Simplify Launches New Foreign Currency ETF
Today, Simplify Asset Management unveiled its latest fund, the Simplify Currency Strategy ETF (FOXY). FOXY uses a foreign currency strategy to provide capital gains for its investors.
Managed Futures Becoming a More Mainstream Alternative
ETFs expanded their market share in recent years by bringing mutual and hedge fund strategies to a wider variety of investors. Taking strategies previously locked behind high entry fees and significant management fees, ETFs work to broaden the investing playing field.
CTA And BTAL: My Recommended S&P 500 Hedges
The S&P 500 has doubled in the last five years, raising concerns about a potential market top and the need for portfolio hedging. Traditional bonds have struggled due to rising interest rates; alternatives may offer better downside protection. Diversifying with alternatives, like CTA's managed futures or BTAL's market hedge, can reduce portfolio volatility and enhance risk-adjusted returns without significantly cutting equity exposure.
Simplify's CTA: The Coveted Free Lunch
Diversification across asset classes mitigates risks and enhances portfolio resilience - the real "free lunch". Due to low expected correlations, the Simplify Managed Futures Strategy ETF can increase the Sharpe ratio of a portfolio or soften the blow of a drawdown during times of distress. I propose an allocation that could produce 11% annual returns over the next decade or more, at volatility and drawdowns that could be even lower than the stock market's.
CTA: How To Reduce Portfolio Volatility With Actively Managed Futures
Allocating to alternative investments like commodities can hedge against inflation and fiat currency volatility, reducing portfolio risk. The Simplify Managed Futures Strategy ETF offers a long-short futures strategy with a low correlation to equities, outperforming passive commodity funds. CTA's active management and trend-focused models provide strong risk-adjusted returns. Since its inception, it has been among the few to have positive returns and a low-to-negative equity correlation.
4 ETFs To Build The Ultimate 7.4% Yielding Retirement Portfolio In 2025
The US stock market has had its best 2-year period since 1998-1999, and many investors worry about an impending crash. The 60-40 failed in 2022's inflation spike bear market, suffering its worst return since 1937. 4 ETFs combine to create a far superior 7.4% yielding alternative to the 60-40 retirement portfolio, historically falling 71% less than the market during downturns.
The 6 ETFs I'll Be Buying In 2025 (And You Might Want To Buy Them Too)
ETFs mitigate risks associated with individual stocks, which can suffer permanent catastrophic returns or bankruptcy, even AAA-rated companies like Microsoft and Johnson & Johnson. My ZEUS Family Portfolio for 2025 will buy six ETFs, aiming for a 6.5% long-term annual withdrawal rate, including charity and living expenses. Dividend-focused ETFs like SCHD and DGRW don't meet my portfolio's return potential, but growth and hedging ETFs, like the Mount Lucas managed futures ETF, offer significant benefits.
A Hedge You Get Paid To Own
CTA has not only helped bolster portfolios during an equity market downturn, but has also delivered impressive gains in 2024 as stocks have risen. Trend diversifies your portfolio with a unique convexity strategy. Another huge component of the strong absolute returns in CTA is the exploitation of structural carry opportunities across rate and commodity futures markets.
CTA: 5 Reasons I Added This 7.6% Yielding ETF To My Portfolio
I am thrilled to learn new investing concepts, and adapt them into tools that help my family and others build bunker portfolios optimized for your needs. Managed futures, specifically Simplify Managed Futures Strategy ETF, offer potential for maximizing income, boosting returns, and reducing volatility in a portfolio. CTA has shown superior historical returns, consistent dividends, and unique strategies that could potentially outperform its peers by 3% per year.
