3 Years On, I'm Upgrading AGGH To Buy

2025-02-20 05:53:56 ET

Summary

• Simplify Aggregate Bond ETF has evolved significantly, now offering high yields and outperforming its index, making it a strong complement to core bond holdings.
• AGGH's strategy includes a core bond allocation, bond futures, and interest rate swaps, providing unique access to CTA-level derivatives for retail investors.
• The fund's dynamic management and high payout have addressed previous concerns, earning it an upgrade to a "buy" rating for aggressive and moderate investors.
• Despite its complexity and evolving strategies, AGGH's track record and enhanced yield potential justify its inclusion in diversified portfolios.

Introduction

On Valentine's Day, three years ago, Simplify debuted the Simplify Aggregate Bond ETF (AGGH). This fund was designed to do one thing: maximize returns. This is a little vague, and has led to a lot of weird looking allocations over time. The fund is constantly evolving and changing as it has a go at this mission....

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