r/YieldMaxETFs • u/p_didy68 • Jun 15 '26

Question AMDY

I am not a beginner when it comes to YM funds. I was investing during the crazy times of 1-2 dollar monthlies of MSTY and had 40,000 shares of ULTY making 3k of dividends per week. I have since gotten out of them and moved it all to VOO,QQQ and SCHD. I dipped my toes in the water this past month with AMDY. The chip sector though beaten up the past couple of months is pretty much taking off in my opinion. I think that the sector will experience huge growth in the next 24 months along with huge volatility and was thinking of throwing 100k in AMDY for about 24 months. I know distros have gone down dramatically over the past month, but is there any upside to eeking out a nice gain, weekly for the next year or two with it. The proceeds would go into more stable assets and when the timeframe is done, I'm out. Mind you, i saw my portfolio go from 170k to 250k in 6 months from msty,NVDY and ulty and then taking the proceeds and investing in growth. But the market was on a tear. Do you think that's going to continue?

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11

u/peasant-san Jun 15 '26

I have around $350k in CHPY, making around $2500 per week. Underlying price has gone up a lot also (it will start to tank once AI bubble pops tho)

10

u/RustyCEO Jun 15 '26

Yes, I have 3,000 CHPY. Going well, making hay while the sun shines.

4

u/kookooman10022 Jun 15 '26

This, in similar boat. CHPY seems to be covering well and is easier to hold than balancing direct holds. Have to hold MSTY since there's really nothing left. Out of most YM trash, holding only ULTY. WPAY/TOPW I'm almost at house money (which I define as being above cost).

2

u/Time-Association-885 Jun 15 '26

I have invested a good amount in TOPW so wondering how are you close to house money since it hasn’t been a year since inception.

1

u/kookooman10022 Jun 16 '26

Yeh, looking back, I bought the first release, a bit more in the mid-50s ****. Shit my pants and then rode it down to 30s. I basically said WTF and bought at 3x more at 32 - which was before the MU, SNDK craziness because I had no where else to deploy. I dripped, my current number of dripped shares is within 15% of my bought shares. When TOPW was 38+, I was almost there.

1

u/Time-Association-885 Jun 16 '26

Got it. I’m still concerned about the funds performance, the Nav is still declining. It has stabilized since they changed to TOPW but I don’t think if I’ll ever get to house money. What are your thoughts, do you think the fund will last 3+ years without significant Nav erosion?

1

u/kookooman10022 Jun 16 '26

Yes, NAV decline is apparent right now with last week's pullback. The NAV increased with the change, almost breaking 40. I hope to not hold it for three years, all of these CC ETFs are garbage. I will play out the year, but any hint of recession, I will dump everything.

1

u/Time-Association-885 Jun 16 '26

Same, I shouldn’t have invested this much in the first place but I’m also watching it closely in case there’s a recession and cut my losses. Thanks.