Investing - Theory, News & General • Adding alternative strategies to passive portfolios - Simplify ETFs

Simplify ETFs look pretty compelling. https://www.simplify.us/model-portfolios

The model portfolio I'm interested in: Moderate

Fixed Income: 25%

BBSA: 5% JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
AGGH: 15% Simplify Aggregate Bond ETF
CDX: 5% Simplify High Yield PLUS Credit Hedge ETF

Equity: 55%

SPLG: 25% SPDR Portfolio S&P 500 ETF
SVOL: 5% Simplify Volatility Premium ETF
HEQT: 5% Simplify Hedged Equity ETF
SPSM: 5% SPDR Portfolio S&P 600 Small Cap ETF
IDEV: 12% iShares Core MSCI International Developed Market ETF
IEMG: 3% iShares Core MSCI Emerging Markets ETF

Alternatives: 20%

EQLS: 6.7% Simplify Market Neutral Equity Long/Short ETF
QIS: 6.7% Simplify Multi-QIS Alternative ETF
CTA: 6.6% Simplify Managed Futures Strategy ETF

Statistics: Posted by sr4b — Sat Jul 27, 2024 7:40 pm — Replies 5 — Views 441

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