10.02.2025

How do I love SPBC? Let me count the ways

 


SPBC is the Simplify US Equity Plus Bitcoin ETF. Simplify is stock market genius Michael Green's (@profplum99) place of business.

SPBC was launched in 2021, near a Bitcoin peak with $100 million in assets. in the ensuing Bitcoin winter, SPBC was largely forgotten and dwindled down to a few million in assets. But it shouldn't have been. SPBC has outperformed just about every asset class except gold (by a nose) since its launch.

The concept is simple and beautifully elegant. It's designed to give you 100% of the return of the S&P 500, plus 10% of Bitcoin. I love Bitcoin, and I love stocks. But like Reese's Peanut Butter Cups, this is two great tastes that taste great together. 

The kicker is in the quarterly rebalancing. I love rebalancing. Any time Bitcoin goes on a monster run, the fund will take some profits and reallocate to stocks. And any time Bitcoin goes down hard, the fund will buy the dip. With a volatile asset like Bitcoin, that rebalancing is pure magic!

I was being a bit facetious with that tweet above. Everybody should be highly diversified of course. But SPBC is an easy, set-it-and-forget-it way for average folks to smartly get exposure to two great assets.

No comments:

Inflation is always and everywhere a progressive phenomenon

Excerpt from a text conversation with a young "democratic socialist": DS: Every time the US has become progressive, the right wi...