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
Defiance Daily Target 1.75x Long MSTR ETF(MSTX)
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 MSTX
10/26/2026: MSTX (1-star) is currently NOT-A-BUY. Pass it for now.
MSTX provides 1.75x the daily leveraged exposure to MicroStrategy Incorporated, a company heavily invested in Bitcoin. It is a specialized tool for active traders, offering high liquidity and a distinct leverage profile compared to other single-stock funds. Investors should be aware that the fund is subject to volatility decay, meaning it is not designed for long-term holding. Key risks include intense concentration in a single stock and the inherent dangers of daily leverage compounding. It best suits sophisticated traders seeking tactical market timing, rather than core portfolio growth.
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 | Weak fit | The fund is designed for short-term tactical trading rather than long-term capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | The leveraged structure allows momentum traders to amplify gains during strong directional price moves in MSTR. |
| Value investor | Weak fit | Leveraged daily ETFs are fundamentally misaligned with value investing principles. |
| Dividend/Income investor | Weak fit | The fund does not focus on income and the high costs associated with leverage erode potential returns. |
| Low-risk investor | Weak fit | The extreme volatility and potential for significant capital loss make this unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced, risk-tolerant active trader who understands leverage and seeks short-term exposure to MSTR.
Suitability
MSTX is strictly for active traders; it is not suitable for long-term investors or passive index followers due to leverage and decay.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Strong | The 1.75x leverage significantly amplifies price swings, increasing the potential for rapid losses. |
| Market risk | High | The fund is tethered to the extreme price fluctuations of MicroStrategy stock and Bitcoin. |
| Concentration | Strong | The fund's performance is entirely dependent on the performance of a single company. |
| Tracking/expense | Medium / high | Compounding of daily returns leads to tracking error compared to long-term performance expectations. |
| Liquidity | Medium | While trading volume is currently high, market dislocations in the underlying asset could impact liquidity. |
| Business/sector quality | High | The underlying company's business model is heavily tied to speculative digital asset price movements. |
Risk Analysis
Volatility
MSTX is characterized by extreme volatility, inherent to its 1.75x leverage factor and the nature of the underlying asset.
Market Risk
The fund carries specific risks associated with the concentration of MicroStrategy's corporate strategy on Bitcoin holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | MicroStrategy Incorporated (MSTR) — seeks 1.75x daily return | 95 | This represents the underlying economic exposure to MicroStrategy stock via derivative contracts. |
| Cash/collateral | Cash and Cash Equivalents | 5 | This liquid portion supports the collateral requirements for the fund's swap agreements. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type ETF | Historic Profit -40.03% | Avg. Invested days 12 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/26/2026 |
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.