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- Upturn Summary
- Fund Details
Upturn AI Summary
Defiance Daily Target 2X Long SOFI ETF(SOFX)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for SOFX
10/28/2026: SOFX (2-star) is currently NOT-A-BUY. Pass it for now.
SOFX is a leveraged ETF seeking to provide 200% of the daily performance of SoFi Technologies (SOFI). It is built for intraday speculation and uses swaps to manage its leverage. Its primary strength is the ease of gaining magnified short-term exposure, though it carries significant risks including volatility decay and potential for large losses if held long-term. This product is best suited for experienced traders who actively monitor their positions and understand that it is not intended for a standard buy-and-hold portfolio.
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 | Weak fit | The fund's focus on daily leveraged returns makes it unsuitable for long-term growth strategies. |
| Momentum investor | Strong fit while signal remains positive | Momentum traders may use this to amplify gains during short-term uptrends in SoFi stock. |
| Value investor | Weak fit | Leveraged products are inherently speculative and conflict with the long-term focus of value investing. |
| Dividend/Income investor | Weak fit | This fund does not provide reliable income and is designed for capital appreciation through volatility. |
| Low-risk investor | Weak fit | The high volatility and leverage make this fund incompatible with low-risk investment profiles. |
Investor Profile
Ideal Investor Profile
Experienced, active traders with high risk tolerance who understand the mechanics of leveraged products.
Suitability
Strictly for active day traders; not suitable for long-term investors or passive followers.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The 2x leverage multiplier significantly magnifies both gains and losses daily. |
| Market risk | High | The fund is entirely exposed to the price movements of a single equity security. |
| Concentration | High | Concentration in one stock eliminates the benefits of diversification. |
| Tracking/expense | Medium / high | Compounding of daily returns causes the fund to deviate significantly from the underlying stock's long-term performance. |
| Liquidity | Medium | Trading volume can be inconsistent, potentially leading to wider bid-ask spreads during market stress. |
| Business/sector quality | Medium / high | The fund's success depends on the specific performance of the fintech sector and SoFi's business model. |
Risk Analysis
Volatility
Extremely high; the fund is designed to amplify daily price swings.
Market Risk
High sensitivity to SoFi's stock price and fintech sector conditions.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | SoFi Technologies (SOFI) — seeks 2x daily return | 98 | The fund's performance is tied directly to the daily price fluctuations of SoFi Technologies stock magnified by a two-times leverage factor. |
| Cash/collateral | Cash and Cash Equivalents | 2 | This represents residual liquidity held to manage operational requirements and collateralization for derivative contracts. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type ETF | Historic Profit 95.34% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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