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Upturn AI Summary
SGI Dynamic Tactical ETF(DYTA)
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 DYTA
11/06/2026: DYTA (1-star) is currently NOT-A-BUY. Pass it for now.
SGI Dynamic Tactical ETF (DYTA) is an actively managed fund-of-funds designed to seek capital appreciation through a tactical, rules-based approach to equity market exposure. By rotating between core equity, sector-specific, and defensive assets, it aims to capture upside while attempting to hedge against market downturns. While its active risk management and quantitative framework are notable strengths, the fund carries a high expense ratio and concentration risks in technology and momentum-focused ETFs. DYTA is best suited for investors who prefer a professional manager to handle asset allocation in fluctuating markets and are willing to accept higher costs for potentially smoother, risk-adjusted returns.
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 seeks capital appreciation, the active tactical strategy may underperform pure growth benchmarks during sustained bull markets. |
| Momentum investor | Strong fit while signal remains positive | The fund's core focus on momentum-factor ETFs and tactical movement makes it suitable for investors who believe in trend-following. |
| Value investor | Mixed fit | The fund's tactical rotation is driven by quantitative signals rather than pure fundamental value metrics. |
| Dividend/Income investor | Weak fit | The primary objective is capital appreciation rather than income generation, despite underlying holdings that may pay dividends. |
| Low-risk investor | Mixed fit | While it attempts to mitigate downside risk, the equity-heavy composition means it still carries significant market risk. |
Investor Profile
Ideal Investor Profile
Investors seeking an active, rule-based approach to equity investing who are comfortable paying a premium for potential downside risk mitigation.
Suitability
Best suited for medium-to-long-term investors who lack the time or resources to actively manage their own tactical portfolio rotations.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity-centric fund, it experiences significant price fluctuations in line with the broader stock market. |
| Market risk | High | The fund's performance is tied heavily to the direction of equity markets, which can be unpredictable. |
| Concentration | Medium | The portfolio is concentrated in a limited number of underlying funds, increasing exposure to specific sector or factor risks. |
| Tracking/expense | High | The high 1.32% expense ratio creates a significant drag on long-term performance. |
| Liquidity | Medium | Lower trading volumes relative to massive ETFs may make exiting large positions more costly. |
| Business/sector quality | Medium | The fund's reliance on specific thematic ETFs exposes it to the performance of underlying sector-specific managers. |
Risk Analysis
Volatility
The fund is inherently volatile due to its significant equity market exposure and active rotation strategy.
Market Risk
The primary risk is the performance of the U.S. and global equity markets, with additional concentration risk in the tech and momentum factors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | Large Cap | SGI U.S. Large Cap Core ETF (SGLC) | 32.5 | Provides core exposure to large-cap U.S. equities, serving as a primary return driver. |
| Equity | Information Technology | Vanguard Information Technology ETF (VGT) | 15.5 | Offers thematic exposure to high-growth technology companies. |
| Equity | Factor (Momentum) | iShares MSCI USA Momentum Factor ETF (MTUM) | 14 | Targets stocks demonstrating strong upward price trends for momentum-based alpha. |
| Equity | Mid Cap | iShares Core S&P Mid-Cap ETF (IJH) | 12.8 | Adds diversification across the mid-cap equity segment. |
| Equity | Real Estate | iShares U.S. Real Estate ETF (IYR) | 11.9 | Provides exposure to the real estate sector for income and diversification. |
| Cash/collateral | Cash and Cash Equivalents | 13.3 | Cash holdings serve as a defensive buffer during periods of market uncertainty. |
Analysis of Past Performance
Type ETF | Historic Profit 19.46% | Avg. Invested days 90 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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