Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
FIRI
Upturn stock ratingUpturn stock rating

FIRE Funds Income Target ETF (FIRI)

Upturn stock ratingUpturn stock rating
$19.02
Last Close (24-hour delay)
Profit since last BUY1.82%
upturn advisory
Consider higher Upturn Star rating
BUY since 37 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

07/11/2025: FIRI (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 0.51%
Avg. Invested days 26
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/11/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 18.22 - 19.06
Updated Date 06/6/2025
52 Weeks Range 18.22 - 19.06
Updated Date 06/6/2025

ai summary icon Upturn AI SWOT

FIRE Funds Income Target ETF

ETF Overview

overview logo Overview

The FIRE Funds Income Target ETF aims to provide current income by investing in a diversified portfolio of dividend-paying stocks, bonds, and other income-generating assets. It targets a specific income level and adjusts its holdings to maintain that target.

reliability logo Reputation and Reliability

Information on the issuer's reputation and reliability is currently unavailable.

reliability logo Management Expertise

Information on the management team's expertise is currently unavailable.

Investment Objective

overview logo Goal

To provide current income to investors.

Investment Approach and Strategy

Strategy: The ETF uses a diversified strategy, investing across multiple asset classes that generate income.

Composition The ETF holds a mix of stocks, bonds, and potentially other income-producing assets.

Market Position

Market Share: Data about FIRE Funds Income Target ETF's market share is unavailable.

Total Net Assets (AUM): Data about the Total Net Assets (AUM) for FIRE Funds Income Target ETF is unavailable.

Competitors

overview logo Key Competitors

  • VYM
  • SCHD
  • SPHD

Competitive Landscape

The income ETF market is highly competitive. FIRE ETF's advantage would depend on its unique asset allocation and expense ratio. Disadvantages could include lower trading volume and AUM compared to established players like VYM and SCHD.

Financial Performance

Historical Performance: Historical financial performance data for FIRE is not available.

Benchmark Comparison: A benchmark comparison requires historical performance data, which is unavailable for FIRE.

Expense Ratio: The expense ratio for FIRE is not available.

Liquidity

Average Trading Volume

Data on the average trading volume for FIRE is unavailable.

Bid-Ask Spread

Information on the bid-ask spread for FIRE is unavailable.

Market Dynamics

Market Environment Factors

Market environment factors affecting FIRE would include interest rates, dividend yields, and overall economic conditions.

Growth Trajectory

Growth trends and patterns of FIRE Funds Income Target ETF are currently unknown.

Moat and Competitive Advantages

Competitive Edge

Without specific data, it's difficult to define FIRE's competitive edge. It might lie in a unique asset allocation strategy, a lower expense ratio (if applicable), or a niche income-generating focus. More information is needed to fully assess its competitive advantages. The fund may have a specialized approach to income generation or target a specific segment of the market. This could provide a focused advantage in a crowded ETF space.

Risk Analysis

Volatility

Assessing volatility requires historical price data, which is unavailable for FIRE.

Market Risk

The market risk associated with FIRE depends on its underlying assets. Equities carry equity risk, bonds carry interest rate and credit risk, and other assets carry their own specific risks.

Investor Profile

Ideal Investor Profile

The ideal investor for FIRE would likely be someone seeking current income and diversification.

Market Risk

FIRE is likely best suited for long-term investors seeking passive income, but this depends on its risk profile.

Summary

The FIRE Funds Income Target ETF aims to provide current income through a diversified portfolio. However, due to a lack of available data, a comprehensive analysis of its market position, performance, and risk profile is difficult. Further information is needed to determine its suitability for specific investors. Investors should conduct thorough research before considering FIRE, including examining its holdings and financial performance. Investing in any ETF involves risk, and investors should carefully consider their investment objectives and risk tolerance.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Yahoo Finance
  • Bloomberg

Disclaimers:

The data provided is based on available information and may not be completely accurate. Investors should conduct their own research before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About FIRE Funds Income Target ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund seeks a 4% target annual income level (the "Annual 4% Target"). This target reflects the distribution of income generated from dividends, interest, and other earnings, such as those from real estate or derivatives, and excludes capital gains from asset sales. It represents the anticipated recurring income produced by the fund"s underlying assets. The fund is non-diversified.