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Upturn AI SWOT - About
Starboard Investment Trust (RHTX)
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Upturn Advisory Summary
08/14/2025: RHTX (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 4.58% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 13.87 - 17.08 | Updated Date 06/29/2025 |
52 Weeks Range 13.87 - 17.08 | Updated Date 06/29/2025 |
Upturn AI SWOT
Starboard Investment Trust
ETF Overview
Overview
Starboard Investment Trust (Hypothetical) focuses on actively managing a diversified portfolio of US equities, aiming for long-term capital appreciation by identifying undervalued companies and implementing shareholder-friendly initiatives.
Reputation and Reliability
Issuer has a solid reputation for active management and shareholder engagement.
Management Expertise
Management team consists of experienced professionals with a proven track record in value investing.
Investment Objective
Goal
Achieve long-term capital appreciation through active management and shareholder engagement.
Investment Approach and Strategy
Strategy: Actively managed portfolio focusing on undervalued US equities with potential for improvement.
Composition Primarily holds a mix of US equities across various sectors, selected based on fundamental analysis and shareholder activism potential.
Market Position
Market Share: ETF Starboard Investment Trustu2019s market share in its sector.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- VTV
- IWD
- VOE
Competitive Landscape
The ETF industry is highly competitive. Starboard's advantage lies in its active management and shareholder activism. Disadvantages include higher expense ratios and dependence on the management team's skill compared to passive index funds. Competition is fierce amongst value based ETFs.
Financial Performance
Historical Performance: Present historical financial performance data and review the ETFu2019s performance over different time periods to understand its track record.
Benchmark Comparison: Compare the ETFu2019s performance to its benchmark index to gauge its effectiveness.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume is moderate, which may lead to wider bid-ask spreads during periods of high volatility or low interest.
Bid-Ask Spread
The bid-ask spread is approximately 0.08%, potentially increasing transaction costs for frequent traders.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards value investing influence Starboard's performance.
Growth Trajectory
Growth depends on the successful identification and improvement of undervalued companies, as well as investor appetite for active management.
Moat and Competitive Advantages
Competitive Edge
Starboard's competitive edge stems from its active management approach, focusing on undervalued companies and shareholder activism. This strategy differentiates it from passive ETFs and allows for potentially higher returns through strategic interventions. Their expertise in identifying and engaging with underperforming companies gives them a unique advantage. However, success hinges on the management team's ability to effectively execute this strategy.
Risk Analysis
Volatility
Historical volatility is moderate, reflecting the actively managed nature of the portfolio.
Market Risk
Specific risks include market fluctuations, industry downturns, and the possibility that shareholder activism efforts may not be successful.
Investor Profile
Ideal Investor Profile
Ideal for investors seeking long-term capital appreciation through active management and shareholder activism.
Market Risk
Best suited for long-term investors who believe in the potential of active management to outperform passive strategies, and are able to tolerate higher expense ratio and moderate volatility.
Summary
Starboard Investment Trust (Hypothetical) is an actively managed ETF focused on undervalued US equities and shareholder activism, aiming for long-term capital appreciation. It caters to investors who believe in the potential of active management to outperform passive strategies. While this strategy offers potential for higher returns, it also comes with higher expense ratio and potential for volatility. Its success depends on the fund's ability to identify and engage with underperforming companies effectively. Overall, it is a higher risk, higher reward profile.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and industry averages
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on hypothetical information and industry averages and should not be considered as financial advice. Past performance is not indicative of future results. Consult with a 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 adviser seeks to achieve the fund"s investment objective of total return 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 (together, the "portfolio funds"). The fund may invest 0-100% of its assets in equity and in fixed income securities based on the optimal allocation suggested by the advisor"s research.
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.