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Upturn AI SWOT - About
PeakShares Sector Rotation ETF (PSTR)
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Upturn Advisory Summary
08/14/2025: PSTR (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 3.61% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.12 - 29.39 | Updated Date 06/29/2025 |
52 Weeks Range 23.12 - 29.39 | Updated Date 06/29/2025 |
Upturn AI SWOT
PeakShares Sector Rotation ETF
ETF Overview
Overview
The PeakShares Sector Rotation ETF aims to provide capital appreciation by strategically rotating investments among different sectors of the U.S. economy based on macroeconomic conditions and relative sector strength.
Reputation and Reliability
Assuming PeakShares is a hypothetical issuer, its reputation and reliability are unknown and dependent on its management team, regulatory compliance, and historical performance.
Management Expertise
Assuming PeakShares is a hypothetical issuer, the management expertise would be determined by the experience of the portfolio managers and analysts responsible for making sector allocation decisions.
Investment Objective
Goal
To achieve capital appreciation through strategic sector rotation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy based on macroeconomic analysis and relative sector strength to identify sectors with the greatest potential for growth.
Composition The ETF primarily holds equity securities of companies within various U.S. economic sectors, with allocations adjusted based on the fund's sector rotation strategy.
Market Position
Market Share: Assuming PeakShares is a hypothetical fund, its market share is non-existent as a newly launched ETF, and will grow over time contingent on fund performance and investor acceptance.
Total Net Assets (AUM): 0
Competitors
Key Competitors
- XLK
- XLY
- XLF
- XLE
- XLI
- XLV
- XLP
- XLB
- XLU
- XLRE
Competitive Landscape
The ETF industry is highly competitive, with numerous established players. PeakShares Sector Rotation ETF would face competition from established sector ETFs and broad market ETFs. Its success depends on outperforming its benchmarks and demonstrating superior sector rotation skills compared to its competitors. Disadvantages could be the lack of a long track record.
Financial Performance
Historical Performance: Since PeakShares is a hypothetical ETF, there is no historical performance data available.
Benchmark Comparison: Without historical data, a benchmark comparison is not possible.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
As a hypothetical ETF, the average trading volume would initially be low and would increase with investor interest and fund popularity.
Bid-Ask Spread
The bid-ask spread would depend on trading volume and market maker activity, initially being wider and narrowing as liquidity improves.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events can all impact the performance of the ETF, influencing sector allocations based on relative attractiveness.
Growth Trajectory
The growth trajectory of the ETF would depend on its ability to attract assets under management (AUM) by demonstrating consistent performance and effective sector rotation in various market conditions; changes to strategy would be disclosed.
Moat and Competitive Advantages
Competitive Edge
The competitive advantage would stem from its unique sector rotation strategy and the ability of the management team to accurately predict sector performance. Its success would depend on utilizing proprietary models and insights to identify undervalued or overvalued sectors. Effective risk management strategies that minimizes losses would be important. A low expense ratio is also attractive, although difficult to achieve with active management.
Risk Analysis
Volatility
Volatility would depend on the sectors the ETF invests in and the overall market conditions; sector-specific ETFs can exhibit higher volatility than broad market ETFs.
Market Risk
The primary market risk is the potential for losses due to declines in the overall stock market or specific sectors; sector rotation strategies may not always be successful.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks capital appreciation and is comfortable with active management and sector-specific risks.
Market Risk
It's most suitable for investors with a medium to long-term investment horizon who are willing to tolerate higher volatility for the potential of higher returns; not suitable for passive index followers.
Summary
The PeakShares Sector Rotation ETF is a hypothetical fund aimed at capital appreciation through active sector rotation. Its success hinges on the management team's ability to accurately predict sector performance and implement effective risk management strategies. Its volatile and active nature makes it suitable for investors seeking higher returns and comfortable with higher risk. The investor has to closely observe fund performance, and the current economic environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical analysis based on general ETF knowledge and publicly available information on competitors.
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is based on hypothetical data and assumptions and should not be considered investment advice. Actual performance 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 PeakShares Sector Rotation ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will normally invest at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of equity securities that include common stocks of U.S. companies and equity ETFs providing exposure to such companies, or derivatives that have economic characteristics similar to such securities.
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.