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Upturn AI SWOT - About
Tactical Advantage ETF (FDAT)
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Upturn Advisory Summary
10/24/2025: FDAT (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 18.37% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.30 - 21.86 | Updated Date 06/30/2025 |
52 Weeks Range 19.30 - 21.86 | Updated Date 06/30/2025 |
Upturn AI SWOT
Tidal Trust II
ETF Overview
Overview
There is no ETF named Tactical Advantage ETF currently existing in the U.S. market. This response will be based on a hypothetical ETF focusing on tactical asset allocation to maximize returns while managing risk across various market conditions and sectors.
Reputation and Reliability
Hypothetical; reputation would depend on the assumed issuer's track record in managing similar ETFs and demonstrating consistent performance.
Management Expertise
Hypothetical; assumed expertise in macroeconomic analysis, tactical asset allocation, and risk management.
Investment Objective
Goal
To provide capital appreciation by dynamically allocating assets based on prevailing market conditions.
Investment Approach and Strategy
Strategy: Active management involving frequent adjustments to asset allocation based on macroeconomic analysis, sector rotation strategies, and risk management models.
Composition Hypothetically, a mix of equities (domestic and international), fixed income (government and corporate bonds), commodities, and potentially alternative investments like real estate or precious metals.
Market Position
Market Share: Hypothetical; market share would depend on the fund's performance, marketing, and distribution network.
Total Net Assets (AUM): 0
Competitors
Key Competitors
- AOA
- AOM
- AOR
- AOK
- NOBL
Competitive Landscape
The competitive landscape is crowded with various asset allocation ETFs, each with different methodologies and risk profiles. A Tactical Advantage ETF's advantage would rely on its superior ability to time market movements and select opportune asset allocations, which is hard to consistently deliver. A disadvantage could be higher management fees due to the active nature of its strategy.
Financial Performance
Historical Performance: Hypothetical; performance would depend on the success of its tactical allocation strategy over time. Data unavailable.
Benchmark Comparison: Hypothetical; benchmark would be a composite index representing a static allocation to its underlying asset classes. Data unavailable.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
Hypothetical; average trading volume would depend on its popularity and the efficiency of its market makers.
Bid-Ask Spread
Hypothetical; the bid-ask spread would reflect the liquidity of its underlying assets and the competition among market makers.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, inflation, geopolitical events, and sector-specific trends would significantly influence its asset allocation decisions.
Growth Trajectory
Hypothetical; growth would depend on its ability to attract investor capital by demonstrating consistent risk-adjusted returns and successfully navigating market cycles.
Moat and Competitive Advantages
Competitive Edge
A Tactical Advantage ETF's edge hinges on its proprietary macroeconomic model, which dynamically adjusts asset allocations. This model anticipates market shifts, minimizing downside risk and maximizing upside potential. Furthermore, experienced portfolio managers with a proven record of outperforming benchmarks are crucial. Finally, a diversified approach using various asset classes mitigates concentration risk and enhances portfolio stability.
Risk Analysis
Volatility
Hypothetical; volatility would depend on its asset allocation and the risk profiles of its underlying holdings. A dynamic strategy aims to reduce volatility, but some periods of high volatility are inevitable.
Market Risk
Hypothetical; the underlying assets would expose the ETF to market risk, sector-specific risk, interest rate risk (for fixed income), and commodity price risk.
Investor Profile
Ideal Investor Profile
Investors seeking capital appreciation with a moderate to high risk tolerance and an understanding of tactical asset allocation.
Market Risk
Suitable for investors seeking active management and willing to accept higher fees for the potential of market outperformance.
Summary
This hypothetical Tactical Advantage ETF is designed for investors seeking capital appreciation through active management and dynamic asset allocation. The ETF aims to outperform traditional benchmarks by adjusting its holdings based on macroeconomic conditions and market trends. However, its success depends on the accuracy of its market timing and the expertise of its management team. Higher fees and potential for underperformance during certain market cycles are important considerations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical analysis based on industry knowledge and common ETF practices.
Disclaimers:
This analysis is based on a hypothetical ETF. Actual performance and characteristics may vary significantly. This is not financial advice.
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 Tidal Trust II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed "fund-of ETFs." Family Dynasty Advisors LLC, the fund"s sub-adviser, invests the fund"s assets in ETFs that are listed on U.S. stock exchanges. The fund will invest in underlying ETFs that primarily invest in U.S. equity securities or high-yield bonds. Additionally, the fund will hold cash and cash equivalents.
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