Omnichart - Dividend pays - 2 - DSL,CCIF,JAAA,BUCK,TBIL,BNDJAAA has been the best stable performer. If you want to take risk and earn higher dividend then the right value for them is when their dividend adjusted performance meets JAAA's dividend adjusted performance. Till then stay in JAAA (Its the Janus Henderson AAA CLO ETF), the other closer alternativ
Key stats
About Simplify Treasury Option Income ETF
Home page
Inception date
Oct 27, 2022
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Simplify Asset Management, Inc.
BUCK is actively managed to provide a stable income. It is not a money market fund and does not seek to maintain a stable NAV. The fund invests in income-producing US Treasurys, including related ETFs. The US Treasury portfolio is maintained to have an average weighted maturity of just over a year. Securities are selected to maximize portfolio yield and shorten duration. For additional income, BUCK employs an option spread writing strategy on index-based domestic equity and fixed income ETFs. A call or a put spread is utilized, depending on the outlook on a reference ETFs price. The adviser writes short-dated, out-of-the-money calls (or puts) with less than a month to maturity while also purchasing further out-of-the-money calls (or puts). Options are expected to be held to expiration but may be adjusted following a big price swing in the reference ETF. The option writing strategy is a form of leveraged investing that attempts to collect income based on the value of time erosion.
Classification
What's in the fund
Exposure type
Government
Stock breakdown by region
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.