What does SVOL invest in?
The Fund invests in ETFs (Exchange-Traded Funds) and is therefore subject to the same risks as the underlying securities in which the ETF invests as well as entails higher expenses than if invested into the underlying ETF directly.
- MUTUAL FUND (OTHER) 30.29% $224.77M.
- CASH. U.S. Dollar. 25.65% ...
- United States Treasury Bills 0.0% 11-APR-2024. 14.68% $108.96M.
- AGGH. Simplify Aggregate Bond PLUS Credit Hedge ETF. 14.22% ...
- BUCK. Simplify Stable Income ETF. ...
- United States Treasury Notes 0.5% 15-APR-2024. 4.70% ...
- CYA. Simplify Tail Risk Strategy ETF. ...
- FUTURES. -0.67%
SVOL is an income-oriented ETF that sells VIX futures to generate revenue. The fund takes advantage of the mean-reverting tendencies found in volatility markets and profits when the VIX is flat or going down.
SVOL Signals & Forecast
A buy signal was issued from a pivot bottom point on Monday, March 25, 2024, and so far it has risen 0.177%. Further rise is indicated until a new top pivot has been found. Furthermore, there is a buy signal from the 3 month Moving Average Convergence Divergence (MACD).
SVOL has a dividend yield of 16.19% and paid $3.67 per share in the past year. The dividend is paid every month and the last ex-dividend date was Mar 25, 2024.
There are typically 12 dividends per year (excluding specials), and the dividend cover is approximately 1.2.
No. | Symbol | Name |
---|---|---|
1 | AMZN | Amazon.com, Inc. |
2 | PGR | The Progressive Corporation |
3 | MSFT | Microsoft Corporation |
4 | TT | Trane Technologies plc |
Importantly, as a short volatility ETF, SVOL is a relatively complex ETF, and its volatility level can change from relatively low to very high over a short timeframe. Fundamentally, it is more risky than the S&P 500 as it would likely decline by much more in the event of a quick stock market crash.
- Ex-Dividend Date 02/26/2024.
- Dividend Yield 15.72%
- Annual Dividend $3.60.
- P/E Ratio N/A.
The Simplify Volatility Premium ETF (SVOL) seeks to provide investment results, before fees and expenses, that correspond to approximately one-fifth to three-tenths (-0.2x to -0.3x) the inverse of the performance of the Cboe Volatility Index (VIX) short-term futures index while also seeking to mitigate extreme ...
What is the price prediction for SVOL stocks?
Simplify Exchange Traded Funds - Simplify Volatility Premium ETF quote is equal to 22.610 USD at 2024-03-25. Based on our forecasts, a long-term increase is expected, the "SVOL" stock price prognosis for 2029-03-16 is 25.238 USD. With a 5-year investment, the revenue is expected to be around +11.62%.
- Sign up for a brokerage account on Public. It's easy to get started.
- Add funds to your Public account. ...
- Choose how much you'd like to invest in SVOL ETF. ...
- Manage your investments in one place.
05/12/2021. Gross Expense Ratio. 1.16%
When is SVOL ex-dividend date? SVOL's upcoming ex-dividend date is on Mar 25, 2024. SVOL shareholders who own SVOL ETF before this date will receive SVOL's next dividend payment of 0.3 per share on Mar 28, 2024. Add SVOL to your watchlist to be reminded before SVOL's ex-dividend date.
Payout Date means the day on which the Company pays to a Participant the Market Value of the Restricted Share Units that have become vested and payable; Sample 1Sample 2Sample 3.
QQQ has a dividend yield of 0.59% and paid $2.64 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Mar 18, 2024.
Some will pay annually or semiannually. A small number of dividend stocks pay monthly, though. Monthly dividends can be a big benefit to income-oriented investors, especially those who are in retirement or relying on dividends as an important source of income.
A dividend is paid per share of stock. U.S. companies usually pay dividends quarterly, monthly or semiannually. The company announces when the dividend will be paid, the amount and the ex-dividend date.
Vanguard Real Estate ETF (VNQ)
VNQ has a dividend yield of 4.09% and paid $3.46 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Mar 22, 2024.
Company | Symbol | Total Net Assets |
---|---|---|
Amazon.com Inc. | AMZN | 1.75% |
Trane Technologies PLC | TT | 1.70% |
Progressive Corp. | PGR | 1.69% |
Microsoft Corp. | MSFT | 1.68% |
How many stocks does JEPI own?
JEPI has a total of 119 holdings. The top 10 holdings account for 27.53%. Amazon.Com, Inc. Meta Platforms, Inc.
JEPI has a dividend yield of 7.60% and paid $4.36 per share in the past year. The dividend is paid every month and the last ex-dividend date was Mar 1, 2024.
Short volatility funds bet against longshots. This seems like a solid concept. Unfortunately for investors, these products are extremely short term oriented. SVOL settles every day as managers attempt to mimic a fraction of the daily return of the VIX, a number that is designed to reflect market anxiety.
The biggest risk of over-diversification is that it reduces a portfolio's returns without meaningfully reducing its risk. Each new investment added to a portfolio lowers its overall risk profile. Simultaneously, these incremental additions also reduce the portfolio's expected return.
Over diversification is possible as some mutual funds have to own so many stocks (due to the large amount of cash they have) that it's difficult to outperform their benchmarks or indexes. Owning more stocks than necessary can take away the impact of large stock gains and limit your upside.
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