Simplify Gold Strategy PLUS Income ETF (YGLD)
ARCA ARCA Primary Summary
YGLD Chart
YGLD: Leveraged Gold With A Twist
The Simplify Gold Strategy Plus Income ETF (YGLD) offers a unique strategy combining T-Bills, gold futures, and options spreads for diversified exposure. YGLD provides 250% exposure: 150% to gold and 100% to T-Bills, leveraging leftover collateral for additional income through options spreads. The fund's strategy aims to balance low-risk T-Bills with high-reward gold futures, though it carries many risks investors need to consider.
Simplify Gold Strategy PLUS Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 72,011 | $2.91M | $2.68M | -$234,490.06 | -8.06% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 21,762 | $906,627 | $808,675.92 | -$97,951.08 | -10.8% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 21,180 | $845,717 | $787,048.8 | -$58,668.2 | -6.94% |
Simplify Gold Strategy PLUS Income ETF (YGLD) FAQ
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Simplify Gold Strategy PLUS Income ETF Profile
| ARCA Exchange | US Country |
Overview
The fund is designed for investors looking to invest in equity securities of U.S. small capitalization companies, with a strategy that primarily involves purchasing exchange-traded funds (ETFs) focused on small cap companies. The advisor aims to pursue its equity strategy by investing at least 80% of the fund's net assets, plus any borrowings for investment purposes, in such securities. The fund also incorporates a downside convexity option overlay to manage up to twenty percent of its net assets, aiming to offer some protection against market downturns.
Products and Services
The fund offers a focused approach on U.S. small cap equity investment through two main products and services:
- Equity Securities of U.S. Small Cap Companies: The core of the fund's investment strategy, focusing on equity securities of companies with smaller market capitalizations in the United States. This approach is grounded in the belief that U.S. small cap companies offer significant growth potential, albeit with a higher risk factor.
- Downside Convexity Option Overlay: A sophisticated investment strategy aimed at protecting the portfolio against significant losses. This involves investing up to twenty percent of the fund’s net assets in options that increase in value when the fund’s core investments decline, thus potentially offering a buffer against downturns. It's designed for investors seeking an added layer of security alongside the growth opportunities presented by U.S. small cap equities.
