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Upturn AI Summary
SGI Enhanced Nasdaq-100 ETF(QXQ)
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 QXQ
10/28/2026: QXQ (2-star) is a SELL. SELL for 5 days. Simulated Profits (-5.63%). Updated daily EoD!
The SGI Enhanced Nasdaq-100 ETF (QXQ) provides exposure to the Nasdaq-100 Index combined with an active derivative overlay strategy. This structure aims to balance the growth potential of major technology stocks with income generation and potential risk mitigation. While it offers a unique alternative to passive index trackers, investors must consider the higher expense ratio and the potential for the overlay strategy to lag during strong market rallies. It is best suited for investors who want Nasdaq-100 growth but are seeking an active layer to manage volatility and generate periodic income. Monitoring the effectiveness of the derivative overlay relative to index-only returns is essential for ongoing evaluation.
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 enhanced strategy may cap some upside potential compared to a pure index fund. |
| Momentum investor | Strong fit while signal remains positive | The fund captures strong tech momentum but adds an active layer to navigate reversals. |
| Value investor | Weak fit | The fund focuses on the growth-heavy Nasdaq-100, which typically lacks value factor characteristics. |
| Dividend/Income investor | Strong fit | The derivative overlay is designed to generate income from the underlying growth portfolio. |
| Low-risk investor | Mixed fit | While the strategy aims for volatility management, the underlying exposure remains concentrated in high-beta tech stocks. |
Investor Profile
Ideal Investor Profile
Investors seeking Nasdaq-100 equity exposure who also desire active management and potential income generation to supplement growth.
Suitability
Best for investors comfortable with active management who are looking for a hybrid growth-income approach rather than pure index tracking.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The Nasdaq-100 remains inherently volatile, and the option strategy may not fully offset market swings. |
| Market risk | High | The fund is significantly exposed to the systemic risk of the large-cap technology sector. |
| Concentration | High | Heavy weighting toward a few dominant tech companies increases sector-specific risk. |
| Tracking/expense | Medium | Active management costs and tracking error relative to the index are higher than passive alternatives. |
| Liquidity | Medium | Lower volumes compared to giant ETFs can lead to higher trading costs for large orders. |
| Business/sector quality | High | The quality of the Nasdaq-100 companies is high, but they remain sensitive to macroeconomic pressures. |
Risk Analysis
Volatility
QXQ experiences volatility tied to the Nasdaq-100, though the overlay may provide slight dampening in specific conditions.
Market Risk
The fund is highly sensitive to the systematic performance of the tech-heavy Nasdaq-100 index.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Nasdaq-100 Index Equities | 95 | This component provides broad exposure to the 100 largest non-financial companies listed on the Nasdaq. |
| Derivatives | Options Overlay Strategy | 5 | The options overlay is used to capture premiums or hedge volatility, aiming to enhance the fund's risk-adjusted returns. |
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 21.59% | Avg. Invested days 55 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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