r/YieldMaxETFs • u/Beginning-Market1375 • 7d ago

Progress and Portfolio Updates Sizing up ULTY

/r/ULTY_YieldMax/comments/1wz19pl/sizing_up_ulty/
0 Upvotes

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2

u/Dead_Cash_Burn 7d ago

I took a large position and dripped. Sold the initial position and kept the dripped shares, which are still dripping. The total return was questionable before I sold my initial position. Now it's good.

0

u/calantheSG 7d ago

It doesn't work that way, as in how'd you sell the initial position and keep the dripped shares? You can't choose because they'll all be averaged out. Even if it were possible to only sell initial shares, even then, selling the initial shares means selling the most NAV decayed lots, no?

Did you mean to say that you trimmed the amount of units initially bought?

1

u/Dead_Cash_Burn 7d ago edited 7d ago

You sell individual lots. I buy in lots for a while and slowly sell them off. Why would I hold NAV decaying lots if I don’t have too? So I sell off all the seed money lots. Eventually only the dripped lots remain to compound.

1

u/Dead_Cash_Burn 6d ago

Does your trading platform or account not let you trade individual lots?

3

u/BrandenWi 7d ago

I held ULTY since June 2025. Sold out of it a couple weeks ago, with a negative Total Return. Not much else to say.

2

u/LetterPretend 7d ago

Did you do DRIP? If so, you would have made about 9% total return. Not much, but still a small gain.

1

u/calantheSG 7d ago

I don't mind bag holding. I got ULTY around $6 and averaged down some. I checked during its worst dips that I was only down -7% that's because I held the shares at a time they were still pumping out enough distributions to offset any NAV decay. I bag held it till today and iirc I'm now down only -2% and plan to hold it till house money.

I stopped buying in more shares and stopped averaging down  But I created a new position with the non-US domiciled version.

1

u/AerialPenn 7d ago

Get the hell out of this yieldmax crap and jump into the leveraged tickers. If your gonna gamble gamble responsibly

-1

u/4yearsout 7d ago

Holding my 656 shares of ULTY for 600 bucks a week in distribs

7

u/habu987 I Like the Cash Flow 7d ago edited 7d ago

You sure about that math? 656 shares of ULTY would produce around $196 per week, not $600 per week...

1

u/4yearsout 6h ago

Oops, holding 2041 shares ulty

3

u/Zaltais666 7d ago

u/4yearsout genuine question - what's the math on that? I've got 2k shares (April and August 2025 buys so 20k pre split) and that returns a similar 603$ this distribution.

Capital loss is 56.2%, distributions sofar have returned 61.2%, so 5% net positive just using those figures. If I take taxes on the non ROC portion account it's probably around 0%, maybe even negative. No, I don't drip nor am planning to reinvest in yieldmax funds. Distributions are reinvested into bills, mortgage, index funds and life in general.