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Upturn AI SWOT - About
TappAlpha SPY Growth & Daily Income ETF (TSPY)
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Upturn Advisory Summary
08/14/2025: TSPY (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 10% | Avg. Invested days 46 | 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 19.53 - 24.81 | Updated Date 06/28/2025 |
52 Weeks Range 19.53 - 24.81 | Updated Date 06/28/2025 |
Upturn AI SWOT
TappAlpha SPY Growth & Daily Income ETF
ETF Overview
Overview
The TappAlpha SPY Growth & Daily Income ETF aims to provide investors with a combination of capital appreciation and daily income, potentially by focusing on growth stocks within the S&P 500 and implementing strategies like covered call writing.
Reputation and Reliability
Hypothetical ETF, thus no reputation or reliability established.
Management Expertise
Hypothetical ETF, thus no management expertise established.
Investment Objective
Goal
To achieve a blend of capital growth and consistent daily income.
Investment Approach and Strategy
Strategy: Actively managed ETF, focusing on S&P 500 growth stocks and utilizing strategies like covered calls to generate daily income.
Composition Primarily composed of growth stocks from the S&P 500, with a portion allocated to cash or options positions for income generation.
Market Position
Market Share: Hypothetical ETF, thus no market share.
Total Net Assets (AUM): 0
Competitors
Key Competitors
- SPY
- IVV
- VOO
- SCHG
- IWF
Competitive Landscape
The competitive landscape is dominated by broad market ETFs like SPY, IVV, and VOO, along with growth-focused ETFs like SCHG and IWF. TappAlpha's hypothetical ETF aims to differentiate itself through daily income generation, potentially offering a unique value proposition if executed effectively. However, it faces the challenge of outperforming these established ETFs while generating consistent income. Competitors have established trust and higher AUM.
Financial Performance
Historical Performance: Hypothetical ETF, thus no historical performance data.
Benchmark Comparison: Hypothetical ETF, thus no benchmark comparison available.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
Hypothetical ETF, no trading volume data is available.
Bid-Ask Spread
Hypothetical ETF, no bid-ask spread data is available.
Market Dynamics
Market Environment Factors
Performance is tied to the broader market, especially the S&P 500, and growth stock valuations. Interest rate changes and overall economic conditions impact the attractiveness of both the growth component and the covered call strategy.
Growth Trajectory
Hypothetical, but growth would depend on both stock selection within the S&P 500 and the effectiveness of the income-generating strategies.
Moat and Competitive Advantages
Competitive Edge
The TappAlpha ETF seeks to differentiate itself with a dual focus on growth and consistent daily income, primarily through covered call writing. This approach allows investors to receive income payments in addition to capital appreciation. The ability to consistently generate substantial income can attract a different segment of investors. If the management team can implement a robust covered call strategy and pick right growth stocks, TappAlpha ETF can have a competitive edge.
Risk Analysis
Volatility
The ETF's volatility will depend on the underlying growth stocks and the volatility of options positions. Covered call strategies can reduce upside potential while providing downside protection. This protection comes at a cost of potentially limiting profit.
Market Risk
Exposure to S&P 500 growth stocks subjects the ETF to market risk. The covered call strategy can mitigate but not eliminate this risk.
Investor Profile
Ideal Investor Profile
Investors seeking a combination of capital appreciation and daily income. This ETF may appeal to income-focused investors or those looking for a dividend-like stream from their growth portfolio.
Market Risk
Suitable for long-term investors who want the potential for both growth and income, accepting moderate risk from option strategies and market fluctuations.
Summary
The TappAlpha SPY Growth & Daily Income ETF is a hypothetical product designed to offer both capital appreciation from growth stocks and consistent daily income via a covered call strategy. The success of this ETF hinges on the fund manager's ability to select high-growth S&P 500 stocks and implement an effective options strategy. It is a good blend for those seeking both growth and consistent income. The expense ratio is high at .75%. This is a complex and active strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical analysis based on publicly available information about similar ETFs and market data.
Disclaimers:
This analysis is based on a hypothetical ETF and should not be considered financial advice. Investors should consult with a financial professional before making any 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 TappAlpha SPY Growth & Daily Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
ETF Opportunities Trust - TappAlpha SPY Growth & Daily Income ETF is an exchange traded fund launched by ETF Opportunities Trust. The fund is co-managed by Tapp Finance, Inc. and Tuttle Capital Management, LLC. It invests in public equity and fixed income markets of the United States. For its equity portion, the fund invests through derivatives in stocks of companies operating across diversified sectors. It employs long/short strategy and uses derivatives such as options to create its portfolio. The fund invests in growth and value stocks of large-cap companies. For its fixed income portion, it invests in short -term U.S. treasury securities. ETF Opportunities Trust - TappAlpha SPY Growth & Daily Income ETF was formed on August 14, 2024 and is domiciled in the United States.
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