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Simplify Exchange Traded Funds (SPQ)
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Upturn Advisory Summary
01/21/2025: SPQ (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 9.82% | Avg. Invested days 59 | 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) 1550 | Beta - | 52 Weeks Range 22.60 - 29.17 | Updated Date 01/22/2025 |
52 Weeks Range 22.60 - 29.17 | Updated Date 01/22/2025 |
AI Summary
Simplify Exchange Traded Funds: A Comprehensive Overview
Profile: Simplify Exchange Traded Funds (ETF) is an investment firm specializing in multi-asset strategies. They offer a range of ETFs focusing on income generation, capital appreciation, and diversification across various asset classes.
Objective: The primary investment goal of Simplify ETFs is to provide investors with innovative and transparent investment solutions that meet their specific needs. Their ETFs aim to achieve consistent returns, risk management, and long-term capital appreciation.
Issuer: Simplify Asset Management is the issuer of Simplify ETFs. The company is relatively new, founded in 2021, but has gained recognition for its innovative ETF offerings and experienced management team.
- Reputation and Reliability: Simplify Asset Management has a positive reputation in the market, receiving awards and recognition for its unique ETF strategies.
- Management: The management team comprises experienced professionals with extensive backgrounds in finance, asset management, and quantitative analysis.
Market Share: Simplify ETFs hold a small market share compared to established ETF providers. However, they are experiencing rapid growth due to their innovative strategies and increasing investor interest.
Total Net Assets: As of November 2023, Simplify ETFs manage approximately $2 billion in total net assets.
Moat: Simplify ETFs' competitive advantage lies in their unique and innovative strategies, which often focus on niche market segments or utilize advanced quantitative models. This differentiation attracts investors seeking alternative investment solutions.
Financial Performance: Simplify ETFs have delivered competitive returns since their inception. However, their track record is relatively short, and past performance is not indicative of future results.
Benchmark Comparison: Simplify ETFs generally outperform their benchmark indices, demonstrating the effectiveness of their active management strategies.
Growth Trajectory: Simplify ETFs are experiencing strong growth, with increasing assets under management and new ETF launches planned.
Liquidity: Simplify ETFs generally have moderate trading volumes, which may impact their liquidity. Investors should be aware of the potential for wider bid-ask spreads.
Market Dynamics: Simplify ETFs are influenced by various factors, including economic indicators, interest rates, and market volatility. Investors should consider these factors when making investment decisions.
Competitors: Key competitors of Simplify ETFs include iShares, Vanguard, and BlackRock, which offer a broader range of ETFs with larger market shares.
Expense Ratio: Expense ratios for Simplify ETFs vary depending on the specific ETF but are generally competitive compared to similar offerings from other providers.
Investment Approach and Strategy: Simplify ETFs employ diverse strategies, including:
- Active Management: Utilizing quantitative models and experienced portfolio managers to select investments.
- Multi-Asset Allocation: Diversifying across various asset classes like equities, fixed income, and commodities.
- Thematic Investing: Focusing on specific themes or sectors with high growth potential.
Key Points:
- Innovative and unique ETF strategies.
- Experienced management team with a strong track record.
- Competitive returns and active management approach.
- Growing assets under management and new ETF launches planned.
Risks:
- Relatively short track record compared to established ETF providers.
- Potential for lower liquidity compared to larger ETFs.
- Exposure to market volatility and specific asset class risks.
Who Should Consider Investing:
- Investors seeking innovative and actively managed ETF solutions.
- Investors looking for exposure to specific themes or sectors with high growth potential.
- Investors comfortable with moderate risk and a longer investment horizon.
Fundamental Rating Based on AI: 8/10
Simplify ETFs receive a solid rating based on their innovative strategies, experienced management team, and strong initial performance. However, their short track record and potential liquidity constraints warrant some caution.
Resources:
- Simplify ETFs website: https://www.simplifyetf.com/
- Morningstar: https://www.morningstar.com/etfs/simplify-etfs
- ETF.com: https://www.etf.com/channels/simplify-etfs
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
About Simplify Exchange Traded Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its net assets in equity securities of U.S. entities. The advisor defines equity securities as common stock, preferred stock, and futures on common stock. Additionally, the advisor defines U.S. entities as those organized in the U.S.; having a class of securities whose principal securities market is in the U.S.; or deriving more than 50% of its total revenues or earnings from goods produced, sales made, or services provided in the U.S., or maintaining more than 50% of its employees, assets, investments, operations, or other business activity in the U.S.
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