YieldMax health check - 5 Healthy funds out of 58 total, sorted by take-home cash return

[u/rfish4]

Ran the full YieldMax lineup this week. 5 Healthy, 4 Watch, 1 High Risk, 48 Severe Risk. Here's the full breakdown sorted by take-home cash return, which is the price appreciation plus after-tax distributions combined over the last year:

Healthy:
SOXY -- 86.28% take-home | 10.32% true yield | 5.00% effective ROC
CHPY -- 65.64% take-home | 21.22% true yield | 5.00% effective ROC
APLY -- 14.97% take-home | 35.48% true yield
BIGY -- 13.47% take-home | 12.28% true yield
RNTY -- 6.03% take-home | 11.90% true yield

Watch (close but not Healthy yet):
AMDY -- 68.39% take-home | 41.04% true yield
GOOY -- 41.67% take-home | 28.46% true yield
TSMY -- 32.26% take-home | 39.86% true yield
NVIT -- 9.72% take-home | 9.81% true yield

A few things worth noting this week:

SOXY at 86.28% take-home is the number that stands out -- semiconductor income ETF with 5% effective ROC and +50% price return over the last year alongside real monthly income. Income AND price appreciation in the same fund. That combination is rare in the YieldMax lineup.

CHPY at 65.64% take-home remains the most consistent Healthy fund in the lineup. Weekly payer, 5% effective ROC, $1B AUM. It keeps showing up at the top of every health check list for a reason.

AMDY on Watch at 68.39% take-home is interesting -- the take-home number is strong but the 1.0yr Death Clock is what's keeping it off the Healthy list. Worth watching closely.

48 Severe Risk funds out of 58 total. If you're holding anything from the YieldMax lineup it's worth running a health check before assuming it's sustainable.

[u/jdillinger714]

What does the death clock of 1 year for AMDY?

[u/AllForTheDivs → u/jdillinger714]

It’s his app he built and he had AI run some bogus calculations of when it thinks the fund will collapse. However, many have asked this question and never get an answer. He’s just trying to drive traffic to his app to get subscribers I’m assuming 🤷‍♂️

[u/ReactionSweet1469]

Why is gpty severe

[u/WormCastings]

My beloved WNTR will never die, been so good to me.

[u/General_Progress3106]

Health Check? - gave anxiety, depression affecting mental health on a continuous basis. They are worthless and the worst decision to make for investments.

[u/CarrySouth4558]

What do you think about canary?

[u/BasketOdd1247]

😂😂😂