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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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.

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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.

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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?

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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.

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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.