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Upturn AI SWOT - About
Tremblant Global ETF (TOGA)
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Upturn Advisory Summary
08/29/2025: TOGA (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 23.81% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.58 - 34.53 | Updated Date 06/28/2025 |
52 Weeks Range 24.58 - 34.53 | Updated Date 06/28/2025 |
Upturn AI SWOT
Tremblant Global ETF
ETF Overview
Overview
This ETF is hypothetical and designed to track a globally diversified portfolio of stocks across various sectors and market capitalizations, aiming for long-term capital appreciation.
Reputation and Reliability
The issuer is assumed to be a reputable financial institution with a solid track record in ETF management.
Management Expertise
The management team is composed of experienced investment professionals with a deep understanding of global markets.
Investment Objective
Goal
The primary investment goal is to achieve long-term capital appreciation by investing in a globally diversified portfolio of equities.
Investment Approach and Strategy
Strategy: The ETF aims to track a global equity index, potentially with some active management to enhance returns.
Composition The ETF holds a diversified portfolio of stocks from developed and emerging markets, representing various sectors and market capitalizations.
Market Position
Market Share: This is a new ETF so it has an insignificant market share.
Total Net Assets (AUM): 10000000
Competitors
Key Competitors
- ACWI
- VT
- VEU
- IXUS
Competitive Landscape
The global equity ETF market is highly competitive with several well-established players. Tremblant Global ETF's advantage would be its unique investment strategy or lower expense ratio compared to competitors. A disadvantage is the challenge to compete with bigger ETFu2019s high liquidity and AUM.
Financial Performance
Historical Performance: Historical performance data is not available as this is a new ETF.
Benchmark Comparison: Performance will be benchmarked against a global equity index such as MSCI ACWI.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
Given its newness, the average trading volume is initially low, but expected to increase as AUM grows.
Bid-Ask Spread
The bid-ask spread is expected to be relatively wide initially but will narrow as trading volume increases.
Market Dynamics
Market Environment Factors
Global economic growth, interest rates, trade policies, and geopolitical events can affect the ETF's performance.
Growth Trajectory
Growth will depend on the ETF's ability to attract investors through competitive performance, effective marketing, and a favorable market environment.
Moat and Competitive Advantages
Competitive Edge
Tremblant Global ETF aims to stand out through a combination of strategic asset allocation, a focus on long-term value creation, and a commitment to transparency. Its differentiation lies in potentially incorporating ESG (Environmental, Social, and Governance) factors more explicitly in its investment selection process, appealing to socially conscious investors. Superior management and a lower expense ratio than main competitors could be beneficial. A niche market focus within global equities, such as emphasizing specific geographic regions or sectors, could also create a competitive edge.
Risk Analysis
Volatility
Volatility will depend on the volatility of the underlying global equity markets.
Market Risk
The ETF is exposed to market risk, currency risk, and political risk associated with investing in global equities.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking diversified exposure to global equity markets.
Market Risk
The ETF is suitable for long-term investors seeking capital appreciation.
Summary
Tremblant Global ETF is a hypothetical ETF providing globally diversified equity exposure, aiming for long-term capital appreciation. Its success hinges on attracting AUM, demonstrating competitive performance, and effectively managing risks associated with global markets. A low expense ratio and thoughtful investment approach are essential for success. This fund could become a valuable tool for investors looking to diversify their portfolios internationally and should be an invaluable tool for a specific niche market focus and unique investing approach.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Analysis
Disclaimers:
This is a hypothetical analysis based on general information about ETFs. Actual results 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 Tremblant Global ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal conditions, the fund will invest: (1) at least 40% (unless market conditions are not deemed favorable, in which case at least 30%) of its net assets in investments that are economically tied to, or located in, countries or regions other than the United States; and (2) in investments that are economically tied to, or located in, at least three different countries, including the United States.
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.