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Upturn AI SWOT - About
Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC (GJO)
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Upturn Advisory Summary
07/11/2025: GJO (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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 13.71% | Avg. Invested days 336 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/11/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.38 - 25.26 | Updated Date 02/27/2025 |
52 Weeks Range 23.38 - 25.26 | Updated Date 02/27/2025 | ||
Dividends yield (FY) 3.20% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC
Company Overview
History and Background
This trust was likely a unit investment trust (UIT) holding Wal Mart Stores Inc. securities, established in 2005. UITs have a fixed portfolio and terminate after a specific period. Series 2005-4 suggests it was the fourth series issued that year. Given the age, it has likely matured and no longer exists.
Core Business Areas
- Investment Trust: The trust's core business was managing a fixed portfolio of securities, primarily Wal Mart Stores Inc. stock and/or bonds.
Leadership and Structure
UITs typically have a trustee (often a bank or trust company) managing the portfolio according to the trust indenture. There is no CEO or executive team, as it is a passively managed fund.
Top Products and Market Share
Key Offerings
- Units of the Trust: The trust offered units representing ownership in its fixed portfolio of Wal Mart Stores Inc. securities. No relevant market share or revenue data is available, as it was a closed-end, passively managed fund. Competitors would be similar UITs or index funds tracking retail or broad market indices.
Market Dynamics
Industry Overview
The UIT industry involves creating investment portfolios with a fixed set of assets. UITs were a popular vehicle for income generation and capital appreciation during the early 2000s.
Positioning
This trust was positioned as a way for investors to gain exposure to Wal Mart Stores Inc. securities without actively managing the portfolio. It was a relatively low-cost, passive investment option.
Total Addressable Market (TAM)
The TAM would have been the market for investment trusts and similar passive investment vehicles. Impossible to estimate precisely without knowing original size of the trust, but likely small relative to overall investment fund market.
Upturn SWOT Analysis
Strengths
- Diversification within Wal Mart Securities (if applicable)
- Passive Management
- Relatively Low Fees
- Transparent Holdings (at inception)
Weaknesses
- Lack of Flexibility (fixed portfolio)
- No Active Management (cannot respond to market changes)
- Price determined by secondary market until maturity
- Limited Potential Upside (dependent on Wal Mart)
Opportunities
- Stable income stream (if Wal Mart paid dividends)
- Capital appreciation from Wal Mart stock
- Attract conservative investors seeking Wal Mart exposure
Threats
- Decline in Wal Mart's stock price
- Changes in Wal Mart's dividend policy
- Interest rate risk (if bonds were held)
- Economic downturn affecting Wal Mart's performance
Competitors and Market Share
Key Competitors
- VTI
- SPY
- ITOT
Competitive Landscape
As a specific UIT, it doesn't compete directly with broader market ETFs. UITs are typically niche products.
Growth Trajectory and Initiatives
Historical Growth: N/A - fixed portfolio, no 'growth' in the traditional sense.
Future Projections: N/A - trust has likely matured.
Recent Initiatives: N/A
Summary
Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC was a UIT designed to offer exposure to Wal Mart securities. Being established in 2005, it has most likely reached its maturity date and is no longer active. Its success depended primarily on Wal Mart's performance during its lifespan. UITs such as this are now much less popular with the introduction of ETF's with lower fees and higher liquidity. Any current investment would not be possible.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (hypothetical)
- Investment Trust Prospectus (hypothetical)
Disclaimers:
This analysis is based on general knowledge of UITs and hypothetical assumptions due to limited available information on this specific trust. Data is not guaranteed to be accurate and is for informational purposes only. This trust likely no longer exists.
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 Strats SM Trust for Wal Mart Stores Inc Securities Series 2005-4 GIC
Exchange NYSE | Headquaters - | ||
IPO Launch date 2005-11-21 | CEO - | ||
Sector Financials | Industry Investment Banking & Investment Services | Full time employees - | Website |
Full time employees - | Website | ||
No Description Available
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