Simplify CRDT Fund Deep Dive Live

Joe Hegener of Asterozoa Capital and Simplify's Kris Patel discuss the methodology, positioning, and opportunities of the Simplify Opportunistic Income ETF (CRDT). Learn more about CRDT: bit.ly/48CF0Xz
For more information, visit www.simplify.u...
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[@TotallyRegWhatelse]

Looking at Simplify's current top 5 sellers beyond $200m Net Assets the sequence is: *SVOL* ($966m) - *MTBA* ($714m) - *TUA* ($517m) - *HIGH* ($420m) - *AGGH* ($201m). I'd have appreciated a slide showing how *CRDT* fits in the portfolio resp. how it's approach differs from that of other ETF labeled 'Alternative' or 'Fixed Income'.

[@bruceaulabaugh]

None of the others focus on higher yield corporate securities. Here's my understanding SVOL sells equity volatility, MTBA has exposure to mortgage backed securities, TUA holfd 2yr note futures, HIGH holds Tbills and sells puts and calls on equity index, AGGH is a broad bond fund with higher quality securities.

[@TotallyRegWhatelse]

​​​@@bruceaulabaugh You're right. But how many watching just this clip on YT (not on Simplify's webpage) are aware of that? Is CRDT a missing piece of a puzzle in the overall portfolio or is it something outstanding? Matching CRDT with Simplify's portfolio might also drive appetite for more - checking videos of other ETF or at least those with an adjacent approach.

[@emcardleinvest]

Interesting conversation, guys. Thanks!