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Upturn AI SWOT - About
Simplify Exchange Traded Funds - Simplify Health Care ETF (PINK)
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Upturn Advisory Summary
04/01/2025: PINK (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.13% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 52775 | Beta 0.77 | 52 Weeks Range 28.47 - 33.25 | Updated Date 04/2/2025 |
52 Weeks Range 28.47 - 33.25 | Updated Date 04/2/2025 |
Upturn AI SWOT
Simplify Exchange Traded Funds - Simplify Health Care ETF
ETF Overview
Overview
The Simplify Health Care ETF (PINK) is an actively managed ETF providing exposure to the health care sector while aiming to mitigate downside risk and enhance upside potential through options strategies.
Reputation and Reliability
Simplify Asset Management is a relatively newer player in the ETF market, known for its innovative and often complex strategies.
Management Expertise
The management team has experience in options trading and quantitative finance, essential for managing the fund's strategy.
Investment Objective
Goal
The fund seeks capital appreciation, using options to hedge risk and enhance returns in the health care sector.
Investment Approach and Strategy
Strategy: Actively managed, employing a combination of long positions in healthcare stocks and options strategies, including buying call options and put options, to create targeted exposure and mitigate risks.
Composition Primarily holds equities in the health care sector and options contracts on healthcare indices or ETFs.
Market Position
Market Share: PINK's market share is relatively small compared to broad healthcare ETFs.
Total Net Assets (AUM): 2580000
Competitors
Key Competitors
- XLV
- VHT
- IYH
Competitive Landscape
The healthcare ETF market is dominated by large, passively managed funds like XLV and VHT. PINK differentiates itself with its active management and options strategy which leads to higher potential returns and higher risk, but this may not appeal to all investors seeking passive exposure.
Financial Performance
Historical Performance: Historical performance data should be reviewed from the fund's website to assess its track record relative to its objectives and risk profile.
Benchmark Comparison: The fund's performance should be compared to a broad healthcare index like the S&P 500 Health Care Sector Index or XLV, taking into account its unique strategy.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume is low, impacting execution and liquidity.
Bid-Ask Spread
The bid-ask spread can be wider than more liquid ETFs, increasing trading costs.
Market Dynamics
Market Environment Factors
Factors affecting the fund include healthcare policy changes, pharmaceutical pricing pressures, technological advancements in healthcare, and overall economic conditions.
Growth Trajectory
Growth depends on the fund's ability to effectively implement its options strategy and capitalize on healthcare sector trends.
Moat and Competitive Advantages
Competitive Edge
PINK's competitive advantage lies in its active management and options strategy, allowing it to potentially outperform passively managed healthcare ETFs. The fund aims to provide downside protection during market downturns and enhanced returns during bullish periods. However, the complexity of the strategy and higher expense ratio are disadvantages. This fund stands out amongst vanilla healthcare ETFs with its option based approach.
Risk Analysis
Volatility
Volatility is likely higher than traditional healthcare ETFs due to the options strategy and active management.
Market Risk
Market risk includes exposure to the healthcare sector's sensitivity to regulatory changes, technological disruptions, and economic cycles.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking active management within the healthcare sector, comfortable with options strategies, and willing to accept higher potential risk and volatility for enhanced returns.
Market Risk
Suitable for investors with a higher risk tolerance seeking potential outperformance in the healthcare sector, not for passive index followers.
Summary
The Simplify Health Care ETF (PINK) offers a unique approach to healthcare investing through its active management and options strategy. It aims to provide downside protection and enhanced returns but comes with higher volatility and expenses. Investors should carefully consider their risk tolerance and investment objectives before investing. The fund's success depends on the management team's ability to effectively implement its strategy in varying market conditions.
Similar Companies
IBB
iShares Biotechnology ETF
IBB
iShares Biotechnology ETF
IYH
iShares U.S. Healthcare ETF
IYH
iShares U.S. Healthcare ETF
VHT
Vanguard Health Care Index Fund ETF Shares
VHT
Vanguard Health Care Index Fund ETF Shares
XBI
SPDR® S&P Biotech ETF
XBI
SPDR® S&P Biotech ETF
XLV
Health Care Select Sector SPDR® Fund
XLV
Health Care Select Sector SPDR® Fund
Sources and Disclaimers
Data Sources:
- Simplify Asset Management Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 - Simplify Health Care ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund will invest at least 80% of its assets (plus any borrowings for investment purposes) in securities of U.S. health care companies. The fund adviser defines health care companies as companies included in the Global Industry Classification Standard health care sector. The fund will typically invest in 50 " 100 health care companies. The adviser generally seeks investments in companies that are developing new and effective medicines, as well as companies whose business models reduce costs or improve quality in health care systems.
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