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- Upturn Summary
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Upturn AI Summary
Ocean Park Diversified Income ETF(DUKZ)
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 DUKZ
10/23/2026: DUKZ (1-star) is currently NOT-A-BUY. Pass it for now.
DUKZ is an actively managed ETF that seeks to provide income and capital preservation by tactically allocating across diversified income-generating assets. Its primary strength lies in its rule-based strategy, which aims to mitigate downside risk through trend-following. It is best suited for income-focused investors who prioritize volatility management over maximum capital appreciation. Investors should monitor its expense ratio and how effectively its tactical signals adapt to changing market conditions. It serves as a defensive component within an income-oriented portfolio.
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 fund's focus on income and risk management may limit upside potential compared to pure-growth strategies. |
| Momentum investor | Strong fit while signal remains positive | The fund uses trend-following signals to adjust exposure, aligning well with momentum strategies. |
| Value investor | Mixed fit | While it seeks income, its tactical shifting makes it less suitable for long-term buy-and-hold value plays. |
| Dividend/Income investor | Strong fit | The primary objective is generating consistent income from diverse asset sources. |
| Low-risk investor | Strong fit | Its tactical strategy is specifically designed to manage volatility and mitigate downside risk. |
Investor Profile
Ideal Investor Profile
Income-focused investors who value downside risk management over pure growth.
Suitability
Best for long-term investors seeking income with a defensive tilt.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The tactical approach aims to dampen volatility, but underlying assets remain subject to market swings. |
| Market risk | Medium / high | The fund is exposed to systemic risks affecting fixed income and equity markets. |
| Concentration | Medium | Holdings are diversified across asset classes, reducing single-asset concentration risk. |
| Tracking/expense | Medium / high | The higher expense ratio reflects the active management and underlying fund fees. |
| Liquidity | Low | The ETF structure provides strong daily liquidity for the underlying portfolio. |
| Business/sector quality | Medium | The fund relies on the performance of a basket of income-generating funds. |
Risk Analysis
Volatility
Historical volatility is managed through active de-risking protocols.
Market Risk
Subject to interest rate risk, credit risk, and equity market fluctuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | Fixed Income Closed-End Funds & ETFs | 60 | Provides core income generation through diverse bond market exposure. |
| Industry | Dividend-Paying Equity ETFs | 30 | Offers potential for capital appreciation and dividend income from equities. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Provides liquidity for tactical rebalancing and defensive positioning. |
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 3.74% | Avg. Invested days 67 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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