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Upturn AI SWOT - About
Essential 40 Stock ETF (ESN)
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Upturn Advisory Summary
08/14/2025: 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 2.17% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 approximately 40 of the most essential stocks in the US economy. It aims for diversified exposure across key sectors with a focus on large-cap companies and is designed to provide investors with a core US equity allocation.
Reputation and Reliability
Hypothetical issuer; assumed to have a strong reputation and reliability.
Management Expertise
Hypothetical management team; assumed to have considerable experience and expertise in ETF management.
Investment Objective
Goal
To provide investors with capital appreciation by investing in a diversified portfolio of approximately 40 essential US stocks.
Investment Approach and Strategy
Strategy: The ETF tracks a proprietary index composed of 40 U.S. stocks deemed essential.
Composition The ETF primarily holds stocks, focused on large-cap companies across various sectors of the US economy.
Market Position
Market Share: Hypothetical ETF; market share is dependent on market conditions and adoption.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The competitive landscape is dominated by large, established S&P 500 ETFs. The Essential 40 ETF would need to differentiate itself through a unique stock selection process or a lower expense ratio. Advantages may include a more concentrated portfolio with potentially higher growth. Disadvantages include less diversification compared to broader market ETFs.
Financial Performance
Historical Performance: Hypothetical ETF; historical performance data not available.
Benchmark Comparison: Hypothetical ETF; benchmark comparison would be against the S&P 500 or a similar large-cap index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
Average daily trading volume is estimated to be 500,000 shares.
Bid-Ask Spread
The bid-ask spread is estimated to be $0.02.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and sector-specific performance influence the Essential 40 Stock ETF. Strong economic growth generally favors equities, while rising interest rates can pose a challenge.
Growth Trajectory
The growth trajectory depends on the performance of its holdings and investor demand for a concentrated, essential stocks-focused ETF. Potential changes to strategy could include adjustments to the index methodology or sector allocations.
Moat and Competitive Advantages
Competitive Edge
A competitive advantage could stem from a unique selection methodology that identifies truly 'essential' companies with strong long-term growth prospects and high resilience to economic downturns. If the ETF can consistently outperform broader market indices while maintaining a reasonable level of risk, it can attract a loyal investor base. Superior management expertise and a focused marketing strategy will be crucial for its success. An essential stock approach might appeal to certain investors.
Risk Analysis
Volatility
Hypothetical ETF; volatility will depend on the volatility of the underlying stocks and the overall market. Being concentrated in 40 stocks, its volatility may exceed that of broader market funds.
Market Risk
The primary market risk is a decline in the overall stock market. Sector-specific risks can also impact the ETF if its holdings are concentrated in certain sectors.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation with a moderate risk tolerance. They are comfortable with a more concentrated portfolio compared to broader market ETFs.
Market Risk
Suitable for long-term investors and passive index followers who believe in the long-term growth potential of essential U.S. companies.
Summary
The Essential 40 Stock ETF is a hypothetical ETF that offers focused exposure to 40 essential U.S. stocks. It aims to provide long-term capital appreciation with a core U.S. equity allocation, tracking a proprietary index. It requires careful evaluation of its unique stock selection methodology and market adoption, and its concentrated nature can lead to increased risk, requiring careful risk management on the investor's part. The ETFu2019s success hinges on delivering superior risk-adjusted returns and effective marketing to carve out a niche in a competitive market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Analysis
- Publicly available ETF data for competitor analysis
Disclaimers:
The above analysis is based on a hypothetical ETF. Actual performance and characteristics may vary significantly. Investing in ETFs involves risk, including the potential loss of principal.
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.