Screening Filters
Theme Category: ['Leveraged Equities', 'Technology Equities']
- Purpose: To focus on ETFs or ETNs that are both leveraged and related to the technology sector.
- Rationale: The user specifically requested leveraged AI ETFs or ETNs. Leveraged equities are financial instruments designed to amplify returns, and technology equities are the most relevant sector for AI-related investments. Including these categories ensures that the results are aligned with the user's interest in leveraged AI-focused products.
Names: ['AI', 'Artificial Intelligence']
- Purpose: To narrow down the search to ETFs or ETNs explicitly associated with AI or artificial intelligence.
- Rationale: By including these keywords, the screener ensures that only funds with a direct focus on AI are considered, which is critical to addressing the user's request for AI-related leveraged products.
Expense Ratio: {'min': '0.5'}
- Purpose: To filter out ETFs or ETNs with very low expense ratios, which are less likely to be leveraged products.
- Rationale: Leveraged ETFs and ETNs typically have higher expense ratios due to the complexity of their structure and the costs associated with maintaining leverage. Setting a minimum expense ratio helps to identify products that are more likely to be leveraged.
Price: {'min': '10'}
- Purpose: To exclude very low-priced ETFs or ETNs, which may be illiquid or highly speculative.
- Rationale: A minimum price filter ensures that the results include more established and actively traded products, which are generally more reliable and suitable for investors.
Why Results Match:
- The filters focus on leveraged equities and technology equities, which are the most relevant categories for finding leveraged AI ETFs or ETNs.
- The inclusion of specific keywords like "AI" and "Artificial Intelligence" ensures that the results are directly tied to the user's interest in AI-related products.
- The expense ratio and price filters further refine the results to include only higher-quality, leveraged products that meet the user's criteria.
Note: While the filters effectively address the user's request, it is important to clarify that the screener cannot guarantee the identification of all leveraged AI ETFs or ETNs, as the availability of such products depends on the market. However, the applied filters are well-suited to finding the most relevant options.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.