HEQT ETF

HEQT ETF provides conservative investors with equity exposure while limiting downside risks through put-spread collars. The fund has delivered a solid 17% in total returns since October. Although HEQT has underperformed the S&P 500, this is to be expected. With market valuations at extended levels, I believe conservative investors should look at alternatives like HEQT to protect their portfolios against market drawdowns.

For investors seeking momentum, Simplify Hedged Equity ETF HEQT is probably on the radar. The fund just hit a 52-week high and is up about 18% from its 52-week low price of $23.70/share.

Equities have performed well in 2023 despite pessimistic expectations, thanks to the AI revolution and mega-cap tech stocks. The Simplify Hedged Equity ETF uses an innovative put-spread collar strategy to reduce volatility and downside risk for investors. With stretched valuations and uncertainty for 2024, cautious retail investors may find HEQT a smart way to buy equities compared to SPY.

Simplify Hedged Equity ETF is a well-designed fund for conservative investors seeking equity market participation with reduced drawdowns. HEQT uses a ladder of put-spread collars to hedge downside exposure and has outperformed the S&P 500 in 2022. The fund may be suitable for investors who want protection from 5-20% drawdowns and are willing to trade away some upside potential.