Series Portfolios Trust Etf Profile
| ADPV Etf | USD 28.54 0.76 2.59% |
Performance19 of 100
| Odds Of DistressLess than 10
|
Series Portfolios is selling for under 28.54 as of the 16th of April 2024; that is -2.59 percent decrease since the beginning of the trading day. The etf's lowest day price was 28.45. Series Portfolios has less than a 10 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Series Portfolios Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 16th of April 2024. Click here to learn more.
To achieve its investment objective of long-term capital appreciation, the fund will invest substantially all of its net assets in a portfolio of publicly-listed equity securities of U.S. large capitalization companies during broad U.S. equity market uptrends. More on Series Portfolios Trust
Moving together with Series Etf
| 0.97 | VTI | Vanguard Total Stock | PairCorr |
| 0.95 | SPY | SPDR SP 500 | PairCorr |
| 0.97 | IVV | iShares Core SP | PairCorr |
| 0.9 | VIG | Vanguard Dividend | PairCorr |
| 0.95 | VV | Vanguard Large Cap | PairCorr |
| 0.95 | RSP | Invesco SP 500 | PairCorr |
| 0.96 | IWB | iShares Russell 1000 | PairCorr |
Moving against Series Etf
| 0.95 | WTID | UBS ETRACS | PairCorr |
Series Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Series Portfolios' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Series Portfolios or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Blend, Adaptive ETF (View all Sectors) |
| Issuer | Exchange Traded Concepts |
| Inception Date | 2022-11-03 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 57.13 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Client First Investment Management LLC |
| Custodian | U.S. Bank, N.A. |
| Distributor | Quasar Distributors, LLC |
| Portfolio Manager | David Zarling, Ian McMillan, Andrew Serowik, Gabriel Tan, Todd Alberico, Brian Cooper |
| Transfer Agent | U.S. Bancorp Fund Services, LLC |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 26.0 |
| Market Maker | GTS |
| Total Expense | 1.0 |
| Management Fee | 1.0 |
| 200 Day M A | 25.337 |
| Country Name | USA |
| 50 Day M A | 28.2566 |
| Code | ADPV |
| Updated At | 16th of April 2024 |
| Name | Series Portfolios Trust - Adaptive Select ETF |
| Currency Name | US Dollar |
| Currency Code | USD |
| Open Figi | BBG01BBJQ2C4 |
| Type | ETF |
Series Portfolios Trust [ADPV] is traded in USA and was established 2022-11-03. The fund is listed under Large Blend category and is part of Adaptive ETF family. The entity is thematically classified as Size And Style ETFs. Series Portfolios Trust presently have in assets under management (AUM).
Check Series Portfolios Probability Of Bankruptcy
Top Series Portfolios Trust Etf Constituents
| UBER | Uber Technologies | Stock | Industrials |
| OWL | Blue Owl Capital | Stock | Financials |
| INFA | Informatica | Stock | Information Technology |
| NRG | NRG Energy | Stock | Utilities |
| HOOD | Robinhood Markets | Stock | Financials |
| CNM | Core Main | Stock | Industrials |
| VST | Vistra Energy Corp | Stock | Utilities |
Series Portfolios Target Price Odds Analysis
Depending on a normal probability distribution, the odds of Series Portfolios jumping above the current price in 90 days from now is about 28.83%. The Series Portfolios Trust probability density function shows the probability of Series Portfolios etf to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days the etf has a beta coefficient of 1.5245. This suggests as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Series Portfolios will likely underperform. Additionally, series Portfolios Trust has an alpha of 0.1569, implying that it can generate a 0.16 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Series Portfolios to move above the current price in 90 days from now is about 28.83 (This Series Portfolios Trust probability density function shows the probability of Series Etf to fall within a particular range of prices over 90 days) .
Series Portfolios Trust Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Series Portfolios market risk premium is the additional return an investor will receive from holding Series Portfolios long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Series Portfolios. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Series Portfolios' alpha and beta are two of the key measurements used to evaluate Series Portfolios' performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.1295 | |||
| Jensen Alpha | 0.1569 | |||
| Total Risk Alpha | 0.1326 | |||
| Sortino Ratio | 0.1608 |
Series Portfolios Against Markets
Picking the right benchmark for Series Portfolios etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Series Portfolios etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Series Portfolios is critical whether you are bullish or bearish towards Series Portfolios Trust at a given time. Please also check how Series Portfolios' historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Series Portfolios without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Series Etf?
Before investing in Series Portfolios, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Series Portfolios. To buy Series Portfolios etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Series Portfolios. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Series Portfolios etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Series Portfolios Trust etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Series Portfolios Trust etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Series Portfolios Trust, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Series Etf please use our How to Invest in Series Portfolios guide.
Already Invested in Series Portfolios Trust?
The danger of trading Series Portfolios Trust is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Series Portfolios is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Series Portfolios. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Series Portfolios Trust is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Series Portfolios Trust is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Series Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Series Portfolios Trust Etf. Highlighted below are key reports to facilitate an investment decision about Series Portfolios Trust Etf: Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Series Portfolios Trust. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
The market value of Series Portfolios Trust is measured differently than its book value, which is the value of Series that is recorded on the company's balance sheet. Investors also form their own opinion of Series Portfolios' value that differs from its market value or its book value, called intrinsic value, which is Series Portfolios' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Series Portfolios' market value can be influenced by many factors that don't directly affect Series Portfolios' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Series Portfolios' value and its price as these two are different measures arrived at by different means. Investors typically determine if Series Portfolios is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Series Portfolios' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.