2025 Divi Sleeve:
Brokerage: $10,206.49
Roth: $3,441.21
Total: $13,647.70
Margin Int: $524.63
Net: $13,123,07
Return on the portfolio is around 21-22% and that was with me being the NAV bleeders $ULTY and $YMAX for most of the year.
@AlphaSquidX@Aitziber34@Alice_MiaX Yeah I should have listened hahah I’m debating just selling it and splitting proceeds between $GIAX $KYLD $BLOX and $CHPY
@AlphaSquidX@Aitziber34@Alice_MiaX Yeah I’ve been debating moving out of my $MAGY and get into more funds that can capture upside. I like it and it’s consistent AF but just haven’t been liking the NAV as of late.
Sold off my $BCCC and split proceeds between $BLOX and $GIAX
Thinking of doing something similar with my $MAGY position as well except maybe splitting it between $BLOX $GIAX $KYLD
Not a great idea tbh. Never usually one to propose using retirement funds as collateral or a loan for anything. On paper this is nice but in practice could be a mess.