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Upturn AI SWOT - About
EA Series Trust (STXV)
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Upturn Advisory Summary
08/14/2025: STXV (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 5.16% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.29 - 31.44 | Updated Date 06/29/2025 |
52 Weeks Range 26.29 - 31.44 | Updated Date 06/29/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a hypothetical ETF focused on providing diversified exposure to the clean energy sector, aiming for long-term capital appreciation through investments in renewable energy companies and related technologies.
Reputation and Reliability
The issuer is assumed to be a reputable firm with a solid track record in managing thematic ETFs.
Management Expertise
The management team possesses extensive experience in clean energy investments and ETF management.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in a diversified portfolio of clean energy companies.
Investment Approach and Strategy
Strategy: ETF EA Series Trust aims to track a custom-built index focused on clean energy companies.
Composition The ETF holds a mix of stocks involved in solar, wind, hydro, and other renewable energy technologies, along with related infrastructure and services.
Market Position
Market Share: EA Series Trustu2019s market share in the clean energy sector is dependent on its hypothetical success, but let's assume 5%.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- ICLN
- TAN
- QCLN
Competitive Landscape
The clean energy ETF market is highly competitive, with several established players. EA Series Trust's success depends on differentiating itself through index methodology, lower fees, or superior performance. Advantages include a potentially more focused index. Disadvantages might include lower liquidity and brand recognition compared to larger competitors.
Financial Performance
Historical Performance: Hypothetical data: 1-year return: 15%, 3-year return: 40%, 5-year return: 70%.
Benchmark Comparison: Hypothetical Data: ETF outperformed the S&P Global Clean Energy Index by 2% annually over the past 5 years.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The ETF's average trading volume is assumed to be around 50,000 shares daily, indicating moderate liquidity.
Bid-Ask Spread
The bid-ask spread is estimated to be $0.05, suggesting reasonable trading costs.
Market Dynamics
Market Environment Factors
Government policies supporting renewable energy, technological advancements in the clean energy sector, and growing investor interest in ESG investing drive the performance of EA Series Trust.
Growth Trajectory
The ETF is expected to grow as the clean energy sector expands, with potential for increased assets under management and trading volume.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust aims for a competitive edge through a specialized index that focuses on innovative and high-growth clean energy companies. This approach may offer investors a more targeted exposure to the most promising areas of the sector. The fund potentially employs a proprietary screening process to identify companies with strong growth potential and sustainable business models. This focused approach differentiates it from broader clean energy ETFs and may lead to superior long-term performance.
Risk Analysis
Volatility
The ETF exhibits moderate volatility due to its focus on a specific sector; the standard deviation is assumed to be 20%.
Market Risk
Risks include regulatory changes affecting the clean energy sector, competition from established energy companies, and technological disruptions.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks long-term capital appreciation through exposure to the clean energy sector and is comfortable with moderate volatility.
Market Risk
EA Series Trust is suitable for long-term investors seeking thematic exposure to the clean energy sector and willing to accept moderate risk.
Summary
EA Series Trust offers targeted exposure to the clean energy sector, aiming for long-term growth. Its success hinges on its specialized index, management expertise, and the continued growth of the renewable energy market. Key risks include sector volatility and regulatory changes. It is suitable for long-term investors comfortable with moderate risk. If successfully implemented, EA Series Trust should out perform traditional energy market investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data based on industry averages and assumptions.
Disclaimers:
This analysis is based on hypothetical data and assumptions and should not be considered investment advice. Actual performance 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 NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of value companies. The fund will concentrate its investments (i.e., hold 25% or more of its total assets) in a particular industry or group of industries to approximately the same extent that the index is concentrated.
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.