SGI Enhanced Global Income ETF(GINX)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
3-STAR RATING
PASS
LAST CLOSE
$36.15
11/13/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for GINX

11/13/2026: GINX (3-star) is currently NOT-A-BUY. Pass it for now.

GINX is an actively managed ETF providing global exposure to income-generating assets. Its primary strength lies in a quantitative, active strategy designed to identify yield opportunities across international borders. It is best suited for income-focused, long-term investors who prioritize active management over the low-cost structure of passive benchmarks. Investors should monitor its expense ratio, liquidity, and the sustainability of dividends within its holdings. While it offers diversification, it carries market, currency, and management-specific risks.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitThe fund prioritizes income over aggressive capital appreciation.
Momentum investorWeak fitThe strategy is typically value- or income-oriented rather than trend-following.
Value investorStrong fitThe focus on dividend-paying assets aligns well with value-based investment principles.
Dividend/Income investorStrong fitIncome generation is the primary objective of this fund.
Low-risk investorMixed fitGlobal exposure introduces geopolitical and currency risks despite the focus on income.

Investor Profile

Ideal Investor Profile

Investors seeking global income diversification who prefer an active management approach.

Suitability

Best suited for long-term investors looking to supplement income, rather than active day traders.

Risk Profile

Risk factorLevelWhy it matters
VolatilityMedium / highGlobal assets can experience significant price swings based on macroeconomic events.
Market riskMedium / highThe fund is subject to the performance of global stock and bond markets.
ConcentrationMediumThe strategy may lean into specific sectors or regions based on yield opportunities.
Tracking/expenseMediumActive management costs are higher than passive alternatives.
LiquidityMediumLower trading volumes may impact execution for large orders.
Business/sector qualityMediumPortfolio quality depends on the underlying dividend sustainability of global issuers.

Sector & Industry Intelligence

This fund is not assigned to one sector.

Risk Analysis

Volatility

GINX exhibits moderate to high volatility typical of global equity and debt portfolios.

Market Risk

Risks include geopolitical instability, currency fluctuation, and interest rate sensitivity inherent in global holdings.

What the ETF Owns

Exposure TypeExposureWeight (%)Retail Investor Read
GeographyGlobal Equities and Fixed Income70Provides broad exposure to international markets to capture diverse income sources.
Investment factorHigh Dividend Yield Assets25Focuses on companies or bonds with sustainable, above-average payout ratios.
Cash/collateralCash and Cash Equivalents5Maintains liquidity for operational needs and tactical rebalancing.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Very Smooth
PRICE STABILITY

Very Smooth

The stock has followed a highly orderly price path with minimal short-term disruption.

Analysis of Past Performance

Type ETF
Historic Profit 16.28%
Avg. Invested days 90
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
ETF Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/13/2026
Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.