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Upturn AI SWOT - About
StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ)

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Upturn Advisory Summary
10/24/2025: NEWZ (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit -6.82% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.16 - 30.27 | Updated Date 06/30/2025 |
52 Weeks Range 24.16 - 30.27 | Updated Date 06/30/2025 |
Upturn AI SWOT
StockSnips AI-Powered Sentiment US All Cap ETF
ETF Overview
Overview
The StockSnips AI-Powered Sentiment US All Cap ETF seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the StockSnips AI-Powered Sentiment US All Cap Index. The fund utilizes artificial intelligence to analyze sentiment data and construct a portfolio of US all-cap stocks with favorable sentiment scores.
Reputation and Reliability
Information on the issuer's reputation and reliability is not readily available.
Management Expertise
Information on the management team's expertise is not readily available.
Investment Objective
Goal
To track the performance of the StockSnips AI-Powered Sentiment US All Cap Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the StockSnips AI-Powered Sentiment US All Cap Index, which uses AI to identify companies with favorable sentiment.
Composition The ETF holds a diversified portfolio of US all-cap stocks selected based on AI-driven sentiment analysis.
Market Position
Market Share: Market share data is not readily available.
Total Net Assets (AUM): AUM data is not readily available.
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares Core S&P Total U.S. Stock Market ETF (ITOT)
- Vanguard Total Stock Market ETF (VTI)
Competitive Landscape
The ETF industry is highly competitive. The StockSnips AI-Powered Sentiment US All Cap ETF differentiates itself through its AI-driven sentiment analysis approach. However, it faces competition from established broad market ETFs with significantly larger AUM and trading volume. Advantages might include potentially identifying undervalued stocks based on sentiment, while disadvantages include reliance on AI and the risk of algorithm failure, as well as small AUM.
Financial Performance
Historical Performance: Historical performance data is not readily available.
Benchmark Comparison: Benchmark comparison data is not readily available.
Expense Ratio: Expense ratio data is not readily available.
Liquidity
Average Trading Volume
Average trading volume data is not readily available.
Bid-Ask Spread
Bid-ask spread data is not readily available.
Market Dynamics
Market Environment Factors
Economic indicators, market sentiment, and sector growth prospects influence the performance of the ETF's holdings.
Growth Trajectory
Growth trends and patterns are dependent on the effectiveness of the AI-driven sentiment analysis strategy and overall market conditions, with fund adjustments made to align with that strategy.
Moat and Competitive Advantages
Competitive Edge
The StockSnips AI-Powered Sentiment US All Cap ETF's competitive edge lies in its unique application of artificial intelligence for sentiment analysis. This AI-driven approach aims to identify potentially undervalued companies by analyzing market sentiment data. This differs from traditional fundamental or quantitative analysis. If successful, the ETF could outperform its peers, though its relative newness and small AUM are current disadvantages.
Risk Analysis
Volatility
Volatility data is not readily available.
Market Risk
The ETF is subject to market risk associated with investing in equities. The reliance on AI for stock selection introduces algorithm-specific risks.
Investor Profile
Ideal Investor Profile
Investors who are interested in innovative investment strategies and believe in the potential of AI-driven stock selection. Also, those with a high-risk tolerance.
Market Risk
This ETF may be suitable for long-term investors with a high-risk tolerance looking for potentially higher returns through innovative investment strategies.
Summary
The StockSnips AI-Powered Sentiment US All Cap ETF offers a unique approach to investing by leveraging AI for sentiment analysis. Its potential lies in identifying undervalued stocks based on market sentiment, but it also carries risks associated with algorithm performance and small AUM. Investors should carefully consider their risk tolerance and investment objectives before investing. Further evaluation of historical performance, trading volume, and expense ratio is recommended before investing. The ETF competes with established broad market ETFs and its success hinges on the effectiveness of its AI-driven strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider website (when available)
- Financial news websites
- Investment analysis platforms
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own due diligence 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 StockSnips AI-Powered Sentiment US All Cap ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed ETF that seeks to achieve its investment objective by utilizing an investment strategy that leverages artificial intelligence ("AI") and natural language processing to derive a proprietary News Media Sentiment Signal (the "Sentiment Signal"). Under normal circumstances, the fund invests at least 80% of its net assets (plus the amounts of any borrowings for investment purposes) in securities of U.S.-listed large, mid and small capitalization companies.

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.
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