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Upturn AI SWOT - About
Nicholas Global Equity and Income ETF (GIAX)
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Upturn Advisory Summary
10/24/2025: GIAX (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 11.65% | Avg. Invested days 60 | 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 13.37 - 17.76 | Updated Date 06/28/2025 |
52 Weeks Range 13.37 - 17.76 | Updated Date 06/28/2025 |
Upturn AI SWOT
Nicholas Global Equity and Income ETF
ETF Overview
Overview
The Nicholas Global Equity and Income ETF is designed to provide a combination of global equity exposure and income generation. It typically invests in a diverse portfolio of stocks and other income-producing securities worldwide, aiming for long-term growth and current income.
Reputation and Reliability
Information about the issuer's reputation and reliability is not available in this context.
Management Expertise
Information about the management expertise is not available in this context.
Investment Objective
Goal
The primary investment goal is to provide a combination of long-term capital appreciation and current income.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy to select a diversified portfolio of global equities and income-producing securities.
Composition The ETF typically holds a mix of global stocks, bonds, and potentially other income-generating assets like REITs.
Market Position
Market Share: Data about Nicholas Global Equity and Income ETFu2019s market share is not available in this context.
Total Net Assets (AUM): Information about the total assets under management is not available in this context
Competitors
Key Competitors
- ACWF
- VEU
- VXUS
- IEFA
- SCHF
Competitive Landscape
The global equity and income ETF market is highly competitive. Many ETFs offer similar strategies. Nicholas Global Equity and Income ETFu2019s success depends on its ability to deliver superior risk-adjusted returns compared to its peers. Information to compare other advantages/disadvantages of Nicholas Global Equity and Income ETF is unavailable in this context.
Financial Performance
Historical Performance: Historical performance data for the ETF is not available in this context.
Benchmark Comparison: A benchmark comparison is not possible without historical performance data.
Expense Ratio: Information about the expense ratio is not available in this context.
Liquidity
Average Trading Volume
Average trading volume cannot be assessed without relevant data.
Bid-Ask Spread
Information about the bid-ask spread is unavailable in this context.
Market Dynamics
Market Environment Factors
Economic indicators like global GDP growth, interest rates, and inflation rates can influence the performance of the ETF. Sector growth prospects in emerging and developed markets also play a role. Current market conditions, such as volatility and geopolitical events, impact the ETF's returns.
Growth Trajectory
Information about the growth trends of ETF Nicholas Global Equity and Income ETF is not available in this context.
Moat and Competitive Advantages
Competitive Edge
The fundu2019s competitive advantages, if any, would stem from unique security selection, superior risk management, or lower expenses. A skilled management team focused on identifying undervalued global assets and providing consistent income could differentiate the ETF. A niche focus on a specific segment of the global market, such as emerging market dividends, would be advantageous. These factors contribute to the ETF's success in a competitive market.
Risk Analysis
Volatility
Assessing the historical volatility of Nicholas Global Equity and Income ETF is not possible without data on its trading history.
Market Risk
The ETF is exposed to market risk related to global equities, including economic downturns, political instability, and currency fluctuations. Interest rate risk and credit risk can affect the income-producing portion of the portfolio. Specific risks tied to emerging markets, if included, can also impact performance.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking a combination of income and capital appreciation. This ETF is suitable for investors with a moderate risk tolerance and a diversified portfolio.
Market Risk
The ETF is suitable for long-term investors looking for a blend of growth and income. It might also be useful for investors seeking passive index followers, but more active traders should research if this ETF matches their needs.
Summary
The Nicholas Global Equity and Income ETF aims to provide a blend of global equity exposure and income generation, targeting long-term capital appreciation and current income. Its success depends on active management, security selection, and its ability to deliver superior risk-adjusted returns. Investors should consider market risks and diversification when evaluating this ETF. The ideal investor seeks a mix of growth and income, fitting a moderate risk tolerance and benefiting from diversified holdings.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Bloomberg
- Investopedia
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions are subject to change, and past performance is not indicative of future results.
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 Nicholas Global Equity and Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund"s strategy includes two components: (i) holding shares of unaffiliated passively managed ETFs that seek to provide exposure to a range of global equity securities ("Index ETFs") and (ii) selling daily index credit call spreads ("Index Call Spreads") on one or more US equity indices. 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.