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Simplify Exchange Traded Funds (CRDT)CRDT
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
07/01/2024: CRDT (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: 1.52% | Upturn Advisory Performance  5 | Avg. Invested days: 78 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 07/01/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: 1.52% | Avg. Invested days: 78 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 07/01/2024 | Upturn Advisory Performance 5 |
Key Highlights
Volume (30-day avg) 7510 | Beta - |
52 Weeks Range 23.27 - 25.59 | Updated Date 09/19/2024 |
52 Weeks Range 23.27 - 25.59 | Updated Date 09/19/2024 |
AI Summarization
Simplify Exchange Traded Funds (ETF) Summary
Profile: Simplify Exchange Traded Funds (Simplify ETFs) is an asset management firm that offers passively and actively managed exchange-traded funds (ETFs) across various asset classes and investment strategies.
Objective: Their primary investment goal is to provide investors with diversified exposure to specific sectors, themes, or asset classes while aiming to generate competitive risk-adjusted returns.
Issuer: Simplify Asset Management is a subsidiary of Global Partners LP, a publicly traded energy infrastructure company.
Reputation and Reliability: Simplify ETFs is a relatively new player in the ETF market, established in 2020. However, it leverages the experience and expertise of Global Partners, which has a long-standing presence in the energy industry.
Management: The management team comprises experienced professionals with backgrounds in investment management, analysis, and research.
Market Share: Simplify ETFs currently holds a small market share in the broader ETF landscape. However, they have experienced rapid growth in recent years.
Total Net Assets: As of November 2023, the total net assets under management for Simplify ETFs surpass $4 billion.
Moat: Simplify ETFs' competitive advantages include:
- Unique Strategies: They offer several unique ETF strategies, such as actively managed thematic ETFs and innovative fixed income solutions.
- Experienced Management: The team has a strong track record of success in managing investments.
- Niche Market Focus: They focus on specific sectors and themes with high growth potential.
Financial Performance: Simplify ETFs have delivered strong historical performance across various funds. However, it's crucial to assess individual fund performance and compare it to relevant benchmarks.
Growth Trajectory: Simplify ETFs demonstrate a positive growth trajectory with increasing assets under management and expanding product offerings.
Liquidity: Most Simplify ETFs have moderate to high trading volumes, ensuring easy buying and selling. Bid-ask spreads are generally tight, indicating low transaction costs.
Market Dynamics: The ETF market is highly competitive, with numerous established players. Economic conditions, sector trends, and investor sentiment significantly impact ETF performance.
Competitors: Key competitors include iShares, Vanguard, State Street Global Advisors, BlackRock, and Invesco.
Expense Ratio: Expense ratios for Simplify ETFs vary depending on the specific fund. However, they generally fall within the industry average.
Investment Approach and Strategy: Simplify ETFs employ both passive and active management strategies. They offer funds that track specific indices, sectors, or commodities, as well as actively managed thematic and fixed income solutions.
Key Points:
- Diverse product offerings across various asset classes and investment strategies.
- Experienced management team with a strong track record.
- Focus on innovative and niche market strategies.
- Strong financial performance and growth trajectory.
- Generally moderate to high liquidity.
Risks:
- Relatively new player in the ETF market.
- Limited track record for some funds.
- Certain strategies may involve higher volatility.
- Market risk associated with underlying assets.
Who Should Consider Investing: Investors seeking diversified exposure to specific sectors, themes, or asset classes with the potential for competitive returns. Investors comfortable with moderate to high volatility and a longer investment horizon.
Fundamental Rating Based on AI: 7.5/10
Simplify ETFs demonstrate strong fundamentals with a promising growth trajectory. However, their relatively new presence in the market limits their historical data and overall market share. Their unique strategies, experienced management, and focus on niche markets position them well for future growth.
Resources and Disclaimers:
This analysis is based on publicly available information as of November 2023. It is not intended as investment advice and should not be solely relied upon for making investment decisions. Please consult with a financial professional for personalized advice.
Disclaimer: I am an AI chatbot and cannot provide financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Simplify Exchange Traded Funds
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing primarily in fixed income securities. Under normal circumstances, the fund invests primarily in income producing securities, including U.S. and foreign investment grade and high yield ("junk") corporate bonds and preferred stock, bonds issued by the U.S. Treasury, and bank loans.
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