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Upturn AI SWOT - About
PortfolioPlus Emerging Markets ETF (PPEM)
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Upturn Advisory Summary
08/14/2025: PPEM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -16.9% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.24 - 24.65 | Updated Date 06/30/2025 |
52 Weeks Range 19.24 - 24.65 | Updated Date 06/30/2025 |
Upturn AI SWOT
PortfolioPlus Emerging Markets ETF
ETF Overview
Overview
The PortfolioPlus Emerging Markets ETF aims to provide investors with exposure to the emerging markets equities, focusing on a diversified portfolio of companies located in developing economies. It aims to generate long-term capital appreciation by investing in a broad range of sectors and industries within the emerging markets landscape.
Reputation and Reliability
Information not available on the issuer's comprehensive reputation and reliability.
Management Expertise
Information not available on the management team's complete experience and expertise.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in equity securities of companies located in emerging market countries.
Investment Approach and Strategy
Strategy: The ETF invests primarily in emerging market equities, without specifically tracking a single index. It utilizes a proprietary methodology to select and weight securities.
Composition The ETF primarily holds stocks of companies located in emerging market countries across various sectors.
Market Position
Market Share: Market share data not available for this specific ETF.
Total Net Assets (AUM): Information on total AUM is not accessible.
Competitors
Key Competitors
- VWO
- IEMG
- EEM
Competitive Landscape
The emerging markets ETF landscape is dominated by a few large players like VWO, IEMG, and EEM, which have established strong brand recognition and significant AUM. PortfolioPlus Emerging Markets ETF faces challenges in gaining market share due to the established presence and lower expense ratios of these competitors. To compete, PortfolioPlus Emerging Markets ETF needs to demonstrate superior performance or offer a unique investment strategy.
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 for this ETF is unavailable.
Bid-Ask Spread
Bid-ask spread data is unavailable.
Market Dynamics
Market Environment Factors
The ETF's performance is influenced by economic growth rates, political stability, currency fluctuations, and commodity prices in emerging market countries.
Growth Trajectory
Information about the growth trend of this ETF is currently unavailable.
Moat and Competitive Advantages
Competitive Edge
PortfolioPlus Emerging Markets ETFu2019s unique investment strategies or focus on niche market could be its advantage. Superior management teams could provide competitive edges in this industry. A competitive edge for the fund would depend on aspects such as the active management style, a unique stock selection process, or a lower expense ratio compared to similar funds. Without specific information on its differentiation, evaluating its moat is difficult.
Risk Analysis
Volatility
Volatility data is not readily available.
Market Risk
Emerging markets investments are subject to heightened risks, including political instability, currency volatility, and regulatory uncertainties, which can significantly impact the ETF's performance.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who is seeking long-term growth and is comfortable with the higher risks associated with emerging markets investments.
Market Risk
This ETF is suitable for long-term investors willing to accept higher volatility in exchange for the potential for higher returns, but not for risk-averse investors or those with a short investment horizon.
Summary
The PortfolioPlus Emerging Markets ETF aims to provide investors access to emerging markets equities. However, it faces stiff competition from established players with higher AUM and lower expense ratios. Limited data availability makes a comprehensive assessment difficult. Investors should carefully consider the ETF's investment strategy and risk factors before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF provider websites
- Financial news sources (Bloomberg, Reuters)
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual risk tolerance and thorough research. Data availability may vary.
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 PortfolioPlus Emerging Markets ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of emerging markets companies that meet PanAgora"s ESG criteria. The fund"s equity investments may include common stocks, preferred stocks, convertible securities, warrants, American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs").
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.