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- Upturn Summary
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Upturn AI Summary
SGI Enhanced Market Leaders ETF(LDRX)
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 LDRX
10/28/2026: LDRX (2-star) is a SELL. SELL for 3 days. Simulated Profits (2.60%). Updated daily EoD!
LDRX is an actively managed ETF that targets US large-cap market leaders using a quantitative selection process. It offers investors an alternative to passive indexing by focusing on companies with demonstrated financial strength and momentum. While it provides potential for active outperformance, it carries a higher expense ratio and concentration risk compared to broad market ETFs. It is best suited for long-term investors who trust its systematic approach and want a more concentrated equity portfolio. Investors should monitor the fund’s tracking versus the S&P 500 and the consistency of its selection model over time.
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 | Strong fit | The fund focuses on market-leading companies that typically exhibit strong growth characteristics. |
| Momentum investor | Strong fit while signal remains positive | The selection strategy often identifies companies with positive momentum, making it a good fit when market conditions are favorable. |
| Value investor | Mixed fit | While the fund prioritizes quality and leadership, it does not strictly adhere to deep-value investment criteria. |
| Dividend/Income investor | Weak fit | The fund is primarily focused on capital appreciation rather than generating consistent dividend income. |
| Low-risk investor | Weak fit | Concentrated equity portfolios inherently carry higher volatility than broadly diversified low-cost index funds. |
Investor Profile
Ideal Investor Profile
Investors seeking active US large-cap exposure who believe in a systematic approach to identifying company leadership.
Suitability
Best for long-term investors looking to complement a core passive portfolio with an active, quality-tilted strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The concentrated nature of the portfolio can lead to higher price swings than the broader market. |
| Market risk | High | As an equity-based fund, it is fully exposed to systemic market declines. |
| Concentration | Medium / high | Focusing on a subset of 'leaders' increases exposure to specific sector or company idiosyncratic risks. |
| Tracking/expense | Medium | The active management fee is higher than passive index alternatives, creating a performance hurdle. |
| Liquidity | Medium | Lower trading volume compared to major benchmarks can lead to wider spreads and higher execution costs. |
| Business/sector quality | Low | The fund's focus on 'market leaders' aims to mitigate risks associated with lower-quality firms. |
Risk Analysis
Volatility
LDRX exhibits moderate to high volatility, consistent with concentrated equity portfolios.
Market Risk
The fund is subject to systemic risk associated with the US equity market, as it is heavily invested in large-cap stocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 98 | The fund primarily holds a diversified selection of large-cap US companies identified by the advisor as market leaders. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash position is maintained for liquidity and operational purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 10.41% | Avg. Invested days 49 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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