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Upturn AI Summary - About
(BTA)
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 BTA
11/09/2026: BTA (1-star) is currently NOT-A-BUY. Pass it for now.
Northern Lights Fund Trust II's Beacon Tactical Alternatives Risk ETF (BTA) is a recently launched actively managed ETF designed to provide non-correlated returns using diverse asset classes like commodities and fixed income. The fund's primary strength lies in its tactical, hedge-fund-like strategy, which offers retail investors a professional approach to navigating market volatility. Its growth story hinges on successfully attracting assets by outperforming standard index funds in uncertain market environments. However, risks include its high expense ratio, reliance on complex derivatives, and lack of a long-term performance track record. The fund may suit investors seeking diversification beyond stocks and bonds, provided they monitor the advisor's execution and cost-to-performance outcomes.
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.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund focuses on capital preservation and non-correlated returns rather than pure growth equity appreciation. |
| Momentum investor | Mixed fit | Strong fit while signal remains positive, as the fund's tactical nature allows for trend-following in commodities and currencies. |
| Value investor | Weak fit | The fund's reliance on derivatives and tactical strategies does not align with traditional value-based long-term equity investing. |
| Dividend investor | Mixed fit | The fund holds income-producing assets like Treasury bonds and corporate debt, though total payout depends on strategy performance. |
| Low-risk investor | Mixed fit | While tactical strategies are intended to hedge risk, the use of derivatives introduces a specific layer of volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The fund's use of derivatives and tactical shifts can lead to rapid value changes compared to broad market ETFs. |
| Valuation risk | Medium | Market pricing of the underlying complex assets may deviate from the NAV if liquidity in those specific markets dries up. |
| Competition risk (Alternative ETF market) | High | The fund operates in a crowded space where established competitors have longer track records and lower expense ratios. |
| Business quality | Medium | The fund is a product of an investment trust series; its quality depends entirely on the efficacy of the advisor's tactical algorithm. |
| Dividend income | Medium | Income is derived from fixed income holdings, which fluctuate based on interest rate environments and tactical reallocations. |
| Execution risk | High | The complexity of the fund's tactical implementation leaves it highly dependent on the precision of the sub-advisor's trading execution. |
Price Behavior
Insufficient Data
The stock demonstrates a Insufficient Data price path pattern.
Insufficient Data
The stock price exhibits a Insufficient Data stability pattern.
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  0.0 | Stock Returns Performance  0.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 121.23M USD | Price to earnings Ratio 15.55 | 1Y Target Price - |
Price to earnings Ratio 15.55 | 1Y Target Price - | ||
Volume (30-day avg) - shares | Beta 0.79 | 52 Weeks Range 8.62 - 10.70 | Updated Date 06/29/2025 |
52 Weeks Range 8.62 - 10.70 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.59% | Basic EPS (TTM) 0.58 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Annual management fee of 1.55% charged on total net assets under management. | The fund takes a small percentage of your investment every year to pay for the active management of the fund's complex assets. |
Valuation
Trailing PE 15.55 | Forward PE - | Enterprise Value 223.93M | Price to Sales(TTM) 11.11 |
Enterprise Value 223.93M | Price to Sales(TTM) 11.11 | ||
Enterprise Value to Revenue 14.92 | Enterprise Value to EBITDA - | Shares Outstanding 13.44M | Shares Floating - |
Shares Outstanding 13.44M | Shares Floating - | ||
Percent Insiders - | Percent Institutions 26.7 |
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