iShares Core S&P 500 ETF

Simplify Exchange Traded Funds - Simplify MBS ETF

Simplify Stable Income ETF

Simplify Aggregate Bond Plus Credit Hedge ETF

Simplify Exchange Traded Funds - Simplify National Muni Bond ETF

Simplify Risk Parity Treasury ETF

Simplify High Yield PLUS Credit Hedge ETF

Simplify Volatility Premium ETF

SVOL is an actively managed portfolio that aims to provide income via short exposure to S&P 500 VIX short-term futures, reset daily. The fund also utilizes an option overlay strategy to protect against adverse moves in VIX.

Simplify Volatility Premium ETF has changed its dividend distribution to primarily return of capital distributions, indicating a struggle to meet consistent income targets. My rating has changed to hold over concerns of these RoC distributions continuing moving forward. SVOL has changed its hedging strategy to incorporate the Simplify Tail Risk Strategy ETF, which may introduce additional risks to the fund's strategy and prove as an inefficient hedge.

SVOL: Downgrading Due To Concerning Trends

Capital Southwest

Hercules Capital

Oaktree Specialty Lending

Invesco QQQ

Schwab US Dividend Equity ETF

SPDR S&P 500 ETF Trust

Columbia Seligman Premium Technology Growth Func Inc

Cambria Shareholder Yield ETF

It is possible to build a high yield portfolio and substantially beat the market (S&P 500) on total return. Aggressive yield growth is possible for even a high yield portfolio. A quality high yield portfolio does not shrink but can grow your principal beyond inflation.

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I decided to sell my entire position in the Simplify Volatility Premium ETF due to recent changes in its portfolio and strategy. SVOL has deviated from its core strategy by adding significant positions in the Simplify Aggregate Bond ETF and the iShares iBoxx $ Investment Grade Corporate Bond ETF. Furthermore, in the short-term, an escalating Israel/Hamas war risks causing volatility to spike. So caution is warranted.

SVOL: Downgrade To Sell On Strategy Drift

SVOL ETF has made major changes to its core bond holdings, shifting away from T-Bills and short-term corporate bond ETFs. The fund has increased its holdings in AGGH, LQD, and TIPS, indicating a change in strategy and macro outlook. The managers potentially expect reduced volatility, steady rates, and strength in corporate debt. The move to TIPS allows the managers to shift risks.

SVOL: Changes In Bond Holdings Are A Boon

AGNC Investment

ARMOUR Residential REIT

ProShares Bitcoin Strategy ETF

Banco Macro

Dynex Capital

Ellington Residential Mortgage REIT

Eagle Point Credit

Ellington Financial

Gladstone Capital

Gladstone Commercial

YieldMax NVDA Option Income Strategy ETF

Orchid Island Capital

PIMCO Dynamic Income Fund

PennantPark Floating Rate Capital

Stellus Capital Investment

San Juan Basin Royalty Trust

Credit Suisse X-Links Silver Shares Covered Call ETN

iShares 20+ Year Treasury Bond BuyWrite Strategy ETF

Credit Suisse X-Links Crude Oil Shares Covered Call ETN

Imagine stocks or funds that pay out their dividends once a month! Unlike waiting for quarterly, semi-annual or (ugh) annual payouts, your angst waiting for money is reduced by 300%, or more! These October U.S. exchange-traded monthly-paid (MoPay) dividends, upsides, and net-gains include: 1. Stocks by-yield (82); 2. Stocks by price-upside (30); 3. Closed-End-Investments, Exchange-Traded-Funds & Notes (CEICs/ETFs/ETNs) by-yield >9.5% (80).

82 Monthly Paying Dividend Stocks And 80 Funds For October

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 hedges the downside with VIX call options, making it much less susceptible to black-swan events.

SVOL: The Best Income ETF On The Market Sells VIX Futures

SVOL continues to outperform the markets and is one of my favorite income ETFs. I've been asked about what happens to SVOL under different scenarios including several black swan events like what we saw in 2018 & 2020 where several funds shorting VIX blew up. I will look under the hood of the fund and demonstrate how exactly different scenarios would affect the fund. The risk of the fund blowing up is extremely small.

Here Is What Happens To SVOL In Different Scenarios (Including Worst Case Scenario)

SVOL generates yield by shorting VIX futures and hedging its short position with call options. SVOL has low volatility, high yield, and a low correlation with most other assets. Over the last year, the fund has suffered a price decline of 3.11% but is up 15.34% on a total return basis.

SVOL: High Yield And Low Correlation To Other Assets

Simplify Volatility Premium ETF is a high-yielding income generating fund that sells VIX premiums to generate income. SVOL has been holding up well in the last month despite VIX being up 20%, with a 0.34% increase in the last month. SVOL has outperformed the overall market since its inception, with a total return of 24% compared to SPY's 11%.

SVOL: Holding On Strong Despite Rising Volatility

The Simplify Volatility Premium ETF seeks to offer investment results that align with approximately -0.2x to -0.3x the inverse performance of the Cboe Volatility Index short-term futures index. SVOL stands out as the first ETF to combine inverse VIX exposure with a dynamic hedge. By leveraging the common occurrence of contango and the concept of mean reversion, SVOL offers investors an opportunity for enhanced yield, though not without inherent risks.

SVOL: Unveiling The Strategy And Enhancing Investor Diversification With Income Potential

The Simplify Volatility Premium ETF has gained popularity among investors seeking current income and inversely correlated exposure to the VIX. The growth in AuM has been propelled by the recent outperformance of the S&P 500 and very attractive yield of 17%. SVOL offers income generation, tactical tools for negative correlation to the VIX, and asset class diversification through one instrument.

SVOL: Enhanced Version Of Short Volatility

Democracy International Fund

Simplify Short Term Treasury Futures Strategy ETF

On this episode of ETF Prime, host Nate Geraci speaks with a trio of individuals discussing fixed income, innovative ETFs, and DMCY. His guests include VettaFi's Tom Lydon, who discusses significant topics from the Fixed Income Symposium.

ETF Prime: Lydon on Fixed Income, Plus Innovative ETFs and DMCY

The Simplify Volatility Premium ETF has seen its total assets under management triple this year to over $300M as investors clamor over ultra-high yield funds. SVOL is a short volatility fund that acts as a risk-insurance provider on the S&P 500, earning high premiums in good periods but potentially facing huge losses during significant market drawdowns. Despite its design to limit downside risk, SVOL could still suffer a quick loss should the VIX index rise rapidly.

SVOL: Market Risk Perception Too Low Compared To Economic Reality

SVOL provides -0.2 to -0.3 VIX exposure while hedging tail risks with VIX calls. It is a high-yielding fund, currently with a 16.8% forward yield. SVOL can still generate high yields in a low vol environment, as long as the VIX curve remains in contango.

SVOL: Shorting Vol Still Works In Low Vol Environment

Simplify Volatility Premium ETF (SVOL) is a fund that short sells VIX to collect premiums and offers a 17% dividend yield, making it a potential addition to income-oriented portfolios. The fund's strategy involves selling VIX futures contracts and buying VIX call options as a hedge, generating income from time premiums even when VIX remains flat or low. Although the fund has performed well during its short existence, it should be considered a complementary addition to a well-diversified portfolio due to its derivative nature.

SVOL Can Be A Good Addition To Your Income Portfolio

Simplify Volatility Premium ETF (SVOL) offers a high yield income of over 17% based on current monthly distribution, taking advantage of market volatility. SVOL generates income from options premiums, holding the majority of its assets in safe havens like US Treasury Bills and Notes. Despite its short history and potential risks, SVOL has outperformed similar funds in the past year, making it an attractive option for investors seeking high yield income.

SVOL: Simplifying Market Volatility To Generate Income

Franklin International Aggregate Bond ETF

Modiv

Neuberger Berman High Yield Strategies Fund Inc

PIMCO Access Income Fund

PIMCO Dynamic Income Opportunities Fund

Sabine Royalty Trust

SL Green Realty

Solar Capital

Yieldmax Tsla Option Income Etf

Imagine stocks or funds that pay out their dividends once-a-month! Unlike waiting for quarterly, semi-annual or (ugh) annual payouts, your angst waiting for money is reduced by 300%, or more! These May U.S. exchange-traded monthly-paid (MoPay) dividends, upsides, and net gains include: 1. Stocks by yield (83); 2. Stocks by price upside (30); 3. Closed-End Investments, Exchange-Traded Funds & Notes (CEICs/ETFs/ETNs) by yield >9.56% (80).

83 Monthly-Paying Dividend Stocks And 80 Funds For May

SVOL: Still Excessively Complicated And Risky.

SVOL: Still Excessively Complicated And Risky

The VIX futures curve suggests rocky times ahead this summer. SVOL is a net-short volatility ETF that generates a high yield by selling VIX derivatives premium.

Watch Your VIX Shorts - Volatility Back On The Table, SVOL At Risk

Broadmark Realty Capital Inc.

ETRACS Monthly Pay 1.5X Leveraged Closed End Fund Index ETN

ProShares K-1 Free Crude Oil Strategy ETF

Oxford Square Capital

RiverNorth Opportunities Fund, Inc.

Imagine stocks or funds that pay out their dividends once a month! Unlike waiting for quarterly, semi-annual or (ugh) annual payouts, your angst waiting for money is reduced by 300%, or more! These March U.S. exchange-traded monthly-paid (MoPay) dividends, upsides, and net-gains include: 1. Stocks by-yield (94); 2. Stocks by price-upside (30); 3. Closed-End-Investments, Exchange-Traded-Funds & Notes (CEICs/ETFs/ETNs) by yield >8.69% (80).

94 Monthly Paying Dividend Stocks And 80 Funds For March

ETRACS Monthly Pay 1.5X Leveraged Mortgage REIT ETN

ETRACS 2xMonthly Pay Leveraged US Small Cap High Dividend ETN

Imagine stocks or funds that pay out their dividends once a month! Unlike waiting for quarterly, semi-annual or (ugh) annual payouts, your angst waiting for money is reduced by 300% or more! These February U.S. exchange-traded monthly-paid (MoPay) dividends, upsides, and net gains include: 1. Stocks by-yield 101); 2. Stocks by price-upside (30); 3. Closed-End-Investments, Exchange-Traded-Funds & Notes (CEICs/ETFs/ETNs) by yield >8.69% (80).

102 Monthly Paying Dividend Stocks And 80 Funds For February

The Simplify Volatility Premium ETF generates high distribution yields by shorting VIX Futures. It provides -0.2 to -0.3x VIX exposure while hedging tail events with UVXY calls.

SVOL: Better Than Call Selling Strategies In Generating Yield

Bluerock Residential Growth REIT

Horizon Technology Finance

Horizon Technology Finance Corp Notes 2017-15.09.22

Imagine stocks or funds that pay-out their dividends once-a-month! Unlike waiting for quarterly, semi-annual or (ugh) annual payouts, your angst waiting for money is reduced by 300%, or more! These January U.S. exchange-traded monthly-paid (MoPay) dividends, upsides, and net-gains include: 1. Stocks by-yield (101); 2. Stocks by price-upside (30); 3. Closed-End-Investments, Exchange-Traded-Funds & Notes (CEICs/ETFs/ETNs) by-yield >8.69% (80).

101 Monthly Paying Dividend Stocks And 80 Funds For January

WisdomTree U.S. High Dividend Fund

iShares MSCI Chile ETF

iShares MSCI Brazil ETF

iShares Core High Dividend ETF

FlexShares High Yield Value-Scored Bond Index Fund

iShares U.S. Oil Equipment & Services ETF

VanEck Vectors Pharmaceutical ETF

Pacer Trendpilot US Large Cap ETF

Invesco S&P Ultra Dividend Revenue ETF

iShares MSCI Global Gold Miners ETF

Sprott Gold Miners ETF

SPDR Portfolio S&P 500 High Dividend ETF

iShares MSCI Turkey ETF

SPDR S&P Oil & Gas Equipment & Services ETF

Stocks closed off a tumultuous year on a sour note in December. What's next for best ETFs?

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EPR Properties

Imagine stocks or funds that pay out their dividends once-a-month! Unlike waiting for quarterly, semi-annual or (ugh) annual payouts, your angst waiting for money is reduced by 300%, or more! These December U.S. exchange-traded monthly-paid (MoPay) dividends, upsides, and net-gains include: 1. Stocks by-yield (100); 2. Stocks by price-upside (30); 3. Closed-End-Investments, Exchange-Traded-Funds & Notes (CEICs/ETFs/ETNs) by-yield >9.12% (80).

News for Simplify Volatility Premium ETF ETF (SVOL)