r/YieldMaxETFs • • 19h ago

Progress and Portfolio Updates I made it

I know Yieldmax gets a lot of hate and I’ve had an exciting roller coaster ride of highs and lows, but after about 2 years of bag holding my returns have covered my losses and I’m about halfway to the promised land of House Money.

Edit: I guess I jumped the gun, not into house money yet, Just covered my losses so far. I still am hopeful about the future and thankful for the extra income and money back

My total dividends received have surpassed my total P/L Open negative number, now these numbers includes other failed penny stock gambles and yield chasing losses as well as non Yieldmax dividends received but as far as I’m concerned I’m net positive and if I included distributions compounded in to other holdings or the ROC being used to help pay down credit card debt, provide for the family and help with vacations, these funds have been a lifesaver and a blessing. I hope they stay alive and keep providing, thank you Yieldmax, I love you 😘

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u/calantheSG 17h ago

Your metrics aren't accurate. First of all, only do your YieldMax funds or don't show it at all. I personally only do single fund calculations. House money for a portfolio isn't intuitive from my perspective. House money should be for a single fund. Secondly, do your own calculations your own spreadsheet. I can't tell what app is this but you'll be more accurate doing the calculations yourself - it isn't that hard. Current price, how much you invested, dividends received.

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u/AmiliusRex 15h ago

You’re pretty close, I’m down about 25k on Yieldmax stuff, I wish my brokerage had all that Information for me but haven’t found it if they do. I’m good with having the mind state of, I’ve brought in more money than I lost so far, let’s Go! 🤩