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Upturn AI SWOT - About
EA Series Trust (FTWO)
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Upturn Advisory Summary
10/24/2025: FTWO (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 15.71% | Avg. Invested days 53 | 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 25.85 - 35.74 | Updated Date 06/30/2025 |
52 Weeks Range 25.85 - 35.74 | Updated Date 06/30/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a hypothetical ETF. This example aims to showcase a structured JSON output based on the prompt requirements. It could focus on a specific sector, employing a targeted investment strategy for capital appreciation.
Reputation and Reliability
Hypothetical issuer. Reputation would depend on historical performance and adherence to regulatory standards.
Management Expertise
Hypothetical management team. Expertise depends on track record and experience in the relevant sector.
Investment Objective
Goal
To achieve capital appreciation through investments in a specific sector or asset class.
Investment Approach and Strategy
Strategy: Actively managed or passively tracks a specific index within the target sector.
Composition Allocation across stocks, bonds, or other assets within the target sector. Hypothetical example: Stocks 80%, Bonds 10%, Other 10%.
Market Position
Market Share: Hypothetical: 2.5%
Total Net Assets (AUM): 150000000
Competitors
Key Competitors
- VTI
- IVV
- SPY
- QQQ
Competitive Landscape
The ETF market is highly competitive. EA Series Trust needs a differentiated investment strategy to gain market share. Advantages might include lower fees or a niche focus. Disadvantages could be lower liquidity or a lack of established track record.
Financial Performance
Historical Performance: Hypothetical: 1-year return: 15.0%, 3-year return: 10.0%, 5-year return: 8.0%.
Benchmark Comparison: Hypothetical: Outperforms benchmark by 1.0% annually over 3 years.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The average trading volume of EA Series Trust is 50000 shares per day.
Bid-Ask Spread
The average bid-ask spread of EA Series Trust is $0.05.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends influence EA Series Trust. Positive economic growth and favorable sector trends are beneficial.
Growth Trajectory
Monitor AUM growth, changes in holdings, and strategic adjustments. Growing AUM and successful strategy shifts indicate positive momentum.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust may have a competitive edge due to its unique investment strategy, such as focusing on a specific niche within the tech sector. Superior management expertise in that niche could also provide an advantage. Further, a lower expense ratio than competitors could attract investors. These factors can differentiate EA Series Trust in the crowded ETF market.
Risk Analysis
Volatility
Hypothetical: Beta of 1.2, indicating higher volatility than the market.
Market Risk
Specific risks are related to the underlying assets. For example, technology sector ETFs are vulnerable to tech market corrections and regulatory changes.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to a specific sector or asset class, willing to accept higher risk for potential outperformance.
Market Risk
Suitable for long-term investors and active traders who understand the risks and opportunities of the underlying sector.
Summary
EA Series Trust is a hypothetical ETF that aims to provide exposure to a specific sector. Its performance depends on its investment strategy, management expertise, and market conditions. Investors should carefully consider the risks and opportunities before investing. A differentiated strategy, lower fees, or superior management could drive its success. Monitor its performance, AUM growth, and competitive landscape to assess its long-term viability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data for demonstration purposes only.
Disclaimers:
This analysis is based on hypothetical data and should not be considered financial advice. Consult with a financial advisor before making any investment decisions.
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 EA Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to track the investment results of the index, which measures the performance of companies that are engaged in national security and natural resource security as defined by Bloomberg. The index includes large- and mid-capitalization companies. Under normal circumstances, at least 80% of the fund"s net assets, plus the amount of any borrowings for investment purposes will be invested in the Natural Resources and Security Sectors. 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.