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Simplify Exchange Traded Funds (IOPP)
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Upturn Advisory Summary
01/21/2025: IOPP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 11.42% | Avg. Invested days 91 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 5900 | Beta - | 52 Weeks Range 22.48 - 29.90 | Updated Date 01/21/2025 |
52 Weeks Range 22.48 - 29.90 | Updated Date 01/21/2025 |
AI Summary
ETF Simplify Exchange Traded Funds Summary
Profile:
Simplify Exchange Traded Funds (SYF) offers actively managed ETFs focusing on specific sectors and strategies. They aim to provide investors with alternative investment opportunities that go beyond traditional index-tracking ETFs.
Objective:
SYF ETFs aim to achieve superior risk-adjusted returns by actively managing their portfolios and employing rigorous research and analysis.
Issuer:
Simplify Asset Management is the issuer of SYF ETFs. Founded in 2015, the company boasts a team of experienced portfolio managers and analysts with expertise in various sectors.
Market Share:
SYF ETFs hold a relatively small market share compared to larger ETF providers. However, their unique approach and strong track record have attracted growing investor interest.
Total Net Assets:
Total net assets under management for SYF ETFs vary depending on the specific ETF. You can find the current figure on their website.
Moat:
- Active Management: SYF ETFs leverage the expertise of their experienced team, allowing for dynamic portfolio adjustments and access to unique investment opportunities.
- Niche Focus: They offer ETFs targeting specific sectors and strategies, catering to investors seeking alternatives to broad market exposure.
Financial Performance:
Past performance varies across different SYF ETFs. It's crucial to analyze the performance of the specific ETF you're interested in and compare it to relevant benchmarks.
Growth Trajectory:
SYF ETFs have experienced growth in recent years due to their innovative approach and strong performance. This trend is likely to continue as investor demand for actively managed solutions increases.
Liquidity:
- Average Trading Volume: Trading volume can vary depending on the specific ETF. Check the relevant ETF page on the SYF website for current data.
- Bid-Ask Spread: Bid-ask spreads are generally tight, indicating relatively low transaction costs.
Market Dynamics:
Market dynamics, such as economic trends, sector performance, and investor sentiment, impact SYF ETFs like any other investment.
Competitors:
Key competitors in the actively managed ETF space include firms like ARK Invest (ARKK) and Global X Funds (GXF).
Expense Ratio:
Expense ratios for SYF ETFs are generally higher than index-tracking ETFs due to the active management component. Specific expense ratios vary by ETF.
Investment Approach and Strategy:
SYF ETFs employ active management strategies to achieve their investment objectives. Their holdings can include various asset classes like stocks, bonds, commodities, and alternative investments, depending on the specific ETF's mandate.
Key Points:
- Actively managed for superior risk-adjusted returns
- Focus on specific sectors and strategies
- Experienced and knowledgeable management team
- Strong track record for some ETFs
- Higher expense ratios than index-tracking ETFs
Risks:
- Actively managed strategies may underperform their benchmarks
- Exposure to specific sectors carries higher volatility risk
- Investment strategies may change over time
Who Should Consider Investing:
- Investors seeking alternatives to traditional index-tracking ETFs
- Those comfortable with higher fees associated with active management
- Individuals seeking exposure to specific sectors or strategies
Fundamental Rating Based on AI:
7/10
SYF ETFs demonstrably offer unique investment opportunities with active management. Their strong track record and growth potential are promising. However, the relatively small market share and higher expense ratios require careful consideration.
Resources:
- Simplify Asset Management website: https://www.simplifyetfs.com/
- ETF Database: https://etfdb.com/
Disclaimer:
This information is for informational purposes only and should not be considered investment advice. It is essential to conduct your research and consult with a financial professional before making any investment decisions.
Please note: This summary is based on publicly available information as of October 2023. Data and insights may change over time.
About Simplify Exchange Traded Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its assets in securities of Indian issuers. The manager define Indian issuers as entities: (i) organized in India; (ii) having a class of securities whose principal securities market is in India; (iii) deriving more than 50% of total revenues or earnings from goods produced, sales made, or services provided in India; or (iv) maintaining more than 50% of its employees, assets, investments, operations, or other business activity in India.
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