These days it feels like the name of the game is headline risk while fundamentals and technicals of the stock market often take a back seat -- investors and ULTY 0.00%↑only have so many levers to pull as they tag along for the ride. However, above all else, YieldMax continues to hunt for volatility, optimize the basket, and harvest premium.
Note: Due to the YieldMax website update on Tuesday, the holdings data has had abnormal refresh times (past midnight). If this persists, I may switch to morning updates instead of evening.
Extra insights shared in the Midweek Memo section at the bottom:
Market outlook
ULTY outlook & trading trends
Other high yield hot takes & news
Research Spotlight: A proposed smart approach to balance yield and capital for smoother performance.
Note: Stock cashtags are real time — therefore, they won’t always match with the text
⚡ ULTY Daily Tracker
Highlights:
AUM: $3.37B
New Inflows (est.): $4.8M
Cash Balance: $516M
Options Debit/Credit: $924k
Position changes:
New positions: CIFR 0.00%↑
Note: HUT 0.00%↑ and IREN 0.00%↑ were added Wednesday
Closed positions:
Top Increased (shares):
IREN 0.00%↑ (+87.5%)
Top Trimmed (shares):
MP 0.00%↑ (-25%)
Dashboard view:
On mobile? Pinch-zoom to view images at a larger size.
View the full Google Sheets tracker: ULTY 🔗
🧂 SLTY Daily Tracker
Highlights:
AUM: $17.23M
New Inflows (est.): $0
Options Debit/Credit: $245.5k
Position changes:
New positions: N/A
Closed positions: N/A
Top Increased (shares): N/A
Top Trimmed (shares):
BE 0.00%↑ (-25%)
Dashboard view:
On mobile? Pinch-zoom to view images at a larger size.
View the full Google Sheets tracker: SLTY 🔗
💎 Midweek Memo
Extra insights and market commentary shared below with paid subscribers on a weekly basis.