Simplify Market Neutral Equity Long/Short ETF Analysis 10/16/24
DISCLOSURE: As of 10/16/24 I have no open positions in NYSE: EQLS
Simplify Market Neutral Equity Long/Short ETF
EQLS is a market neutral ETF with equal weighting long and short positions. The fund selects long and short positions based on valuations as well as qualitative factors.
The fund has a 9.5% yield, which is quite impressive for returns in a market neutral way. Capital appreciation in this fund is unlikely and it will perform best during large stock market drops. For me, I see EQLS (and alternatives in general) as an asset allocation decision to lower draw-downs and earn a return that is uncorrelated with market moves.
As long as you understand the risks and downsides of alternatives and are willing to accept a slightly lower return in order to stabilize your portfolio EQLS is one of the better options.
I will be coming out with more research for free here so give me a follow if you enjoyed.
Simplify Market Neutral Equity Long/Short ETF
EQLS is a market neutral ETF with equal weighting long and short positions. The fund selects long and short positions based on valuations as well as qualitative factors.
The fund has a 9.5% yield, which is quite impressive for returns in a market neutral way. Capital appreciation in this fund is unlikely and it will perform best during large stock market drops. For me, I see EQLS (and alternatives in general) as an asset allocation decision to lower draw-downs and earn a return that is uncorrelated with market moves.
As long as you understand the risks and downsides of alternatives and are willing to accept a slightly lower return in order to stabilize your portfolio EQLS is one of the better options.
I will be coming out with more research for free here so give me a follow if you enjoyed.
免責事項
これらの情報および投稿は、TradingViewが提供または保証する金融、投資、取引、またはその他の種類のアドバイスや推奨を意図したものではなく、またそのようなものでもありません。詳しくは利用規約をご覧ください。