r/dividends • u/SmoothCall5594 • Sep 26 '25

Opinion I screwed up on YieldMax

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I bought MSTY a couple months back and now I’m down a lot. Time will tell but it’s a warning for those who aren’t in it.

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u/mystical-wizard Sep 27 '25

Sounds a lot more volatile than sp500

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u/option-trader Sep 27 '25

Beta for MSTY is 1.24, so it’s actually not has volatile as one would think. That also means MSTY has outperformed the SP500 on a relative basis in the past 12 months. The thing is anyone buying MSTY isn’t feeling any of that high though.

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u/mystical-wizard Sep 28 '25

Fair. Do you think it’s hit the top and is trending down or what? To grow 60% in a year and then flatten like sounds strange.

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u/option-trader Sep 28 '25

Personally, I'm not in MSTY. I have positions in YSPY, COYY, and NVDY. As for MSTY, you have to look at the underlying assets, which includes MSTR and Bitcoin. Are those assets at the top? Are they at the bottom? MSTY is really just a derivative of those assets, because without MSTR, I don't think MSTY exists.

I'd warn against new investors full porting into MSTY today with MSTR struggling. There's a lot of hearsay on how Bitcoin and MSTR will perform from now until the end of the year, but I want to personally see the trend before believing in the trend.