SPBC
Simplify US Equity PLUS Bitcoin Strategy ETF
as of 12/13/2024
NAV
$ 40.37NAV Change
+ $ 0.08 /0.20%Price
$ 40.56Price Change
+ $ 0.27 /0.67%The Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC) seeks long term capital appreciation by investing in a combination of US equities with Bitcoin. The fund targets a 100% exposure to US equities while simultaneously providing a 10% exposure to Bitcoin via exchange traded products (ETPs). These ETPs directly hold spot Bitcoin as their underlying asset.
The fund provides operational simplicity and capital efficiency for investors by rebalancing the Bitcoin allocation on a quarterly basis. It may rebalance more often if necessary to keep the Bitcoin allocation from exceeding 25% of total assets. The ETF wrapper provides compelling efficiencies including transparency, liquidity, tax efficiency*, and no K-1’s.
The fund provides operational simplicity and capital efficiency for investors by rebalancing the Bitcoin allocation on a quarterly basis. It may rebalance more often if necessary to keep the Bitcoin allocation from exceeding 25% of total assets. The ETF wrapper provides compelling efficiencies including transparency, liquidity, tax efficiency*, and no K-1’s.