Finance
Barrier Options? New monthly income strategies from Simplify – First look at SBAR and XV!
Date: 2025-07-27 11:39:30
#retirementstrategy #investing #financialfreedom
This is a look at two new ETFs from Simplify – SBAR and XV. These both use barrier options to generate distributions on a monthly basis. So what is a barrier option? Let’s find out!
Thanks for watching! Have fun and keep investing!
And for more on SBAR and XV, check out the videos from Simplify:
https://www.simplify.us/etfs/sbar-simplify-barrier-income-etf
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0:00 Intro
1:50 SBAR first look
2:39 What is a barrier option?
4:15 The Barrier BET
5:03 Counterparty call function
5:43 Barrier options laddered in monthly
5:53 Who is the counterparty?
6:25 Why is SBAR climbing?
7:33 Taxes!
7:45 SBAR distributions
8:09 XV vs SBAR
8:59 Go watch more at Simplify
9:24 How often does a 30% decline occur?
10:38 Limited upside
11:13 Who might consider these?
12:10 Defend with LEAPS long PUTs?
13:02 Summary
Additional Tags:
Option Income ETFs. ETF investing in retirement. Income investing in retirement. Passive income.
