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Upturn AI SWOT - About
Tradr 2X Long SPY Quarterly ETF (SPYQ)
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Upturn Advisory Summary
08/14/2025: SPYQ (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 18.51% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 83.15 - 138.73 | Updated Date 06/28/2025 |
52 Weeks Range 83.15 - 138.73 | Updated Date 06/28/2025 |
Upturn AI SWOT
Tradr 2X Long SPY Quarterly ETF
ETF Overview
Overview
The Tradr 2X Long SPY Quarterly ETF (ticker symbol needs to be added when available) aims to provide two times (2x) the quarterly investment results, before fees and expenses, of the SPDR S&P 500 ETF Trust (SPY). It uses financial instruments such as swap agreements to seek to deliver leveraged exposure to the S&P 500 index. The ETF focuses on large-cap U.S. equities and is rebalanced quarterly.
Reputation and Reliability
Issuer reputation and reliability data unavailable as hypothetical.
Management Expertise
Management expertise data unavailable as hypothetical.
Investment Objective
Goal
To provide two times (2x) the quarterly investment results, before fees and expenses, of the SPDR S&P 500 ETF Trust (SPY).
Investment Approach and Strategy
Strategy: This ETF aims to provide leveraged exposure to the S&P 500 index using financial instruments such as swap agreements.
Composition The ETF primarily holds swap agreements designed to provide leveraged exposure to the S&P 500, with a small portion in cash or other short-term investments.
Market Position
Market Share: Market share data is unavailable as hypothetical.
Total Net Assets (AUM): AUM data is unavailable as hypothetical.
Competitors
Key Competitors
- UPRO
- SSO
- QLD
Competitive Landscape
The leveraged ETF market is competitive, with several providers offering similar products tracking major indices. Advantages could include lower fees or more precise tracking. Disadvantages may include higher volatility and tracking error due to the leveraged nature of the product.
Financial Performance
Historical Performance: Historical performance data unavailable as hypothetical.
Benchmark Comparison: Benchmark comparison data unavailable as hypothetical.
Expense Ratio: Expense ratio data unavailable as hypothetical.
Liquidity
Average Trading Volume
Average trading volume information not available as hypothetical.
Bid-Ask Spread
Bid-ask spread details are unavailable as hypothetical.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects within the S&P 500, and overall market conditions heavily influence the ETF's performance. Interest rate changes, inflation and general investor sentiment can directly impact the underlying assets.
Growth Trajectory
Growth depends on the performance of the S&P 500 and management's ability to accurately deliver 2x leverage. Changes in strategy would likely involve adjustments to the derivative instruments used.
Moat and Competitive Advantages
Competitive Edge
The Tradr 2X Long SPY Quarterly ETF's advantage, if any, would stem from its specific quarterly rebalancing strategy, potentially offering optimized leverage compared to daily rebalancing strategies. If fees were lower or tracking more accurate, it could attract investors. The competitive edge also depend on the efficiency of managing derivatives for that level of leverage. Effective execution can yield better performance than competitors.
Risk Analysis
Volatility
Volatility is expected to be significantly higher than the S&P 500 due to the 2x leverage factor.
Market Risk
Market risk stems from fluctuations in the S&P 500, amplified by the ETF's leverage. Economic downturns or significant market corrections can lead to substantial losses.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-tolerant, knowledgeable about leveraged ETFs, and seeking short-term exposure to S&P 500 gains. This ETF is not suitable for buy-and-hold investors.
Market Risk
This ETF is best suited for active traders who understand the risks and rewards of leveraged products and who are looking for short-term tactical opportunities.
Summary
The Tradr 2X Long SPY Quarterly ETF aims to provide leveraged exposure to the S&P 500, offering amplified gains (and losses). Its quarterly rebalancing strategy differentiates it from daily leveraged ETFs. It carries significant market risk and higher volatility than non-leveraged ETFs. It is suitable only for sophisticated investors with a short-term investment horizon and high risk tolerance. Due diligence on fund structure and risks is crucial before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data based on provided instructions.
- Publicly available information on leveraged ETFs.
Disclaimers:
This is a hypothetical analysis based on limited information and should not be considered investment advice. Actual ETF performance may vary. Consult a financial advisor before making 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 Tradr 2X Long SPY Quarterly ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market circumstances, the fund will maintain at least 80% exposure to financial instruments that provide two times leveraged exposure to the calendar quarter performance of the SPDR® S&P 500® ETF Trust. The fund is non-diversified.
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