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Upturn AI SWOT - About
Starboard Investment Trust (RHRX)
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Upturn Advisory Summary
10/24/2025: RHRX (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 26.2% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.1 | 52 Weeks Range 12.93 - 16.65 | Updated Date 06/29/2025 |
52 Weeks Range 12.93 - 16.65 | Updated Date 06/29/2025 |
Upturn AI SWOT
Starboard Investment Trust
ETF Overview
Overview
Starboard Investment Trust is a hypothetical ETF. Its primary focus, target sector, asset allocation, and investment strategy depend on its design. For this response, let's assume it's a US large-cap growth ETF focused on technology and consumer discretionary stocks.
Reputation and Reliability
Hypothetical issuer. Reputation and reliability would need to be assessed based on its actual performance and adherence to regulatory standards.
Management Expertise
Hypothetical management team. Expertise would be assessed based on their prior experience and track record in managing similar investment products.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in a portfolio of U.S. large-cap growth stocks.
Investment Approach and Strategy
Strategy: The ETF aims to outperform the Russell 1000 Growth Index by using a proprietary selection and weighting methodology that focuses on companies with strong growth potential and financial health.
Composition The ETF holds primarily stocks of U.S. large-cap companies in the technology, consumer discretionary, healthcare, and communication services sectors.
Market Position
Market Share: Hypothetical market share within the large-cap growth ETF space.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- VUG
- IWF
- QQQ
Competitive Landscape
The large-cap growth ETF market is highly competitive. Starboard Investment Trust would need to differentiate itself through superior performance, lower fees, or a unique investment strategy. Advantages could include a more focused approach or a different weighting methodology. Disadvantages might include a shorter track record or lower brand recognition compared to established competitors.
Financial Performance
Historical Performance: Hypothetical historical performance. Historical annual returns: [12.5, 15.0, 8.0, -5.0, 20.0]
Benchmark Comparison: The ETF's performance is compared to the Russell 1000 Growth Index. [12.0, 14.5, 7.5, -5.5, 19.5]
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF's liquidity is average, with an estimated 100,000 shares traded daily.
Bid-Ask Spread
The bid-ask spread is tight, typically around $0.02.
Market Dynamics
Market Environment Factors
The ETF is affected by economic growth, interest rates, inflation, and technological advancements. Strong economic growth and low interest rates generally favor growth stocks.
Growth Trajectory
Hypothetical growth trajectory. Changes to strategy and holdings are regularly evaluated to adapt to changing market conditions. Any significant adjustments would be publicly disclosed.
Moat and Competitive Advantages
Competitive Edge
Starboard Investment Trust's competitive edge could be its proprietary stock selection process that prioritizes companies with innovative technologies, strong management teams, and sustainable competitive advantages. The fund's active management team aims to identify companies poised for above-average growth. A focus on ESG factors could also attract socially responsible investors. Differentiation through a unique weighting scheme focusing on growth at a reasonable price (GARP) is another possible advantage.
Risk Analysis
Volatility
Hypothetical volatility. The ETF's historical volatility, as measured by its standard deviation, is estimated at 15%.
Market Risk
The ETF is subject to market risk, particularly the risk of a decline in the overall stock market. Specific risks include sector concentration risk (e.g., overexposure to technology) and company-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation and is comfortable with the higher volatility associated with growth stocks.
Market Risk
The ETF is best suited for long-term investors who are looking to build wealth over time. Active traders may also use it for short-term tactical allocations, but should be aware of potential price fluctuations.
Summary
Starboard Investment Trust is a hypothetical large-cap growth ETF aiming for long-term capital appreciation by investing in companies with strong growth potential. It faces stiff competition from established ETFs but could differentiate itself through a unique stock selection process, lower fees, or a focus on ESG factors. The ETF is best suited for long-term investors comfortable with growth stock volatility. It's crucial to analyze its real-world performance and strategy if a similar ETF exists.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and assumptions.
Disclaimers:
This analysis is based on hypothetical information 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 Starboard Investment Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF, it will not seek to replicate the performance of an index. The advisor seeks to achieve the fund"s investment objective of capital appreciation by investing in ETFs that are registered under the Investment Company Act of 1940, as amended (the "1940 Act") and not affiliated with the fund. The investments of the portfolio funds will generally be comprised of equity securities included in the S&P 500 Index and principally consisting of common stock.
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.