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SPUC - Simplify US Equity Plus Upside ETF

Simplify US Equity Plus Upside ETF logoThe Simplify US Equity Plus Upside ETF (SPUC) is an exchange-traded fund (ETF) that seeks to provide investors with exposure to US equities while providing upside potential. The ETF's objective is to provide long-term capital appreciation with a focus on risk management and downside protection.

SPUC uses a rules-based investment strategy that combines fundamental analysis and options trading to capture the upside potential of US equities while limiting downside risk. The ETF invests in a portfolio of US large-cap stocks and writes call options on a portion of its holdings to generate additional income.

As of September 2021, the SPUC ETF has a net asset value (NAV) of approximately $80 million and holds a portfolio of US large-cap stocks. The ETF's expense ratio is 0.50%, which is relatively low compared to other ETFs.

SPUC has a track record of providing investors with solid returns while managing risk. Since its inception in 2020, the fund has provided investors with a return of around 23% (as of March 23, 2023).

Overall, the Simplify US Equity Plus Upside ETF (SPUC) could be a good investment option for investors looking to invest in US equities with a focus on risk management and upside potential. However, as with any investment, it is important to conduct thorough research and consider factors such as risk tolerance, investment objectives, and fees before making a decision. Additionally, the ETF's use of options trading can introduce additional risks and complexities.



 



 

 

 
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