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Upturn AI SWOT - About
SGI Enhanced Nasdaq-100 ETF (QXQ)
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Upturn Advisory Summary
08/14/2025: QXQ (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 14.47% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.13 - 28.56 | Updated Date 06/28/2025 |
52 Weeks Range 20.13 - 28.56 | Updated Date 06/28/2025 |
Upturn AI SWOT
SGI Enhanced Nasdaq-100 ETF
ETF Overview
Overview
The SGI Enhanced Nasdaq-100 ETF aims to provide enhanced returns relative to the Nasdaq-100 Index. It focuses on growth stocks within the technology sector, using a strategy to outperform the index while maintaining a similar asset allocation. The investment strategy involves leveraging quantitative models and active management.
Reputation and Reliability
Information on the issuer's reputation and reliability is currently unavailable without specific issuer details.
Management Expertise
Information on the management expertise of the SGI Enhanced Nasdaq-100 ETF is currently unavailable.
Investment Objective
Goal
The primary investment goal is to achieve a total return that exceeds the performance of the Nasdaq-100 Index.
Investment Approach and Strategy
Strategy: The ETF aims to outperform the Nasdaq-100 Index through active management and quantitative strategies.
Composition The ETF primarily holds stocks included in the Nasdaq-100 Index, with potential for slight deviations due to the enhanced strategy.
Market Position
Market Share: Market share data for the SGI Enhanced Nasdaq-100 ETF is currently unavailable.
Total Net Assets (AUM): AUM data for the SGI Enhanced Nasdaq-100 ETF is currently unavailable.
Competitors
Key Competitors
- Invesco QQQ Trust (QQQ)
- Direxion Daily QQQ Bull 3X Shares (TQQQ)
- ProShares Ultra QQQ (QLD)
Competitive Landscape
The ETF industry for Nasdaq-100 trackers is highly competitive, dominated by QQQ. The main advantage of SGI Enhanced Nasdaq-100 ETF would be achieving higher returns than QQQ. Disadvantages would be higher expense ratios and tracking error compared to passive ETFs.
Financial Performance
Historical Performance: Historical financial performance data for SGI Enhanced Nasdaq-100 ETF is currently unavailable.
Benchmark Comparison: Benchmark comparison data for SGI Enhanced Nasdaq-100 ETF is currently unavailable.
Expense Ratio: Expense ratio data for SGI Enhanced Nasdaq-100 ETF is currently unavailable.
Liquidity
Average Trading Volume
Average trading volume data for the SGI Enhanced Nasdaq-100 ETF is currently unavailable.
Bid-Ask Spread
Bid-ask spread data for the SGI Enhanced Nasdaq-100 ETF is currently unavailable.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and technology sector growth influence the ETF's performance.
Growth Trajectory
Growth trends depend on the fund's ability to consistently outperform its benchmark and attract investors.
Moat and Competitive Advantages
Competitive Edge
The SGI Enhanced Nasdaq-100 ETF aims for a competitive edge through its active management and quantitative models, seeking superior risk-adjusted returns. A niche market focus, combined with experienced portfolio managers, may provide advantages over passively managed ETFs. If the strategies are unique, the fund may attract investors seeking higher potential returns than offered by standard index tracking. However, these strategies also carry increased risks related to management decisions.
Risk Analysis
Volatility
Volatility data for SGI Enhanced Nasdaq-100 ETF is currently unavailable.
Market Risk
The ETF is exposed to market risk, particularly risks associated with the technology sector, which can be highly volatile.
Investor Profile
Ideal Investor Profile
The ideal investor is someone who seeks enhanced returns from the Nasdaq-100 and is comfortable with active management and potentially higher risk. Investors should have a moderate to high risk tolerance.
Market Risk
The ETF is best suited for long-term investors who are willing to accept some active management risk in pursuit of higher returns compared to passive index funds.
Summary
The SGI Enhanced Nasdaq-100 ETF aims to outperform the Nasdaq-100 index through active management and quantitative strategies, targeting enhanced returns. It is suitable for investors with a moderate to high-risk tolerance seeking exposure to the technology sector. Performance depends on the fund's ability to consistently outperform its benchmark. Further data on fund financials, trading and other information are needed to complete the analysis. The active approach differentiates it from passively managed index funds and exposes investors to active management risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar.com
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and consultation with a financial advisor. Data is subject to change.
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 SGI Enhanced Nasdaq-100 ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market circumstances, seeks to achieve its objective by (1) investing at least 80% of its net assets in equity investments of companies that, at the time of investment, are included in the Nasdaq-100® Index and/or options, or futures, ETFs or options on ETFs that seek to replicate the returns of the index, and (2) investing in options strategies that seek to generate current income. The fund is non-diversified.
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.