What does SVOL invest in? (2024)

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.

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What are the holdings of SVOL?

  • 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%

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How does SVOL make money?

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.

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Is SVOL a good buy?

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).

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Is SVOL a monthly dividend stock?

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.

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How often does SVOL pay dividends?

There are typically 12 dividends per year (excluding specials), and the dividend cover is approximately 1.2.

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What are Jepi's top holdings?

JEPI Holdings List
No.SymbolName
1AMZNAmazon.com, Inc.
2PGRThe Progressive Corporation
3MSFTMicrosoft Corporation
4TTTrane Technologies plc
46 more rows

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Is SVOL too risky?

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.

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What is the yield of Svol ETF?

SVOL Dividend History
  • Ex-Dividend Date 02/26/2024.
  • Dividend Yield 15.72%
  • Annual Dividend $3.60.
  • P/E Ratio N/A.

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What is SVOL fund?

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 ...

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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%.

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How to invest in SVOL?

How to buy SVOL ETF on Public
  1. Sign up for a brokerage account on Public. It's easy to get started.
  2. Add funds to your Public account. ...
  3. Choose how much you'd like to invest in SVOL ETF. ...
  4. Manage your investments in one place.

What does SVOL invest in? (2024)
What is SVOL expense ratio?

05/12/2021. Gross Expense Ratio. 1.16%

What is the ex date for SVOL?

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.

What is the payout 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.

What is the dividend of QQQ?

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.

Does anyone pay monthly dividends?

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.

How long do dividends pay out?

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.

How often does Vanguard REIT pay dividends?

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.

What stocks does JEPI own?

Top 10 Holdings
CompanySymbolTotal Net Assets
Amazon.com Inc.AMZN1.75%
Trane Technologies PLCTT1.70%
Progressive Corp.PGR1.69%
Microsoft Corp.MSFT1.68%
6 more rows

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.

What is the dividend yield of JEPI?

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.

Is SVOL a safe investment for long term?

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.

What are the dangers of Overdiversification?

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.

What are the risks of Overdiversification?

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.

References

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