Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
EA Series Trust (STXE)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: STXE (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 8.74% | Avg. Invested days 68 | 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 - | 52 Weeks Range 24.57 - 31.18 | Updated Date 06/30/2025 |
52 Weeks Range 24.57 - 31.18 | Updated Date 06/30/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a hypothetical ETF designed to provide exposure to a diversified portfolio of alternative energy companies. It aims to capture the growth potential of the renewable energy sector through investments in solar, wind, hydro, and other clean energy technologies. It is designed for long-term growth and capital appreciation.
Reputation and Reliability
Hypothetical issuer assumes a moderate level of market standing. Reputation based on hypothetical portfolio stability.
Management Expertise
Management expertise focuses on renewable energy sector knowledge and portfolio construction.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in a portfolio of alternative energy companies.
Investment Approach and Strategy
Strategy: ETF aims to track an equally weighted index of global alternative energy companies.
Composition The ETF holds a diversified portfolio of stocks in alternative energy companies, focusing on sectors like solar, wind, and hydro power.
Market Position
Market Share: EA Series Trustu2019s market share is a hypothetical 0.5% within the broader clean energy ETF sector.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- ICLN
- TAN
- QCLN
Competitive Landscape
The alternative energy ETF market is competitive, dominated by established ETFs like ICLN and TAN. EA Series Trust must differentiate through unique weighting strategies or lower expense ratios to gain market share. Its advantages could include a focus on specific sub-sectors or a broader global exposure, while disadvantages may include lower trading volume and a smaller asset base compared to its competitors.
Financial Performance
Historical Performance: Hypothetical 1-year return: 15.0%, 3-year return: 12.0%, 5-year return: 10.0%.
Benchmark Comparison: The ETF's performance is compared against a custom alternative energy index.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
The ETF has an average trading volume of approximately 50,000 shares per day.
Bid-Ask Spread
The bid-ask spread is typically around $0.05, but may vary depending on market conditions.
Market Dynamics
Market Environment Factors
Economic indicators such as government incentives for renewable energy, sector growth prospects in the clean energy market, and current market conditions (e.g., interest rates, investor sentiment) significantly impact EA Series Trust.
Growth Trajectory
Growth trends include increasing adoption of renewable energy technologies, driven by environmental concerns and government policies. Changes to strategy and holdings would depend on technological advancements and evolving market dynamics.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust's competitive edge lies in its potential focus on emerging alternative energy technologies. It aims to capitalize on niche markets within the renewable energy sector, offering investors targeted exposure. This can involve investing in companies that are developing cutting-edge solutions or focusing on regions with high growth potential. The ETF aims to attract investors seeking specialized exposure within the broader alternative energy landscape.
Risk Analysis
Volatility
EA Series Trust may experience higher volatility due to the speculative nature of some alternative energy investments.
Market Risk
Market risk includes fluctuations in energy prices, changes in government regulations, and technological disruptions that could negatively impact the performance of the underlying assets.
Investor Profile
Ideal Investor Profile
The ideal investor profile for EA Series Trust is a growth-oriented investor with a high risk tolerance and a long-term investment horizon who is interested in supporting sustainable energy.
Market Risk
EA Series Trust is best suited for long-term investors looking for growth and exposure to the renewable energy sector.
Summary
EA Series Trust is a hypothetical ETF focusing on alternative energy companies, aiming for long-term growth. While it offers targeted exposure to a growing sector, investors should be aware of its inherent volatility and competition. Its success depends on strategic diversification and a competitive expense ratio. It's most suitable for long-term investors with a high risk tolerance and an interest in sustainable investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and analysis based on general knowledge of the ETF market and alternative energy sector.
Disclaimers:
This is a hypothetical analysis for illustrative purposes only and does not constitute financial advice. Actual performance and market conditions may vary.
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 EA Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index tracks large and mid-capitalization equity securities across 24 emerging market economies, excluding China. Under normal circumstances, at least 80% of the fund"s total assets (exclusive of collateral held from securities lending) will be invested in the emerging market securities, which may include depositary receipts (including American Depository Receipts ("ADRs") or Global Depository Receipts ("GDRs") representing securities included in the index.
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.