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Simplify Bitcoin Strategy PLUS Income ETF (MAXI)
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Upturn Advisory Summary
01/21/2025: MAXI (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
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 97.65% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 01/21/2025 |
Key Highlights
Volume (30-day avg) 102046 | Beta - | 52 Weeks Range 13.01 - 33.74 | Updated Date 01/22/2025 |
52 Weeks Range 13.01 - 33.74 | Updated Date 01/22/2025 |
AI Summary
Profile: The Simplify Bitcoin Strategy Plus Income ETF is focused on providing exposure to Bitcoin while also generating income from a covered call options strategy. The ETF primarily invests in Bitcoin futures contracts and generates income by selling covered calls on those contracts.
Objective: The primary investment goal of the ETF is to provide investors with exposure to Bitcoin while also generating income through a covered call options strategy.
Issuer: Simplify Asset Management is the issuer of the ETF. The company is known for its innovative ETF strategies and experienced management team. They have a reputation for creating unique investment solutions for investors.
Market Share: The ETF's market share in its sector is not specified.
Total Net Assets: The total assets under management for the ETF are not specified.
Moat: The ETF's competitive advantage lies in its unique strategy of combining exposure to Bitcoin with income generation through covered call options.
Financial Performance: Historical financial performance data is not provided for the ETF, making it difficult to assess its track record.
Growth Trajectory: The growth trajectory of the ETF is not specified.
Liquidity: Average Trading Volume and Bid-Ask Spread information is not provided for the ETF.
Market Dynamics: Factors affecting the ETF's market environment, such as economic indicators and market conditions, are not discussed.
Competitors: Key competitors of the ETF are not listed.
Expense Ratio: The fund's expense ratio, including management fees and operational costs, is not provided.
Investment Approach and Strategy: The ETF aims to track the performance of Bitcoin while generating income through a covered call options strategy. It primarily holds Bitcoin futures contracts.
Key Points: The ETF provides exposure to Bitcoin with an income-generating strategy through covered call options.
Risks: The main risks associated with the ETF include volatility in the price of Bitcoin and market risk associated with the underlying assets.
Who Should Consider Investing: Investors seeking exposure to Bitcoin with an income-generation strategy may consider investing in this ETF.
Evaluation of ETF Simplify Bitcoin Strategy PLUS Income ETF's fundamentals using an AI-based rating system: Given the lack of specific data on the ETF's financial performance, market position, and growth trajectory, it is challenging to provide a comprehensive analysis and assign a Fundamental Rating Based on AI.
Resources and Disclaimers: The analysis was conducted based on available information and may not be suitable for making investment decisions. Investors should conduct their own research and seek advice from financial professionals before investing. Data was sourced from the Simplify Asset Management website.
About Simplify Bitcoin Strategy PLUS Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund (an "ETF"). The fund"s adviser seeks to achieve its investment objective by using three strategies: (1) a Bitcoin futures strategy, (2) an income strategy, and (3) an option overlay strategy. Even though the adviser employs three strategies, the fund"s portfolio is composed primarily of income producing securities. It is non-diversified.
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