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CBLS - ETF AI Analysis
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Changebridge Capital Long/Short Equity ETF (CBLS)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, such as Newmont Mining and BWX Technologies, have delivered strong year-to-date performance, supporting the fund’s overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Industrials, and Materials, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The fund has shown positive year-to-date returns, indicating resilience despite recent short-term fluctuations.
Negative Factors
High Expense Ratio
The ETF has a significantly higher expense ratio compared to many other funds, which can eat into investor returns over time.
Limited Geographic Exposure
With nearly all holdings concentrated in U.S. companies, the fund lacks diversification across global markets.
Weak Short-Term Performance
Recent one-month and three-month returns have been negative, suggesting potential short-term volatility.
CBLS vs. SPDR S&P 500 ETF (SPY)
AUM41.03M
RegionNorth America
Expense Ratio1.90%
Beta0.68
IssuerClough
Inception DateNov 13, 2020
Dividend Yield0.69%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,340
30 Day Avg. Volume6,507
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
31.03Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering38
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CBLS Summary
The Changebridge Capital Long/Short Equity ETF (CBLS) is a unique fund that uses a hedge fund-like strategy to invest in stocks it believes will go up (long positions) and stocks it expects will go down (short positions). It includes companies from various industries like technology, consumer goods, and energy, with well-known names such as Microsoft and Nvidia among its top holdings. This ETF could be appealing to investors looking for diversification and a strategy that aims to perform well in both rising and falling markets. However, new investors should be aware that this fund has a higher expense ratio and its performance can be impacted by market volatility.
How much will it cost me?The Changebridge Capital Long/Short Equity ETF (CBLS) has an expense ratio of 1.9%, which means you’ll pay $19 per year for every $1,000 invested. This is higher than average because it is actively managed, employing a hedge fund-like strategy to navigate complex markets and optimize returns.
What would affect this ETF?The Changebridge Capital Long/Short Equity ETF (CBLS) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Microsoft and Nvidia. However, rising interest rates or economic slowdowns could negatively impact consumer cyclical and financial sectors, which are also key exposures for the fund. Additionally, regulatory changes or geopolitical tensions affecting North American markets could pose risks to its U.S.-focused investments.
CBLS Top 10 Holdings
The Changebridge Capital Long/Short Equity ETF (CBLS) leans heavily on technology and energy, with Alphabet and Expand Energy leading the charge thanks to their strong financial performance and bullish momentum. Retail giant TJX Companies and infrastructure-focused Quanta Services also add stability with steady growth and strategic execution. However, the fund faces headwinds from names like Service International and Mastercard, which are lagging due to mixed financial results and bearish technical trends. With its U.S.-centric focus and sector diversity, CBLS offers a dynamic mix of growth opportunities and challenges, making it a compelling yet cautious play for investors.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Walmart | 3.82% | $1.57M | $889.21B | 19.27% | 78 Outperform | |
| Expand Energy | 3.53% | $1.45M | $28.96B | 24.26% | 70 Neutral | |
| Transocean | 3.46% | $1.42M | CHF3.85B | -0.23% | 60 Neutral | |
| TJX Companies | 3.32% | $1.36M | $168.20B | 21.15% | 80 Outperform | |
| Rollins | 3.24% | $1.33M | $29.65B | 22.70% | 79 Outperform | |
| Quanta Services | 3.19% | $1.31M | $67.43B | 32.10% | 76 Outperform | |
| TSMC | 3.08% | $1.27M | $1.16T | 47.98% | 81 Outperform | |
| Alphabet Class C | 3.08% | $1.26M | $3.80T | 82.13% | 82 Outperform | |
| Mastercard | 3.04% | $1.25M | $488.48B | 3.38% | 69 Neutral | |
| Service International | 3.01% | $1.24M | $11.03B | -10.73% | 71 Outperform |
CBLS Technical Analysis
Neutral
―
Price Trends
28.27
Negative
28.37
Negative
27.80
Positive
Market Momentum
-0.12
Negative
49.70
Neutral
89.81
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CBLS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 27.69, equal to the 50-day MA of 28.27, and equal to the 200-day MA of 27.80, indicating a neutral trend. The MACD of -0.12 indicates Negative momentum. The RSI at 49.70 is Neutral, neither overbought nor oversold. The STOCH value of 89.81 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for CBLS.
CBLS Peer Comparison
Comparison Results
Performance Comparison
CBLS
Changebridge Capital Long/Short Equity ETF
27.85
1.39
5.25%
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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