THE MANDATE The Amplify Transformational Data Sharing ETF (BLOK) is an actively managed fund, seeking to identify the leading companies focused on the transformation and development of the blockchain and cryptocurrency markets. The managers focus on how companies can capture the growth, innovation, and disruption of the blockchain paradigm shift. The evolution of the internet has changed how people communicate. We believe growth companies that embrace blockchain evolution will capture secular growth trends that are accelerating and disrupting core processes in business. We think this is an important secular trend, as Gartner forecasts business value generated by the blockchain could be $176 billion by 2025, and $3.1 trillion by 2030.
BLOK Portfolio Manager Mike Venuto shares his thoughts on BLOK ETF and the blockchain industry in this 2nd quarter report of 2023. Click HERE for BLOK’s prospectus. Learn more about Amplify Transformational Data Sharing ETF (BLOK), including the top 10 holdings, blockchain industry allocations, and more.
Portfolio Manager Tim Seymour shares his thoughts on cannabis trends and outlook on the markets in this CNBS 2nd quarter report of 2023. Learn more about Amplify Seymour Cannabis ETF (CNBS), including the top 10 holdings, country allocations, and market allocations.
Possible Game-Changer for Food Safety In our previous piece on the metaverse, we presented convincing evidence (and data) showing how blockchain technology made the stratospheric growth projections likely. But investors would be mistaken to dismiss blockchain as merely a way for gamers to (safely) fight each other and purchase silly hats in an alternate digital world. The technology is such a leap forward in transparent, efficient security and record-keeping that there’s no telling what industries won’t ultimately be disrupted. Today, we will examine how we believe blockchain technology will enhance safety in the $8 trillion U.S. retail and food services industry.
Kevin Simpson, Portfolio Manager of our DIVO and IDVO ETF, share his thoughts about the 2nd quarter portfolio positioning of DIVO and IDVO in 2023. Tim Seymour discusses the international and emerging markets and the potential benefits and challenges of investing in ADRs. Learn more about Amplify CWP Enhanced Dividend Income ETF (DIVO) and Amplify International Enhanced Dividend Income ETF (IDVO) including the top 10 holdings and yield information.
RECAP Amplify CWP Enhanced Dividend Income ETF (DIVO) received a 5-star Morningstar RatingTM for the overall period based on risk-adjusted return among 82 funds in the Derivative Income category (as of 07/31/23). DIVO returned 2.78% on a net asset value (NAV) compared to its benchmarks, the S&P 500 TR Index at 3.21% and the CBOE S&P 500, BuyWrite Index at 1.43% for the month ending July 31, 2023. The energy sector (10.94%) contributed most significantly to DIVO's return for the month of July 2023, followed by financials (17.32%) and industrials (11.77%). Communication services (1.90%) and health care (15.77%) contributed the least to DIVO's return during the period, respectively. Positions that contributed most significantly included Goldman Sachs Group Inc. (4.84%), JP Morgan Chase & Co. (4.99%), and Schlumberger Ltd. (2.29%). Positions that detracted most significantly included Merck & Co. Inc. (4.37%), Verizon Communications Inc. (1.66%), and McDonalds Corp. (4.98%), respectively. The portfolio held 10 covered calls at the end of July 2023: Apple Inc., Deere & Co., Duke Energy Crop., Goldman Sachs Group Inc., Home Depot Inc., Lockheed Martin Corp., Marathon Pete Corp., Starbucks Corp., UnitedHealth Group Inc., and United Parcel Service Inc.
BLOK-Chain Monthly Commentary July 2023
BLOK Quarterly Report w/ Mike Venuto Q2 2023 [Video]
CNBS Quarter Report w/ Tim Seymour Q2 2023 [VIDEO]
Food Safety: Built on Blockchain
DIVO & IDVO 2nd Quarter Report w/ Kevin Simpson & Tim Seymour [Video]
The Cannabis Recap - July 24, 2023
Press Release
Press Release
The Cannabis Recap - August 01, 2023
DIVO July 2023 Recap