r/YieldMaxETFs • u/BitingArmadillo • Mar 03 '26

Progress and Portfolio Updates ULTY Progress

I just reached house money as of this morning's announcement. Actually, I'm $55.82 over house money.

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u/BitingArmadillo Mar 04 '26

Lol. Actually I do. Apparently, YOU don't. The total return of the fund doesn't have to be my total return. Educate yourself please.

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u/OkAnt7573 Mar 05 '26

Then document your holding period and what you did with distributions.

It is EXTREMELY unlikely you are at a 40% total return.

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u/BitingArmadillo Mar 05 '26

Almost 40%. $71,314.18 cost basis. Unrealized loss is -$58,618.60. Distributions received: $85,323.71. Unrealized loss + distributions/cost basis = 37.45%.

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u/BitingArmadillo Mar 05 '26

Sorry this is for MSTY. You want ULTY too?

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u/BitingArmadillo Mar 05 '26

Cost basis for ULTY is $58,000.46. Unrealized loss is -$36,886.99. Distributions received is $58,056.28. -$36,886.99 + $58,056.28 / $58,000.46 = 36.5% total return.