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Upturn AI Summary
Absolute Core Strategy ETF(ABEQ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ABEQ
09/24/2026: ABEQ (2-star) is a SELL. SELL for 5 days. Simulated Profits (2.20%). Updated daily EoD!
ABEQ is an actively managed ETF that uses a quantitative, trend-following strategy to toggle exposure between US equities and cash. It is designed to capture market upside while automatically shifting to defensive cash positions to mitigate downside risk. Its main strength lies in providing a rules-based buffer against severe bear markets, though it involves higher expenses and the potential for underperformance during steady bull runs. The fund is best suited for risk-conscious investors who prioritize drawdown management over capturing every last percentage point of market gains. Investors should monitor the fund’s model effectiveness and total expense ratios compared to their long-term objectives.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The tactical, cash-heavy approach may cause the fund to lag during strong market rallies. |
| Momentum investor | Strong fit while signal remains positive | The fund's model is designed to follow trends, aligning with momentum strategies during favorable market phases. |
| Value investor | Weak fit | The focus is on market directionality rather than intrinsic security valuation. |
| Dividend/Income investor | Weak fit | The strategy prioritizes capital preservation through cash allocation over consistent yield generation. |
| Low-risk investor | Strong fit | This fund is designed to reduce exposure to equity market volatility, making it suitable for risk-conscious individuals. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking to participate in US equity market growth but with a built-in safety net to limit catastrophic losses during bear markets.
Suitability
ABEQ is best suited for long-term investors who lack the time or desire to time the market themselves but want a systematic, active risk-management overlay.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | Tactical shifts are intended to reduce portfolio volatility compared to full equity exposure. |
| Market risk | Medium / high | The fund remains subject to equity market downturns when its signal indicates full investment. |
| Concentration | Medium | Holdings are usually limited to a basket of US equities, providing moderate sector diversification. |
| Tracking/expense | Medium | Higher active management fees compared to passive indices can erode long-term performance. |
| Liquidity | Medium | Lower trading volumes relative to massive ETFs may increase execution costs during periods of high market stress. |
| Business/sector quality | Medium | The success of the fund depends heavily on the quality and efficacy of the quantitative signal model. |
Risk Analysis
Volatility
ABEQ is designed to manage and dampen historical volatility through tactical moves to cash.
Market Risk
The primary risk is failing to capture equity gains while in cash, or remaining invested during a market correction.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equity Exposure | 85 | The core equity portion seeks to capture market returns when the fund's tactical signal is positive. |
| Cash/collateral | Cash and Cash Equivalents | 15 | This portion provides a defensive buffer and liquidity when the model identifies unfavorable market conditions. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 29.71% | Avg. Invested days 90 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/24/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 25, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $141.61M |
| Issuer | Absolute Investment Advisers |
| Expense Ratio | 0.8500000000000001% |
| Distribution Yield | 1.16% |
| Inception | Jan 21, 2020 |
Performance
| Period | Total Return |
|---|---|
| YTD | +6.67% |
| 1 Year | +7.43% |
| 3 Year | +12.59% |
| 5 Year | +8.66% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 13.11% |
| 3Y Volatility | 10.41% |
| 3Y Sharpe Ratio | 0.8 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 33.61% |
| Large Cap | 24.00% |
| Mega Cap | 20.60% |
| Small Cap | 3.54% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 24.13% |
| Basic Materials | 17.67% |
| Industrials | 14.15% |
| Energy | 12.40% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 16.82x |
| Portfolio P/B | 2.15x |
| Portfolio P/S | 2.43x |
| Holdings Turnover | 24.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Berkshire Hathaway | 10.68% |
| Franco-Nevada | 8.28% |
| Loews | 6.98% |
| Unilever ADR | 6.47% |
| Medtronic | 5.56% |
Upturn AI Summary
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.
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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