Simplify Managed Futures Strategy ETF

CTA seeks absolute returns that have low correlation to the equities market. The actively managed fund uses futures in commodity, currency, and fixed income.

AGFiQ U.S. Market Neutral Anti-Beta Fund

The S&P 500 has doubled in the last five years, raising concerns about a potential market top and the need for portfolio hedging. Traditional bonds have struggled due to rising interest rates; alternatives may offer better downside protection. Diversifying with alternatives, like CTA's managed futures or BTAL's market hedge, can reduce portfolio volatility and enhance risk-adjusted returns without significantly cutting equity exposure.

CTA And BTAL: My Recommended S&P 500 Hedges

Diversification across asset classes mitigates risks and enhances portfolio resilience - the real "free lunch". Due to low expected correlations, the Simplify Managed Futures Strategy ETF can increase the Sharpe ratio of a portfolio or soften the blow of a drawdown during times of distress. I propose an allocation that could produce 11% annual returns over the next decade or more, at volatility and drawdowns that could be even lower than the stock market's.

Simplify's CTA: The Coveted Free Lunch

Allocating to alternative investments like commodities can hedge against inflation and fiat currency volatility, reducing portfolio risk. The Simplify Managed Futures Strategy ETF offers a long-short futures strategy with a low correlation to equities, outperforming passive commodity funds. CTA's active management and trend-focused models provide strong risk-adjusted returns. Since its inception, it has been among the few to have positive returns and a low-to-negative equity correlation.

CTA: How To Reduce Portfolio Volatility With Actively Managed Futures

JPMorgan Equity Premium Income ETF

KFA Mount Lucas Index Strategy ETF

VictoryShares Free Cash Flow ETF

The US stock market has had its best 2-year period since 1998-1999, and many investors worry about an impending crash. The 60-40 failed in 2022's inflation spike bear market, suffering its worst return since 1937. 4 ETFs combine to create a far superior 7.4% yielding alternative to the 60-40 retirement portfolio, historically falling 71% less than the market during downturns.

4 ETFs To Build The Ultimate 7.4% Yielding Retirement Portfolio In 2025

Combining JEPI and CTA ETFs creates a 10% yielding hedge fund portfolio that has historically generated double-digit returns, with 85% less volatility than the S&P. JEPI's covered call strategy and CTA's trend-following approach, including unique asset classes, creates one of the best low-cost hedge fund options I've ever found. Since CTA's inception, the JEPI + CTA combo has captured -13% of the market's downside in falling markets, and the average return in a down month for US stocks +0.6%.

How JEPI And CTA Can Potentially Deliver 10% Yields And Gains In Most Corrections

Simplify Aggregate Bond Plus Credit Hedge ETF

Simplify Stable Income ETF

Simplify High Yield PLUS Credit Hedge ETF

Simplify Opportunistic Income Etf

Simplify Market Neutral Equity Long/Short ETF

Simplify Macro Strategy ETF

Simplify Commodities Strategy No K-1 ETF

Simplify Hedged Equity ETF

Simplify Enhanced Income ETF

Simplify Tara India Opportunities ETF

Simplify Bitcoin Strategy PLUS Income ETF

Simplify MBS ETF

Simplify National Muni Bond ETF

Simplify Next Intangible Core Index ETF

Simplify Next Intangible Value Index ETF

Simplify Interest Rate Hedge ETF

Simplify Health Care ETF

Simplify Multi-Qis Alternative ETF

Simplify US Equity PLUS GBTC ETF

Simplify US Equity PLUS Downside Convexity ETF

Simplify US Equity PLUS QIS ETF

Simplify US Equity Plus Upside Convexity ETF

Simplify Propel Opportunities ETF

Simplify Volatility Premium ETF

Simplify Short Term Treasury Futures Strategy ETF

Simplify Risk Parity Treasury ETF

Simplify Volt RoboCar Disruption and Tech ETF

NEW YORK--(BUSINESS WIRE)--Simplify announced today that it expects to deliver capital gains distributions across six Simplify ETFs.

Simplify Provides Estimated Capital Gain Distribution Information for 2024

ETFs mitigate risks associated with individual stocks, which can suffer permanent catastrophic returns or bankruptcy, even AAA-rated companies like Microsoft and Johnson & Johnson. My ZEUS Family Portfolio for 2025 will buy six ETFs, aiming for a 6.5% long-term annual withdrawal rate, including charity and living expenses. Dividend-focused ETFs like SCHD and DGRW don't meet my portfolio's return potential, but growth and hedging ETFs, like the Mount Lucas managed futures ETF, offer significant benefits.

The 6 ETFs I'll Be Buying In 2025 (And You Might Want To Buy Them Too)

CTA has not only helped bolster portfolios during an equity market downturn, but has also delivered impressive gains in 2024 as stocks have risen. Trend diversifies your portfolio with a unique convexity strategy. Another huge component of the strong absolute returns in CTA is the exploitation of structural carry opportunities across rate and commodity futures markets.

A Hedge You Get Paid To Own

ProShares Ultra Bloomberg Natural Gas

Saba Closed-End Funds ETF

Cohen & Steers Closed-End Opportunity Fund

VanEck Bitcoin Trust

iShares iBoxx High Yield Corporate Bond ETF

iShares Interest Rate Hedged High Yield Bond ETF

iShares Bitcoin Trust

iShares Cybersecurity and Tech ETF

iShares Core S&P 500 ETF

KraneShares CSI China Internet ETF

Invesco QQQ

Global X Russell 2000 Covered Call ETF

Schwab U.S. Large-Cap Growth ETF

Amplify Junior Silver Miners ETF

Invesco S&P 500 GARP ETF

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

Motley Fool 100 Index ETF

This ETF Edition highlights 12 less covered exchange-traded fund ideas on Seeking Alpha from June 1st - July 15th. ETFs in our first edition include Saba Closed-End Funds, iShares 20+ Year Treasury Bond BuyWrite Strategy, Global X Russell 2000 Covered Call, Invesco S&P 500 GARP, and more. Managed futures are in focus with one ETF idea where the author writes they "offer potential for maximizing income, boosting returns, and reducing volatility in a portfolio".

Undercovered Dozen ETF Edition: China, Bitcoin, Cybersecurity, Motley Fool +

I am thrilled to learn new investing concepts, and adapt them into tools that help my family and others build bunker portfolios optimized for your needs. Managed futures, specifically Simplify Managed Futures Strategy ETF, offer potential for maximizing income, boosting returns, and reducing volatility in a portfolio. CTA has shown superior historical returns, consistent dividends, and unique strategies that could potentially outperform its peers by 3% per year.

CTA: 5 Reasons I Added This 7.6% Yielding ETF To My Portfolio

I recommended a buy due to a favorable macro situation and strong organic growth. AJG has a strong competitive advantage from its scale and access to data, giving it an edge over smaller brokers.

CTA: Best-Performing Managed Futures ETF, Strong Strategy And Track-Record

Fidelity Stocks for Inflation ETF

iShares Russell 2000 ETF

SPDR S&P Dividend ETF

Utilities Select Sector SPDR Fund

The Fed kept key interest rates unchanged at 5.25%-5.50%. While the Fed ruled out the possibility of a rate hike going forward, it refrained from giving cues about a rate cut, due to sticky inflation and economic resilience.

Fed Stays Put, Provides Nuanced Outlook: ETFs Likely to Win

Ionic Inflation Protection ETF

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

Hello! This week's ETF Wrap shines the light on some fund strategies that stood out for posting gains even as markets broadly sold off Wednesday on inflation fears.

Inflation is ‘thorn' in market's side — but these ETFs rose even as stocks, bonds fell

PIMCO Active Bond ETF

Pimco Commodity Strategy Active Exchange-Traded Fund

WisdomTree Emerging Markets Local Debt Fund

iShares JP Morgan USD Emerging Markets Bond ETF

iShares Core MSCI International Developed Markets ETF

IQ CBRE Real Assets ETF

iShares Russell 3000 ETF

JPMorgan Emerging Markets Equity Core ETF

T Rowe Price US High Yield ETF

iShares Broad USD High Yield Corporate Bond ETF

Vanguard FTSE Developed Markets ETF

Vanguard Total Stock Market ETF

By: Nolan Mauk In the post-pandemic era marked by economic uncertainty, volatility, geopolitical tension, and deglobalization, one thing has been made clear: no market, sector, or asset class is immune to the effects of rapidly changing market cycles.

All-Seasons Investing: The Case for a Diversified Asset Allocation

The Simplify Managed Futures Strategy ETF is an absolute return fund that seeks long-term capital appreciation through systematic investing in futures.

CTA: Differentiated Managed Futures ETF

Simplify Tail Risk Strategy ETF

Simplify Provides Estimated Capital Gain Distribution Information for 2023

WisdomTree Bloomberg Floating Rate Treasury Fund

WisdomTree Managed Futures Strategy Fund

Market volatility and ongoing investor uncertainty were hallmarks for much of the year. In an environment of elevated inflation and interest rates, advisors and investors increasingly turned to alternatives to diversify their portfolios.

Don't Forget Managed Futures When Looking to Alternatives

Managed futures strategies are worth considering during a potential recession and market volatility. The Simplify Managed Futures Strategy ETF is an interesting active strategy with low correlation to equities. CTA uses a systematic investment approach and has shown superior performance compared to other managed futures ETFs.

CTA: A Promising Diversifier

Fidelity Low Volatility Factor ETF

iShares Russell 1000 Value ETF

Hartford Multifactor US Equity ETF

Invesco S&P 500 Low Volatility ETF

ProShares Short VIX Short-Term Futures ETF

iShares Edge MSCI Min Vol USA ETF

ProShares VIX Short-Term Futures ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs. Bear: Are Low Volatility ETFs Best for Today's Market?

In an environment of pronounced volatility and less-than-certain equity and bond performance in the last few years, investors are leaning toward more complex strategies such as alternatives. Managed futures are one such strategy, equally complex and alluring for the strong diversification they can bring to portfolios.

An Advisor's Guide to Demystifying Managed Futures

The CTA Simplify Managed Futures Strategy ETF offers a unique approach to portfolio diversification and long-term capital appreciation through systematic futures investments. Its unique systematic models, focusing on price trends, mean reversion, carry, and risk-off strategies, enable it to generate consistent positive returns. CTA has demonstrated promising performance, outperforming its peers and delivering positive returns even during challenging market conditions, positioning it as a valuable diversifier, particularly in anticipation of a potential recession.

CTA: Diversified Strategy To Hedge For A Recession

Harley Bassman, managing partner at Simplify, discusses his firm's sophisticated derivative ETF strategies.

How Investors Can Tap Into Derivatives With ETFs

Simplify Asset Management announced the launch of the Simplify Commodities Strategy No K-1 ETF (NYSE Arca: HARD), an actively managed ETF designed to serve as both a core commodity holding and an inflation hedging vehicle.

Simplify Initiates HARD Launch on Actively Managed Commodity ETF

First Trust Morningstar Managed Futures Strategy Fund

Looking to get into the world of managed futures ETFs? Advisors may well be intrigued by a strategy that combines can take long and short positions across asset classes in such a volatile market.

Compare the Cost of Managed Futures ETFs to Funds

The Simplify Managed Futures Strategy ETF, CTA, invests in a portfolio of equity, U.S. Treasury, commodity, and foreign exchange futures contracts. This article reviews the CTA ETF and compares its results against other managed futures exchange-traded funds and standard bond or bond funds.

CTA: Managed Futures ETF Celebrates Its First Anniversary

News for Simplify Managed Futures Strategy ETF ETF (CTA)