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Upturn AI SWOT - About
Essential 40 Stock ETF (ESN)
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Upturn Advisory Summary
10/24/2025: ESN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 8.94% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 13.53 - 16.04 | Updated Date 06/28/2025 |
52 Weeks Range 13.53 - 16.04 | Updated Date 06/28/2025 |
Upturn AI SWOT
Essential 40 Stock ETF
ETF Overview
Overview
The Essential 40 Stock ETF is a hypothetical ETF focused on providing exposure to a concentrated portfolio of 40 essential stocks, aiming for long-term capital appreciation. It strategically allocates assets among sectors considered vital for the economy.
Reputation and Reliability
Hypothetical issuer; reputation cannot be assessed.
Management Expertise
Hypothetical management team; expertise cannot be assessed.
Investment Objective
Goal
To achieve long-term capital appreciation through strategic investments in a concentrated portfolio of 40 essential stocks.
Investment Approach and Strategy
Strategy: The ETF aims to select 40 stocks based on factors such as financial stability, competitive advantage, and growth potential, employing a fundamental analysis approach.
Composition The ETF primarily holds equity securities of large-cap companies across various sectors deemed essential.
Market Position
Market Share: The Essential 40 Stock ETF is hypothetical and has no market share.
Total Net Assets (AUM): 0
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF market is highly competitive, dominated by large index funds. A hypothetical Essential 40 Stock ETF would need to demonstrate superior performance and a compelling investment thesis to attract assets. Its concentrated approach could be an advantage if the stock picking is good, but a disadvantage if it underperforms a diversified fund such as SPY. SPY, IVV and VTI are the large ETFs of the space.
Financial Performance
Historical Performance: No historical data available as it's a hypothetical ETF.
Benchmark Comparison: No benchmark comparison available as it's a hypothetical ETF.
Expense Ratio: 0.00
Liquidity
Average Trading Volume
As a hypothetical ETF, the average trading volume would be zero.
Bid-Ask Spread
As a hypothetical ETF, the bid-ask spread would be non-existent.
Market Dynamics
Market Environment Factors
The ETF's performance would be influenced by broader economic conditions, sector-specific trends, and overall market sentiment.
Growth Trajectory
The hypothetical growth trajectory would depend on the ETF's investment strategy and ability to generate returns in various market conditions.
Moat and Competitive Advantages
Competitive Edge
The Essential 40 Stock ETF's competitive edge would rely on its ability to identify and select the most promising essential stocks. A concentrated approach might provide higher alpha compared to a broad market index fund, but comes with additional risk. Success would depend on the expertise of the management team and the effectiveness of its investment process.
Risk Analysis
Volatility
Volatility cannot be assessed as it is a hypothetical ETF.
Market Risk
The ETF would be subject to market risk, including fluctuations in the value of its underlying assets.
Investor Profile
Ideal Investor Profile
The hypothetical ideal investor would be someone seeking long-term capital appreciation with a moderate to high risk tolerance. They should be comfortable with a concentrated portfolio.
Market Risk
This hypothetical ETF would be suitable for long-term investors seeking potential outperformance compared to broad market indices.
Summary
The Essential 40 Stock ETF is a hypothetical ETF focusing on 40 essential stocks for long-term capital appreciation. Its success hinges on the ability of its management to select high-performing stocks. Its concentrated portfolio may appeal to investors seeking higher returns but comes with increased risk. Performance would be closely tied to the specific stocks selected. As a hypothetical fund, no actual data exists.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical analysis; data derived from general knowledge of the ETF market.
Disclaimers:
This is a hypothetical analysis based on a fictional ETF. No investment decisions should be made based on this information.
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 Essential 40 Stock ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") that normally invests at least 80% of its net assets in the common stocks of companies that comprise the Essential 40 Stock Index, which measures the investment return of the equity securities of forty blue-chip U.S. companies. Generally, the adviser anticipates that the fund will hold all forty of the securities that comprise the index in proportion to their weightings in the index.
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.