Відео

Brad Have a blessed Thanksgiving!!

I bought SVOL on april 1 and again on june 8th and june 17th of this year and have 2600 shares (I like even numbers lol). on price I am down $2524. to date or %4.3. However I have made $5435 in distributions. So I am up on total returns by %4.95. I was down on price even more for a while but its gaining over time. SO far I am super pleased. This is the only alternative fund that I have right now. I am researching others though.

Thinking about getting 100 shares starting out, what could be the distribution a month for that?

Big fan of YMAX😎

Hi, Brad. Thank you for the video as always. I have not bought any of these particular types of funds from YM. I usually stick to the typical ones. However, I still find this video very helpful for me to learn more. Thank you.

Never understood why anyone would buy these inverse funds. Oh well. Happy Thanksgiving buddy!

😂🤣

I think ulty has the potential to be the best Ym fund

When we go into a bear market you can make a video about how bad all the other yieldmax funds are. Imo YQQQ is an excellent hedge. Your basically getting paid to buy portfolio insurance.

I dislike losing my nav, i am holding but going to move to stock that pays a nice divvie and retains my nav

Cool Dude ! Super ! Wow! FanDamTastic !

data dont lie

No duh it doesn't keep up to the underlying. None of them do! But as I have told you before I have around 52,000 in NAV erosion on TSLY and have collected around 72000 in divs, so i am around 20,000 ahead, so what does it matter? TSLY will slowly claw its way back to zero NAV loss for me and I will have those juicy div. I get a 5368 div on Dec 2 and use it to pay my house payment. I am interested in BIGY, wow if they can get capitol growth like SCHD or VOO, with a 12 percent return I will buy tons of this ETF. Will have to wait to see how this ETF plays out. Yieldmax is not for everybody, better for retired people like me who use the money to reinvest and I just got back from a months vacation in Europe compliments of Yieldmax! I think they are life changing!

This opinion isn't relevant anymore. Saylor is accelerating the digitization of capital by pushing the entire bond market (billions, then trillions) from convertible instruments into BTC which pumps his stock to ATM and buy more bitcoin which pumps his stock so he can ATM and buy more bitcoin which pumps his stock so he can sell more converts and buy more bitcoin which pumps his stock and lets him ATM to buy more bitcoin which pumps his stock.... You get the point.

The inverse are only good to buy on rallies and sell on dips. A more effective strategy,in my opinion,based on personal experience, is to hedge with a 1.5 to 3x leveraged inverse The risk with inverse Yieldmax etfs is that you can suffer nav erosion on the long and short position and during dips, the increased premiums offset the losses on the long side. I would expect them to be down in a bull market. And you hit the nail on the head-the inverse are short term holds. While Yieldmax is 18-20% of my portfolio,the problem with Yieldmax is that if you spend the entire premium,the portfolio won't retain value. Personally, I've always found its easier to find a bottom than à top. One investment I'm giving a second chance is QQQy-the change in their strategy to weekly pay looks like it's stabilized the nav,so I'm giving a negligible 51 share position of QQQY a chance. It's not investing. It's trading when it comes to inverse unless it's a bear market I've thought about pairing an equivalent dollar amount of YQQQ with QQQY to achieve a market neutral position. Still, buying cheap otm puts on SPY and QQQ or SPXS/SQQQ, NVDS(inverse for NVDA or MSTZ to hedge MSTY) are far superior options,no pun intended I would expect the inverse to do well in a bear market Before listening to the video, I thought you were going to mention TSLY,ULTY,OARK,MRNY,AIYY. I know you're only concerned with total return,but I still consider TSLY a defunct income fund. After factoring in reverse splits,the nav would have to go up over 100% to get back to even close to inception price. I understand you only need to withdraw 8% and you can reinvest or accumulate the other monthly premiums to lower your principal breakeven or save as cold hard cash and reinvest those accumulated premiums during the next 10-15%+ correction. This is,in my opinion, the quickest way to compound and generate more shares rather than dripping at any price. A portfolio with a 25% yield with 1 year of monthly distributions accumulated lowers the principal breakeven by 25% In many ways, saving those premiums has a similar effect to writing covered calls against stock you own. A year's worth of premiums saved with a 25% yield on cost means your positions need to go up 25% less and can go down 25% more and you'd still retain the original principal. I'm of the school in which I only reinvest when the market is correcting by 10-15%+ or a particular security I've been watching has dropped 10-15%+ Investment knowledge 101: if the yield is greater than the total return,the investment is not sustainable. A perfect example would be a 100k portfolio with a 50% yield but a total return of only 20%. Sure, you're getting monthly distributions of 4166.67 but (4166.67× 12=50,000.04) This means the principal investment left would be down over 50%. This is not a sustainable investment. It would be evaporated in a bear market This is why I leverage Yieldmax etfs-it compensates for capped upside and forces me to save a portion of the monthly premiums to pay off the loan. I didn't have to margin them,but these are not the types of investments I'd want to buy with my own money. When the yield is greater than the total return,this does not bode well for bear markets. The entire point of income investing is to more or less retain your principal while making monthly withdrawals. Technically speaking, you shouldn't have to reinvest any distribution. The principal may fluctuate + or 20% but retain most of its value after withdrawing the full monthly distribution. I know based on my experience with the high yield portfolio for the past 2 years of withdrawing and 2.5 years of setting up that if I had saved even 6 months of distributions prior to leaving work, my principal investment would've been down 5% instead of 27% in 2022. A 30% yield lowers its breakeven by 30% after saving a year's worth of distributions. There are all sorts of ways to protect or cushion against downside. A 14% total return with 90%+ less principal is not a good income fund. By this time next year,my goal is to reduce Yieldmax to 10% of my portfolio-not from selling any positions but by organically growing the portfolio by either reinvesting distributions into more conservative 10-25% yields(FEPI/AIPI,SPYT, QQQT,XDTE,QDTE,RDTE and à variety of closed end funds-I may skip adding any etfs associated with options,since I have enough exposure). The ones who are all in on every Yieldmax etf but down 30%in principal in a bull market may find themselves cutting their early retirement short in a bear market

Its funny when videos like this are made people in the comments ALMOST ALWAYS say oh I bought when it was low I'm ahead......So many people will not admit the truth.

Think CONY is doing better now since they started adding credit spreads. I like this fund for income. Let me know if I am wrong please

I love this video! Can’t help but to wonder about trying puts out with some of these.

Which website lets you look at total return instead of price of a yieldmax wmetf?

Brad dint know if you noticed SVOL has lowered theor diveden again .NOT a good sign

Good point s but it’s the timing i bought in over the last few months and so far good but I am selling right now. I also have most of the funds you mentioned on the 19th which are awesome

Sold 1000 MSTY and kept 250 in. Made out pretty well and piled in Palantir. My DCA in MSTY is $19ish. Bought in at September and don’t mind the $500 to $900 monthly payout from MSTY. I tried TSLY and lost 3k when they did a reverse split. I HATE TSLY and most of yield max funds.

Im in with xdte, qdte, ymag, ymax, tsly.... not bad.

Yup definitely not buy and hold type investments. You *can* make money with some of them *if* you buy in at a good number and ride an up swing. I've played with a few of them but I think it's more gambling than investing. YMMV.

I've held this fund for a while now and your thoughts on it are similar to mine. I'm continuing to hold it, but also evaluate it regularly to make sure it's still deserving of a place in my portfolio.

Depends I sappose when you bought in. TSLY I am up quit a bit . Tkx for the Vid

Not a huge TSLY fan. But I have done well pairing the dividends with selling options on it. The IV is around 40-50%, which makes for decent premium. In the end, it's probably easier to just sell options directly on TSLA.

😂Awesome🤣ROFL

I dumped ymax. Bought more ymag fepi aipi

Star Bulk Carriers (SBLK) also pay a 15.03% dividend . Thanks for the (ASGI) tip , I'll be looking into it .

my BDC's are ARCC, BXSL, OBDC,BBDC and CSWC. I am honestly a little heavy into BDC's and should maybe trim one or 2 but for now they are the conerstone of my income portfolio.

I don't like the high expenses of YMAX and the fact that every new long fund gets thrown into the pot. I like funds that are better managed rather than everything in the same pot. Now the 12% funds they have coming out are more interesting to me.

I made a video recently with the same conclusions as you. I initially thought I was on it from a construction of a covered strangle or a kind of hedge but my thesis did not work out as intended. Let me know what you think? ua-cam.com/video/AEjFgH8duXo/v-deo.htmlsi=Ymuqri8wfayNrhzC

Own CRSH and TSLL 2x Tesla … one off sets the other and you get the dividend?! 🤷‍♂️

Hi I felt UTG may be a better fit! But if it is not broken don't fix it!

I look at the YM and the RH funds as a short term gain. Buy cheap, get some divs, and get out.

Start buying some KURV ETFS, i think its a better mouse trap

AGREED BRAD ! SPOT ON

I still dont understand why anyone would invest in these YM ETFs vs just holding the underlying stocks or even a leveraged version of the underlying stock

I dont have drip on for any of my holdings. I would rather direct all my reinvestments manually

my favorite UA-cam Channel!

Snark and Sarcasm wins the day! 🤣

I haven’t shorted a stock since 2008. Dumb me thought I could do what jesse livermore could do. I don’t loan my shares on RH either.

To be fair the covered put strategy in DIPS is not a bad strategy if you think NVDA and its future of AI has reached its peak, and NVDA the stock zig zags lower and lower. DIPS will do pretty well.

Super awesome Brad, need to see this upload. Thank you appreciated ❤❤

Phew, for a second I thought you were going to mention MRNY...glad I dodged that bullet. My nest egg is safe. ha