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Upturn AI Summary
HCM Defender 100 Index ETF(QQH)
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 QQH
10/28/2026: QQH (2-star) is a SELL. SELL for 4 days. Simulated Profits (-6.14%). Updated daily EoD!
The HCM Defender 100 Index ETF (QQH) provides targeted exposure to the Nasdaq-100 while employing a systematic, rule-based strategy that moves to cash when market conditions turn negative. Its core strength lies in its attempt to limit downside risk, making it a potentially attractive tool for investors looking to participate in tech growth while guarding against major market drawdowns. However, it carries a higher expense ratio than passive counterparts and carries model risk regarding its defensive signal. It is best suited for growth-oriented investors who prioritize risk management and systematic discipline over minimizing management 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 | Strong fit while signal remains positive | It provides significant exposure to high-growth tech leaders while the market trend is favorable. |
| Momentum investor | Strong fit while signal remains positive | The tactical strategy aligns with momentum-based investing by adhering to market trend signals. |
| Value investor | Mixed fit | It does not inherently seek undervalued assets but rather relies on market price trends. |
| Dividend/Income investor | Weak fit | The focus is on growth and capital preservation rather than consistent dividend yields. |
| Low-risk investor | Mixed fit | While it seeks to mitigate downside, it still invests in volatile high-growth equities. |
Investor Profile
Ideal Investor Profile
Investors seeking Nasdaq-100 growth who have a lower tolerance for significant drawdowns and trust in quantitative tactical rules.
Suitability
Best for investors who want an automated defensive component rather than those seeking passive index holding or high-frequency day trading.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The underlying assets are primarily large-cap tech stocks which are prone to price swings. |
| Market risk | High | The fund is directly tied to the performance and sentiment of the Nasdaq-100. |
| Concentration | High | The portfolio is concentrated in a single sector, increasing vulnerability to tech-specific headwinds. |
| Tracking/expense | Medium | The tactical strategy may lead to tracking error relative to a pure passive Nasdaq-100 index. |
| Liquidity | Medium | Lower average daily volume compared to larger ETFs can lead to higher execution costs. |
| Business/sector quality | Medium | The reliance on a proprietary signal creates potential model risk if the indicator fails to perform. |
Risk Analysis
Volatility
QQH experiences volatility tied to tech-sector cycles but attempts to truncate downside extremes.
Market Risk
Primary risks include the systemic risk of the Nasdaq-100 and the reliability of the underlying tactical rotation model.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Stock | Nasdaq-100 Index Equities | 98 | The fund holds a basket of large-cap growth stocks representative of the Nasdaq-100 when the tactical signal is bullish. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Cash holdings are maintained for liquidity and as a defensive hedge when the market trend signal is negative. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 51.93% | Avg. Invested days 70 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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