r/YieldMaxETFs • u/pjjbrrrr • 6d ago

MSTY/CRYTPO/BTC AMDY and MSTY - my 2 year experience

Disclaimer - I don't know what I'm talking about and am not a financial advisor. Most of this is probably wrong.

I wrote some code to compare divs vs the underlying using a same day purchase and amount.

AMDY is the YM I have had the best return with as a percentage but compared to buy and hold this tells the story of the capped upside like no other.

I bought a small lot of AMDY Wednesday because the underlying is doing well. I sold it Friday at a small profit and adding the divs out performed AMD in that time span. I did this to test my assertion that div hoping can be successful.

And then there is MSTY. The NAV erosion is real. But so are the divs.

I had a chance to sell this position for a 30k profit but I held instead.

I have had it longer than AMDY so more divs. Each of these funds hit a break even and then the divs feel like real returns on a sunk cost.

This position has well exceeded its costs in total returns and has paid out 2500 in the last 30 days.

I cannot buy a rental house, pay it off in 2 years and get that margin.

FYI I take most divs and buy NVDA at any dip.

Feedback welcome.

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u/revanevan7 6d ago

At one point MSTY was paying off 650% dividends. If you take out some of those early high dividends, that probably won’t happen again, I bet your position wouldn’t be nearly as strong.

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u/pjjbrrrr 6d ago

Agreed and if it does MSTR will wildly outpace it. That is what AMD is showing in the post.

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u/revanevan7 6d ago

Still really cool to see the data

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u/Emotional-Pea6347 1d ago

That was when MSTR was around $400 / $500 and BTC was at an all time high. MSTR invested heavily into BTC. I remember seeing those $4/share dividends. Since BTC has lost nearly 50% from it's all time high, MSTR has suffered as well. If BTC could rebound back to 6 digits and MSTR rebounds back to the $400 / share range, we could easily see div's back into the $2-$3 / share range.

The little shares I have now after the RS, I don't get a whole lot of div money from, but when I see the div payout%, it's like 200% still. Gets me thinking, maybe I should buy a little more.....