Latest news with #YieldMaxCOINOptionIncomeStrategyETF
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
