information on its unique investment strategies, management, or niche market focus, it is challenging to determine SGI Dynamic Tactical ETF's competitive advantages. Actively managed ETFs rely on superior investment insights and timely adjustments to portfolio allocations. Key differentiators include lower expense ratios, higher returns, or a more effective risk management approach. A successful fund must demonstrate consistent outperformance relative to its benchmark.

Risk Analysis

Volatility

Volatility data is unavailable.

Market Risk

The ETF is subject to market risk based on its allocations to stocks, bonds, or other assets, and fluctuations in these markets will directly impact the fund's value.

Investor Profile

Ideal Investor Profile

The ideal investor would be an individual seeking capital appreciation with a willingness to accept moderate risk and who understands tactical asset allocation strategies.

Market Risk

The ETF may be suitable for long-term investors or active traders, depending on its specific investment approach and risk profile.

Summary

The SGI Dynamic Tactical ETF aims to deliver capital appreciation through active asset allocation. Its success depends on effective management and timely portfolio adjustments. Due to limited publicly available data, a thorough assessment of its performance, risk, and competitive position is challenging. Investors should conduct further research and analysis before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar
  • Yahoo Finance

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. The user is responsible for verifying the accuracy and completeness of the information.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About SGI Dynamic Tactical ETF

Exchange NASDAQ
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund is an actively-managed ETF and invests in securities of affiliated and unaffiliated ETFs and open-end mutual funds. The fund may allocate among major equity asset classes and sectors, within the underlying funds, of the U.S., foreign and emerging markets equity of any capitalization.