$CHPY: The Race to Long-Term Capital Gains
Congratulations! If you invested $50,000 at the launch of $CHPY, you're now officially halfway to having your entire cost basis reduced to zero, assuming the distributions are 100% Return of Capital (ROC).
Once your cost basis reaches $0, future ROC distributions are generally treated as long-term capital gains rather than a reduction of basis.
A reminder that high ROC distributions and high distribution rates can be tax-efficient today, but they may accelerate future capital gains recognition over time.
@YieldMaxETFs@Michael_Khouw
Wow, SMCI led tech stocks despite a down day, it was UP 15.66%! Can it fulfill all $39 billion of backlogged orders and keep rallying? @stock_analysisx
Since SpaceX surpassed $220 so fast, are the insiders and original shareholders now dumping their shares causing it to fall back? Will this only be a temporary pullback? @stock_analysisx
Ever looked for a wheel strategy ETF that does it for you? Look no further than WEEL by Peerless ETFs. Today I interviewed Erik Thompson on my channel and discussed the fund that pays 12.47% in dividends with a 3-4% return on the fund itself! @stock_analysisx
Retirement investors often ask:
“Do I need growth or income?”
The data shows:
$QDVO: +43.39%
$KQQQ: +52.39%
$QQQ: +53.58%
Income strategies may lag in strong bull markets…
But they can help solve the biggest retirement problem:
Turning assets into cash flow.
#IncomeInvesting #RetirementPlanning
Kevin Warsh's first FOMC meeting as Fed Chair might not have yielded an immediate rate cut, but the 12-0 unanimous FOMC decision is a testament to his leadership. If inflation and energy prices can get under control fast we may get back on a rate cut track again @stock_analysisx
Since its intra day IPO highs, Cerebras is down nearly $100 a share. Will its first earnings report validate the IPO pricing or drop it even further? @stock_analysisx
GraniteShares SPAL has been a real pal in terms of leveraged returns over the first 2 days of trading! Up 33%, what is your favorite SpaceX play? SPCX up 18% meanwhile @stock_analysisx
I recently had an opportunity to interview Linda Montgomery, CPIR of ZenaTech - an up and coming Drone & Quantum Computing Play - please check out the interview here: https://t.co/GF7SeCbOzN
SpaceX is rolling, up another 15% today! Imagine the returns of 2x funds over its first 2 days of trading alone - today GraniteShares SPAL made its debut and already up a lot! @stock_analysisx
How significant are the timelines that early shareholders of SpaceX can dump their shares? Lots of talk about this and how it may be unfair to retail. It already hit $175.50 in intra day on IPO day. If it closes at this price, more insiders can sell @stock_analysisx
This afternoon I bought shares of SpaceX live! I'm not concerned with buying too high cause I view this company as a great long term hold esp with TTM Revenue up 33%, Net Income will soon follow! https://t.co/MMOOv5mZYy @stock_analysisx
Wow, what an IPO day! up 19.22% in the first day and 3.66% after hours. At one point as high as $176.52, those who got in early saw nice upside! Where will it go from here? @stock_analysisx
SpaceX's share price was estimated at $606.19 in May, reports indicate it already split 5:1. At an IPO price of $135, does this imply the pre-split price was actually $675? @stock_analysisx