YieldMax ETF Investments After TWO YEARS!
In today's video, I'm celebrating the two-year anniversary of holding YieldMax ETFs in my portfolio, giving you a full, transparent breakdown of how these funds have performed over the past 24 months. I cover everything—from dividends earned to changes in fund holdings, total returns compared to the S&P 500, and my strategy adjustments along the way.
📈 Portfolio Changes & Highlights:
Since my last annual update, I've successfully exited profitable positions in MSFO and CONY and started a new position in AMDY.
My holdings in key YieldMax ETFs (TSLY, AMZY, APLY, GOOY, YMAX) have significantly increased:
TSLY, AMZY, APLY, and GOOY each grew by an average of 100-150 shares.
YMAX notably surged from 169 shares last year to now 648 shares, representing an initial investment totaling $11,300.
💰 Dividend & NAV Performance:
Over the past two years, YieldMax ETFs alone have generated an impressive $17,000 in dividend income.
While dividends have been strong, the total portfolio experienced approximately $12,000 in NAV erosion due to market fluctuations and volatility.
TSLY has nearly reached breakeven on the initial cash investment. If not fully breakeven yet, it is projected to achieve it by the end of 2025, after which dividends will represent pure profit.
🚀 Best and Worst Performers:
AMZY emerged as the clear star of my YieldMax portfolio, delivering a remarkable total return of 60% over just 21 months with dividends reinvested, comfortably outperforming the S&P 500’s 45% total return over the last two years—even with the S&P having a three-month advantage.
APLY and GOOY provided positive returns, but at a slower pace:
APLY: ~11% total return
GOOY: ~0.60% total return
AMDY is currently negative, but this position has only been held for about 6-7 months and hasn't yet been fully averaged down.
🔒 Why YMAX is a Standout for Stability:
YMAX remains the safest YieldMax ETF due to its diversified structure across various single-stock funds. It consistently matches or even surpasses the returns of the S&P 500, including outperforming it in 2024 (26% vs. S&P’s 24%).
Additionally, YMAX's weekly dividend payouts offer increased flexibility, allowing faster reinvestment and compounding.
📊 Long-Term Yield & Future Strategy:
Factoring in reinvested dividends and growth in initial cash investment from Year 1 to Year 2, the real yields and total returns dramatically increase, highlighting the power of strategic dividend distribution and reinvestment.
I plan to hold and strategically manage these funds for the foreseeable future unless the ETFs are discontinued, undergo significant negative structural changes, or become consistently unprofitable.
Join me as I dive deep into the numbers, share transparent insights, and discuss strategic decisions and market lessons learned from holding YieldMax ETFs for two full years.
⚠️ Disclaimer:
This video is for educational and informational purposes only and does not constitute financial advice. Always conduct your own research and consult a qualified financial advisor before making investment decisions.
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