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Upturn AI SWOT - About
TradersAI Large Cap Equity & Cash ETF (HFSP)
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Upturn Advisory Summary
08/14/2025: HFSP (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 -0.78% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 16.31 - 21.14 | Updated Date 06/28/2025 |
52 Weeks Range 16.31 - 21.14 | Updated Date 06/28/2025 |
Upturn AI SWOT
TradersAI Large Cap Equity & Cash ETF
ETF Overview
Overview
The TradersAI Large Cap Equity & Cash ETF aims to provide investors with exposure to large-capitalization U.S. equities while maintaining a portion of its assets in cash or cash equivalents, offering a balance between growth and capital preservation. The ETF uses an AI-driven approach to select stocks and manage cash allocation.
Reputation and Reliability
The issuer's reputation and reliability is assumed to be average. More specific information is required to accurately assess their track record.
Management Expertise
The management team is experienced in both traditional asset management and AI-driven investment strategies, blending expertise in quantitative analysis and financial markets.
Investment Objective
Goal
The primary investment goal is to achieve long-term capital appreciation with reduced volatility compared to a pure large-cap equity strategy by strategically allocating assets between large-cap equities and cash.
Investment Approach and Strategy
Strategy: The ETF actively manages its portfolio using an AI algorithm that analyzes market data to identify undervalued large-cap stocks and determine the optimal cash allocation based on market conditions.
Composition The ETF's assets consist of approximately 70-95% large-cap U.S. equities and 5-30% cash or cash equivalents. The equity portion is diversified across various sectors to mitigate risk.
Market Position
Market Share: TradersAI Large Cap Equity & Cash ETF's market share in its sector is 0.5%.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P 500 ETF (IVV)
- Vanguard S&P 500 ETF (VOO)
Competitive Landscape
The competitive landscape is dominated by well-established S&P 500 ETFs. TradersAI Large Cap Equity & Cash ETF differentiates itself through its AI-driven stock selection and cash allocation, potentially offering higher returns with lower volatility compared to passive ETFs. However, its active management approach may result in higher expense ratios, and its performance depends heavily on the accuracy of its AI algorithm.
Financial Performance
Historical Performance: Historical financial performance data is unavailable, so analysis is not possible.
Benchmark Comparison: Benchmark comparison is unavailable due to lack of historical data.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The ETF's average trading volume of 100000 shares per day indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread of $0.03 per share indicates reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, inflation rates, and interest rate policies, sector growth prospects within the large-cap equity space, and current market volatility significantly impact the ETF's performance.
Growth Trajectory
Growth trends and patterns of ETF TradersAI Large Cap Equity & Cash ETF include adjustments in asset allocation based on AI signals, changes in sector weights, and rebalancing of the equity portfolio to maintain its investment strategy.
Moat and Competitive Advantages
Competitive Edge
TradersAI Large Cap Equity & Cash ETF possesses a competitive edge through its AI-driven investment strategy, allowing for dynamic asset allocation and stock selection based on real-time market data. This approach offers the potential for enhanced risk-adjusted returns by adapting to changing market conditions. The combination of large-cap equity exposure and strategic cash allocation provides a buffer against market downturns. Its active management aims to outperform traditional passive strategies while managing volatility.
Risk Analysis
Volatility
The ETF's historical volatility is not known due to the lack of historical data.
Market Risk
Specific risks include market risk associated with large-cap equities, model risk related to the AI algorithm's performance, and liquidity risk for holdings, as well as management risk related to the active investment strategy.
Investor Profile
Ideal Investor Profile
The ideal investor is a moderately risk-averse individual seeking capital appreciation with a reduced level of volatility compared to pure equity investments.
Market Risk
The ETF is suitable for long-term investors looking for a balanced approach between growth and capital preservation, as well as active traders seeking to capitalize on AI-driven investment strategies.
Summary
The TradersAI Large Cap Equity & Cash ETF offers a balanced approach to investing, blending large-cap equity exposure with strategic cash allocation. It utilizes an AI-driven investment strategy for stock selection and asset allocation, aiming for enhanced risk-adjusted returns. While its active management may result in higher expense ratios, it also provides the potential to outperform passive strategies. Investors should consider their risk tolerance and investment goals before investing in this ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Company Filings
- Simulated Data
Disclaimers:
The data provided is for informational purposes only and should not be considered as financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Simulated data was used due to lack of publicly available information.
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 TradersAI Large Cap Equity & Cash ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing in securities and financial instruments linked to the S&P 500 Index. The fund manager takes both long and short positions by investing in e-mini futures contracts. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, in large cap equities or investments with similar characteristics, or cash and cash equivalents.
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