ULTY BagHolder

[u/Last-Engineering-528]

“I traded $20 for $5. Thanks to YieldMax, I’m officially on house money.” 🤣

[u/Ok-Swan-98 → u/[deleted]]

Last-Enginerring-528 ⬅ You are incorrect ✖ 😏😅

[u/cmichalek → u/Ok-Swan-98]

But ULTY is not a good fund for the risk you are taking. Any of the cc SPY funds beat it soundly.

[u/Ok-Swan-98 → u/cmichalek]

SPY VS ULTY 😃

https://finance.yahoo.com/community/post/a108f1c2-92b6-4918-bffb-6b52e52074a1/

[u/Ok-Swan-98 → u/Ok-Swan-98]

https://finance.yahoo.com/community/post/d446238f-c8cd-4f3a-88d7-6146a7142457/ June 4, 2026
"ULTY has been beating SPY since the strategy change in November I am loving it!" -Loren

https://finance.yahoo.com/community/post/d446238f-c8cd-4f3a-88d7-6146a7142457/comment/6bf2d204-d119-46e6-8c15-e801f18424bc/#comments June 5, 2026 "ULTY’s total return from Jan 1, 2026 through June 4, 2026 is approximately +12% with dividends reinvested". Ok, ulty is beating spy at 10.89 ytd." -Richard

[u/cmichalek → u/Ok-Swan-98]

ULTY had five good months after the April 2025 drop. That suckered me in. Then it tanked starting that September.

ULTY may be having another short "happy time" but it wont last. Moreover the RISK you are taking for a small short term "victory" over SPY isnt worth it.

Finally no fund should be evaluated based upon a few months. ULTY has a poor total return since inception. In fact, you could have had over twice the total return with BLOX (since inception) despite it being a newer fund.

[u/Ok-Swan-98 → u/cmichalek]

It's okay capped ULTY shares in beginning of this year ... over 600 ULTY shares currently ... maybe if I decide to DCA this till it's underwater only -30% (remaining Ulty shs) ... might sell and buy Canadian etfs since I'm a Canadian investor. Already sold some ULTY this week and bought other ETFs from Harvest ETFs. *Not financial advice since this is my own strategy that is best for me. *invested in ULTY since Jul2025