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News 1
Discover Stronger Opportunities
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ETF
★★★★★
4+Start with stocks and ETFs rated 4 stars or higher.
HELP & TUTORIAL
Upturn: Empowering Your
Investment Journey
Learn in-depth about each of the terms and features on Upturn and see how they work together to help you make confident investment decisions.
Complete guide to all features
Examples and screenshots
Clear explanations for every metric
AAPLApple Inc
$178.72▲ 4.95%
★ STRONG BUY
+42.3%
Higher ratings reflect stronger historical performance
NVDANVIDIA Corporation
★★★★★
MSFTMicrosoft Corporation
★★★★★
BRK.BBerkshire Hathaway
★★★★★
Your Investment Journey in 3 Simple Steps
Discover stronger opportunities, verify the advisory, and diversify.
2
Verify the Current Advisory
★ STRONG BUY Recent
Signal Strength
Recency
History
Performance Trends
Review the signal, strength, recency, and history.
3
Diversify with a Robo-Portfolio
12-18 stocks & ETFs
Build a balanced portfolio and review simulated risk and return.
DECISION FRAMEWORK
Using Upturn to Explore Investment Decisions
Upturn brings stock and ETF ratings, daily advisories, and a historical advisory record together to help you research potential investments. These tools provide information to consider alongside your investment objectives, risk tolerance, and existing holdings.
Screening Starting Point
Which stocks and ETFs could I explore?
Consider starting your research with assets rated 3 stars or above, with a preference for those rated 4 stars or higher. Then review their current advisories and supporting information.
Risk Awareness
Which assets may warrant greater caution?
Assets rated 2 stars or below have weaker evidence under Upturn’s methodology. Review the factors behind their ratings before considering an investment.
Signal Conviction
What could help me evaluate a potential purchase?
A recent STRONG BUY advisory may be one factor to consider alongside the Star Rating, price behavior, and company or ETF characteristics.
Portfolio Maintenance
What could prompt me to review an existing holding?
A SELL advisory may signal a change in Upturn’s assessment. Consider reviewing the holding in the context of your investment strategy and circumstances.
Timing Perspective
How does advisory recency matter?
Check when an advisory was issued. Advisories from the past seven days can be a starting point for reviewing recent signals; recency alone does not establish a suitable time to trade.
Historical Record
How can I evaluate the context behind an advisory?
Inspect the stock or ETF’s historical BUY and SELL advisories, including profitable and loss-making simulated outcomes, the periods covered, and the simulation assumptions.
Comprehensive Depth
What else could inform my decision?
Explore AI-enabled SWOT analysis, company fundamentals, ETF characteristics, Price Path, and Price Stability for additional context.
Multi-Condition Search
Can I combine several criteria in a search?
Try questions such as: “Find profitable AI stocks with stable price movement and active BUY advisories.” Review the interpreted filters to confirm they reflect your intended search.
Key Benefits of Upturn Advisory for the Everyday Investor
Spot opportunities, make confident decisions, and stay ahead with clear, AI-powered insights.
AI-Powered Daily Advisories
Clear BUY, SELL, or PASS signals on 9,000+ U.S. stocks and ETFs.
Instant & Custom Robo-Portfolios
Build simulated diversified portfolios in under a minute with Sharpe-optimized selections and benchmark tracking.
Systematically Tracked History
Review 2+ years of historical advisory cycles and backtested performance data.
Upturn Star Ratings
Each stock and ETF is given a 1–5 star rating to spot stronger picks.
Top Picks & Top Performers
Discover today’s strongest movers and long-term outperformers.
AI-Summarized SWOT Analysis
Understand strengths, weaknesses, opportunities, and threats quickly.
Advanced Search & Filters
Find the right picks by ticker, sector, star rating, advisory signal, and more.
Stay Ahead with Market Insight Tools
Use visual tools like the Upturn Gauge to track BUY vs SELL trends and spot bullish or bearish phases.
Discover Today's Top Picks
Today's Top Picks highlights stocks with an Upturn Star Rating of 4 or higher, a Strong BUY advisory issued within the last three weeks, classified as Large-Cap or Mid-Cap with at least 500 full-time employees, and showing positive recent profits with a trading volume of at least one million shares.
AMZNAmazon.com Inc
+4.8%
1-Day
TSLATesla Inc
+4.1%
1-Day
AVGOBroadcom Corp
+3.9%
1-Day
Discover Top Performers
This list selects securities with stronger simulated returns over the stated period. It highlights a selected subset and does not represent results across all covered securities. Inclusion does not predict future outperformance. Review the selection criteria, simulation assumptions, and losses within each security’s advisory history.
NVDANVIDIA Corp
+198.4%
5Q Simulated (Illustrative example)
METAMeta Platforms Inc
+134.8%
5Q Simulated (Illustrative example)
AVGOBroadcom Corp
+98.2%
5Q Simulated (Illustrative example)
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.
See all Top Performers >FILTERS
Smarter Investment Discovery with Upturn Filters
Precision screening with multi-dimensional criteria and built-in risk classification labels.
9,000+ Filtered Assets Screened
Multi-Factor Screening Criteria
Filter thousands of market securities down to historically higher-rated candidates using systematic screening filters:
Built-in Risk Awareness Intelligence
Every filter option is transparently annotated with real-time risk classifications so you know what you are trading:
Lower RiskLower-risk screening profile: Large-Cap blue chips with 4+ Star ratings & daily volume ≥ 1 million shares. (Illustrative screening profile; this classification does not establish individual suitability or eliminate investment risk.)
Medium RiskBalanced: Mid-Cap stocks with 3 Stars & steady liquidity
High RiskSpeculative: Small-Caps, 1–2 Stars, or daily volume < 1 million shares with wider volatility
UPTURN ADVISORIES
Enhance Your Investment Strategy with Upturn’s Additional Features
Explore powerful tools and insights to make smarter, more confident investment decisions.
Understanding Upturn's Stock/ETF Advisory Chart
Apple Inc (AAPL)★★★★★
UPTURN ADVISORY BUY Advisory SELL Advisory (Profit) SELL Advisory (Loss) Profit Loss Pass (Skip investing)
3002001000
Upturn.ioHigh Profit
01/2207/2201/2307/2301/2407/2401/25
Key Elements of the Chart
- Stock Price: The price shown ($229.86) is delayed by 24 hours, reflecting the last market close.
- Upturn Star Rating: Apple’s 3-star Upturn Star Rating reflects mixed or moderate historical advisory and simulated performance, with underlying factors requiring review. A three-star rating indicates moderate historical confidence rather than establishing stability or benchmark-equivalent returns. Past performance is not indicative of future results.
- Current Advisory:PASS indicates insufficient support for a new BUY advisory; it is distinct from a SELL advisory. For prospective investors, skip this stock for now and wait for clearer upside momentum; for existing holders, it signifies avoiding adding new capital rather than an active exit directive.Other possible advisories include:
- STRONG BUY / BUY / WEAK BUY – graded confidence in buying
- SELL – indicates an algorithmic exit signal based on historical risk-adjusted criteria.
- BUY & SELL Dots Explained
- Blue Dots = BUY Signals – Upturn advised buying.
- Green Dots = SELL with Profit – Selling would have earned a gain.
- Red Dots = SELL with Loss – Selling would have resulted in a loss.
Each BUY–SELL cycle is explicitly simulated and tracked to show how Upturn’s signals would have performed based on simulations.
- Profit & Loss Bars
- Blue Bars = Profit – When simulated trade made money.
- Orange Bars = Loss – When simulated trade would’ve lost money.
The percentage label above each bar shows exactly how much the simulated trade gained or lost during that completed advisory cycle.
- Time Range & Trend Analysis
- Shows price movement over time with simulated trades overlaid.
- Switch between ALL, YEAR, MONTH, or WEEK views to spot trends and cycle timing.
Investors are advised to consult the Disclosures section for full methodology, assumptions, and limitations regarding these simulations. While the simulations aim for directional accuracy, actual returns may vary due to market conditions and execution factors.
Daily BUY / SELL Advisory Change Notifications
Never miss an emerging momentum shift or model exit signal. Whenever an asset on your Watchlist or within your Robo-Portfolios changes advisory status (such as upgrading from PASS to BUY or shifting from BUY to SELL), Upturn issues timely notifications following market close.
- Timely Signal Alerts: Receive alerts when a favored stock receives a fresh BUY or STRONG BUY signal under model conditions.
- Risk Mitigation Alerts: Prompt notifications when technical or fundamental deterioration triggers a SELL signal, supporting disciplined exit planning.
- Granular User Controls: Toggle notifications on or off per portfolio or individual watchlist item directly from your settings.
What do Upturn Advisories Mean?
A BUY advisory means the stock or ETF appears to be trending upward, based on Upturn's AI/ML and quantitative analysis.
STRONG BUY
Many strong signals point to an uptrend. Highest-conviction bullish momentum signals; indicates strong upward trend momentum.
REGULAR BUY
Moderate signals suggest a likely uptrend. Moderate upward momentum signals; signal strength is positive, especially if the BUY advisory is recent (e.g., within the last 20 days).
WEAK BUY
Mild signals indicate a possible uptrend. May not be ideal; could shift to SELL anytime.
PASS
PASS indicates insufficient support for a new BUY advisory; it is distinct from a SELL advisory. Suggests skipping new purchases until clearer upside signals emerge.
SELL
Growth signals fade and upward momentum stops. Signal to exit if holding.
Upturn Star Rating for Stocks and ETFs
A 1-to-5 star summary rating based on evaluating Upturn's historical accuracy and key ETF/stock characteristics.
Step 1: Advisory Performance
The rating first evaluates how consistently Upturn’s historical BUY and SELL advisories produced profitable simulated outcomes.
- Advisory Success Rate: How often completed Upturn advisory cycles resulted in simulated profits.
- Advisory Consistency: Whether profitable outcomes were produced consistently rather than by only a few successful advisories.
A stronger history of successful advisory outcomes provides a stronger starting point for the rating.
Step 2: Stock Performance
Upturn then measures the simulated investment results produced by following its historical advisories.
- Realized Performance: Cumulative simulated profit or loss from completed BUY and SELL advisory cycles.
- Unrealized Performance: Simulated profit or loss associated with the currently open advisory cycle.
- Overall Performance Quality: The strength of the historical simulated return produced across advisory cycles.
Together, Advisory Performance and Stock Performance establish the initial Upturn Star Rating.
Step 3: Trading Volume
Upturn considers the stock’s or ETF’s average trading volume because liquidity affects how easily investors can buy or sell an investment.
- Higher trading volume: Supports the existing rating (leaves rating unchanged).
- Moderate trading volume: May reduce the rating by one star.
- Low trading volume: May reduce the rating by two stars.
This liquidity adjustment helps prevent a security with strong simulated results but limited tradability from receiving the same rating as a more actively traded investment.
Step 4: Price Path
Evaluates the direction and persistence of the investment’s closing price over approximately the last three market quarters.
Hockey-Stick GrowthAccelerating (+1★)
Strong UptrendUpward (+1★, capped 5★)
Steady UptrendRising gradually
Flat / Range-BoundNarrow range
Hockey-Stick Growth may increase the rating by one star; qualifying Strong Uptrend increases by one star (capped at 5★). Other classifications provide context without directly changing the rating.
Step 5: Price Stability
Price Stability measures how smoothly or erratically the investment moved along its Price Path during the same three-quarter period.
- Normal fluctuations: Do not affect the rating.
- Highly Choppy: Frequent large swings in both directions may reduce the rating by one star.
- Extreme Price Shocks: Sudden, unusually large jumps or drops may reduce the rating by two stars.
Price Path and Price Stability are independent. For example, an investment can have a Strong Uptrend while also being Highly Choppy.
Step 6: Company Fundamentals
For individual stocks, Upturn applies a final company-fundamentals review based on three areas:
- Financial Health: The company’s financial strength and stability, including balance-sheet and cash-flow considerations.
- Growth Momentum: The consistency and sustainability of business growth.
- Ownership: The level of confidence indicated by insider and institutional ownership.
- Adequate or strong fundamentals: Do not change the rating.
- 2-star Company Fundamentals: May reduce the Upturn Star Rating by one star.
- 1-star Company Fundamentals: May reduce the Upturn Star Rating by two stars.
Company Fundamentals are not applied to ETFs because an ETF represents a portfolio of securities rather than a single operating company.
METHODOLOGY STEPS 4 & 5
Price Path & Price Stability Classifications
Price Path evaluates closing price direction and persistence over approximately the last three market quarters. Price Stability measures how smoothly or erratically the investment moved along its Price Path during the same three-quarter period.
Step 4: Price Path
Price Path evaluates the direction and persistence of the investment’s closing price over approximately the last three market quarters.
The classifications include:
Hockey-Stick Growth
Strong Uptrend
Steady Uptrend
Flat / Range-Bound
Rolling Over
Downtrend
Steep Decline
Hockey-Stick Growth: The stock’s price growth is accelerating, with recent gains substantially stronger than its earlier trend. This can indicate powerful momentum, but rapid increases may also bring higher pullback risk. A qualifying Hockey-Stick Growth pattern may increase the rating by one star (+1★).
Strong Uptrend: The stock has appreciated substantially while maintaining a clear upward direction. Periodic pullbacks may occur, but buyers have consistently regained control. A qualifying Strong Uptrend increases the star rating by one star (+1★, capped at 5 stars).
Steady Uptrend: The stock is rising gradually and consistently without extreme acceleration. Its smoother price path may indicate more stable and sustainable momentum.
Flat / Range-Bound: The stock has moved within a relatively narrow price range without a clear upward or downward direction. A meaningful breakout or breakdown may be needed to establish its next trend.
Rolling Over: The stock previously moved higher but has begun losing momentum and turning downward. This may signal a temporary pullback or the early stage of a broader decline.
Downtrend: The stock has been declining consistently, with lower prices developing over time. Occasional rallies have not yet been strong enough to reverse the broader downward direction.
Steep Decline: The stock’s price is falling rapidly, with recent losses accelerating beyond its earlier trend. This indicates significant selling pressure and elevated downside risk.
Most normal price fluctuations do not affect the rating. However:
- Hockey-Stick Growth pattern may increase the rating by one star (+1★).
- Strong Uptrend increases the star rating by one star (+1★, capped at 5 stars).
- Other Price Path classifications provide useful context but do not directly change the rating.
Step 5: Price Stability
Price Stability measures how smoothly or erratically the investment moved along its Price Path during the same three-quarter period.
The classifications include:
Very Smooth
Smooth
Moderately Choppy
Choppy
Highly Choppy
Extreme Price Shocks
Very Smooth: The stock moves in a highly orderly manner with minimal day-to-day price disruption. Its direction is consistent, with few meaningful reversals or sudden moves.
Smooth: The stock follows a generally orderly path with only modest fluctuations. Short-term pullbacks occur but rarely disrupt its broader direction.
Moderately Choppy: The stock experiences noticeable price swings and periodic reversals while maintaining some directional structure. Investors should expect occasional volatility along its broader path.
Choppy: The stock changes direction frequently and experiences pronounced short-term swings. Its near-term movement may be less predictable even when a broader trend exists.
Highly Choppy: The stock experiences frequent, large price swings in both directions. Rapid reversals can increase timing risk and make its broader direction difficult to follow.
Extreme Price Shocks: The stock has experienced sudden and unusually large jumps or drops relative to its normal movement. These shocks may reflect major events and indicate substantially elevated price risk.
Most normal price fluctuations do not affect the rating. However:
- Highly Choppy price behavior may reduce the rating by one star (-1★).
- Extreme Price Shocks may reduce the rating by two stars (-2★).
This adjustment recognizes that repeated large price swings can increase investment and timing risk, even when the broader Price Path is positive.
Important Independence: Price Path and Price Stability are completely independent. For example, an investment can have a Strong Uptrend while also being Highly Choppy.
RESEARCH TOOLS
Holistic Evaluation of Corporate Financials, Strategic Initiatives, and Market Influences
Use Upturn’s research tools to explore company fundamentals, performance, revenue trends, and AI-powered analysis for a complete investment view.
Fundamental Analysis & Performance
Research on company fundamentals
Click on "View Details" for the stock/ETF to explore these metrics.
Fundamental Analysis
In Depth Performance Analysis
★★★★★
Revenue by Geography, Product and Growth
Analyze revenue composition to understand product and geographic segments over time.
Revenue by Geography
2023 2024
Revenue by Product
- Product A 40%
- Product B 30%
- Product C 20%
- Product D 10%
Illustrative example using hypothetical data
TSLA
NVIDIA
Upturn AI SWOT: Clear, Actionable Stock Analysis
A comprehensive SWOT analysis providing strategic perspective across four core pillars on a 0–5 score scale:
- Strength: Competitive advantages, financial stability, and innovation (0–5 scale)
- Weakness (Inverse): Internal operational risks, debt, or margin pressures
- Opportunity: Growth potential in new markets, products, or sector tailwinds
- Threat (Inverse): External competition, regulatory shifts, and macro headwinds
Combined Formula:Average(Strength, Weakness⁻¹, Opportunity, Threat⁻¹). Weaknesses and threats are inversely scored so higher risks reduce the overall rating.
Revenue Analysis helps you understand:
Product Portfolio
Geographic Revenue
Revenue Concentration Risk
Growth Trends
Business Focus & Strategy
Comparative Analysis
Analyzing Revenue: Products, Geography and Growth
Charts showcasing revenue by product segments and geographic regions, along with year-on-year growth, is provided for every stock, provides the user several key things:
Revenue by Products
- iPhone 52%
- Services 25%
- Wearables & Home 10%
- Mac 8%
- iPad 5%
Illustrative example using hypothetical data
Product revenue — Year on Year
Revenue by Geography
- Americas 44%
- Europe 24%
- Greater China 16%
- Japan 8%
- Rest of Asia Pacific 8%
Illustrative example using hypothetical data
Geography revenue — Year on Year
1
Revenue Diversification and Concentration (Product & Geography)
- Product Portfolio Analysis: Reveals the company's revenue streams and the relative importance of each product segment. Users can quickly understand if revenue is heavily reliant on a single product or supported by a diversified portfolio.
- Geographic Revenue Analysis: Shows the distribution of revenue across different geographic regions, indicating the company's reliance on specific geographic markets.
- Revenue Concentration Risk: Highlights potential risks associated with over-reliance on a single product segment or geographic market. If one segment or region underperforms, the company's overall revenue could be significantly impacted.
2
Growth Trends (Product & Geography)
- Multi-Year Quarterly Tracking: Evaluates historical YoY cadence across distinct product lines (e.g., Services vs. Hardware) and regional geographies to identify accelerating vs. cooling revenue streams.
- Structural Growth Potential: Distinguishes between cyclical fluctuations and durable long-term expansion drivers across emerging product categories and international customer bases.
3
Business Focus and Strategy (Product & Geography)
- Strategic Priorities: Reveals the company's strategic focus and priorities, both in terms of product development and market expansion. Users can see which segments and regions are generating the most revenue and likely receiving the most investment.
- Business Model Insight: Provides insights into the company's business model and its geographic footprint, showing how it generates revenue across different markets.
4
Comparative Analysis & Peer Benchmarking
- Industry Peer Benchmarking: Compares top-line revenue growth rates, product segment breakdowns, and geographic revenue composition against direct sector competitors to evaluate company performance against broader industry trends.
- Informed Portfolio Allocation: Contextualizes revenue durability to help investors avoid commoditized businesses losing market share in competitive environments.
Watchlist
Monitor selected stocks and ETFs with advisories updated after market close and historical simulated outcomes. Displayed prices use the latest available closing data and are not real-time executable quotations.
AAPL+2.2%
NVDA+3.1%
MSFT-0.8%
TSLA+1.5%
My Robo Portfolios
Create and manage personalized portfolios of stocks and ETFs.
Growth Portfolio
Tech Leaders
Dividend Income
Custom Portfolio
ETF Zone
Showcases all Upturn 3+ Star Rated ETFs, assisting you in identifying top-rated exchange-traded funds for potential investment opportunities.
SPY+4.1%
QQQ+3.8%
DIA+4.2%
VTI+2.1%
ANALYST PERSPECTIVE
Upturn’s Analyst Coverage Star Rating
While Upturn’s AI analyzes data and history, Analyst Perspective summarizes Wall Street sentiment — the human-intelligence layer with industry access and market context.
★Wall Street Sentiment · 46 Active Recommendations (60+ Tracked Firms)
How the Analyst Rating is Built
A balanced assessment of confidence and consensus — not a simple average:
Analyst Coverage (Confidence)
- Broad / High Consensus (30+ analysts): Blue-chip visibility and trusted institutional coverage pool
- Established Institutional (20–29 analysts): Substantial institutional following with frequent consensus revisions
- Moderate / Growing (10–19 analysts): Mid-to-large-cap visibility capturing expanding Wall Street attention
- Emerging (5–9 analysts): Developing institutional coverage with fewer independent estimates
- Low / Early-Stage (under 5 analysts): Niche, micro-cap, or newly public — higher forecast variance
Rating Distribution (Consensus)
- Balance of Buy, Hold, and Sell recommendations
- High score when most analysts agree on potential
Price Target Upside (Growth Gap)
- Strong potential when average target is ~20%+ above current price
- Lower score when price is already near “fair value”
PRICE TARGETS & TRENDS
1-Year Price Target Chart
Compare analyst consensus targets against historical price ranges and current valuation.
1-Year Consensus Price Target
Wall Street Analyst Average$228.60+8.9% implied upside from $210.01
Trends
- 20Strong Buy
- 7Buy
- 16Hold
- 1Sell
- 2Strong Sell
Reading the 1-Year Price Target Chart
The chart provides a visual map of where the stock sits today compared to where experts think it is headed.
Target Price vs. 52-Week Range
Target PriceThe average “destination” analysts expect in one year.
The 52-Week Range (High/Low)Provides context on how volatile the stock has been over the past year.
Current PriceShows you exactly how much “room to run” is left before hitting the average analyst forecast.
By comparing these, you can quickly see whether the stock has room to grow (if the target price is well above the current price) or if it may already be close to its fair value range.
Analyst Trends (Strong Buy to Strong Sell)
On the right, you can see how many analysts recommend each action:
Strong Buy — Analysts see strong upside, usually based on healthy fundamentals or growth signals.
Buy — A positive outlook, but with more caution than Strong Buy.
Hold — Analysts believe the stock is fairly valued at present.
Sell / Strong Sell — Rare, but indicates some analysts expect the stock to underperform.
20 Strong Buy, 7 Buy, and 16 HoldShowing most analysts are optimistic.
1 Sell and 2 Strong SellVery few negative recommendations.
Putting It All Together
Combining these details gives you a fast, high-level snapshot:
- Is the stock trading below its 1-year target price?
- Where is the current price compared to the lowest and highest price seen in the last year?
- Do analysts mostly see upside, downside, or stability ahead?
If the target price is higher than the current price, the stock is closer to its 52-week high than its low, and most analysts rate it a Strong Buy, this suggests strong market interest and a positive outlook — but always remember: it’s a forecast, not a guarantee.
★5-Star Strategy · +113% Simulated Profit
ROBO STAR RATINGS
Upturn Star Rating for Robo-Portfolios
The Upturn Star Rating for Robo-Portfolios indicates the overall investment potential based on historical advisory performance of a portfolio, based on a hypothetical investment strategy that follows Upturn’s BUY and SELL advisories.
The rating is derived from the collective performance of individual stocks or ETFs in the portfolio over a selected time period — past two years, one year, one quarter, or one month — combining both cumulative returns and risk-adjusted performance (Sharpe ratio) to offer a comprehensive view of portfolio quality.
How Upturn Calculates Star Ratings for Robo-Portfolios
1. Cumulative Return
Measures how well the portfolio would have performed if an investor had followed Upturn’s historical advisories in the given time.
2. Sharpe Ratio
Captures the risk-adjusted return — measures how much return a portfolio generates relative to the amount of risk taken, helping assess the quality of returns after accounting for volatility.
The Robo-Portfolio Star Rating is calculated on a portfolio simulation evaluated over the trailing two-year window. (While users can independently view 1Y, 1Q, or 1M performance horizons in the interactive chart, star ratings are always benchmarked against the 2-year simulation horizon). Portfolios are rated from 5 stars to 1 star based on the thresholds below:
Understanding Robo-Portfolio Star Ratings
5★5 Stars (Outstanding)
Ending investment multiple of 2.0x or higher (+100.0% or greater cumulative return from a 1.0 base) and a Sharpe ratio of at least 1.75 over the 2-year simulation horizon. Demonstrates strong historical returns combined with efficient risk-adjusted performance.
4★4 Star Rating (Above Average)
Ending investment multiple of at least 1.5x (+50.0% or greater cumulative return from a 1.0 base) and a Sharpe ratio of 1.50 or higher over the 2-year horizon. Demonstrates solid historical outcomes with favorable risk-return characteristics.
3★3 Star Rating (Moderate)
Ending investment multiple of at least 1.0x (cumulative return ≥ 0.0% / breakeven or better from a 1.0 base) and a Sharpe ratio of 1.00 or higher over the 2-year horizon. Generally aligns with moderate historical results and balanced risk-adjusted performance.
2★2 Star Rating (Below Average)
Ending investment multiple of at least 0.75x (cumulative return of −25.0% or better from a 1.0 base) and a Sharpe ratio of at least 0.75 over the 2-year horizon. Portfolios can receive a 2-star rating due to weaker cumulative returns or because an inefficient Sharpe ratio reflects excessive risk volatility even when returns are positive.
1★1 Star Rating (Not Recommended)
Portfolios failing to meet minimum quality thresholds — either an ending investment multiple below 0.75x (cumulative loss worse than −25.0%), or a Sharpe ratio below 0.75 reflecting subpar risk-adjusted efficiency regardless of whether raw return is positive.
⚠️ Important Note: Upturn Star Ratings for stocks and ETFs, or Robo-Portfolios reflect overall investment potential based on historical performance and, for Robo-Portfolios, favorable risk-adjusted returns. However, a higher rating does not guarantee higher future returns, and a lower rating does not imply poor future performance. Past results show the potential but are not a guarantee of future outcomes.
DASHBOARD
Upturn Market Overview
A high-level command center displaying the total number of Upturn 3+ Star-rated, Large-cap or Mid-cap stocks, along with those currently holding a BUY recommendation.
Market Overview
377
With BUY advisoryClick to View →893ℹ
Upturn 3+ Star Large/Mid-Cap stocksExplore Rated →Targeted Population & One-Click Drill-Down
Upturn's dashboard features a Market Overview card displaying the total number of Upturn 3+ Star-rated, Large-cap or Mid-cap stocks, along with those currently holding a BUY recommendation. Investors can easily access filtered lists by clicking on these numbers, streamlining the process of identifying top-rated investment opportunities:
- 377 BUY Advisories: The subset of 3+ Star Large-cap or Mid-cap stocks where proprietary algorithmic models currently signal an active upward entry window.
- 893 3+ Star Ratings: The entire qualified universe of Upturn 3+ Star-rated Large-cap and Mid-cap stocks, vetted for historical advisory accuracy, liquidity, and stability.
- Direct Workflow Integration: Add any filtered result directly to your Watchlist or trigger an Instant Robo-Portfolio.
Market Insights: Historical Advisory Breadth & Regimes
Analyzes patterns of BUY and SELL advisories among Upturn 3+ Star Large-Cap and Mid-Cap stocks to reveal overarching market breadth transitions over time.
5002500
05/2211/2205/2311/2305/2411/2401/25
How to Interpret Market Insights & Advisory Regimes
The Market Insights chart tracks advisory counts across Upturn 3+ Star Large-Cap and Mid-Cap stocks to reveal overarching market breadth:
Top Green Zone (Bullish Breadth)
Expanding BUY advisories (>300 qualified large/mid-cap stocks) historically indicate broad upside market momentum and healthy market breadth across leading quality companies.
Middle Blue Zone (Neutral / Selective)
Balanced BUY vs. SELL ratios. Market leadership is concentrated in specific sectors; disciplined stock screening is required.
Bottom Red Zone (Defensive / Correction)
Elevated SELL advisories indicate widespread technical weakness among monitored stocks. Investors may consider capital preservation and conservative risk management.
Upturn Gauge: The Pulse of Bulls and Bears
500250
What the Gauge Shows
Analyzing the distribution of BUY and SELL advisories among stocks which are Large-cap or Mid-cap and rated Upturn 3 Star or higher reveals overarching trends in the U.S. stock market. Market Insights and the Upturn Gauge represent complementary views of the same market indicator: Market Insights tracks historical breadth trends over time, while the Gauge displays the current pulse and sentiment distribution.
The Upturn Advisories graph features color-coded sections—green (favorable breadth), blue (selective/neutral), and red (defensive/correction)—that help investors quickly assess market conditions. This graph is overlaid on the S&P 500 price chart, offering a clear view of the U.S. market's performance.
Form CRS (Relationship Summary) Form ADV Part 2A Brochure Customer Financial Privacy Notice Methodology & Disclosures
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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.
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