Simplify Exchange Traded Etf Profile

WUSA Etf  USD 26.59  0.13  0.49%   

Performance

13 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 9

 
High
 
Low
Low
Simplify Exchange is trading at 26.59 as of the 30th of November 2024, a 0.49 percent up since the beginning of the trading day. The etf's open price was 26.46. Simplify Exchange has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Simplify Exchange Traded are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree U.S. WisdomTree US is traded on Archipelago Exchange in USA. More on Simplify Exchange Traded

Moving together with Simplify Etf

  0.79HUM Humana Inc Fiscal Year End 23rd of January 2025 PairCorr

Moving against Simplify Etf

  0.6DD Dupont De Nemours Fiscal Year End 4th of February 2025 PairCorr
  0.56CAT Caterpillar Fiscal Year End 3rd of February 2025 PairCorr
  0.51LUX Tema ETF TrustPairCorr
  0.44HD Home DepotPairCorr
  0.4AA Alcoa Corp Fiscal Year End 15th of January 2025 PairCorr
  0.38HPQ HP IncPairCorr

Simplify Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationLong/short ETFs, Strategy ETFs, Broad Equity, Davis Advisors (View all Sectors)
IssuerSimplify Asset Management
Inception Date2024-09-24
Entity TypeRegulated Investment Company
Asset Under Management2.65 Million
Asset TypeEquity
CategoryStrategy
FocusLong/Short
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorThe Bank of New York Mellon Corporation
AdvisorSimplify EQLS LLC
CustodianThe Bank of New York Mellon Corporation
DistributorForeside Financial Services, LLC
Portfolio ManagerDavid Berns, David Jackson, Sheng Wang
Transfer AgentThe Bank of New York Mellon Corporation
ExchangeNYSE Arca, Inc.
Number of Constituents7.0
Market MakerWolverine Trading
Total Expense0.75
Management Fee0.75
Country NameUSA
CodeWUSA
NameSimplify Wolfe US Equity 15050 ETF
Currency NameUS Dollar
Currency CodeUSD
TypeETF
Simplify Exchange Traded [WUSA] is traded in USA and was established 2018-03-01. The fund is listed under Broad Equity category and is part of Davis Advisors family. The entity is thematically classified as Long/short ETFs. Simplify Exchange Traded at this time have 0 in net assets. , while the total return for the last year was 20.82%.
Check Simplify Exchange 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 Exchange Traded 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 Exchange Traded Etf Constituents

CVSCVS Health CorpStockHealth Care
MOAltria GroupStockConsumer Staples
VZVerizon CommunicationsStockCommunication Services
BACBank of AmericaStockFinancials
TATT IncStockCommunication Services
VSTVistra Energy CorpStockUtilities
UNHUnitedHealth Group IncorporatedStockHealth Care
CMCSAComcast CorpStockCommunication Services
More Details

Simplify Exchange Traded 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 Exchange. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Simplify Exchange Against Markets

When determining whether Simplify Exchange Traded offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Simplify Exchange's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Simplify Exchange Traded Etf. Outlined below are crucial reports that will aid in making a well-informed decision on Simplify Exchange Traded Etf:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Simplify Exchange Traded. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state.
You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
The market value of Simplify Exchange Traded 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 Exchange's value that differs from its market value or its book value, called intrinsic value, which is Simplify Exchange'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 Exchange's market value can be influenced by many factors that don't directly affect Simplify Exchange'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 Exchange's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simplify Exchange is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simplify Exchange'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.