Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
HCM Tactical Enhanced US ETF(HCMT)
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)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HCMT
11/06/2026: HCMT (1-star) is currently NOT-A-BUY. Pass it for now.
HCMT is an actively managed ETF that uses a quantitative, trend-following strategy to toggle exposure between US equities and cash. It is designed to provide capital appreciation while mitigating downside risk through systematic defensive pivots. While it offers a unique mechanism for risk-conscious growth, investors should be aware of the high expense ratio and the potential for 'whipsaw' losses in non-trending markets. It is best suited for investors seeking a tactical overlay to enhance their core portfolio. Key factors to monitor include the fund's signal accuracy and historical performance relative to a standard buy-and-hold index.
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 style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The tactical nature may limit full participation in long-term secular growth trends. |
| Momentum investor | Strong fit while signal remains positive | The strategy is fundamentally built on trend-following and momentum signals. |
| Value investor | Weak fit | Valuation metrics are not the primary driver of the fund's tactical rotation strategy. |
| Dividend/Income investor | Weak fit | The fund's focus is capital appreciation and risk mitigation rather than consistent income generation. |
| Low-risk investor | Mixed fit | While it seeks to mitigate losses, the potential for whipsaw risk in sideways markets can create portfolio volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking to complement a long-term core portfolio with a tactical satellite position to help manage downside risk.
Suitability
Best suited for intermediate-to-advanced investors who understand tactical risk-management strategies.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The tactical rotation can lead to periods of high turnover and potential performance variance. |
| Market risk | High | The fund remains subject to equity market downturns when the strategy is fully invested. |
| Concentration | Medium | The strategy may become highly concentrated in specific equity segments or move entirely to cash. |
| Tracking/expense | High | The high expense ratio relative to passive ETFs requires significant alpha generation. |
| Liquidity | Medium | Lower trading volumes can lead to slippage during rapid portfolio shifts. |
| Business/sector quality | Medium | Performance is dependent on the continued efficacy of the proprietary tactical model. |
Risk Analysis
Volatility
HCMT exhibits moderate to high historical volatility due to the nature of tactical shifts and concentrated equity exposure.
Market Risk
The fund is inherently exposed to US equity market risk; its success depends on the timing of its defensive exits.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | US Large-Cap Equities (via underlying ETFs) | 90 | The fund maintains exposure to broad US equity markets when quantitative trends are positive. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Defensive cash holdings are utilized when the strategy signals reduced risk appetite. |
Analysis of Past Performance
Type ETF | Historic Profit 48.31% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.