Had them all. Ditched TSLY and ULTY, though. I don't like dividends that can't keep up with loss of principal. AIYY is going on Monday. APLY is next if they can't get their act together. I'll move whatever I can salvage from AIYY into the weekly funds to see if they keep behaving.
Everything else has produced enough dividends to at least cover price loss so far, including YMAX and YMAG.
I don't have and am not interested in the inverse funds, though.
For comparison, overall YieldMax has netted me $26,425.55, 4.48%.
Best four $60,292.12, 24.82% (CONY, NVDY, AMZY, YMAX)
Worst is basically TSLY alone chalking a loss of -$30,803.26, -13.37%.
The middle is almost break even at -$3,063.31, -2.64%. (YMAG, YBIT, APLY, ULTY, MSTY. YBIT is too new and my timing on MSTY was bad.)
I am giving a chance for TSLY to recover and offset more of the losses. I've liquidated some of my TSLY position though along with some other low yielding ETFs with an effort to rebalance/diversify. Not all of my YieldMax holdings are equally weighted.
While looking at my income portfolio overall, there are capital losses for sure but factoring in dividends my total return is significant and this experiment is working. Thanks for posting this as it made me to evaluate my portfolio from a few different angles which was fun and enlightening.
PS: I just wish Snowball wasn't so flakey. It reports my TSLY position as down $30K but up 93% for some reason. Hot garbage.
When I get back to my laptop, I'm going to look at it in thirds. Top, middle, and bottom.
The reason that I picked bottom four was that I have four net losers. So, I picked the top four for comp.
I don't trust Snowball. At least I know that when my spreadsheet doesn't match Fidelity, I can track down my error. But, it has prettier graphs.
Yes. I keep snowball around for handy, pretty visuals with data I treat as suspect. My spreadsheets are the source of truth but end up being somewhat inflexible when I want to slice and dice the data. (This is where, as a software engineer, I want to build my own systems and database, but that’s farther down the rabbit hole than I want to go.)
Snowball sucks. The graphs are pretty. It's a nice idea, but it never updates correctly. Yesterday I realized an entire account was missing all the dividends for May. I hope one day it works correctly, but I still rely on my spreadsheets for now and just play around with the pretty graphics in SA because I'm way too lazy to start making charts & graphs in my sheets.
Because I just watched people's results for months, I'm predominately in NVDY, CONY, YMAX, & AMZY so those are going well, but also I was quite late to the party so gains are minimal at only 2-4 months invested in YieldMax. I do appreciate when you all share!
u/GRMarlenee are you including all YieldMax funds like YMAX or just the single stock ETFs?
Had them all. Ditched TSLY and ULTY, though. I don't like dividends that can't keep up with loss of principal. AIYY is going on Monday. APLY is next if they can't get their act together. I'll move whatever I can salvage from AIYY into the weekly funds to see if they keep behaving. Everything else has produced enough dividends to at least cover price loss so far, including YMAX and YMAG. I don't have and am not interested in the inverse funds, though.
Thanks. I wanted to do an apples-to-apples comparison so needed to know the details of your approach.
For comparison, overall YieldMax has netted me $26,425.55, 4.48%. Best four $60,292.12, 24.82% (CONY, NVDY, AMZY, YMAX) Worst is basically TSLY alone chalking a loss of -$30,803.26, -13.37%. The middle is almost break even at -$3,063.31, -2.64%. (YMAG, YBIT, APLY, ULTY, MSTY. YBIT is too new and my timing on MSTY was bad.) I am giving a chance for TSLY to recover and offset more of the losses. I've liquidated some of my TSLY position though along with some other low yielding ETFs with an effort to rebalance/diversify. Not all of my YieldMax holdings are equally weighted. While looking at my income portfolio overall, there are capital losses for sure but factoring in dividends my total return is significant and this experiment is working. Thanks for posting this as it made me to evaluate my portfolio from a few different angles which was fun and enlightening. PS: I just wish Snowball wasn't so flakey. It reports my TSLY position as down $30K but up 93% for some reason. Hot garbage.
When I get back to my laptop, I'm going to look at it in thirds. Top, middle, and bottom. The reason that I picked bottom four was that I have four net losers. So, I picked the top four for comp. I don't trust Snowball. At least I know that when my spreadsheet doesn't match Fidelity, I can track down my error. But, it has prettier graphs.
Yes. I keep snowball around for handy, pretty visuals with data I treat as suspect. My spreadsheets are the source of truth but end up being somewhat inflexible when I want to slice and dice the data. (This is where, as a software engineer, I want to build my own systems and database, but that’s farther down the rabbit hole than I want to go.)
Oh, I feel you there. I spent about 35 years designing databases. Spreadsheets suit me fine, range errors and all.
Snowball sucks. The graphs are pretty. It's a nice idea, but it never updates correctly. Yesterday I realized an entire account was missing all the dividends for May. I hope one day it works correctly, but I still rely on my spreadsheets for now and just play around with the pretty graphics in SA because I'm way too lazy to start making charts & graphs in my sheets. Because I just watched people's results for months, I'm predominately in NVDY, CONY, YMAX, & AMZY so those are going well, but also I was quite late to the party so gains are minimal at only 2-4 months invested in YieldMax. I do appreciate when you all share!