[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-565025-105":53,"doc-detail-565025-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","vcar-fact-sheet-3q24","VCAR Fact Sheet 3Q24","","VCAR Fact Sheet 3Q24 outlines an investment approach that combines momentum signals and AI-driven sentiment to gauge Tesla-related opportunities and risks. It uses technical indicators including moving averages, MACD, Heiken Ashi charts, and RSI, then adjusts fund exposure via three strategic postures: Aggressive (150%), Bullish (100%), and Neutral (80%). The strategy overlays an options layer to hedge downside volatility and includes key fund details, holdings, and performance metrics as of 09/30/24.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":51,"@type":70,"position":76},"https://docshare.wps.com/template/general/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/vcar-fact-sheet-3q24/565025/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/vcar-fact-sheet-3q24/565025.png","ImageObject",442,249,{"name":88,"@type":89},"A glass of water","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-25","2026-10-12",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",6,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What technical indicators are used in the momentum component?","Question",{"text":109,"@type":110},"The strategy uses moving averages, MACD, Heiken Ashi charts, and the RSI to identify trends in Tesla’s stock price.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How does the fund adjust exposure to Tesla?",{"text":114,"@type":110},"Exposure changes based on conditions: 150% when momentum is strong (Aggressive), 100% during steady upward trends (Bullish), and 80% when conditions are uncertain (Neutral).",{"name":116,"@type":107,"acceptedAnswer":117},"What is the purpose of the options strategy overlay?",{"text":118,"@type":110},"An options overlay is used on top of the portfolio to hedge against downside market risks and volatility.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},565025,1792121638,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":50,"category_name":51,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":9},962090760832,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Strategy Design  \nMomentum Analysis  \nUtilizes technical indicators such as moving averages, the MACD (Moving Average Convergence Divergence), Heiken Ashi charts, and the RSI (Relative Strength Index) to identify trends in Tesla’s stock price.  \n+  \nAi-Driven Sentiment  \nAnalyzes current news and social media sentiment to gauge the broader market’s perception of Tesla. This helps identify shortterm opportunities or risks related to Tesla’s business activities.  \nThe strategy adjusts the fund’s exposure to Tesla using three strategic postures:  \n• Aggressive: 150% exposure to Tesla when momentum is strong  \n• Bullish: 100% exposure during steady upward trends  \n• Neutral: 80% exposure when conditions are uncertain  \nThis dynamic strategy allows the fund to capture significant upside while limiting exposure during volatile periods.  \nAn options strategy is overlayed on top of the portfolio to hedge against downside market risks.  \n\n| Details | Ticker: TESL | Inception Date: 12/28/2020 | As of 09/30/24 |\n| --- | --- |\n\n\n| SEC 30-Day Yield | SEC 30-Day Yield Unsubsidized | Gross Expense Ratio | Exchange | CUSIP | Net Assets |\n| --- | --- | --- | --- | --- | --- |\n| — | — | 1.20% | NYSE | 82889N889 | $5,548,701 |\n\nTop Ten Holdings as of 09/30/24  \nPosition Allocation  \n\n| NVDA | 21.30% |\n| --- | --- |\n| AMD | 10.60% |\n| TSLA | 8.11% |\n| MSFT | 4.80% |\n| AAPL | 4.19% |\n| LMND | 4.02% |\n| AMZN | 3.98% |\n| GOOG | 3.82% |\n| ASML | 3.75% |\n| SQ | 3.57% |\n| Cash | 6.26% |\n\n* Holdings are subject to change without notice.  \nPerformance as of 09/30/24  \n\n| Cumulative Total Return |  |  |  |  |\n| --- | --- | --- | --- | --- |\n| 3 mo 6 mo YTD Since Inception |  |  |  |  |\n| NAV | 0.64% | 6.50% | 15.71% | -10.92% |\n| Market Price | -0.09% | 6.23% | 16.51% | -10.91% |\n| S&P 500 Index | 5.89% | 10.42% | 22.08% | 63.42% |\n\n\n| Annualized Total Return |  |\n| --- | --- |\n| 1 Year\u003Cbr>Since Inception |  |\n| 32.05% | -3.03% |\n| 31.91% | -3.03% |\n| 36.35% | 13.97% |\n\nThe performance data quoted represents past performance and is no guarantee of future results. Current performance maybe lower or higher than the performance data quoted. Investment returns and principal value of an investment will fluctuateso that an investor's shares, when redeemed, may be worth more or less than their original cost. For performance data current to the most recent month-end please call (855) 772-8488 or go to [https://www.simplify.us/etfs](https://www.simplify.us/etfs).  \nDEFINITIONS CONTINUED:  \nHeiken Ashi: A technique that can be used in conjunction with candlestick charts to spot market trends and predict future prices. It's useful for making candlestick charts more readable and trends easier to analyze.  \nMoneyness: Represents how far the option strike is from current market price. In-the-money and out-of-the-money describe options whose market price is beyond the strike and not beyond the strike, respectively.  \nNAV: The dollar value of a single share, based on the value of the underlying assets of the fund minus its liabilities, divided by the number of shares outstanding. Calculated at the end of each business day.  \nMoving Average Convergence/Divergence (MACD) Indicator:  \nA technical tool that helps identify price trends, measure momentum, and find entry and exit points for trades.  \nNotional Exposure: The full market exposure a derivatives contract provides after accounting for the leverage embedded in the derivative, expressed as a percentage of the fund's total assets. We assume each option's delta (sensitivity to changes in underlying) is 1 in this calculation, implying that we are measuring the exposure afforded by the options in the instance where extreme markets are being realized. This metric provides a measure of the protection afforded to the underlying security by a given option position.  \nOption An option is a contract that gives the buyer the right to either buy (in the case of a call option) or sell (in the case of a put option) an underlying ass","cbCaihfcoOPkxWDD","https://ap.wps.com/l/cbCaihfcoOPkxWDD","pdf",258494,"English","# Strategy Design\n## Momentum Analysis\n## AI-Driven Sentiment\n## Fund Exposure Postures\n# Options Overlay Hedging\n# Fund Snapshot (as of 09/30/24)\n## Key Metrics and Expenses\n## Top Ten Holdings\n## Performance\n# Definitions Continued\n## Heiken Ashi, MACD, RSI and Options Terms\n# Important Information and Risks","[{\"question\":\"What technical indicators are used in the momentum component?\",\"answer\":\"The strategy uses moving averages, MACD, Heiken Ashi charts, and the RSI to identify trends in Tesla’s stock price.\"},{\"question\":\"How does the fund adjust exposure to Tesla?\",\"answer\":\"Exposure changes based on conditions: 150% when momentum is strong (Aggressive), 100% during steady upward trends (Bullish), and 80% when conditions are uncertain (Neutral).\"},{\"question\":\"What is the purpose of the options strategy overlay?\",\"answer\":\"An options overlay is used on top of the portfolio to hedge against downside market risks and volatility.\"}]","VCAR Fact Sheet 3Q24 | PDF",1791845898]