Number next.

1st

All I see is a NAV Loss of $1,100.00 & capital gains on $9718.00 in dividends. The only way this formula is going to work is if you don't reinvest and invest those dividends into Qualified Dividends elsewhere. Who cares about how many shares you own it's irrelevant. When NAV deteriorates by half it means the cost to reinvest cost 50% more per your example. At the end of the day, when NAV detonates by half each reinvestment cycle your essentially paying more for less. Unless you invest those dividends into something where the NAV isn't sinking as fast as your dividend loss each investment cycle, you're a dog chasing its tail, on ice.

BABO is going to dominate this year

all five of the etf you recommend are down significantly on the year how is that better then BITO 50% dividend?

More CRAP!!

why would anyone buy yieldmax funds when you cna buy roundhill or Kurv? all yieldmax funds do is go down. The point to buy low is to capture the upside run. There is no upside in yieldmax. they dont recover like roundhill and Kurv. Its literally a no brainer.

I think we should look KURV ETFs for NAV stability. KURV ETFs announced they are going to pay out weekly just like yieldmax style . At this point KURV looks better option than Yieldmax funds

Don t you know that there are 13 payments in 1 year ? Cmon !!!!Your calculations are all wrong.

Great video and analysis on BABO. I might plan to buy on each red day despite what the price value is. If it is in red, I'm buying it. That way if you plot a chart over the time, you'll see your avg price is much lower. :)

You can improve your investment on BITO selling put and call options

Thoughts on AIYY? Just hold?

So what is your account balance, or amount invested? This information is relevant.

You sound like a good person, so I want to help you. Get out of all Yieldmax funds! The Oracle ETF had their CEO on for an interview and the clown laughed about NAV erosion. You are dollar cost averaging into a fund that is going to zero and if they reverse split you are losing your # of shares which is the only thing keeping your head above water. KURV is the way!

just keep buying🎉

Nvdy was a 💯 buy today. Zero doubt this etf will get back in the 23-25 range this year

You need to DCA consistently into those leveraged funds, ive been doing that into TQQQ for a few years now and it's changed my life lol

151k? Are you using Monopoly money?

I wouldn't do Ymax, there are few tinkers that pulls it down. You can just pick what ever combination you want and build your own diversification. If you're reinvesting you can simply buy whatever with your dividend to increase that position.

Wasn't just yieldmax. The entire market was in red today due to the revelation of deepseek. You don't buy ym funds for growth or even stability. Everyone who own's these funds know's or should know they are highly susceptible to NAV erosion and dividend volatility. That behind said. Msty, scmy, Pflt(a bit pricey but great yield.) and Lgfy by far the best weekly are all great picks. And you still have ymax and ymag as good value options, so nothing to worry about.

NVDY/MSTY are my largest Yieldmax positions as they currently represent 17% of my portfolio. I also own YMAX,APLY,AMZY,MSFO,TSMY,SQY, dumped NFLY and ABNY to free up margin,JPMO and à number of other covered call etfs, replaced most of XDTE and QDTE wirh QQQT under 19/share and XDTE with SPYT under 19 plus I own tons of non Yieldmax related high yield cefs/other etfs. I also know if I get decimated I could always throw 100% in SPXL(UPRO) and TQQQ at the end of à bear market and make up my losses in 1 to 3 months You have to watch the leverage decay on SPXL and other 3x. It took a while for TQQQ to make a new high in 2024 long after the Nasdaq 100 did..and it's greater than 3x when held longer than overnight. Anyway,because I have it set up so that I spend less than I make,the remaining monthly distributions of all etfs and cefs combined pay down the margin loan. The result is that even if the navs test similar or the same lows,the portfolio makes higher lows. If the navs test lower lows,the portfolio makes similar previous lows. For example,my portfolio value was roughly the same on Jan 10, 2025 and August 16,2024. Its 20% off the Aug 5 intraday low and I've been withdrawing the entire time. Borrowing the money to buy as close to the lows as possible and then letting distributions pay it back constantly lowers your breakeven. At worst, you can preserve after withdrawals and best,slowly grow.If I wasn't withdrawing monthly,I'd have mega growth At the market close,NVDY was almost able to hold it's 2023 low,even though NVDA had a Covid drop. Thats impressive. I keep every dollar invested while leveraging these. Opened only down 4k, at one point -10,200 but finished about -7k. Despite flucuating 27k in either direction,after monthly withdrawals,I was able to at least maintain within a range using this strategy. If I had simply spent the cash,I would've burned through my nest egg by now.Risk management,knowledge of margin maintenance, and buying as close to the lows are key, in my opinion. The only exception to this rule was my MSTY position,which is there to pay off the margin loan while I spend the rest. At 100% equity,if all positions combined dropped 10%, my principal would exceed my 2024 intraday high. A 20% drop would result in only a 6% difference in principal value. These loans get paid off my quickly. As you build equity,you make life easier.

The whole down side today was due to Chinese startup releasing DeepSeek AI questioning US dominance in AI. Hence all semiconductor stocks tumbled down today including NVDA, SMCI, AMD etc

got some more MSTY

Up a lot in mrny buy low sell high or keep and reinvest

gives some room for new options across all these Yield Max funds - fund managers do your best 😂

How has YMAX been going? I have JEPQ, but I am looking at doing this ETF as well.

I just buy ymax on a weekly basis

Congratulations on your subscribers!

Up to a certain amount of losses one might have can reduce the tax obligations as well.

If you are investing these for income don't worry or stress being down anything. Just keep buying.

Got some MSTY on the dip. Also entered YBIT.

Why would Tidal let them go to zero

Babo let me down the last time I got into it. Be cautious. I lost some real funds, no more babo. If you here China going after their public companies, get out of babo, because it will be heading down.

YMAX have a few stinkers dragging it down. You could just buy the top performers yourself and evaluate performance quarterly to cut losers and add winners.

You can just diversify yourself into different Yieldmax etfs such as NVDY, MSTY and CONY. Evaluation performance quarterly and make adjustment to cut losers and add winners.

If you have a job you need to add that into the equation. Tax are no fun when you have to pay them.

Thank you for your time and knowledge 🙏

Please do a video on a high yield dividend ETF with no NAV problems and good appreciation. Thanks!

Nav erosion is too much for me.

Thanks for the video as always. I am interested in the spreadsheet to follow up my investment like a way to consult quickly and easy

Do I still get taxed if I do this in my Roth?

My brother "Group A ETF’s How Are They Preforming" the word is performing not preforming. Bot thumbnail and title and description. "how a lot of individe=ual Yieldmax", lot of spelling mistakes. Spell checker and or Ai can fix it for you easily.

The spreadsheet should have a way of showing how much was return of capital and how much was premium. Zooming in on it I see you plan to charge for it?

Yes bro, a template would be so useful! Thanks for the videos and information.

I’m making 1200 a month with bito.. 🫡

Not sure when anyone is going to address this...but they are not DIVIDENDS...these are premiums that are produced by doing covered calls...so in effect they are Distributions of Cap Gains and ROC...they are not dividends...Dividends are taxed already then distributed, and that is why in Canada we have what is called a Dividend Tax Credit! Preferential treatment ...

Are the dividends considered qualified dividends? If so, they are taxed as long term capital gains in the U.S.

Definitely need to factor in the return of capital. The Yieldmax funds have a very high percentage of ROC, which means significantly less tax.

If you lived In Florida would it lower tax ? I think Florida has no income tax

Thank you very much for this video! Nobody ever talks about the taxes. Definitely subscribed!!!!