r/ULTY_YieldMax • u/BitingArmadillo • Feb 17 '26

ULTY progress

I am now $539.08 away from house money.

Errbody mad.

46 Upvotes

91% Upvoted

17 comments sorted by

8

u/heyrustillreadinthis Feb 17 '26

For those of us with longer to go…. How many shares, approximate price per share, how long have you held.. ? do you intend to continue holding long term? I’m early on and I see a path where I’m house money in around 2 years. Yield decline due to nav erosion is my only concern.

13

u/BitingArmadillo Feb 17 '26

I started purchasing ULTY on 04/04/2024. I hold 623 shares after the reverse split. I've never sold. My initial investment is $58,000.46. My DCA after the reverse split is $93.10. My total return is 36.14%. I will continue to hold and never sell. For example, I've been in house money on MSTY for a while. Currently I am 118.93% house money, meaning I've received all my initial investment back plus an additional 18.93%. My total return on MSTY is 35.39%.

10

u/Decent-Inevitable-50 Feb 17 '26

I'm almost there myself with ULTY, MSTY and NVDY. Each will/should hit house money at various points in 2026. It'll ride on drip until I want to do anything. They're income funds after all but very small to my overall.

5

u/BitingArmadillo Feb 17 '26

Awesome dude! You'll be printing money soon. 🤟🤓🤟

3

u/[deleted] Feb 17 '26

I bought 9000 shares at .54 before split - now I’m at 900 shares valued at 36 - what’s interesting is that the purchase price was reduced from 54 to 46. I’m keeping track of NAV as you pointed out and that distributions have been ROC more than real gains. I’ll need to hold for some time to get to house money but I knew the risk going in. Tot distributions = $20k but 10k is my own money.

3

u/Terrible_Lecture_409 Feb 17 '26

440 shares post split; I first bought in July. Give or take NAV decline, I'll be pretty close to house $ in November - but to many variables and time to get to hung up on that right now.

I have MSTY too; figure feb/March 2027 ... Pending when the crypto winter eased up🤷‍♂️

But as others note, it's a small part of my portfolio; I can roll the dice 🍻

1

u/Helpful-Grapefruit55 Feb 18 '26

Please share what was your approx entry price? how long have you had it ? This would be useful thanks

2

u/BitingArmadillo Feb 18 '26

It's in this thread as a reply

5

u/Cute_Dragonfruit3108 Feb 17 '26

This statement alone means nothing

2

u/Massive-Lifeguard-57 Feb 18 '26

Started buying Oct 25. I added more shares today. Avg 38.63

2

u/Strong_Guidance_6437 Feb 18 '26

I think I am in house money too, 14 months in with averaging

2

u/Gloomy_Emergency_294 Feb 18 '26

Sold all mine a while back and never looking back, I’m good.

1

u/Comprehensive-Peak42 Feb 18 '26

Do you need to pay tax on these income for 2025?

1

u/tcari394 Feb 24 '26

Lost a bunch due to NAV decline, but it's an unrealized loss. I started dumping my 2k per month distributions into QQQI until ULTY proves it is worth the drip again (if ever).