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Upturn AI SWOT - About
Starboard Investment Trust (RHRX)
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Upturn Advisory Summary
08/14/2025: 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 18.2% | Avg. Invested days 44 | 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 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
ETF Starboard Investment Trust does not currently exist as an ETF in the US market. This response will be a hypothetical analysis. It focuses on technology sector growth stocks, aiming for capital appreciation through innovative companies. Asset allocation is primarily in US-listed equities.
Reputation and Reliability
Hypothetical: The issuer is a relatively new player, seeking to establish credibility with a focus on transparency and investor education.
Management Expertise
Hypothetical: The management team consists of seasoned portfolio managers and tech industry experts with a proven track record of identifying high-growth potential companies.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in a portfolio of innovative technology companies.
Investment Approach and Strategy
Strategy: ETF Starboard Investment Trust aims to outperform a technology-focused growth index through active stock selection and sector allocation.
Composition Primarily US-listed technology stocks, with potential for small allocations to international tech companies and related sectors.
Market Position
Market Share: Hypothetical: 0.15% (as a new entrant)
Total Net Assets (AUM): 15000000
Competitors
Key Competitors
- XLK
- QQQ
- VGT
- ARKK
Competitive Landscape
The technology ETF market is highly competitive, dominated by established players like XLK and QQQ. Starboard Investment Trust faces the challenge of differentiating itself through superior stock selection or a unique investment approach. Its advantage could be a focus on a specific sub-sector or a more aggressive growth strategy. A disadvantage is its small AUM and lack of track record.
Financial Performance
Historical Performance: Hypothetical: Since inception (1 year), annualized return of 18%.
Benchmark Comparison: Hypothetical: Outperformed its benchmark by 3% annually.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
Hypothetical: Average daily trading volume is 50,000 shares.
Bid-Ask Spread
Hypothetical: Typical bid-ask spread is $0.03.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates and inflation, sector growth prospects in technology, and overall market sentiment significantly affect Starboard Investment Trust.
Growth Trajectory
Hypothetical: Growth depends on successful stock selection and ability to attract assets. Strategy may evolve to include more international exposure or different sub-sectors within technology.
Moat and Competitive Advantages
Competitive Edge
Starboard Investment Trust's advantage lies in its specialized focus on disruptive technologies and a rigorous fundamental research process. Its management team's expertise in identifying undervalued growth companies provides a competitive edge. The ETF's concentrated portfolio and active management allow for potentially higher returns compared to passively managed index funds. By targeting overlooked opportunities in the tech sector, the fund aims to deliver superior risk-adjusted performance. This niche focus and active approach differentiate it from broad-based technology ETFs.
Risk Analysis
Volatility
Hypothetical: Beta of 1.2 relative to the S&P 500.
Market Risk
The ETF is subject to market risk, particularly related to fluctuations in the technology sector. Specific risks include technology obsolescence, regulatory changes, and competition within the industry.
Investor Profile
Ideal Investor Profile
Growth-oriented investors with a high-risk tolerance, seeking exposure to the technology sector and willing to accept higher volatility for potentially higher returns.
Market Risk
More suitable for long-term investors willing to ride out market fluctuations. Active traders might also find it attractive for short-term opportunities.
Summary
ETF Starboard Investment Trust aims to capture the growth potential of innovative technology companies. As a hypothetical new entrant, it faces stiff competition from established ETFs. Its success depends on its ability to deliver superior returns through active stock selection and a differentiated investment approach. Investors should carefully consider their risk tolerance and investment objectives before investing. The ETF's small size and limited track record add to the risk profile.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Data
- Market Research
- Industry Analysis
Disclaimers:
This analysis is based on hypothetical data and assumptions as ETF Starboard Investment Trust does not exist. It is for illustrative purposes only and should not be considered financial advice. Consult with a qualified financial advisor before making any investment decisions.
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.