YieldMax Improved Their ETFs. Are They A Better Investment?

Over the past couple years, I've made several videos covering the YieldMax ETFs. Ever since they first appeared in 2022, their extremely high yields have captivated a lot of people, specifically income investors. As an income investor myself, I've mentioned that despite their high yields, these ETFs haven't aligned with my investing strategy. Although I've said these funds can be profitable in the short term, there's always been two things that've made them unappealing to me. The first is their variable and typically falling dividend. Most of these funds have trended downward in share price and distributions since their inceptions, with only a couple remaining relatively stable for now.

My second long standing issue was their lack of diversification. With TSLY for example, you're only exposed to the price movements of one stock, Tesla. The same is true for MSTY, CONY, and everything else this company had to offer at the time. But over the past few months, the people over at YieldMax have been making changes to their funds strategies. And all of these changes have been addressing all of my concerns for these investments, and I'm sure many other people have.

[sobrxiswcp]

These yieldmax are good for income…. Don’t even try to deny it . Lots of people making more money monthly out of this than the dealing schd

[sarawilliam]

My strategy combines ETFs for dividends and growth, including JEPI, DIVO, QYLD, SCHD, and JEPQ. Last year, my dividends totaled $102K. but not sure how to mitigate risk thus far for this year.

[cryptojohnny]

Yieldmax has grown my portfolio over 50% with these dividends. I have one for each week. I do have a stop loss on all of them though but ya have made me lots of $'s but I don't use it as income, thanks for the vid

[ElioRose]

Yieldmax CEO is Jay Pestrichelli, of ZEGA Financial LLC

[TeddyAlexanderv]

Its worse here, our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.

[Grace.h-to]

I've heard that index funds and ETFs provide diversified stock market exposure while spreading risk. I have over $800K in savings; What's the most effective strategy to allocate funds in my portfolio and generate profits?

[Raniyanhunter]

I've just begun learning about value investing, and I've found that many good stocks are undervalued despite their intrinsic value. If you had $200, 000 to create a strong investment portfolio, which stocks would you choose for better returns?

[justamanwithbeliefs]

A lot of news have been going on about a rally after the election, urging investors to watch out for stocks that would be experiencing significant growth. Any idea which stocks to put on my watchlist? I just sold my home in the Boca Grande area and I’m looking to remunerate a lump sum into the stock market for regular income, but not sure of the right picks.

[lewieanderson]

I would use them as a turbo booster to buy safer stocks

[mrjsanchez]

I have gotten NAV appreciation with NVDY plus around 58% yield, AMZY has done well also, I see CONY going back up again eventually. I try to put half the dividends back into my yieldmax funds and the rest goes into more stable things like SCHD, KO, IBM, even QYLD.

[michaelgordon]

I have 30% allocated to Yieldmax. The monthly premiums vary
Zero erosion of capital.
45.25% ytd cumulative return 1 year cumulative 60% at the high
The portfolio managers are on YouTube all the time.
This is meant for people who understand technicals and stochastics.. Its for sophisticated investors who understand options

[roncraft]

Actually, I think YMAX could be an enhancement to a retirement account. If you intend to withdraw all of the weekly distributions then that’s a bad plan … but if you only withdraw 10-15% and reinvest the rest you can do this very comfortably. My monthly distributions on YMAX now averages about $12, 000 per month. Still reinvesting all distributions at this point. In about 5 years the monthly distribution will be about $50, 000 per month. Taking $10, 000 per month (or less) it would make for a VERY comfortable retirement when this is added to my pension and Social Security.

[delbomb]

The biggest improvement with ymax has been prior they used to announce their distribution a week prior, then a whole bunch of people would buy in and they'd be force to pay out much more than they made. Now with smaller payments closer to their declaration date they're not getting wrecked each payment

[Returnofthejedi]

Thanks for your coverage on these funds I’m have been an investor from the beginning and have extensive experience with these funds…these funds are not for everyone they should be held by traders only because of their volatility…but when done correctly extremely profitable…handle this package with care 😂😂😂

[joannemeeks]

I do agree with your YMAX ETF recommendation. Keep in mind that the funds pay according to volatility, not whether there is a bull or a bear market. Stocks go up even in a bear market--it isn't just straight down.

[tomfoolery]

IMHO, you are being overly cautious. If you buy these funds in a dip it’s quite easy to get outsized returns. Same as any other high dividend stock. Don’t drip, deliberately buy. If you would hold the underlying stock, Apple, Amazon, Tesla, MSTR, etc, you should feel safe holding the corresponding Yeildmax fund

[terraslayer]

What are you talking about? The fund managers are LITERALLY listed at the bottom of the screen you showed. Zega Financial and Tidal Investments. And Forside distributes the funds on pay days.

[JannyLuits]

I sometimes use my ETFs to buy dividend and growth stocks for diversification instead of reinvesting in the same place. To each their own methods though. The good thing is that you’re investing in the first place and that’s what’s important. Salute for the content!

[OwpunRiplys]

I have over $200k ready to be invested; however, I am having trouble trying to find out what investments would be best during this present economy. Heard index funds and ETFs provide diversified stock market exposure while spreading risk. How true?

[hao]

love Yieldmax funds they are 50% of my portfolio and brings in on avg of $11000 a month and the other 50% are my older funds such as QYLD PDI GOF CRF .
My yieldmax funds since inception I Have NVDY 3000 shares MSTY 3000 shares with both I bought at $20 TSLY 3000 shares I bought at $14.65 Presplit which I sold off 3 months ago to buy YMAG I now own 9000 shares of and I bought 2000 shares of CRSH because TSLA will come back to earth and will swing trade it and collect distributions.
NO REGRETS