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Upturn AI Summary
ClearShares OCIO ETF(OCIO)
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 OCIO
11/06/2026: OCIO (2-star) is currently NOT-A-BUY. Pass it for now.
The ClearShares OCIO ETF is an actively managed fund-of-funds that provides a diversified, multi-asset portfolio through a single ticker symbol. By investing in a basket of other ETFs, it aims to offer a balanced, professionally managed allocation that can adjust to changing market conditions. Its primary strength lies in its simplicity and active management, though it faces stiff competition from larger, low-cost passive alternatives. Investors should be aware of the layered fee structure and lower liquidity compared to massive index funds. It is best suited for long-term investors seeking broad market exposure with professional oversight, provided they monitor the manager's ability to deliver performance after fees.
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 | Mixed fit | The diversified nature of the fund may limit the explosive growth potential sought by aggressive investors. |
| Momentum investor | Weak fit | The fund's focus on long-term, diversified asset allocation is generally at odds with short-term momentum strategies. |
| Value investor | Mixed fit | The suitability depends on whether the underlying holdings of the ETF are currently tilted toward undervalued market segments. |
| Dividend/Income investor | Strong fit | The inclusion of fixed-income and potentially dividend-paying equity ETFs provides a steady stream of income. |
| Low-risk investor | Strong fit | The diversified, multi-asset structure helps mitigate volatility compared to pure equity investments. |
Investor Profile
Ideal Investor Profile
Investors seeking a 'set-it-and-forget-it' diversified portfolio managed by professionals who can adjust for macro conditions.
Suitability
Best for long-term investors looking for a core portfolio building block rather than active day-traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The multi-asset approach is designed to smooth out returns, though equity exposure still introduces market-related price swings. |
| Market risk | Medium / high | The portfolio remains sensitive to broad economic and market downturns across both stocks and bonds. |
| Concentration | Low | As a fund-of-funds, it holds a wide variety of underlying ETFs, preventing single-stock concentration risk. |
| Tracking/expense | Medium | The active management fees and acquired fund fees can impact long-term net performance. |
| Liquidity | Medium | Lower trading volume relative to massive index funds may lead to higher execution costs. |
| Business/sector quality | Medium | Performance relies on the quality of the underlying ETFs and the manager's ability to select them effectively. |
Risk Analysis
Volatility
The fund typically exhibits moderate volatility, balanced by its inherent diversification across asset classes.
Market Risk
Risks are tied to both the equity and fixed-income components; rising interest rates and equity market corrections are the primary risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Asset class | Diversified Equity ETFs | 60 | Provides core growth exposure through a basket of broad-market and sector-specific equity funds. |
| Fixed-income type | Diversified Fixed-Income ETFs | 35 | Acts as a stabilizer and income generator to offset equity market volatility. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for tactical rebalancing and operational needs. |
Analysis of Past Performance
Type ETF | Historic Profit 20.81% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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