Dave

[Dave @Dave_Ramkumar]

😋 Beth k 😌😇😌😌😇 BB nm

[DarkMiner @DarkMiner]

Top 10 holdings in my High Yield Dividend Portfolio:

$XDTE 🟰 17%
$QDTE 🟰 16%
$RDTE 🟰 14%
$YMAX 🟰 13%
$SCHD 🟰 11%
$VTI 🟰 7%
$JEPQ 🟰 5%
$UTLY 🟰 5%
$MSTY 🟰 4%
$NVDY 🟰 3%

My goal is to try and keep $SCHD & $VTI between 15-20% of the portfolio!

[Shay Boloor @StockSavvyShay]

PEG RATIO IS THE SLEEPER VALUATION METRIC MOST IGNORE

Peter Lynch loved it for a reason.
Under 1 = mispriced growth. Over 2 = danger zone.

Here’s how Big Tech stacks up 🧐

$AMZN, $MSFT, $GOOGL, $AAPL, $NVDA, $TSLA, $META, $CRM, $ORCL, $NFLX, $ASML, $TSM, $AMD, $ADBE, $QQQ

[YieldMax ETFs @YieldMaxETFs]

That’s right, $YMAX also outperformed $QQQI & $SPYI.

Total Cumulative Returns during last 12 months:
$YMAX: 19.78%
$QQQI: 16.43%
$SPYI: 13.54%

Total Cumulative Returns during last 6 months:
$YMAX: 8.12%
$QQQI: 6.09%
$SPYI: 4.96%

Source: Bloomberg. Total Cumulative Returns are as of 6/30/2025, based on ETF NAVs and include the reinvestment of distributions.

$YMAX = YieldMax® Universe Fund of Option Income ETFs
$QQQI = NEOS Nasdaq-100® High Income ETF
$SPYI = NEOS S&P 500 High Income ETF

Past performance is no guarantee of future results. The performance data quoted above represents past performance. Current performance may be lower or higher than the performance data quoted above. Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost. Short term performance, in particular, is not a good indication of the ETF’s future performance, and an investment should not be made solely on returns. All ETFs shown are managed differently and do not react in the same manner to economic or market events. The investment objectives, strategies, policies or restrictions of the above ETFs may differ, and more information can be found in their respective prospectuses. Therefore, we generally do not believe it is possible to make direct fund comparisons in an effort to highlight the benefits of an ETF versus another.

STANDARDIZED PERFORMANCES

For $YMAX, click https://t.co/i93WMtFevn
For $SPYI, click https://t.co/6yEK8JEYul
For $QQQI, click https://t.co/adzAtE7ozK

PROSPECTUSES

An investor should carefully consider the investment objectives, risks, charges, and expenses of the ETFs carefully before investing. To obtain a prospectus containing this and other information:

For $YMAX, click https://t.co/pU4B7VA3Uw
For $SPYI, click https://t.co/hUiq6RyPv3
For $QQQI, click https://t.co/y00HXmhrQV

RISK CONSIDERATIONS

‍Past performance does not guarantee future results. Short-term performance, in particular, is not a good indication of an ETF’s future performance, and an investment should not be made solely on returns. Links to the standardized performance of each ETF are provided above.

Investing in these funds involves a high degree of risk.

$YMAX: Due to the investment strategies of the Underlying YieldMax™ ETFs, the Fund’s indirect exposure to gains, if any, of the share price returns of the Underlying Securities is capped. However, the Fund is subject to all potential losses if the shares of the Underlying Securities decrease in value, which may not be offset by income received by the Fund.

ETF Comparison: The ETFs shown are not meant to be a representative sample of all equity income ETFs. All funds shown are managed differently and do not react the same to economic or market events. The investment objectives, strategies, policies or restrictions of other funds may differ, and more information can be found in their respective prospectuses. Therefore, we generally do not believe it is possible to make direct fund comparisons in an effort to highlight the benefits of a fund versus another.

ETF INVESTMENT OBJECTIVES AND EXPENSE RATIOS

$YMAX Investment Objective: The Fund’s primary investment objective is to seek current income. Expense Ratio: 1.28%. $YMAX has a Management Fee of 0.29% and Acquired Fund Fees and Expenses of 0.99% for a gross expense ratio of 1.28%. “Acquired Fund Fees and Expenses” are indirect fees and expenses that the Fund incurs from investing in the shares of other investment companies, namely other YieldMax® ETFs.

$SPYI Investment Objective: The Fund seeks to generate high monthly income in a tax efficient manner with the potential for equity appreciation in rising markets. Expense Ratio: 0.68%.

$QQQI Investment Objective: The Fund seeks to generate high monthly income in a tax efficient manner with the potential for equity appreciation in rising markets. Expense Ratio: 0.68%.

The YieldMax® ETFs are distributed by Foreside Fund Services, LLC.

#calloptions #coveredcalls #callwriting #buywrite #income #dividends #distribution #IncomeETF #CoveredCallETF #activeETF #dividendincome #dividendgrowth #DRIP #FoF #FundofFunds #weeklydivs #weeklypay @michael_venuto

[Devoted Dividend Investor @DevotedDividend]

Best dividend growth ETF (not $SCHD)

$FDVV is my new favorite 👀

Anyone else own this one?

[Koyfin @KoyfinCharts]

The YTD returns of the world's largest markets.

1. Poland +47%
2. Greece +46%
3. Spain +40%
......
United States +3%

[Heisenberg @Mr_Derivatives]

$MSFT Hit ATH's

$META 6% away from hitting ATH's

$NVDA 7.5% away from hitting ATH's

$AMZN 14% away from hitting ATH's

$GOOGL 19% away from hitting ATH's

$AAPL 27% away from hitting ATH's

$TSLA 63% away from hitting ATH's

[Cole Grinde @GrindeOptions]

THESE ARE THE TOP 10 STOCKS I WOULD OWN OVER THE NEXT DECADE: 👇

THREAD 🧵

[Simon Gerovich @gerovich]

Metaplanet has acquired 1241 BTC for ~$126.7 million at ~$102,119 per bitcoin and has achieved BTC Yield of 170.0% YTD 2025. As of 5/12/2025, we hold 6796 $BTC acquired for ~$608.2 million at ~$89,492 per bitcoin. $MTPLF

[*Walter Bloomberg @DeItaone]

CHINA TO LOWER TARIFFS ON US GOODS TO 10% FROM 125% FOR 90 DAYS

[Sawyer Merritt @SawyerMerritt]

BREAKING: Tesla Chair Robyn Denholm has issued a statement on the WSJ article claiming that the Tesla Board had contacted recruitment firms to initiate a CEO search at the company.

"This is absolutely false (and this was communicated to the media before the report was published). The CEO of Tesla is Elon Musk and the Board is highly confident in his ability to continue executing on the exciting growth plan ahead."

[Steamroom Trading @SteamroomTrader]

$NFLX EARNINGS

- Q1 2025 GAAP EPS $6.61 Beats $5.74 Estimate
- Sales $10.543B Beat $10.518B Estimate

[GURGAVIN @gurgavin]

JUST IN : RENAISSANCE IS DOWN ABOUT 8% SO FAR IN APRIL AS OF LAST FRIDAY PER FT

IF THE BEST HEDGE FUND OF OUR TIMES IS DOWN 8% IN A WEEK IMAGINE HOW OTHERS ARE DOING

[CtheLightTrading @canuck2usa]

GOLDMAN DESK: “.. We will get sharp and temporary squeezes in this tape (witnessing one right now) that should be used as selling opportunities until the market believes policy change from this administration is likely. The long only community will start scaling buying the S&P 500 at 5k ..” [Flood] CQ Cnbc

[Markets & Mayhem @Mayhem4Markets]

Goldman Sachs estimates that the new 34% tariff would weigh on Chinese GDP by at least 0.7 percentage points this year.

We expect China to accelerate easing measures significantly. 🔍

[Bill Ackman @BillAckman]

The country is 100% behind the president on fixing a global system of tariffs that has disadvantaged the country. But, business is a confidence game and confidence depends on trust.

President @realDonaldTrump has elevated the tariff issue to the most important geopolitical issue in the world, and he has gotten everyone’s attention. So far, so good.

And yes, other nations have taken advantage of the U.S. by protecting their home industries at the expense of millions of our jobs and economic growth in our country.

But, by placing massive and disproportionate tariffs on our friends and our enemies alike and thereby launching a global economic war against the whole world at once, we are in the process of destroying confidence in our country as a trading partner, as a place to do business, and as a market to invest capital.

The president has an opportunity to call a 90-day time out, negotiate and resolve unfair asymmetric tariff deals, and induce trillions of dollars of new investment in our country.

If, on the other hand, on April 9th we launch economic nuclear war on every country in the world, business investment will grind to a halt, consumers will close their wallets and pocket books, and we will severely damage our reputation with the rest of the world that will take years and potentially decades to rehabilitate.

What CEO and what board of directors will be comfortable making large,
long-term, economic commitments in our country in the middle of an economic nuclear war?

I don’t know of one who will do so.

When markets crash, new investment stops, consumers stop spending money, and businesses have no choice but to curtail investment and fire workers.

And it is not just the big companies that will suffer. Small and medium size businesses and entrepreneurs will experience much greater pain. Almost no business can pass through an overnight massive increase in costs to their customers. And that’s true even if they have no debt, and, unfortunately, there is a massive amount of leverage in the system.

Business is a confidence game. The president is losing the confidence of business leaders around the globe. The consequences for our country and the millions of our citizens who have supported the president — in particular low-income consumers who are already under a huge amount of economic stress — are going to be severely negative. This is not what we voted for.

The President has an opportunity on Monday to call a time out and have the time to execute on fixing an unfair tariff system.

Alternatively, we are heading for a self-induced, economic nuclear winter, and we should start hunkering down.

May cooler heads prevail.

[Markets & Mayhem @Mayhem4Markets]

There were signs

[GURGAVIN @gurgavin]

BUYING THE DIP TODAY ON A FEW NAMES I REALLY LIKE WHICH I DON'T THINK WILL BE IMPACTED BY THE NEW TARIFFS

ALSO HAVE A LIST OF NAMES I WANNA BUY IF THE SELLOFF CONTINUES (ALL WILL BE NEW POSITIONS)

FIRST TRADE FOR ME IN OVER 2 MONTHS REMEMBER PATIENCE IS THE NAME OF THE GAME