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Series Portfolios Trust - Myriad Dynamic Asset Allocation ETF(MDAA)
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 MDAA
10/28/2026: MDAA (2-star) is currently NOT-A-BUY. Pass it for now.
MDAA is an actively managed, tactical asset allocation ETF that seeks to outperform a 60/40 global benchmark by making high-conviction macro bets using equities, bonds, and derivatives. Its primary strengths are its professional, hedge-fund-style management and flexibility to move to defensive postures during market downturns. However, it carries a higher expense ratio and lower liquidity compared to passive alternatives, and success depends heavily on the manager's ability to correctly forecast market trends. It is best suited for investors seeking active management who can tolerate higher fee structures and the potential for manager-driven volatility.
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's ability to maximize equity exposure during bull markets supports growth objectives. |
| Momentum investor | Strong fit while signal remains positive | Tactical shifts allow the manager to capitalize on short-term market trends when positive signals persist. |
| Value investor | Mixed fit | While it can incorporate bottom-up fundamentals, its primary focus is macro tactical allocation rather than pure value picking. |
| Dividend/Income investor | Weak fit | The focus on total return and tactical rotation may result in inconsistent or lower dividend yields. |
| Low-risk investor | Mixed fit | While capital preservation is a secondary objective, the use of leverage and tactical shifts can increase volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking an active, macro-driven approach to global asset allocation who are willing to pay for potential alpha.
Suitability
Best for long-term investors comfortable with active management who want to delegate tactical adjustments to professional managers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The use of leverage and concentrated bets can amplify price swings. |
| Market risk | High | Exposure to global equity and bond markets makes it susceptible to systemic shocks. |
| Concentration | Medium | The manager makes high-conviction macro bets rather than tracking a diversified index. |
| Tracking/expense | Medium / high | The high expense ratio and active strategy create a hurdle for outperforming a passive benchmark. |
| Liquidity | Medium | Low trading volume can result in wider spreads and slippage. |
| Business/sector quality | Medium | Performance relies heavily on the manager's successful execution of top-down macro research. |
Risk Analysis
Volatility
MDAA exhibits higher volatility than passive index-based allocation funds due to its active leverage and concentrated macro bets.
Market Risk
The fund is exposed to global systemic risks, interest rate changes, and currency fluctuations, which are central to its strategy.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | Global Large-Cap Equities (Long/Short) | 60 | Provides primary growth engine exposure which the manager tactically adjusts from near-zero to full market participation. |
| Fixed-income type | Global Sovereign Bond Futures and Rates | 30 | Acts as both a stabilizer and a tactical bet on interest rate trends and central bank policies. |
| Derivatives | Currency Derivatives and Options | 5 | Used for hedging currency risk and implementing tactical macro views. |
| Cash/collateral | Cash and Equivalents | 5 | Provides liquidity and defensive positioning during market downturns. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit -6.54% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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