MAXI: Long Bitcoin With A 32% Yield

2025-02-19 12:40:50 ET

Summary

• I aim to build the perfect portfolio and believe Bitcoin deserves a small allocation for its potential returns.
• The Simplify Bitcoin Strategy PLUS Income ETF (MAXI) fills my needs when it comes to wanting a Bitcoin allocation.
• It delivers dynamic Bitcoin exposure alongside an options-selling overlay that does not cap Bitcoin's upside. It still yields 30%+.
• The fund also employs capital efficient building blocks to create a near-100% allocation to T-Bills. MAXI is very unique in this regard, and could outperform in the long run.
• Investors should heed caution, however, as there are issues like high expenses and the black box nature of their options algorithm that make the fund difficult to explain fully.

Introduction

In my quest to build the perfect portfolio, I have found a desire to include Bitcoin ( BTC-USD ) exposure, at least in a very small amount. I most recently discussed Bitcoin's place in a portfolio in an article published in December . That article covers my multi-asset portfolio that uses leverage to enhance returns. It was a fun write, and I recommend taking a look if you're curious about how I justify Bitcoin's inclusion....

Read the full article on Seeking Alpha

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