I Created a YieldMax ETF Portfolio that Pays my Bills!

In this video we are talking about the YieldMax ETF's with ultra-high distribution yields and specifically on building a YieldMax ETF Portfolio that then pays for monthly expenses. In this video I am walking through my analysis on which YieldMax ETF's make the most sense based on their historical distributions.

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The Funds purchase call option contracts on the Underlying Securities generally having one-month to six-month terms and strike prices equal to the then-current price of the Underlying Securities at the time of the purchases to provide the Funds indirect exposure to the upside price returns of the Underlying Securities. As a buyer of call option contracts, each Fund pays a premium to the seller of the options contracts to obtain the right to participate in the price returns of the Underlying Security beyond the strike price of the purchased call option contract at expiration (or earlier, if the Fund closes the option contract prior to expiration).

Each Fund simultaneously sells put option contracts on its Underlying Security to help pay the premium of the purchased call option contracts on the Underlying Security. Each Fund sells put option contracts that also generally have one-month to six-month terms and strike prices equal to the then-current price of the Underlying Security at the time of the sales to provide the Fund exposure to the downside price returns of the Underlying Security. As a seller of a put option contract, each Fund receives a premium from the buyer of the option contract in exchange for the Fund’s obligation, if exercised, to purchase the Underlying Security at the strike price if the buyer exercises the option contract.

This communication/content is for informational purposes only and is not intended as personalized investment advice, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon for purposes of transacting in securities or other investment vehicles.

TSLY YieldMax™ TSLA Option Income Strategy ETF (TSLA)
OARK YieldMax™ Innovation Option Income Strategy ETF (ARKK)
APLY YieldMax™ AAPL Option Income Strategy ETF AAPL
NVDY YieldMax™ NVDA Option Income Strategy ETF NVDA
AMZY YieldMax™ AMZN Option Income Strategy ETF AMZN
FBY YieldMax™ META Option Income Strategy ETF META
GOOY YieldMax™ GOOGL Option Income Strategy ETF GOOGL
CONY YieldMax™ COIN Option Income Strategy ETF COIN
NFLY YieldMax™ NFLX Option Income Strategy ETF NFLX
DISO YieldMax™ DIS Option Income Strategy ETF DIS
MSFO YieldMax™ MSFT Option Income Strategy ETF MSFT
XOMO YieldMax™ XOM Option Income Strategy ETF XOM
JPMO YieldMax™ JPM Option Income Strategy ETF JPM
AMDY YieldMax™ AMD Option Income Strategy ETF AMD
PYPY YieldMax™ PYPL Option Income Strategy ETF PYPL
SQY YieldMax™ SQ Option Income Strategy ETF SQ
MRNY YieldMax™ MRNA Option Income Strategy ETF MRNA
AIYY YieldMax™ AI Option Income Strategy ETF AI
YMAX YieldMax™ Universe Fund of Option Income ETFs
YMAG YieldMax™ Magnificent 7 Fund of Option Income ETFs

[AverageJoeInvestor]

*Make sure to leave your $0.02 in the comments! Which YieldMax ETF's would you have chosen instead? Make sure to leave a comment!*

[brerpossum]

I hold 4 Yieldmax ETFs (TSLY, NVDY, AMDY, AMZY) and I've capped my investment at 23K so I'm not adding more shares. Every month they are paying me on average well over 1K, all of which I reinvest into other high yield ETFs that I consider less risky than Yieldmax. If the distributions continue as is, by next spring or summer I'll have gotten all my investment capital back and I'll be playing on house money. Then if the funds continue to chug along I might consider reinvesting with Yieldmax, or just keep adding to SCHD, JEPQ, ISPY, etc.

[kortyEdna]

My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.

[JannyLuits]

I initially did the big ticket buy, 125k into SCHD, 75k TSLA, 25k VYM, 25K VUG. Now I'm dca buying roughly 2k every week of whatever is on sale, and looking to add more tech positions to my portfolio. I'm looking to hold long term 15 - 20 years, so hopefully my lump sum buy in doesn't bite me in the ass long term.

[furbabies]

If you don't like to see red numbers next to your stock don't buy these stocks. If it doesn't bother you because you're using the dividends to pay bills or to reinvest elsewhere and you know what goes down does come up, then you are fine. The highest stock "profit" i ever saw was NVDY +2, 000 when it went on a run before the stock split. I just stopped buying stock until it went red again. I'm in these stocks for the dividends.

[GiJoeVideo]

Love the effort and work you put into bringing this analysis forward.

[beckcity]

I’m interested in knowing how this data is holding up 7 months later. .. thanks for posting this great info!

[Kinosis]

I remember when you used to hate on these. Glad to see you are coming around to the real potential of these.

[joannab]

thank you for putting a lot of work to give this presentation. it provides a good value for many people and I like it. However, I would recommend calculating the yield based on median price of ETF not based on the most recent price. For example, the price of MRNY was $22 a few months ago but now it is $8, so of course the yield will be high if you calculate it based on the current price. It is also possible that MRNY will have a reverse split soon. It would mean that the number of shares that one has will be slashed in half. This is my 2 cents.

[Mad]

I really appreciate the work you put into this and the video breaking it all down. It's extremely helpful! Thank you.

[Frescovivir]

I love your Yieldmax and high yield videos very entertaining and informatic. Keep up the great work!

[shaneomack]

We have 200 shares of Nvdy at 21.77 and 200 shares of fby at 18.10 and just started rolling half the divys from those back in and the other half into spyi. So far ytd right at 700 a month in divys and up 19%. I’ll take that

[pkmrpres]

I think something important to note is that YieldMax ETFs don't have a set dividend target in $ or %. It's just based on shares and performance, so even if your invested capital eroded by 26% if you got in 6 months ago, you still gained $10.1382/share over that same time period (+46%). You're still net +20% which is not a bad place to be

[delbomb]

Should've went with amzy. Very very strong track record. Plus even though Amazon is a single stock, as a business it's one of the most diversified company on the market.

[lonewanderer]

ETF's like XOMO and APLY pay less because they are more stable, but they are still paying 20-30% per year, which is fantastic compared to most dividend stocks. Good choices for people that want to avoid nav decay and the higher risk.

[JakeTraver]

I hold ULTY, MSTY, CONY, and NVDY. $2500 invested, down $95.58 from Capital. Pulling around $135 a month. Which, buys more shares of SCHG and SCHD (and buys more of both of those starting next month).

[saxonwilliams]

YMAG, YMAX went weekly just recently as a heads up, so that may skew some recent data.

[punksux]

Awesome. I am already doing the same strategy to pay off my car. If Nav drops 50% and i paid off my car, it would be like a having a discount on the car of 50%. I still win.

[denisefranklin]

Thank you for the great info. Helps a lot. Good luck...

[f.w.]

I just hit 2k a month with a combination of yield max, Rex shares and round hill, I don’t put anymore money into the account it funds itself