Happy mother's day, you degens! How did our high beta high income ETFs fair in April?

Added: 2026-05-11

[00:00:01]Hi, my name is Amy. Thank you very much for watching and let's make some bad financial decisions together. This is for entertainment purposes only. So, if you're entertained, please like and subscribe. I would really appreciate that. So, today we're going to go over what were the best DGEN plays because happy Mother's Day and tell your moms that I said happy Mother's Day. And nothing says I love my mom so much as I'm going to throw all my money away on these things that are high beta. So, uh, let's just get into it. Um, so today's contenders are Chippy, Semi, which are both semiconductors. Then TDAX, TOPW W, UTY, TSY, KYD, ULTI, YAX, ISSB, ISBG, Y best, and YBTY. So it's a hodgepodge of things that are, you know, granite shares yield boost. We have the quantify funds stacked funds. We have YAX and ULTY which are experiments from YieldMax. Then ULTI which is the Rex shares answer to ULTY. KYLD which still wants to be excluded from the narrative but came out the same time as YTI so it gets stuck together with it. And then top W is the Roundill I believe.

[00:01:31]Let me yield night. It's a weekly pair. It declares on Mondays. It's right here.

[00:01:40]And it is uh Round and I don't think it is the entire universe anymore. It's just like the top 25 stocks, 25 largest companies in the United States. So that's recently changed as well. Anyways, so from January 21st to May 1st, Chippy, Semi, and Tedex are the only ones that did better than the S&P 500, which is interesting because TDAX is the leveraged NASDAQ 100 fund. So, I think that's Tap Alpha and that's just the lifted versus the T deck, which is my f like one of my favorites, too. So then if we sort by March 19th to May 1st then it's Chippy ISSB TAX top W YTI KY SEMI and TS have all done better than the S&P 500. So, the ones that didn't do better are just ISBG, which is quantifies stacked Bitcoin and gold. YAX, which is um YieldMax's Universe Fund that they've changed to have different um concentrations. Now, Yield Ty, also Yield Max, and then YB Best and YBTY.

[00:03:14]I have Y best which is just all of them and then YBTY is their best best performer. So in that time period they didn't really have a best performer I'm assuming. So then from the March 19th to March 30th we have nothing did better than the S&P 500. All of these are leveraged in their own ways. Even if they're not leveraged in the sense that they're using swaps and derivatives to achieve a a leverage, they sometimes the quality of the stocks and the beta of the stocks that are actually in the holding act like leverage. So being in leverage when the market is tanking, not generally the best thing, but the worst performer was ULTI, which um and also second to last is ISSB. And one thing I keep saying about this is okay, well, if it goes down further and I just DCA on the way down, will it recover on the way back up? because if it recovers and it recovers past the S&P 500, then that just creates better buying opportunities for me and that's my attitude for it.

[00:04:34]So, from April 13th to May 1st, which this has been a very strong bull run, everything's been going up. Everything's hitting almost new all-time highs. And so the best performer is chippy, so semiconductors, ISSB, stacked, uh, S&P 500 and Bitcoin, TDAX, which is leveraged, NASDAQ 100, YAX, the YieldMax Universe, SEMI, TOP W, and then we have ULTI, and then KYD and Tsykes, and those are the ones that do better than the SP.

[00:05:16]P500 you would have if you put $10,000 in on April 13th in all these scenarios except for YBTY you would have more than $10,000 in this time period. So the stragglers are ISBG UTI and YB best and YBTY. So then what percent increase did we get here? And I think it's really impressive that ISSB had a 25% increase from the April low or from the March low. And then you have Chippy. And if we want to compare ULTI, Chippy and ISSB, I think that ULTI and ISSB being more diversified is actually better than the semiconductor stocks. I just think that they're doing really well. They've been doing really well, but we're pretty much late stage in the semiconductors. And so I wouldn't put a overly large concentration in chip.

[00:06:19]And so we have YAX and then TDAX, TOPW W, is BG, Semi, KY, Ulti, and Tsykes. And the spy only had a 9% 9.6% 6% increase. So all of these that beat it have a double-digit increase during that time period. And then Y best and YBTY are the worst. They did not increase their they their price didn't go up when the market has been so strong. And so that indicates there's something wrong with it. At least that's my opinion. And I did like YB Best because it pays quite a lot. But, you know, if it doesn't at least, you know, if I had this and I bought it on March 19th for some reason and I had $9,377 on March 30th, at least it's good that I have more than $10,000 if I just held on more. But that's the sacrifice you do when like let's just look again on yield might. Uh let's find y best. Um it declares on Fridays y bst. Yeah, there we go.

[00:07:51]And then this is paying us basically a 60% distribution which um just putting that out there that is close to what you get with YAX which is a 50%.

[00:08:09]And this YAX is not leverage, but it does depend on the underlyings which yield max skews more higher beta things and so it can act leveraged.

[00:08:25]So I did look today at the holdings of Ulti because I just haven't looked at it lately. I'm not in it except for the portion that Ulti is in YAX which I think that like proportion allocation to Ulti within YAX is the appropriate allocation for me for Ulti. So I don't need to overlever myself in Ulti right now. And so I did ask um Gemini because why would I um do this on my own?

[00:09:10]What like what are these? What do they do?

[00:09:13]What are the pros and cons? And can we um sort these by or group these by their what sector they're in? So YMAX has Nvidia, AMD, ADI, LR, CX and Alab.

[00:09:31]And these are all semiconductor and hardware. So AI focused. Then we have big tech and platform. So we have Google, Amazon shop and Palunteer which are also winners.

[00:09:44]And then we have specialized tech and communication. So Sienna Corp, Coherent Corp, Lummentum, Fortunate. I'm not going to pretend that I knew any of those companies, but I think having a little bit of diversification into cyber security and communications is probably a good thing. And then they have Mr. Iron and Hood, which is crypto and finance. Apparently, Iron not doing so well. It's dragging the entire Ulti name down. And so one thing I would caution with this is, you know, YieldMax has their thesis for iron in particular, but individual stocks do not act exact.

[00:10:36]They're not always in tandem with the overall market. So just because the overall market is hitting all-time highs and is in a bull run does not mean that every single stock is rising at this particular time. But if you you know have faith and you know your thesis on something and iron is just an example.

[00:10:58]But if you say okay well you know we rode this down the Bitcoin cycle is about to start. So, we're going to get into our crypto right now and then in the future when, you know, it's booming, maybe Ulti will look like a winner. I don't know. But, but what I'm saying is Ulti in particular, these ones, KY, UL TI, the fund managers are allowed to pick the underlyings that are in there. and it doesn't particularly follow any particular rules.

[00:11:38]And I don't want to be babysitting ULTY or ELTI or KYD. I just want to be able to say I agree with the strategy that this is doing. I trust them generally not to make this fund go down to zero. I want to have a very small portion of my portfolio that is in these higher beta things so that I can get a 70% distribution and you know kind of run it into the ground or let it do what it's going to do and you know be pleasantly surprised if 5 years from now I still have any kind of value in it. So, um, we'll continue to, you know, kind of monitor it and make comments about it. But if the reason why Ulti is not doing that well is because it's getting into crypto plays, I'm not particularly angry at Ulti at this moment. And you know, it it it just is one of those things where ULTY has changed it strategy so often that it's really hard to even keep track of do I believe in this strategy and is it doing well? But it did manage to do better than the leveraged S&P 500 in price return in price total returns from um April 13th to May 1st. So, it's got that going for it, which is nice. And did I do the average? So, on average, of course, Chippy is leading the pack. And then in third place we have semi which is also the semiconductors. So semiconductors are definitely having a moment but TDAX really wins here because it is the NASDAQ 100. It's a little bit leveraged and it went down a lot when the market was bad but it also bounced back really well. And then in fourth place right now we have ISSB which I think you know if you believe in crypto and you think that we are at the end of one cycle or at the very beginning of the next having cycle maybe stacking into something that is stacked Bitcoin where you get for every dollar it's $1 of the S&P 500 and $1 of Bitcoin like maybe acrewing those shares now would be a good thing. That's not financial advice. That's just an observation on if your thesis is we're going to have another crypto bull run, you might want to be thinking about, you know, positioning yourself now that it has done its, you know, 50% decrease in price lately. And then we have Top W, which is the Roundill top 25 biggest companies, whatever they have in their suite. And then KYD, which is good. It beats the S&P 500 and Howard from this is the Curve ETF, and I think it's paying like 20% yield. So, it's one of those that I don't have a problem investing in because I do trust that fund manager to generally not ride my NAV into the ground, at least not permanently. When you March happened from the 19th to the 30th, like there was nothing they could do really because everything was going down for the most part. And then just under the spy, we have ULTI, which I still think that the percent increase with this is really impressive with ULTI. And so the price point, like your entry point into ULTI will really dictate your experience with being invested in ULTI.

[00:15:54]And then um next is T-Sikes which maybe long-term doing options on the S&P 500 will give you well you might not I think that the S&P 500 just in general is the better thing to do options on than the NASDAQ 100 but you know it's fine. Then we have YAX, Ulti, ISBG, YB best and YBTY.

[00:16:23]And so I think that these the YB best and YBTY when there's a sideways market, when it's steady bull market, they're pretty fine. They're not going to appreciate in price. They're still going to go down in price when the market goes bad, but they also pay a really, really high distribution. So if you're more concerned about the distribution than your total return, then they're also fine. So that's what I've been doing today.

[00:17:02]Actually, if you want to know what I've been doing today is I usually just track what's in my taxable account. But because we've been talking about OVL and Upro and who's been talking about it, I've been talking about it. But because I've been talking about it, I was I'm going to start tracking my retirement account. And what's happening with my retirement account is well with my taxable account I have my margin account I have leverage trash and I have sailor mooning which are different things I'm doing but like cohesive um like rebalancing efforts like a cohesive goal that it's doing and I have just one strategy going on with each of those portfolios but with my retirement account I'm have like mini quests going on with them. So what I actually just sat and I started doing a Excel spreadsheet, but if I'm going to show it in videos, it's going to look terrible and be hard to follow. So I just made this. So basically, we're going to create balancing rules. And we can also do um new capital. So like the Monday morning shopping spree. And then once the rule is made, I can go into it. I can say like these are the current values of what I'm doing. And it's I can tab, which is nice.

[00:18:35]And then say calculate. I want 40% in OVL, 10% in STRC, 50% new. Calculate that. and you say, "Okay, uh, sell $255 of this, buy 236 and buy $19." And that just makes it easier for me. And I was working on the save button, which will look at the history. And I'm going to implement a chart. That way I can compare the these three things, the price appreciation over time with the S&P 500 and it can do my manual back testing for me and be prettier and easier to understand than Excel spreadsheet and overall less work than just one afternoon. And so I was also working on um like a new UI library with this. So, it's been an interesting afternoon.

[00:19:34]That's what I've been working on all day. But I think overall, and I'll get this published somewhere. I guess this is just on local host. Let me know. Do you want this? And if you do, I'll publish it and, you know, actually buy a domain and stuff, I guess, eventually.

[00:19:56]But uh for me like it just works out that I just want to give it the values.

[00:20:03]I want to have the action and be on our way and just be able to track it over time. That way, um, we can keep ourselves honest like, is this strategy working?

[00:20:22]And can I beat the S&P 500 overtime? And the reason I want to do the rebalance and the new investment is because, you know, OVL and STRC both pay around 10% monthly. And so, I want to, you know, be able to distribute the um the new funds the way that I want to. And so um that's what I've been up to for today. Did you all do anything for Mother's Day? And do you want me to publish this somewhere that has like a real domain and stuff? And I really love to to thank the members. You all are amazing.

[00:21:06]And um you all really make it so that I can do these every day and I really do appreciate you all. So thank you so much Michelle Paul CMST Ren Max Convexity Nikita Christian Lil K Brian David Shane Leroy BGP Automotive Opinion Mine Jeda and Omega WealthX. You all are amazing and I will talk to you later. Bye.