Simplify Exchange Traded Etf Profile
WUSA Etf | USD 26.59 0.13 0.49% |
Performance13 of 100
| Odds Of DistressLess than 9
|
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
0.79 | HUM | Humana Inc Fiscal Year End 23rd of January 2025 | PairCorr |
Moving against Simplify Etf
Simplify Etf Highlights
Thematic Ideas | (View all Themes) |
Business Concentration | Long/short ETFs, Strategy ETFs, Broad Equity, Davis Advisors (View all Sectors) |
Issuer | Simplify Asset Management |
Inception Date | 2024-09-24 |
Entity Type | Regulated Investment Company |
Asset Under Management | 2.65 Million |
Asset Type | Equity |
Category | Strategy |
Focus | Long/Short |
Market Concentration | Developed Markets |
Region | North America |
Administrator | The Bank of New York Mellon Corporation |
Advisor | Simplify EQLS LLC |
Custodian | The Bank of New York Mellon Corporation |
Distributor | Foreside Financial Services, LLC |
Portfolio Manager | David Berns, David Jackson, Sheng Wang |
Transfer Agent | The Bank of New York Mellon Corporation |
Exchange | NYSE Arca, Inc. |
Number of Constituents | 7.0 |
Market Maker | Wolverine Trading |
Total Expense | 0.75 |
Management Fee | 0.75 |
Country Name | USA |
Code | WUSA |
Name | Simplify Wolfe US Equity 15050 ETF |
Currency Name | US Dollar |
Currency Code | USD |
Type | ETF |
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
CVS | CVS Health Corp | Stock | Health Care | |
MO | Altria Group | Stock | Consumer Staples | |
VZ | Verizon Communications | Stock | Communication Services | |
BAC | Bank of America | Stock | Financials | |
T | ATT Inc | Stock | Communication Services | |
VST | Vistra Energy Corp | Stock | Utilities | |
UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
CMCSA | Comcast Corp | Stock | Communication Services |
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.
Risk Adjusted Performance | 0.131 | |||
Jensen Alpha | 0.0511 | |||
Total Risk Alpha | (0.01) | |||
Sortino Ratio | (0.01) |
Simplify Exchange Against Markets
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.