Simplify Equity Plus Etf Profile
| SPUC Etf | USD 44.74 0.24 0.53% |
Performance10 of 100
| Odds Of DistressLess than 9
|
Simplify Equity is trading at 44.74 as of the 28th of November 2024, a 0.53 percent decrease since the beginning of the trading day. The etf's open price was 44.98. Simplify Equity has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for Simplify Equity PLUS are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The adviser seeks to achieve the funds investment objective by investing primarily in equity securities of U.S. companies and applying an upside convexity option overlay strategy to the equity investments. Simplify is traded on NYSEARCA Exchange in the United States. More on Simplify Equity PLUS
Moving together with Simplify Etf
| 0.99 | VTI | Vanguard Total Stock | PairCorr |
| 0.99 | SPY | SPDR SP 500 Aggressive Push | PairCorr |
| 0.99 | IVV | iShares Core SP | PairCorr |
| 0.95 | VIG | Vanguard Dividend | PairCorr |
| 0.99 | VV | Vanguard Large Cap | PairCorr |
| 0.97 | RSP | Invesco SP 500 Sell-off Trend | PairCorr |
Moving against Simplify Etf
Simplify Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Blend, Simplify Asset Management (View all Sectors) |
| Issuer | Simplify Asset Management |
| Inception Date | 2020-09-03 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 20.23 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | Simplify Asset Management Inc. |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Paul Kim, David Berns |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Jan |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 34.0 |
| Market Maker | Wolverine Trading |
| Total Expense | 0.53 |
| Management Fee | 0.5 |
| Country Name | USA |
| Returns Y T D | 37.43 |
| Name | Simplify US Equity PLUS Upside Convexity ETF |
| Currency Code | USD |
| Open Figi | BBG00X4STWS9 |
| In Threey Volatility | 21.01 |
| 1y Volatility | 18.15 |
| 200 Day M A | 39.7762 |
| 50 Day M A | 42.6767 |
| Code | SPUC |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.31 |
| Type | ETF |
Simplify Equity PLUS [SPUC] is traded in USA and was established 2020-09-03. The fund is listed under Large Blend category and is part of Simplify Asset Management family. The entity is thematically classified as Size And Style ETFs. Simplify Equity PLUS at this time have 11.34 M in assets. , while the total return for the last 3 years was 11.1%.
Check Simplify Equity Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Simplify Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Simplify Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Simplify Equity PLUS Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Simplify Equity PLUS Etf Constituents
| IVV | iShares Core SP | Etf | Large Blend |
Simplify Equity PLUS Risk Profiles
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 Simplify Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1025 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | 0.0142 |
Simplify Equity Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Simplify Equity PLUS. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment. You can also try the Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
The market value of Simplify Equity PLUS is measured differently than its book value, which is the value of Simplify that is recorded on the company's balance sheet. Investors also form their own opinion of Simplify Equity's value that differs from its market value or its book value, called intrinsic value, which is Simplify Equity's 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 Simplify Equity's market value can be influenced by many factors that don't directly affect Simplify Equity's 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 Simplify Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simplify Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simplify Equity's 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.