Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
TradersAI Large Cap Equity & Cash ETF (HFSP)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
06/30/2025: HFSP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit -2.48% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 US equities while dynamically managing cash allocations based on AI-driven market analysis. The ETF blends equity investments with strategic cash positions to optimize returns and mitigate downside risk.
Reputation and Reliability
Hypothetical issuer. No established reputation or reliability.
Management Expertise
Hypothetical management team. No verifiable experience or expertise.
Investment Objective
Goal
To provide a combination of capital appreciation and income while dynamically adjusting cash holdings to manage market volatility.
Investment Approach and Strategy
Strategy: The ETF uses an AI-driven model to allocate capital between large-cap US equities and cash. The allocation shifts based on market conditions and AI predictions.
Composition The ETF's holdings consist primarily of large-cap US equities, with a variable allocation to cash based on the AI model's recommendations.
Market Position
Market Share: Hypothetical ETF, no current market share.
Total Net Assets (AUM): 0
Competitors
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The ETF industry is highly competitive, dominated by established players like SPY, IVV, and VOO. TradersAI's ETF would need to differentiate itself through superior AI-driven performance. A disadvantage is the lack of brand recognition and established track record compared to competitors. An advantage could be its dynamic cash allocation and AI-driven insights, offering potential outperformance during market downturns.
Financial Performance
Historical Performance: No historical performance data available.
Benchmark Comparison: Cannot be compared to a benchmark due to the novelty of the ETF.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
No trading volume available due to the ETF's hypothetical nature.
Bid-Ask Spread
No bid-ask spread data available as the ETF is purely hypothetical.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by economic growth, interest rates, inflation, and overall market sentiment. AI models must adapt to changing market conditions to effectively manage equity and cash allocations.
Growth Trajectory
The ETF's growth trajectory depends on its ability to attract investors and demonstrate superior risk-adjusted returns compared to traditional large-cap ETFs.
Moat and Competitive Advantages
Competitive Edge
The ETF's competitive edge lies in its AI-driven approach to asset allocation, potentially offering superior risk management and returns compared to passively managed large-cap ETFs. The dynamic cash allocation feature allows it to capitalize on market volatility. The AI model is built to adjust to different market conditions. The strategy also helps mitigate downside risk during market downturns.
Risk Analysis
Volatility
No historical volatility data available.
Market Risk
The ETF is subject to market risk, as its equity holdings are susceptible to fluctuations in the overall stock market. The AI model might make incorrect predictions leading to poor asset allocation decisions.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to large-cap US equities with a desire for downside protection and potential outperformance through AI-driven asset allocation. This investor is risk-averse.
Market Risk
The ETF is suitable for long-term investors seeking both capital appreciation and risk management; potentially less suitable for active traders seeking short-term gains due to the AI driven strategy, or passive index followers.
Summary
The TradersAI Large Cap Equity & Cash ETF is a novel offering designed to blend large-cap equity exposure with dynamic cash allocation powered by AI. This ETF offers potentially lower downside risk. The AI model drives asset allocation decisions, adjusting to market conditions. Investors should weigh the benefits of AI against risks. The ETF is designed for long-term investors with a moderate risk tolerance, seeking returns and downside protection.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data based on ETF description.
Disclaimers:
The information provided is hypothetical and for illustrative purposes only. It does not constitute financial advice. Please consult with a qualified 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 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.
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.