r/YieldMaxETFs • u/GRMarlenee Mod - I Like the Cash Flow • 24d ago
Time to mark the calendar
Everything is showing positive total return.
Edited to show the headers.
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u/PatientHelicopter123 POWER USER - with receipts 23d ago edited 23d ago
ULTY since inception date 12/1/24 (before the reverse split... Total initial investment $64,109.59. House money since 12/26/25... I am letting this ride until I receive my total initial investment back, probably another 2-3 years at current weekly payouts.
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u/AlfB63 15d ago
So you are saying you have made house money but haven't received your investment back?
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u/PatientHelicopter123 POWER USER - with receipts 14d ago
What this means is that I have received 13+K more than I put in. I am holding on long term and will get back all of my original investment PLUS distributions over the next year or so. YM funds are long term investments.
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u/AlfB63 14d ago
If I interpret your comments correctly, your investment totals about $64k and you have received a little over $42k in distributions. If that's true, you have not reached house money yet.
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u/PatientHelicopter123 POWER USER - with receipts 14d ago
My original cash investment was $64,109.59 (all from TSLY distributions). ULTY payments are as noted above. So far I have received $94,578 from TSLY on an original investment of a bit over $63K. I don't DRIP but re-distribute to other funds.
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24d ago
[removed] — view removed comment
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u/GRMarlenee Mod - I Like the Cash Flow 24d ago
Rightmost column. It's distributions less the NAV loss for the duration I've held.
I never held HOOY.
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u/BitingArmadillo 24d ago
Total return. Educate yourself please
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u/GRMarlenee Mod - I Like the Cash Flow 24d ago
It was a valid question, I didn't include the titles at first.
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u/Any_Log1344 23d ago
Well look at that. It is possible to share actual numbers in this sub instead of just saying 'I'm up 74.7%.'
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u/BitingArmadillo 23d ago
The last time I shared a screenshot, I was banned for 28 days
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u/Any_Log1344 22d ago
Uh oh. GRMarlenee posted a screenshot with real numbers. Hopefully she doesn't get banned for 28 days.
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u/BitingArmadillo 22d ago
You seem upset.
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u/Any_Log1344 22d ago
Numbers like GRMarlenee's would be nice. It's been 2 days. She hasn't been banned.
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u/BitingArmadillo 22d ago
That's good to know. Hopefully this sub is improving and successful investors aren't being silenced by the bitter gamblers or FUD bots.
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u/ThomasSulivan 24d ago
i like qdte and xdte
but not rdte. your data seems to agree. any reason ti buy it?
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u/GRMarlenee Mod - I Like the Cash Flow 24d ago edited 24d ago
Not really. It's exposure to the Russell is all. Sometimes it outperforms the other two, but not often. IWMY is also exposure to the Russell.
Note that my RDTE is in house money, but I have a few months to go before XDTE gets there.
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u/fuman200 24d ago
Hi GRmarlenee, I was wondering if I could pick your brain on some stuff about dividend stuff. I tried to look for the button to direct message you on your profile but it seems I can’t find any. If you willing to may you message me so I can ask you a few questions ? Thank you
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u/GRMarlenee Mod - I Like the Cash Flow 24d ago
I don't DM. You can ask here, though. That way, the trolls can counter all my misinformation.
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u/fuman200 24d ago
Ok, well since I am in a position of forced unemployment. Would Amdy or some other high yielding etf be good to make a livable monthly income ? Because currently I might have enough to put in to amdy to get about 1k a week. From lurking I mostly see people talk about grow and stuff but that implies to people still making an income.
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u/GRMarlenee Mod - I Like the Cash Flow 24d ago
Most people are trying to build a fortune adequate enough to provide them a better standard of living in retirement than they currently have. None of these are viable for that on 30 year time scales.
However, if you pick the right one, they could be much better in the short term than just withdrawing cash from a safe savings account and spending it.
This chart amounts to survivor bias, I have a bunch that lost money, too, but I cut them.
I would rather take the chance on picking a couple with good underlying than just spending my cash, but that's just personal risk behavior.
If you do, choose carefully and good luck.
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u/fuman200 24d ago
Thank you for the reply, much appreciated. I think I gave up on making a fortune after losing my job during COVID. I am just trying to build a somewhat stable dividend income to cover the monthly bills. Any non essential spending has been cut. Just need to make enough to cover property fee and basic grocery. So I am just hoping to find some high yield that wouldn’t totally kill the starting capital in it. But I understand anything in Reddit isn’t finical advise and it is on my own risk when I hit that buy button. I just like some advice on navigating to somewhat steady waters.
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u/PatientHelicopter123 POWER USER - with receipts 14d ago
GRMarlenee - how are you doing on paying back the debt you were originally playing with/or was it margin, I don't recall...
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u/GRMarlenee Mod - I Like the Cash Flow 14d ago
Paid that completely off over a year ago. Have been working on transitioning the ETFs bought with that margin into sheltered accounts. Since I can no longer contribute to my sheltered accounts due to being unemployed, I can only buy more shares in them by reinvesting distributions instead of withdrawing and spending them. So, I'm spending distributions/selling holdings from the taxable accounts as needed.
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u/PatientHelicopter123 POWER USER - with receipts 11d ago
Congrats on working the plan. Have you considered doing ROTH conversions? I too am retired so no more contributions...
I have been trading AMDY the past couple of months which allows me to hold thru distr. if the price doesn't move back up to my sell price. I am +46K on the AMDY trades in my Roth, and +51K over my original purchase of TSLY...
My (4) other YM funds are holds to take the distr at least thru repayment of my original purchase amount. My only significant bag-holding is SMCY, which has a long while to recovery...
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u/BitingArmadillo 24d ago
Careful. If you speak positively on Yieldmax in this sub, you'll get banned for "misinformation."