Simplify Equity Plus Etf Profile
| SPBC Etf | USD 40.38 0.06 0.15% |
PerformanceModest
| Odds Of DistressLow
|
Simplify Equity is trading at 40.38 as of the 16th of February 2025, a 0.15 percent decrease since the beginning of the trading day. The etf's open price was 40.44. Simplify Equity has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 16th of February 2025. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities of U.S. companies and the Grayscale Bitcoin Trust. Simplify is traded on NASDAQ Exchange in the United States. The company has 1.57 M outstanding shares of which 631 shares are at this time shorted by private and institutional investors with about 0.0 trading days to cover. More on Simplify Equity PLUS
Moving together with Simplify Etf
Simplify Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Target Outcome ETFs, Asset Allocation ETFs, Digital Assets, Simplify Asset Management, Banking (View all Sectors) |
| Issuer | Simplify Asset Management |
| Inception Date | 2021-05-24 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 35.79 Million |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Outcome |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | Simplify Asset Management Inc. |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Paul Kim, David Berns |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 31-Jan |
| Exchange | NASDAQ |
| Number of Constituents | 8.0 |
| Market Maker | Virtu Financial |
| Total Expense | 0.72 |
| Management Fee | 0.5 |
| Country Name | USA |
| Returns Y T D | 4.54 |
| Name | Simplify U.S. Equity PLUS GBTC ETF |
| Currency Code | USD |
| Open Figi | BBG01163J3B4 |
| In Threey Volatility | 22.1 |
| 1y Volatility | 16.18 |
| 200 Day M A | 36.5549 |
| 50 Day M A | 39.8101 |
| Code | SPBC |
| Updated At | 15th of February 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.67 |
| Type | ETF |
Simplify Equity PLUS [SPBC] is traded in USA and was established 2021-05-24. The fund is listed under Digital Assets category and is part of Simplify Asset Management family. The entity is thematically classified as Target Outcome ETFs. Simplify Equity PLUS at this time have 43.85 M in assets. , while the total return for the last 3 years was 19.0%.
Simplify Equity PLUS currently holds about 37.56 M in cash with 8.12 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 24.72.
Check Simplify Equity Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Simplify Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Simplify Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Simplify Equity PLUS Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Simplify Equity PLUS Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Simplify Equity. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.057 | |||
| Jensen Alpha | 0.0659 | |||
| Total Risk Alpha | 0.0649 | |||
| Sortino Ratio | 0.0608 |
Simplify Equity Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Simplify Equity PLUS. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
The market value of Simplify Equity PLUS is measured differently than its book value, which is the value of Simplify that is recorded on the company's balance sheet. Investors also form their own opinion of Simplify Equity's value that differs from its market value or its book value, called intrinsic value, which is Simplify Equity's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Simplify Equity's market value can be influenced by many factors that don't directly affect Simplify Equity's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Simplify Equity's value and its price as these two are different measures arrived at by different means. Investors typically determine if Simplify Equity is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Simplify Equity's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.