The Simplify Commodities Strategy No K-1 ETF is rated a buy, supported by a bullish commodities outlook and favorable macroeconomic trends. HARD offers diversified commodity futures exposure, a 3.12% yield, and flexibility due to its smaller size compared to PDBC. In 2025, HARD outperformed PDBC, but PDBC led in Q1 2026 due to higher energy exposure, underscoring the importance of asset mix.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew B. Boersen Straight Path Wealth Management | 9,750 | $275,513 | $301,665 | $26,152 | 9.49% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 53,003 | $1.34M | $1.63M | $293,491.15 | 21.98% |
Dina Fliss Global View Capital Management LLC | 31,788 | $1.01M | $976,845.24 | -$30,557.75 | -3.03% |
Chris Chatto Encompass More Asset Management | 405,214 | $13.88M | $12.65M | -$1.22M | -8.81% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 66,808 | $2.36M | $2.08M | -$285,270.2 | -12.07% |
| ARCA Exchange | US Country |
The adviser operates with a clear focus on investing in commodity futures contracts to achieve the fund’s investment objective. Leveraging a nuanced investment strategy under normal market conditions, the fund primarily dedicates its portfolio to futures contracts on commodities and commodity indices. The core aim is to tap into the economic benefits that accrue from the rising trends, which are contingent on the price changes of the futures contracts in question. This strategic approach allows the adviser to capture value for investors by navigating the volatile commodities market with a keen eye on trend-based gains.
Our comprehensive suite of products and services is tailored to meet the diverse needs of our investors by focusing on commodity futures contracts and leveraging rising market trends. Here’s a breakdown of what we offer:
We invest in a variety of futures contracts across a broad spectrum of commodities. This includes energy sources, precious metals, and agricultural products, among others. Our strategy involves identifying commodities with potential for price appreciation and investing in futures contracts to benefit from these upward price movements.
Alongside individual futures contracts, we also invest in futures contracts on commodity indices. These indices track the performance of specific sets of commodities, providing a diversified exposure to the commodities market. By investing in indices, we aim to mitigate the risk associated with individual commodities and capture broader market trends.