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Stratified LargeCap Hedged ETF(SHUS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
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- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
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- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SHUS
11/13/2026: SHUS (3-star) is a STRONG-BUY. BUY for 17 days. Simulated Profits (1.18%). Updated daily EoD!
SHUS is an actively managed ETF that provides exposure to U.S. large-cap equities while employing a stratified hedging strategy to mitigate downside risk. Its main strengths include the systematic reduction of market volatility and professional active management. The fund is best used as a component of a larger portfolio for investors who are concerned about market drawdowns but wish to remain invested in equities. Primary risks include the potential for performance drag from hedging costs, higher expense ratios, and limited liquidity compared to large index funds. It is particularly well-suited for risk-conscious investors who prioritize stability over pure capital growth.
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 hedging component may limit upside potential during strong bull market rallies. |
| Momentum investor | Strong fit while signal remains positive | The strategy is designed to capture market momentum while defensively positioned to protect gains. |
| Value investor | Mixed fit | The hedging overlay adds an layer of cost and complexity that may not appeal to traditional value-focused investors. |
| Dividend/Income investor | Weak fit | The fund is primarily focused on capital appreciation and risk management rather than income generation. |
| Low-risk investor | Strong fit | The built-in hedge offers a defensive mechanism suited for those seeking to mitigate equity market drawdowns. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking U.S. large-cap equity exposure but with a specific mandate to dampen volatility and protect against market downturns.
Suitability
SHUS is generally best for long-term investors who prioritize risk management and capital preservation over maximum bull-market participation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The hedging strategy aims to dampen volatility, though market shocks can still cause fluctuations. |
| Market risk | Medium / high | As an equity-based fund, it remains fundamentally exposed to the direction of the broader stock market. |
| Concentration | Medium | Portfolio holdings are generally diversified across large-cap stocks but concentrated in the U.S. market. |
| Tracking/expense | Medium | Active management and the use of derivatives lead to higher costs compared to passive index funds. |
| Liquidity | Medium | Lower average trading volume can lead to larger bid-ask spreads for investors entering or exiting large positions. |
| Business/sector quality | Low | The fund targets large-cap companies which typically exhibit higher quality and more stable business models. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
SHUS aims to lower volatility through its stratified hedging, though the underlying equity assets retain market sensitivity.
Market Risk
The fund is subject to systemic market risks, and the effectiveness of the hedge is limited by the structure and pricing of the derivatives used.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 85 | This exposure provides the primary growth driver through high-quality large-cap companies. |
| Derivatives | Equity Index Options/Hedges | 15 | These instruments are utilized to provide downside protection during periods of market stress. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 21.36% | Avg. Invested days 61 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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