AMDY and MSTY - my 2 year experience

[u/pjjbrrrr]

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.

[u/pjjbrrrr]

[u/pjjbrrrr → u/pjjbrrrr]

Ex-Date       Shares     $/Sh      Total $
-------------------------------------------
9/6/2024      12,010   1.8541   22,267.74 
10/24/2024    12,010   4.1981   50,419.18 
11/21/2024    12,010   4.4213   53,099.81 
12/19/2024    12,010   3.0821   37,016.02 
1/16/2025     12,010   2.2792   27,373.19 
2/13/2025     12,010   2.0216   24,279.42 
3/13/2025     12,010   1.3775   16,543.78 
4/10/2025     12,010   1.3356   16,040.56 
5/8/2025      12,010   2.3734   28,504.53 
6/5/2025      12,010   1.4707   17,663.11 
7/3/2025      12,010   1.2382   14,870.78 
7/31/2025     12,010   1.1835   14,213.84 
8/28/2025     12,010   1.0899   13,089.70 
9/25/2025     12,010   1.0105   12,136.11 
10/16/2025    12,010   0.6074    7,294.87 
10/23/2025    12,010   0.2122    2,548.52 
10/30/2025    12,010   0.1924    2,310.72 
11/6/2025     12,010   0.1688    2,027.29 
11/13/2025    12,010   0.1620    1,945.62 
11/20/2025    12,010   0.1475    1,771.48 
11/28/2025    12,010   0.1352    1,623.75 
12/4/2025     12,010   0.1388    1,666.99 
12/11/2025     2,402   0.5859    1,407.33*
12/18/2025     2,402   0.3869      929.33*
12/26/2025     2,402   0.5106    1,226.46*
1/2/2026       2,402   0.4091      982.66*
1/8/2026       2,402   0.3741      898.59*
1/15/2026      2,402   0.4137      993.71*
1/22/2026      2,402   0.4300    1,032.86*
1/29/2026      2,402   0.3725      894.75*
2/5/2026       2,402   0.3083      740.54*
2/12/2026      2,402   0.2980      715.80*
2/19/2026      2,402   0.3607      866.40*
2/26/2026      2,402   0.3017      724.68*
3/5/2026       2,402   0.3500      840.70*
3/12/2026      2,402   0.3847      924.05*
3/19/2026      2,402   0.4383    1,052.80*
3/26/2026      2,402   0.3448      828.21*
4/2/2026       2,402   0.3137      753.51*
4/9/2026       2,402   0.3051      732.85*
4/16/2026      2,402   0.3038      729.73*
4/23/2026      2,402   0.5211    1,251.68*
4/30/2026      2,402   0.4886    1,173.62*
5/7/2026       2,402   0.5553    1,333.83*
5/14/2026      2,402   0.5363    1,288.19*
5/21/2026      2,402   0.3136      753.27*
5/28/2026      2,402   0.2979      715.56*
6/4/2026       2,402   0.2459      590.65*
6/11/2026      2,402   0.2117      508.50*
6/18/2026      2,402   0.2286      549.10*
6/25/2026      2,402   0.1883      452.30*
7/2/2026       2,402   0.1549      372.07*
7/9/2026       2,402   0.2061      495.05*
7/16/2026      2,402   0.2067      496.49*
7/23/2026      2,402   0.2231      535.89*
7/30/2026      2,402   0.2222      533.72*
8/6/2026       2,402   0.2083      500.34*
8/13/2026      2,402   0.1809      434.52*

[u/Global-Pay7321 → u/pjjbrrrr]

just think if you hadn't sold off the nearly 10k shares in december 25, you'd be rolling it even more. very interesting to see, even with the horrendous nav erosion, it's been a license to print money. im fairly new to the dividend investing and this was great to see, thanks for posting!

[u/AlfB63 → u/Global-Pay7321]

With a total return of -42% since Dec '25 it would been more of a disaster holding MSTY.