ETF Request 📩👀; $SBAR
The headline 11.89% distribution rate is attention-grabbing, but the most important metric is the +6.47% YTD total return (through August).
What’s working right now:
🟢 Consistent monthly income ($0.25/share)
🟢 Stable NAV ($25.57 in September)
🟢 +20.80% cumulative NAV return since its April 2025 launch
The Catch? Tail risk. 📉
SBAR relies on a 30% downside barrier but hasn't faced a severe bear market yet. The biggest unknown is exactly how the NAV will hold up if a reference market crashes past that 30% threshold.
It has delivered strong income and respectable total returns so far, but its extreme downside behavior remains the major unresolved question. It's one of the more defensive autocallables 🛡️
#SBAR #ETFs #Income #Investing #Yield #growth @SimplifyAsstMgt #growth #dividend #autocallable #options
I bought a little VOOY to keep a close eye on it. Markus, what do you think about SBAR? I have a nice safe position in it however, Max shows many others that may be better.
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