Latest news with #CONY
Yahoo
02-07-2025
- Business
- Yahoo
2 Reasons You May Want to Swap Coinbase for CONY
The YieldMax COIN Option Income Strategy ETF gives investors a way to generate yield on Coinbase Global stock. Investors need to make a decision between regular monthly income and future upside potential when choosing between CONY and COIN. As long as the price of Coinbase Global stock does not explode in value, investing in CONY can be a more effective strategy than investing in COIN. 10 stocks we like better than Coinbase Global › Over the past 12 months, Coinbase Global (NASDAQ: COIN) is up an impressive 58%. In 2025, it's already up 42%. However, those are just paper gains. If you are holding Coinbase Global, you would need to sell the stock in order to realize any income. That's the problem that the YieldMax COIN Option Income Strategy ETF (NYSEMKT: CONY) attempts to solve. This ETF gives you access to some (but not all) of the upside potential of Coinbase stock, while simultaneously giving you a steady monthly income. Let's take a closer look at why you might want to swap Coinbase for CONY. As the name of this ETF suggests, the primary goal here is to maximize yield. Using financial derivatives, the ETF transforms a non-yield-bearing asset (Coinbase stock) into a yield-bearing asset (the CONY ETF). This ETF pays out a monthly distribution, which is measured in terms of a "distribution rate." The higher the distribution rate, the more income you receive on a regular basis. Within the offering prospectus, you can see exactly the timing, schedule, and amounts of prior distributions. Right now, the distribution rate of the YieldMax COIN Option Income Strategy ETF is 72%. That's considerably higher than the distribution rates for other popular ETFs in the YieldMax family. For example, the YieldMax ETF tied to Tesla stock pays out a distribution rate of 63%. The YieldMax ETF tied to Microsoft stock pays out a distribution rate of 35%. And the YieldMax ETF tied to Netflix stock pays out a distribution rate of 30%. Obviously, this yield-generating strategy requires a bit of financial alchemy to work properly. After all, money does not grow on trees. In this case, the YieldMax COIN Option Income Strategy ETF uses a synthetic covered call options strategy. The good news here is that all of this happens behind the scenes, so you don't need to know anything about options or options strategies. In fact, it makes life simpler if you think about CONY as a "1-stock ETF." Just keep in mind, though, that you do not own the underlying Coinbase stock in the ETF. You only own access to the options position on Coinbase stock that is generating the monthly income. Putting all this together, it's possible to come up with two good reasons why you might want to buy the YieldMax COIN Option Income Strategy ETF instead of Coinbase Global stock. The most important reason, of course, is the opportunity for monthly income (i.e., the monthly distribution). If you own the stock outright, you would not be receiving a monthly dividend or any other kind of cash payment. The second big reason to buy the ETF rather than the stock is if you are neutral or moderately bullish on Coinbase. In other words, you're not expecting it to skyrocket in value anytime soon. You're quite content to generate monthly cash flow, while Coinbase stock trades within a fairly narrow range. I can't emphasize this enough: You should only buy the ETF if you do not expect the price of Coinbase to skyrocket in value. Otherwise, you'd be giving up quite a bit of upside potential. You'd still be making money each month, but you'd potentially be leaving some money on the table. The YieldMax ETF is generating yield with options. If you've never traded options before, I would highly recommend becoming at least moderately familiar with the payout chart of a covered call strategy. By referencing this payout chart, you should be able to recognize the scenarios when CONY will perform better than COIN. At the end of the day, deciding to buy the YieldMax COIN Option Strategy ETF instead of Coinbase Global stock requires a trade-off. In exchange for sacrificing some of the upside potential of Coinbase, you are getting access to monthly cash flow. If Coinbase trades flat or only moderately higher, you stand to do better than if you were holding Coinbase stock. Before you buy stock in Coinbase Global, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Coinbase Global wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $697,627!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $939,655!* Now, it's worth noting Stock Advisor's total average return is 1,045% — a market-crushing outperformance compared to 178% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 30, 2025 Dominic Basulto has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft, Netflix, and Tesla. The Motley Fool recommends Coinbase Global and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. 2 Reasons You May Want to Swap Coinbase for CONY was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30-04-2025
- Business
- Yahoo
Dividend Investor Who Earned $18,000 a Month Despite 'Bloody' Selloff Shares His Top 6 Stock Picks
Defensive equities and safe-haven assets are gaining attention as recession warnings grow louder. JPMorgan Chase (NYSE:JPM) now believes there's a 60% chance that the world and US economy will face recession, up from its prior estimate of 40%. Dividend stocks are gaining appeal given their strong track record during market downturns. Don't Miss: Deloitte's fastest-growing software company partners with Amazon, Walmart & Target – Many are using retirement income calculators to check if they're on pace — Last month, an investor shared his detailed income report and progress on Reddit, and talked about the impact of the recent market volatility on his portfolio. The portfolio screenshots shared by the investor showed his dividend income in March stood at roughly $18,000, compared with $24,000 for February and $21,360 for January. The investor said he was aiming to reach $30,000 in monthly dividend income but was brought down to the "$10K club" due to the "bloody" March selloff. "Not sure when the recession of US economy is coming but pretty sure there is a recession in my monthly dividend income. It only takes one month to destroy a fully bull market, how amazing is that?" he said. The S&P 500 and the Nasdaq saw their biggest monthly percentage declines in March since December 2022 amid market uncertainty due to President Donald Trump's planned tariffs. Trending: It's no wonder Jeff Bezos holds over $250 million in art — The investor shared a week-by-week breakdown of his dividend income and portfolio holdings for March. Let's take a look at some of his key holdings that contributed to his overall income during the month. YieldMax COIN Option Income Strategy ETF YieldMax COIN Option Income Strategy ETF (NYSE:CONY) was among the top holdings of the investor who made about $18,000 in dividends in March. He had 5,500 shares of the fund in his portfolio in the first week of the month. The fund makes money by selling call options on Coinbase Global (NASDAQ:COIN). CONY has lost about 38% in value in 2025 through April 25. YieldMax MSTR Option Income Strategy ETF The YieldMax MSTR Option Income Strategy ETF (NYSE:MSTY) generates income by selling call options on MicroStrategy (NASDAQ:MSTR) stock. It's been a wild ride for MSTY investors this year amid a decline in Bitcoin price. The fund is down about 13% through April 25. The investor had 4,000 shares of the fund in his portfolio during the second week of March. YieldMax NVDA Option Income Strategy ETF YieldMax NVDA Option Income Strategy ETF (NYSE:NVDY) makes money by selling call options on Nvidia (NASDAQ:NVDA). The investor had 3,820 shares of the fund. NVDY fell 40% this year amid a decline in Nvidia shares, which are down 20% so far this TSLA Option Income Strategy ETF YieldMax TSLA Option Income Strategy ETF (NYSE:TSLY) is a popular dividend ETF for income investors seeking high yields. With a distribution rate of 104%, TSLY generates income by selling call options on Tesla (NASDAQ:TSLA) shares. TSLY is down 38% this year. The investor had 1,842 TSLY shares in his portfolio. YieldMax Universe Fund of Option Income ETFs The YieldMax Universe Fund of Option Income ETFs (NYSE:YMAX) has multiple ETFs in its portfolio that implement options strategies to generate income. The investor had about 855 shares of YMAX in his portfolio as of the last week of March. Roundhill Innov-100 0DTE Covered Call ETF Roundhill Innov-100 0DTE Covered Call ETF (CBOE: QDTE) generates income via a zero-day-to-expiration options strategy on the Roundhill Innovate Index. This strategy involves selling call options that expire the same day. Read Next:Inspired by Uber and Airbnb – Deloitte's fastest-growing software company is transforming 7 billion smartphones into income-generating assets – Image: Shutterstock UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? APPLE (AAPL): Free Stock Analysis Report TESLA (TSLA): Free Stock Analysis Report This article Dividend Investor Who Earned $18,000 a Month Despite 'Bloody' Selloff Shares His Top 6 Stock Picks originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
Yahoo
23-02-2025
- Business
- Yahoo
Early Retiree Earning $20,000 a Month in Dividends Shares His Top 9 Stocks - 'Simply Taking a Chance On Leveling Up My Life'
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Dividend stocks have played a key role in overall market returns in the past. Data shows that from March 1994 through March 2024, dividends and dividend reinvestment accounted for about 47% of the total return of the S&P 500. Last May, someone asked dividend investors on Reddit to share their monthly dividend income goals. The question drew strong engagement and many investors shared their detailed income reports, but one comment stood out. An investor said he collected about $20,000 a month in dividend income and aimed to take this to $30,000 a month. Don't Miss: Many don't know there are tax benefits when buying a unit as an investment — Unlock the hidden potential of commercial real estate — "Goal is $30k/mo min, since that's going to be roughly $20k/mo after taxes. $22k last month, $20k this month. Portfolio is just shy of $600k and has a total gain over the last year of about $25k," he said. However, the investor's portfolio had several risky covered call dividend ETFs. He said in a comment that he was aware of the risks involved. He also mentioned that he had no Roth or tax-deferred accounts and had retired early. "I think of this a different way. If it all goes to zero, I'll still be OK. I'm simply taking a chance on leveling up my life. Most folks don't have that kind of money. That doesn't mean that I'm right or wrong, or that the more mainstream folks are right or wrong. I simply believe the reward is worth the risk." Trending: , which provides access to a pool of short-term loans backed by residential real estate with just a $100 minimum. Let's take a look at some of the key holdings in his portfolio. YieldMax COIN Option Income Strategy ETF YieldMax COIN Option Income Strategy ETF (NYSE:CONY) was in the portfolio of the investor who collected about $20,000 a month in dividends. The fund makes money by selling call options on Coinbase Global (NASDAQ:COIN). CONY is a risky investment since its upside potential is capped due to the covered call strategy, and its performance is linked to a single company operating in the volatile crypto industry. The fund has a distribution rate of 105% and pays monthly. CONY is down 42% over the past 12 months. YieldMax Ultra Income ETF With a distribution rate of 84%, the YieldMax Ultra Option Income Strategy ETF (NYSE:ULTY) generates income from a portfolio of covered call strategies. It's down 57% over the past year. YieldMax MSTR Option Income Strategy ETF The YieldMax MSTR Option Income Strategy ETF (NYSE:MSTY) generates income by selling call options on MicroStrategy (NASDAQ:MSTR) stock. Its distribution rate is about 106%. Trending: The from EquityMultiple targets stable income from senior commercial real estate debt positions and has a historical distribution yield of 12.1% backed by real assets.. Ecopetrol SA Colombian petroleum company Ecopetrol (NYSE:EC) has a dividend yield of 33%. The stock is down 17% over the past 12 months. Earlier this month, Colombia's President Petro reportedly called on the company to sell its fracking operations in the US. YieldMax NFLX Option Income Strategy ETF The yieldMax NFLX Option Income Strategy ETF (NYSE:NFLY) generates income by selling call options on Netflix (NASDAQ:NFLX). It has a distribution rate of 76%. Over the past one year, the fund is up 3%, while Netflix shares have gained over 80% in the same period. YieldMax MRNA Option Income Strategy ETF The YieldMax MRNA Option Income Strategy ETF (NYSE:MRNY) generates monthly income by selling call options on Moderna (NYSE:MRNA). The fund has a distribution rate of 101%.Petroleo Brasileiro Brazilian petroleum company Petroleo Brasileiro ADR (NYSE:PBR) was also a part of the portfolio. The stock yields about 20%. Earlier this month, data from the company showed its production fell 10.5% in the fourth quarter year over year. Altria Altria (NYSE:MO) was another high-yield dividend stock in the portfolio. Last month, the tobacco products company reported Q4 results that came in ahead of Wall Street estimates. In 2025, the company expects annual earnings growth of 2% to 5%. Alliance Resource Partners Oklahoma-based Alliance Resource Partners (NASDAQ:ARLP) has a dividend yield of over 9%. The stock is up 31% over the past year. The company's revenue in the fourth quarter fell 5.6% year over year. Wondering if your investments can get you to a $5,000,000 nest egg? Speak to a financial advisor today. to decide which one is right for you. The changing interest rate environment has created an incredible opportunity for income-seeking investors to earn massive yields, but not through dividend stocks... Certain private market real estate investments are giving retail investors the opportunity to capitalize on these high-yield opportunities and Benzinga has identified some of the most attractive options for you to consider. For instance, the from EquityMultiple targets stable income from senior commercial real estate debt positions and has a historical distribution yield of 12.1% backed by real assets. With payment priority and flexible liquidity options, the Ascent Income Fund is a cornerstone investment vehicle for income-focused investors. First-time investors with EquityMultiple can now invest in the Ascent Income Fund with a reduced minimum of just $5,000. . Don't miss out on this opportunity to take advantage of high-yield investments while rates are high. Check out Benzinga's favorite high-yield offerings. This article Early Retiree Earning $20,000 a Month in Dividends Shares His Top 9 Stocks - 'Simply Taking a Chance On Leveling Up My Life' originally appeared on
Yahoo
17-02-2025
- Business
- Yahoo
Dividend Investor Earning $44,000 a Month Shares His High-Yield Portfolio —'I Live Life, Save a Little'
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. The volatility in AI stocks and uncertainty amid new trade policies and tariffs are expected to increase the appeal of safe and quality dividend stocks in the coming weeks and months. Data shows that dividend stocks posted about 8.8% in annualized returns between 1972 and 2012, compared with just a 1.6% return for non-dividend stocks. A few days ago, a dividend investor shared his monthly income milestone on a Reddit community of investors focusing on high-yield options funds. He said he earned about $44,000 in January, and aimed to reach $50,000 per month by 2026. Don't Miss: CEO of Integris gathered a team of senior investment managers who have $34.22 billion in combined owned and managed assets in the West Coast — It's no wonder Jeff Bezos holds over $250 million in art — "I'm retired. Dividends are just basically one of my paychecks. I mostly pay bills, live life, and save a little when I can," he said in a separate comment a couple of years ago on the social platform. His post history on Reddit shows his dividend income has increased over the years. In January 2023, he raked in about $25,000 a month. His latest portfolio screenshots showed his portfolio consisted of risky covered call ETFs with high yields. These funds are notorious for their net asset value erosion over time and volatility. Nonetheless, it would be interesting to see what this investor was holding. Let's begin. YieldMax PLTR Option Income Strategy ETF Number of Shares: 2,200 The YieldMax PLTR Option Income Strategy ETF (NYSE:PLTY) makes money by selling call options on Palantir (NASDAQ:PLTR). It has a distribution rate of 43%. The fund is up 74% over the past one year, while Palantir shares have gained a whopping 365% in the same period. Trending: If there was a new fund backed by Jeff Bezos offering a ? YieldMax COIN Option Income Strategy ETF Number of Shares: 5,500 YieldMax COIN Option Income Strategy ETF (NYSE:CONY) accounted for about 8.2% of the total portfolio. The fund makes money by selling call options on Coinbase Global (NASDAQ:COIN). CONY is a risky investment since its upside potential is capped due to the covered call strategy and its performance is linked to a single company operating in the volatile crypto industry. Roundhill S&P 500 0DTE Covered Call Strategy ETF Number of Shares: 2,000 Roundhill S&P 500 0DTE Covered Call Strategy ETF (BATS:XDTE) generates income by selling call options on the S&P 500 Index that expire on the same day, known as 0DTE options. The ETF is suitable for those looking to generate short-term income by focusing on daily market movements. It made up about 10.9% of the total portfolio. Roundhill Innovation-100 0DTE Covered Call ETF Number of Shares: 2,000 Roundhill Innovation-100 0DTE Covered Call ETF (BATS:QDTE) generates income via a zero-day-to-expiration options strategy on the Roundhill Innovate Index. This strategy involves selling call options that expire the same day. The fund has a distribution rate of 25% and pays YieldMax MSTR Option Income Strategy ETF Number of Shares: 2,200 The YieldMax MSTR Option Income Strategy ETF (NYSE:MSTY) generates income by selling call options on MicroStrategy (MSTR) stock. Its distribution rate is about 108%. YieldMax NVDA Option Income Strategy ETF Number of Shares: 3,000 YieldMax NVDA Option Income Strategy ETF (NYSE:NVDY) makes money by selling call options on Nvidia (NASDAQ:NVDA). Recently, the ETF has gained popularity amid the buzz around Nvidia. The fund has a distribution rate of about 52%. NVDY suits investors who believe in Nvidia's long-term potential but want to hedge against possible declines in the chipmaker's shares. YieldMax AMZN Option Income Strategy ETF Number of Shares: 2,000 The YieldMax AMZN Option Income Strategy ETF (NYSE:AMZY) generates income by selling call options on Amazon (NASDAQ:AMZN). The fund has a distribution rate of about 26.5%. AMZY is down 13% over the past year. Wondering if your investments can get you to a $5,000,000 nest egg? Speak to a financial advisor today. to decide which one is right for you. Lower interest rates mean some investments won't yield what they did in months past, but you don't have to lose those gains. Certain private market real estate investments are giving retail investors the opportunity to capitalize on these high-yield opportunities. , which provides access to a pool of short-term loans backed by residential real estate. The best part? Unlike other private credit funds, Looking for fractional real estate investment opportunities? The features the latest offerings. This article Dividend Investor Earning $44,000 a Month Shares His High-Yield Portfolio —'I Live Life, Save a Little' originally appeared on
Yahoo
14-02-2025
- Business
- Yahoo
Dividend Investor Earning $20,000 a Month Shares His 7 High-Yield Stock Picks – 'You Just Need to Start'
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Dividend investing has long rewarded patient investors. Data shows that from 1998 to 2018, high-yield dividend stocks posted a compound annual return of 8.8%, compared with 6.6% for non-dividend companies. In May last year, someone asked income investors on Reddit to share their monthly dividend income goals. Many investors shared their current income and long-term goals, but one comment caught attention. An investor said he made about $20,000 a month in dividends and aimed to take this income to $30,000. In several comments on different posts on the social media platform, the investor advised others to start investing as soon as possible. Don't Miss: If there was a new fund backed by Jeff Bezos offering a ? Commercial real estate has historically outperformed the stock market, and "You just need to start, add where you can, re-invest divs and give it time. Consistency & patience is the key," he said. However, most of the investor's portfolio consisted of high-yield and risky covered call ETFs. Based on the information he shared publicly on Reddit, let's examine his portfolio holdings. YieldMax COIN Option Income Strategy ETF YieldMax COIN Option Income Strategy ETF (NYSE:CONY) was among the investor's largest holdings. The fund makes money by selling call options on Coinbase Global (NASDAQ:COIN). CONY is a risky investment since its upside potential is capped due to the covered call strategy, and its performance is linked to a single company operating in the volatile crypto industry. The fund has a distribution rate of 110% and pays monthly. CONY is down 42% over the past 12 months. Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — YieldMax MSTR Option Income Strategy ETF The YieldMax MSTR Option Income Strategy ETF (NYSE:MSTY) generates income by selling call options on MicroStrategy (NASDAQ:MSTR) stock. Its distribution rate is about 108%. The investor seemed highly bullish on the fund and said in various social media posts that he had fully recouped his investment in MSTY. "I bought MSTY at inception and it paid off in 10 months. I use my divs to accumulate more shares and generate higher divs. If you need to create income, then join the party and disregard all the naysayers who can't wrap their little heads around new investment vehicles," he said in a comment. YieldMax NVDA Option Income Strategy ETF YieldMax NVDA Option Income Strategy ETF (NYSE:NVDY) makes money by selling call options on Nvidia (NASDAQ:NVDA). Recently, the ETF has gained popularity amid the buzz around Nvidia. The fund has a distribution rate of about 52%. NVDY suits investors who believe in Nvidia's long-term potential but want to hedge against possible declines in the chipmaker's shares. The Redditor said his investment in the fund has already paid for itself. "NVDY has turned into a nice steady payer. When I first entered it paid $2+ multiple times," he said a few days ago. The YieldMax SMCI Option Income Strategy ETF The YieldMax SMCI Option Income Strategy ETF (NYSE:SMCY) generates income by selling call options on Super Micro Computer Inc (NASDAQ:SMCI). The fund has a distribution rate of about 86%.Roundhill Small Cap 0DTE Covered Call Strategy ETF The Roundhill Small Cap 0DTE Covered Call Strategy ETF (BATS:RDTE) generates income by holding small-cap stocks and selling call options with zero expiration days. Its distribution rate is 27%. YieldMax MARA Option Income Strategy ETF The YieldMax MARA Option Income Strategy ETF (NYSE:MARO) generates monthly income by selling call options on crypto mining company MARA Holdings Inc (NASDAQ:MARA). The fund has a distribution rate of about 82%. Its value has been down 29% over the past 12 months. REX AI Equity Premium Income ETF The REX AI Equity Premium Income ETF (NASDAQ:AIPI) invests in top AI companies and generates income by selling call options on stocks. Some of the fund's top holdings include Palantir (NASDAQ:PLTR), CrowdStrike (NASDAQ:CRWD), ARM (NASDAQ:ARM), Nvidia (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Qualcomm (NASDAQ:QCOM) and Alphabet (NASDAQ:GOOG). Wondering if your investments can get you to a $5,000,000 nest egg? Speak to a financial advisor today. to decide which one is right for you. Lower interest rates mean some investments won't yield what they did in months past, but you don't have to lose those gains. Certain private market real estate investments are giving retail investors the opportunity to capitalize on these high-yield opportunities. , which provides access to a pool of short-term loans backed by residential real estate. The best part? Unlike other private credit funds, Looking for fractional real estate investment opportunities? The features the latest offerings. This article Dividend Investor Earning $20,000 a Month Shares His 7 High-Yield Stock Picks – 'You Just Need to Start' originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Sign in to access your portfolio
