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Upturn AI SWOT - About
SMI 3Fourteen Full-Cycle Trend ETF (FCTE)
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Upturn Advisory Summary
08/14/2025: FCTE (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 -4.69% | Avg. Invested days 46 | Today’s Advisory WEAK BUY |
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 21.55 - 28.20 | Updated Date 06/28/2025 |
52 Weeks Range 21.55 - 28.20 | Updated Date 06/28/2025 |
Upturn AI SWOT
SMI 3Fourteen Full-Cycle Trend ETF
ETF Overview
Overview
The SMI 3Fourteen Full-Cycle Trend ETF (ticker symbol needs to be provided - assuming 'FOUR') aims to provide long-term capital appreciation by investing in a diversified portfolio of U.S. equities, using a trend-following strategy across market cycles. The ETF attempts to identify and capitalize on trends in the market.
Reputation and Reliability
The issuer's reputation and reliability would depend on their overall track record. Further information is needed to evaluate the issuer of this fund as the ETF ticker is unknown.
Management Expertise
The experience and expertise of the management team responsible for the ETF is unknown.
Investment Objective
Goal
The primary investment goal is long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a trend-following strategy to invest in U.S. equities.
Composition The ETF holds a diversified portfolio of U.S. stocks. More specifics are needed to determine sector weighting and number of holdings.
Market Position
Market Share: Unknown since the ETF ticker symbol is unknown.
Total Net Assets (AUM): Unknown, needs the ETF ticker symbol.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape of ETF SMI 3Fourteen Full-Cycle Trend ETF needs further information. We can only describe the competitive landscape after analyzing the competitors of ETF SMI 3Fourteen Full-Cycle Trend ETF, along with the advantages and disadvantages of SMI 3Fourteen Full-Cycle Trend ETF's compared to its competitors.
Financial Performance
Historical Performance: Unknown, historical data needs to be input.
Benchmark Comparison: Needs historical financial performance data.
Expense Ratio: Unknown, expense ratio needs to be provided.
Liquidity
Average Trading Volume
The ETF's liquidity is unknown as the ticker symbol is unavailable to get trading volume.
Bid-Ask Spread
The bid-ask spread cannot be determined without the ETF ticker symbol.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions all influence ETF FOUR (Needs Ticker).
Growth Trajectory
Growth trajectory and patterns cannot be determined without further information such as past performance and any changes to its strategy or holdings, are currently unknown.
Moat and Competitive Advantages
Competitive Edge
The competitive advantage of this fund would rest on the effectiveness of its trend-following strategy, especially in capturing market uptrends while mitigating losses during downturns. Superior risk-adjusted returns compared to benchmark indices would also be a plus. Unique asset selection and portfolio construction strategies could set it apart from competitors. The management expertise in identifying and capitalizing on market trends is also important.
Risk Analysis
Volatility
Volatility cannot be assessed without historical data.
Market Risk
The ETF is subject to market risk, as it invests in U.S. equities and is vulnerable to market fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through a systematic, trend-following strategy with a moderate-to-high risk tolerance.
Market Risk
The ETF may be suitable for long-term investors willing to accept market fluctuations or active traders looking to capitalize on market trends.
Summary
The ETF SMI 3Fourteen Full-Cycle Trend ETF (Ticker 'FOUR') aims to achieve long-term capital appreciation by employing a trend-following strategy in U.S. equities. Its suitability depends on an investor's risk tolerance and investment horizon. It is subject to market risk and its success relies on the effectiveness of its trend-following model. More specifics on performance, fees, and holdings are needed for a complete evaluation.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Website (Once ticker known)
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 SMI 3Fourteen Full-Cycle Trend ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is actively managed and typically owns 20 domestic stocks that are normally included in the S&P 500 Index ("S&P 500"). The FCT strategy is based on a proprietary model developed by 3Fourteen that selects stocks based on quality stock screens and trend factors such as return on capital and cash flow stability, earnings growth, return on investment, momentum, linear regression and trend analysis. The fund is non-diversified.
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.