Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Efficient Market Portfolio Plus ETF(EMPB)
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 EMPB
10/28/2026: EMPB (2-star) is currently NOT-A-BUY. Pass it for now.
EMPB is an actively managed fund-of-funds that provides retail investors with access to an institutional-style long-short equity strategy using a proprietary momentum algorithm. Its primary strength lies in its potential to hedge against broad market downturns while seeking capital appreciation. However, investors should be mindful of its high 2.21% expense ratio, low liquidity, and the risks inherent in its frequent portfolio turnover. It is best suited for experienced investors looking for tactical, non-traditional equity exposure rather than a core portfolio holding.
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 | Strong fit | The fund explicitly targets capital appreciation via tactical growth bets. |
| Momentum investor | Strong fit while signal remains positive | The core strategy relies on momentum signals to drive portfolio allocation. |
| Value investor | Weak fit | The strategy is growth-oriented rather than focused on fundamental value. |
| Dividend/Income investor | Weak fit | The focus is on capital gains, not stable income generation. |
| Low-risk investor | Weak fit | The long-short, active management style introduces significant active risk. |
Investor Profile
Ideal Investor Profile
Sophisticated retail or institutional investors seeking to add a tactical, uncorrelated long-short equity component to a larger portfolio.
Suitability
Best for investors who understand the risks of active management and long-short strategies; not suitable for passive index trackers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The high turnover and long/short strategy can lead to sharp fluctuations. |
| Market risk | Medium / high | Exposure to equity markets creates broad sensitivity to market declines. |
| Concentration | Medium | Holding 12-24 ETFs creates concentrated exposures to specific sectors. |
| Tracking/expense | High | The 2.21% expense ratio is significant and drags on potential returns. |
| Liquidity | Medium / high | Low trading volume can make it difficult to enter or exit positions. |
| Business/sector quality | Medium | Performance relies on the accuracy of the proprietary algorithmic model. |
Risk Analysis
Volatility
EMPB exhibits high volatility due to its active management, tactical rebalancing, and use of both long and short equity exposures.
Market Risk
The fund faces systemic market risk and specific risks related to sector performance, short-selling mechanics, and the potential failure of its proprietary model.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Consumer Discretionary (via XLY) | 13.4 | Provides exposure to cyclical consumer spending trends. |
| Sector | Retail (via XRT) | 13.3 | Offers targeted exposure to the retail industry's performance. |
| Sector | Materials (via XLB) | 13.3 | Captures performance of companies involved in industrial materials. |
| Sector | Industrials (via XLI) | 12.7 | Focuses on companies producing capital goods and industrial services. |
| Industry | Solar Energy (via TAN) | 12.2 | Provides thematic exposure to renewable energy growth. |
| Cash/collateral | Cash and other assets | 35.1 | Reflects liquidity and collateral management for short positions. |
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 12.2% | Avg. Invested days 68 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.