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Upturn AI Summary
Liberty One Defensive Dividend Growth ETF(EASY)
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 EASY
11/06/2026: EASY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
The Liberty One Defensive Dividend Growth ETF (EASY) provides exposure to high-quality, dividend-paying equities through an active management strategy focused on stability and growth. Its main strengths include a deliberate, fundamental selection process that aims to filter out lower-quality dividend payers, offering a defensive tilt for long-term investors. It is best used as a core or satellite holding for those seeking income and lower volatility compared to the broader market. Investors must be aware of its higher expense ratio and lower liquidity compared to passive alternatives, as well as the inherent market risks of equity investing. It suits risk-conscious, income-oriented investors who value active oversight in their dividend strategies.
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 | The defensive focus may trail aggressive growth strategies during bull markets. |
| Momentum investor | Weak fit | The strategy is not designed to capture high-velocity market momentum. |
| Value investor | Strong fit | The emphasis on fundamental company quality aligns well with value-oriented investing principles. |
| Dividend/Income investor | Strong fit | The fund's core mission is to provide sustainable, growing dividend income. |
| Low-risk investor | Strong fit while signal remains positive | Its defensive methodology is built to mitigate volatility compared to the broader market. |
Investor Profile
Ideal Investor Profile
The ideal investor is an income-focused, risk-conscious individual who prefers a hands-off, professionally managed defensive strategy.
Suitability
EASY is best suited for long-term investors seeking income and defensive growth rather than active traders or those seeking market-beating alpha in high-growth environments.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund aims to reduce volatility but remains subject to overall equity market swings. |
| Market risk | Medium / high | As an equity fund, it is fully exposed to systemic market declines. |
| Concentration | Medium | Active selection may lead to sector or individual stock concentrations different from the market. |
| Tracking/expense | Medium | The higher expense ratio requires the manager to consistently outperform to match net returns of low-cost peers. |
| Liquidity | Medium | Lower trading volumes may result in higher execution costs for larger trades. |
| Business/sector quality | Low | The strategy specifically filters for high-quality businesses to mitigate this risk. |
Risk Analysis
Volatility
EASY exhibits lower historical volatility than the broader S&P 500 due to its defensive, quality-focused holdings.
Market Risk
The fund remains fully subject to equity market risk; if general economic conditions decline, these stocks will likely fall as well, albeit potentially less than high-beta stocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 70 | Focusing on large-cap companies typically provides greater stability and consistent dividend payouts. |
| Market capitalization | Mid-Cap U.S. Equities | 25 | Mid-cap exposure introduces additional growth potential to the portfolio. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash buffer allows the manager to manage liquidity and capitalize on tactical opportunities. |
Analysis of Past Performance
Type ETF | Historic Profit 12.06% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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