ETF Income Trader Trade Alerts

June 20, 2025 - 1:39 pm

Let’s squeeze in an ETF Income Trader trade before the weekend! The portfolio has been doing quite well overall, but we believe it’s time to take our profits on AMZY (which we’ve held from day one) and move into something new and fresh. So first off, let’s close our AMZY position for roughly 7% profits.

We’re going to add a brand new ETF to our portfolio, just launched by YieldMax. In this case, we don’t mind that’s brand new because it’s a covered call ETF on Berkshire Hathaway! We expect this to be a stable position that will steadily grind higher. The new ETF is called the YieldMax BRK.B Option Income Strategy (BRKC). It’s a Group A stock, so the next ex-div date will be on July 10th.

In summary:

• Sell AMZY
• Add BRKC

May 27, 2025 - 1:51 pm

Let’s make a switch in our ETF Income Trade portfolio. We’ve had nothing but success using PLTY (twice now!). However, we believe around 30% gains is roughly the short-term upside of these types of products (on average). With PLTY up a bit over 28%, we feel it could sit around these levels for a while (it just paid a huge distribution). Let’s take our profits here. If PLTR sells off in the coming weeks, we will certainly get back into PLTY.

In the meantime, we feel like AAPL is due for a rebound after trending down for the last few months. One way to take advantage of this thesis is to buy the Roundhill AAPL WeeklyPay ETF (AAPW) which gives us 120% exposure to AAPL and pays a weekly distribution. Let’s add AAPW to our portfolio.

In summary:

• Close PLTY and take profits
• Add AAPW to the portfolio

May 14, 2025 - 11:34 am

The portfolio is looking a lot healthier with the market rallying in the wake of the China trade deal. However, the one ETF that hasn’t really done much lately is XYZY. We’ve given it several months to “catch up” with the rest of the portfolio and it has basically stagnated. Let’s move on from this position.

In its place, we are going to use our first Roundhill WeeklyPay ETF.  These funds attempt to provide 1.2x the move of the underlying (that is, they move 120% of what the underlying stock moves). Plus, they pay a weekly distribution. It’s a bit different than what we’ve used so far, but it’s also a nice change of pace (and should be attractive with the the market behaving positively lately). We’re going to start our foray into Roundhill ETFs with the COIN WeeklyPay ETF (COIW). This will give us 120% exposure to Coinbase stock moves (up or down) and a weekly distribution.

In summary:

• Sell XYZY
• Buy COIW

April 16, 2025 - 2:06 pm

Time to make a change in our ETF Income Trader Portfolio! We’ve decided that we’ll keep 8 positions in here for the time being given that we expect recovery in several of the names that pulled back during the tariff-induced selloff. However, NVDA just announced a 5.5 billion charge for an export reserve and the stock is down 8% today. We think this (and similar stocks) could struggle for the next several weeks (or months) due to the trade war with China. We’re going to close our NVDY position for now.

On the other hand, we like software companies here because they don’t have traditional goods to export (or import). PLTY  has done well for us, for example. As such, we’re going to add SNOY to our portfolio which is the YieldMax SNOW Options Income Strategy. The ex-dividend date for SNOY is tomorrow, so try to get in today or tomorrow if possible. Remember, the market is closed on Friday! The dividend payment will come on 4/21 (Monday).

To recap:

• Close NVDY
• Buy SNOY

April 9, 2025 - 4:52 pm

Just a reminder that we have an upcoming webinar on Friday with Jay Pestrichelli, Chief Trader at YieldMax. I have no doubt it will be fascinating to hear what he has to say about the current market. The link to the webinar is below:

https://us02web.zoom.us/j/84636009286
Date and time: Friday at 5:00 p.m. eastern

April 3, 2025 - 2:04 pm

We don’t want to make wholesale changes to our portfolio with the market down steeply today (and for the year), but there is one trade that makes a lot of sense right now given the new tariffs. Let’s close our TSMY position as TSM shares will likely struggle as long as the administration is pushing its tariff agenda. On the other hand, Palantir (PLTR) is holding up a lot better today and isn’t nearly as impacted by the tariff situation. We’re going to add PLTY (YieldMax PLTR Option Income Strategy) to the portfolio. (This is the second time we’ve had PTLY in the portfolio. The last time we sold it for a nice profit.)

So in summary:

• Sell TSMY
• Buy PLTY 

March 21, 2025 - 5:21 pm

Just a heads up since the ETF Income Trader mailbag email was sent out. The mailbag video will be updated a bit later today (probably in the next hour). So, if you’ve go watch it now, it will be last month’s video for another hour or so until the new video processes – and then it will change over.

March 13, 2025 - 2:59 pm

One minor correction with the JPMO trade. The ex-dividend date is actually the 27th, not today, so we have a couple weeks yet. It doesn’t change anything about the recommendation, it’s still a buy as of today!

March 13, 2025 - 1:46 pm

We have one addition to make today in our ETF Income Trader portfolio. First off, we’re going to be patient in terms of closing out older positions due to the market selloff. Pretty much everything is down, and we prefer to make the more significant changes to our holdings once the market is more stable (and ideally after it recovers to some extent).

However, we believe the JPM covered call ETF is a good addition to our holdings at this time. As a large bank, it isn’t as speculative as many of the other mega-cap or high liquidity stocks that are available as single stock covered calls. It’s already hit its 200-day moving average, which tends to be a line in the sand for investors who are waiting to buy a falling share price.

Let’s add the YieldMax JPM Options Income Strategy ETF (JPMO) to our portfolio. Be sure to make the trade today, as it also happens to be the ex-dividend date! 

March 7, 2025 - 2:22 pm

Just a quick update – we still intend to make some changes to the ETF Income Trader portfolio soon. However, we don’t like closing out positions during a market sell off.  We believe the market is near or at the bottom (for the short-term) so we’ll wait a bit longer for some of our positions to recover and then start making changes. Stay tuned.

February 25, 2025 - 2:09 pm

Kurv ETFs offering a webinar on covered calls (not from Tim and Jay), click here is the link.

Webinar Registration: How to evaluate covered call strategies

Join us this Thursday, February 27th at 4 pm ET for an exclusive webinar with Kurv’s Founder and CEO, Howard Chan to learn how disciplined approaches can make big differences in outcome.  We will also discuss roles of options-based income strategies in different market environments and what to look for when evaluating covered call strategies.

During this session, we will:

1. Explore the disciplined approaches that set Kurv’s Strategies apart
2. Roles of covered call strategies in a volatile market
3. Provide practical insights to help you evaluate different strategies

February 24, 2025 - 4:33 pm

Hey all, we don’t think an email went out for the ETF Income Trader webinar, so here’s your reminder and link. It’s starting now, so hop on if you can!

Here’s the link:

https://us02web.zoom.us/j/86874680611

February 6, 2025 - 1:29 pm

It’s time to make a change in our ETF Income Trader portfolio!

We’ve given AMDY enough time to right the ship and it hasn’t worked out. AMD missed earnings, so we don’t think it’s going to “catch a bid” anytime soon. Let’s sell out AMDY from our portfolio.

However, we’re sticking with the same theme for our replacement trade. NVDA has bounced back nicely from its recent lows and has significant upside potential. What’s more, NVDA options are trading at expensive levels with earnings coming up in about three weeks. NVDY, the YieldMax NVDA Options Income Strategy ETF, recently paid a 55% annualized distribution. The next one is likely to be even higher.

Let’s add NVDY to our portfolio. We’ll stick with carrying 7 positions for the time being.

February 5, 2025 - 1:44 pm

We’ve posted the replay of Monday’s live presentation with Jay Pestrichelli of YieldMax. You can watch it here: https://www.investorsalley.com/etf-income-trader-video/

January 27, 2025 - 5:24 pm

Save the Date!

We’re going to have Jay Pestrichelli, the Chief Trading Officer of YieldMax, back next week doing a live Q&A with us. Set a reminder for Monday, February 3rd at 5pm ET (replay will be available).

Here’s the Zoom link (but we’ll send out an email reminder or two as well):

https://us02web.zoom.us/j/83890817259

January 14, 2025 - 10:28 am

With the market stabilizing today, we’re going to sell out an ETF from our portfolio and replace it with a new one. For the time being, we’ll stick to 7 positions, but we may trim down to 6 soon.

First off, let’s close out ABNY. It’s about a 6% winner (total return) but we don’t feel there’s much upside left at this time. Let’s take our profits off the table here.

Next, let’s add NFLY, which is the YieldMax Options Income Strategy Fund for Netflix.  NFLX has bottomed out lately and should be due for some significant mean reversion. What’s more, options premiums should be juicy after the recent selloff, which means the next distribution is likely to be robust.

In summary, sell ABNY and add NFLY to the portfolio.

December 26, 2024 - 12:03 pm

XOMO today declared a $ 0.2406 dividend. Ex-dividend is 12/27, so if you buy shares today, you will earn the dividend.

December 24, 2024 - 12:45 pm

I think a few subscribers missed our latest trade alert on XOMO. See below.

December 24, 2024 - 11:55 am

Let’s add another position to our ETF Income Trader portfolio. That will bring us up to 7 holdings, but we’ll trim back down to 6 in January.  We’re adding the YieldMax XOM Options Income Strategy fund (XOMO). XOMO is in Group A, so it will pay a distribution this Friday.  XOM is down quite a bit lately with the price of oil, and it looks quite oversold at these levels. Plus, volatility in XOM is higher than normal, so much so that XOMO paid at a 45% distribution rate last month.  The higher distribution level and the high probability of a rebound in the stock make XOMO an attractive choice for our portfolio. Let’s add shares now.

December 23, 2024 - 4:33 pm

For those around, the ETF Income Trader live webinar is starting now!

December 12, 2024 - 11:13 am

Let’s make a change to our ETF Income Trader portfolio. We added PLTY to our portfolio on 10/25 and it’s already up 42% (that’s just about 6 weeks). It’s hard to beat those types of returns, but PLTR is likely done with its explosive upside for the time being. Let’s take our profits from this trade and sell PLTY.

AI is another stock that has jumped higher in a short amount of time. However, the share price has already pulled back from the highs. What’s more, AI’s volatility remains at elevated levels – and that means expensive options. We can take advantage of the big options premiums and the upside potential of AI by adding AIYY to our portfolio. The YieldMax AI Options Income Strategy pays its distribution in Group D, which is next week. Let’s add AIYY to our portfolio here.

November 22, 2024 - 11:34 am

We’re going to make a change in our ETF Income Trader portfolio. We’ve had FBY in our portfolio since the service began several months ago. It has done well for us, but seems to have leveled out around the current level. Let’s close it here and take our profits.

In its place, we’re going to buy TSMY, the YieldMax Option Income Strategy for TSM. We believe TSM has upside potential here, and the distribution rate is currently around 58%. TSMY is a Group A stock, which means it will pay out next Friday (a week from today).

In summary, sell FBY and add TSMY to the portfolio.

October 25, 2024 - 12:42 pm

Let’s add another position to our portfolio to get us up to six. We’re going to buy YieldMax PLTR Option Income Strategy ( PLTY).

PLTY is new and hasn’t yet paid a distribution, but we’ve traded PLTR for quite a while and know that it is a great name for a covered call strategy. The next distribution is coming up in just two weeks (11/7 ex-dividend), so we won’t have long to wait. This ETF should have both upside potential and a nice distribution yield.

Let’s add PLTY to the portfolio here.

October 10, 2024 - 1:49 pm

New Trades:

First off, let’s sell out our CRSH position.  We’ve collected a couple distributions to date, and the stock price has mostly held steady in recent weeks. But, I don’t see the need for a inverse position right now as I expect downside is limited for the time being.

Next, let’s add YieldMax AMD Option Income Strategy ETF (AMDY). AMD has a combination of a nice distribution rate (73% last month) and an underlying stock that doesn’t look overbought. The distribution timing is with the Group C stocks, so it comes out the same time as our FBY position.  AMD does have earnings coming up in about a week (earnings are coming up for pretty much everything). However, the added volatility means the distribution is likely to be very robust next time it’s issued.

In summary, sell out CRSH and buy AMDY.

September 12, 2024 - 12:48 pm

New Trade:

We’re still a couple positions away from a full portfolio (I’d like to get us to six before we start making changes to the existing holdings). This time, we’re going to add something with a high distribution rate. We’ve been fairly conservative so far outside of CRSH, so we’ll go a little more aggressive this time. Let’s add YieldMax SQ Option Income Strategy (SQY) to our portfolio.

SQ isn’t quite as volatile as a pure bitcoin play but does have enough juice in its options to warrant a nearly 89% payout at the last distribution. The stock has rebounded from a long slide after posting a better than expected outlook in the last earnings announcement. Go ahead and add shares here.

August 26, 2024 - 10:32 am

New Trade:

We are adding the YieldMax ABNB Option Income Strategy ETF (ABNY) to our portfolio. I tried to send this out on Friday, but somehow failed. We’ll talk more about the reasoning for the pick in the webinar later today, and it’s also discussed in the new issue coming out today.  This will bring our portfolio holdings up to four.

Hope to see you all at the webinar today at 4:30 ET.

August 9, 2024 - 3:01 pm

New Trade:

We’ll have plenty of discussions coming as August rolls on (newsletter, webinar, mailbag), but for now, let’s add a new position to our portfolio.

YieldMax Short TSLA Option Income Strategy (CRSH)

Beyond single stock covered calls, YieldMax also provides a handful of inverse option income strategies. That is, they take a synthetic short position in the stock and sell puts. So, it’s a true inverse of a covered call that provides income with downside exposure. Given the volatility in the market, having an inverse trade in our portfolio makes a lot of sense. What’s more, TSLA has struggled lately compared to several of the tech leaders.

CRSH is trading right around and its most recent distribution annualizes at a little over 63%. Let’s add it to our portfolio here.