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Upturn AI SWOT - About
Timothy Plan Market Neutral ETF (TPMN)
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Upturn Advisory Summary
06/30/2025: TPMN (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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 9.83% | Avg. Invested days 75 | 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 06/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.44 - 24.71 | Updated Date 06/30/2025 |
52 Weeks Range 22.44 - 24.71 | Updated Date 06/30/2025 |
Upturn AI SWOT
Timothy Plan Market Neutral ETF
ETF Overview
Overview
The Timothy Plan Market Neutral ETF seeks long-term capital appreciation while maintaining a market neutral approach, aiming to reduce overall market risk by balancing long and short positions.
Reputation and Reliability
Timothy Plan is known for its biblically responsible investing approach, focusing on companies aligning with Christian values. Their reliability is based on adherence to these principles.
Management Expertise
Timothy Plan's management team has experience in socially responsible investing and ethical portfolio management, with expertise in balancing long and short positions to achieve market neutrality.
Investment Objective
Goal
To achieve long-term capital appreciation while maintaining a market-neutral exposure, minimizing market risk.
Investment Approach and Strategy
Strategy: The ETF employs a market neutral strategy, holding both long and short positions in various securities to minimize exposure to overall market fluctuations.
Composition The ETF's composition includes a diversified mix of stocks with offsetting long and short positions, chosen based on fundamental analysis and adherence to biblical principles.
Market Position
Market Share: Requires market data not readily available.
Total Net Assets (AUM): Requires market data not readily available.
Competitors
Key Competitors
Competitive Landscape
Without AUM and market share data, accurate competitive landscape is difficult to define.
Financial Performance
Historical Performance: Requires historical financial data not readily available.
Benchmark Comparison: Requires benchmark data not readily available.
Expense Ratio: Requires market data not readily available.
Liquidity
Average Trading Volume
Requires market data not readily available.
Bid-Ask Spread
Requires market data not readily available.
Market Dynamics
Market Environment Factors
Factors include economic conditions, interest rates, and sector-specific trends. The market neutral approach aims to mitigate impact from such factors.
Growth Trajectory
Growth trends depend on the ETF's ability to effectively balance long and short positions, adapting to market changes while maintaining its investment mandate.
Moat and Competitive Advantages
Competitive Edge
Timothy Plan's market neutral strategy, coupled with its biblically responsible investing approach, offers a unique value proposition for investors seeking downside protection and alignment with Christian values. The ETF differentiates itself by filtering investments based on ethical considerations. This dual focus may attract a niche market seeking both financial and moral returns. The management team's expertise in both long/short strategies and socially responsible investing further enhances its competitive position.
Risk Analysis
Volatility
Requires historical volatility data not readily available.
Market Risk
Market risks include potential losses from incorrectly positioned long and short positions. Further risks include sector concentration, and investment strategies not delivering expected results.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking capital appreciation with reduced market exposure, and aligns with biblically responsible investing principles.
Market Risk
This ETF is suitable for long-term investors seeking downside protection and ethical investments. It is not designed for active traders or pure index followers.
Summary
The Timothy Plan Market Neutral ETF aims to provide long-term capital appreciation while minimizing market risk through a market-neutral strategy and adherence to biblically responsible investing. The fundu2019s unique focus on ethical considerations makes it appealing to a niche investor base. Successful execution of the long/short strategy is key to achieving its investment objective. Investors should consider the potential risks of sector concentration and strategy implementation before investing. Ultimately, it is for long term investors looking for ethical, lower volatility investing options.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Timothy Plan Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Investment decisions should be made in consultation with a qualified financial advisor. Market data limitations impact accuracy.
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 Timothy Plan Market Neutral ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The adviser pursues the fund's investment objective by implementing a proprietary, "market neutral" investment strategy designed to seek income from the fund's investments while maintaining a low correlation to the foreign and domestic equity and bond markets. The adviser uses a multi-strategy approach. The fund will be actively managed, meaning that the sub-advisor may make changes to the fund's portfolio at any time.
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