Market Momentum Trade Alerts

September 11, 2026 - 2:26 pm

Let’s make a change to our Market Momentum portfolio.

As a quick aside, we’ll have a new trade after the FOMC decision next Wednesday. That’s the one promised to those of you who just joined as part of our current campaign. For the new members, there are 3 ETFs in the portfolio you shouldn’t buy because they are leaving soon: SEMY (which we are about to change out), CWEB, and ODTE. Everything else is fair game (although I usually recommend starting with the Stable Income Portfolio first).

Okay, back to the new trade. SEMY has been solid for us overall, but it has been stuck in a range for the last few months. Let’s close it here and take profits. In its place, we are going to add the GraniteShares YieldBoost MU ETF (MUYY). Of all the semiconductor/memory companies out there, MU continues to be one of the most promising. We have some exposure to MU from our DRMY holdings, but MUYY uses put spreads for collecting premium instead of covered calls. That let’s us take advantage of high volatility in the share price.

In summary:

• Close SEMY
• Add MUYY

August 12, 2026 - 2:16 pm

Okay, time to trade! First off, welcome again to new members. If you’re new to Market Momentum, I recommend starting your portfolio with any new trades (like what we’re about to do) plus the Stable Income Portfolio. If you want to fully catch up to our full holdings list, all positions can be purchased except for PLTW (which we’re about to close today) and CWEB (which I’m just waiting for a couple good up days in a row to unload).

The 10-year Treasury auction went very well in terms of demand, and the notes traded at their highest yield since 2007. While CPI came out today in line with expectations, the 10-year auction suggests the market still thinks inflation will be sticky (in other words, prices are going to stay high for a while longer). There’s a reason why gold has rebounded so much lately (inflation/currency concerns). But, since we already have two gold positions (GOLI and NUGY), we’ll turn our attention to silver.

The Amplify SILJ Junior Silver Miners Covered Call ETF (SLJY) is an ETF I’ve been watching for some time. With silver moving higher, it’s finally time to get into this covered call ETF. It currently pays around a 26% distribution on a monthly basis (but the fund targets an 18% distribution). While it’s not what I’d consider very speculative, we’re going to stick this one in our Speculative Income Portfolio (because it’s not quite stable enough to be in the Stable Income Portfolio).

In order to make room (and you can ignore this if you are new), we’re going to take profits in PLTW, which has been a nice run lately but seems to have settled in.

In summary:

• Add SLJY
• Close PLTW (if applicable)

August 12, 2026 - 12:52 pm

Hey All!

We have a new trade coming today. We’re waiting for the results of the 10 year Treasury auction, so stay tuned and in about an hour or so, we’ll add a new position to the portfolio. Also, welcome to all the new members!

July 30, 2026 - 6:32 pm

I sent out a message on Monday prior to the new trades coming out and it updated on the alerts page. However, it did not go out as a text or email, so I’m resending some of that message again. This is primarily for the new members that have joined us over the last 10 days, but I added some info on the bottom that is relevant to everyone:

First off, welcome new Market Momentum members!

After earnings season or at least, after most the big names have reported earnings, we’re going to be making several changes to the portfolio as I want to start trimming the laggards (and taking profits) and focus on getting fresh names in the Speculative Income and Directional Portfolios. For new members, if you want to start buying names from our existing portfolio, I recommend starting with the Stable Income Portfolio. Those positions won’t change anytime soon. Also, USNG was in our promo material and you can definitely add that one. Plus, we have the two new trades (LOHA and DRMY from Monday). Everything else you can wait on for the time being. I’ll give more insight on what other ETFs we’ll likely be keeping at our next live session on August 7th.

Just to add to this, we’ll definitely be keeping BIOY, NUGY, and UX, so feel free to start adding those to your holdings if you haven’t yet done so. For the others (SEMY, HOOY, PLTW, and CWEB), we may still may keep some of those 4 names, but they are the ones I’m focused on in terms of making changes. Stay tuned!

July 27, 2026 - 2:36 pm

Okay! Let’s make some trades.

The 2-year bond auction results came out later than expected today, but the results were strong. That means the market has already priced in the expected Fed move, suggesting there isn’t likely to be a rate increase in this next meeting (although there’s still a small chance it could happen). Ultimately though, with nothing crazy on the table, we can go ahead with both new trades I want to make.

First off, I’ve already mentioned LOHA. It’s the Roundhill HALO ETF (LOHA) which launched in May and already has million in AUM. HALO stands for Heavy Asset, Low Obsolescence, which basically just means not likely to be disrupted by AI. With all the volatility in the AI market, I believe having LOHA in our Directional Portfolio will provide some needed stability with strong potential for upside should the narrative shift against AI.

The second trade is a brand new ETF and almost the exact opposite of LOHA. However, despite being volatile, this ETF should provide a nice income stream. It’s the XFUNDS Memory Income ETF (DRMY). This ETF will focus on the white-hot memory semiconductor products and storage technologies. However, DRMY has the added step of selling options (currently put spreads) on these memory companies, which should result in a hefty amount of income. What I like about DRMY is that it holds the actual memory/storage stocks, providing upside potential. But, it also uses options to capture the high volatility in these names, that it will pay out as distributions.

DRMY launched July 15th so we don’t know what the first monthly distribution will be. However, with the memory stocks down recently and nothing crazy expected in regard to inflation/rates, I want to add this to our Speculative Income Portfolio right away.

To make room (you can ignore this if you are a new member), we’re going to close COPJ out of the Directional Portfolio. I think there is a bullish case for copper, but it’s become apparent that it’s a long-term case. Over the short-term, copper is likely to be stagnant (especially with the high cost of transportation). Let’s close COPJ here. I know the Speculative Portfolio is a bit crowded at the moment, but we’ll look at trimming at least one name after some of the big earnings reports come out in the next week or two.

In summary:

• Add LOHA
• Add DRMY
• Close COPJ

July 27, 2026 - 9:30 am

We have a lot to discuss today, but first let me welcome all the new members to Market Momentum. We have a lot of trades coming up in the next couple of weeks, including two today (assuming nothing crazy happens with the 2-year bond auction – more on that in a minute).  New members have already received one of the new trades (LOHA), and I’ll officially add it the portfolio later today.  I also have a second, surprise trade planned. It’s a brand new options income ETF that I’m excited about. Once again, I want to wait for the 2-year bond auction to see what the market thinks about upcoming short-term interest rates. In the off chance something totally unexpected happens, I may change my mind about the second trade (but the LOHA trade is locked in at this stage regardless). I’ll give my thoughts on LOHA and why we’re adding it when I make the official trade later today.

After earnings season or at least, after most the big names have reported earnings, we’re going to making several changes to the portfolio as I want to start trimming the laggards and focus on getting fresh names in the Speculative Income and Directional Portfolios. For new members, if you want to start buying names from our existing portfolio, I recommend starting with the Stable Income Portfolio. Those positions won’t change anytime soon. Also, USNG was in our promo material and you can definitely add that one. Plus, we’ll have the two new trades today (including LOHA). Everything else you can wait on for the time being. I’ll give more insight on what other ETFs we’ll likely be keeping at our next live session on August 7th.

Stay tuned for my text later today where we will add LOHA to the Directional Portfolio and (most likely) another new ETF to the Speculative Income Portfolio. For existing members, we’ll also trim something from one of the portfolios when we add these new positions.

July 7, 2026 - 2:37 pm

Let’s make a change to the Market Momentum portfolio.

In the Speculative Income Portfolio, YBTY has never found its legs. It has stabilized since launch, but has been unable to regain lost ground. We’ve given it plenty of time to no avail, so let’s move on.

For our new position, we’re adding the GraniteShares YieldBoost Biotech ETF (BIOY). This ETF sells put spreads on a 3x long biotech ETF and pays out distributions weekly. The current distribution rate is about 58%, so we’ll throw it in our Speculative Income Portfolio. We don’t have any exposure to biotech, so this position will help us diversify away from tech and materials somewhat.

In summary:

• Close YBTY
• Add BIOY

June 29, 2026 - 2:22 pm

We are going to make a change to our Stable Income Producer portfolio in Market Momentum. I still plan to change out YBTY (in the Speculative Income Producer portfolio) in the near future, but I want to take the opportunity to replace YMAX while it’s in positive territory.

YMAX has been okay, but I think we can do better in terms of stable income producers. As such, we are going to exit YMAX here and add the VegaShares SPX NDX RTY Premium Income ETF (ODTE). ODTE sells daily covered calls on all three major indices (S&P 500, Nasdaq 100, and Russell 2000). It pays out weekly distributions (about 14%) but also provides bullish exposure to the indices themselves. It should be a nice fit for our stable income holdings.

In summary:

• Close YMAX
• Add ODTE

May 21, 2026 - 1:43 pm

Let’s make a change to our Market Momentum portfolios. In the video on Monday I said I was going to close YBTY first, but BLOX has actually climbed into positive territory, so let’s close that one instead. For the time being, I don’t think we need any direct crypto exposure, and BLOX is the last crypto trade we have on (not including pieces of some of the basket portfolios like ULTY, YMAX, or YBTY).

BLOX was in the Directional Portfolio, but the new ETF we’re adding is going into the Speculative Income Producer. For this we’re going to back to GraniteShares YieldBoost products. Specifically, we’re adding the GraniteShares YieldBoost Gold Miners ETF (NUGY). NUGY sells put spreads on a 2x leveraged gold miners index (GDM). Gold has been down somewhat lately and we feel it’s a good time to get exposure to both the upside potential and volatility of gold miners.  NUGY pays a weekly distribution that is currently around 65% but was as high as 80% or so last week.

In summary:

• Close BLOX
• Add NUGY

May 4, 2026 - 2:42 pm

Join us in a an hour as Mark Phillips and I discuss the new Tape software and how we can use it find better trades!

Here’s the link:

https://us02web.zoom.us/j/85342699929

April 24, 2026 - 1:55 pm

We haven’t added a position to our Speculative Portfolio for a while, so let’s do that today. With earnings coming up in several big names, we have a chance to capture some high distributions and significant upside potential. Specifically, PLTR is sitting right at its 50-day moving average with earnings coming up on May 4th.

To gain exposure to PLTR, we’re going to add the Roundhill PLTR WeeklyPay ETF (PLTW) to our Speculative Portfolio. The WeeklyPay ETFs have 120% exposure to the underlying (in this case PLTR) and pay out a weekly distribution.

In summary:

• Add PLTW 

April 2, 2026 - 2:10 pm

Let’s make a change to our Market Momentum portfolio, more specifically, to our Directional Portfolio. We’ve had SLTY in our Directional Portfolio since last September. It hasn’t helped us in terms of performance. It hasn’t hurt us either – it’s basically flat – but we should be able to find something that is more lucrative. Let’s close our SLTY position here.

In it’s place, we’re going to add the Amplify Samsung US Natural Gas Infrastructure ETF (USNG). Energy has been the top performing sector given the war with Iran. While oil and natural gas can be volatile, infrastructure tends to be more stable. What’s more, liquified natural gas infrastructure is only going to continue to expand as global demand for LNG continues to increase rapidly. USNG holds 26 companies in this space and is focused on growth (rather than income). Let’s add USNG to our portfolio.

In summary:

• Close SLTY
• Add USNG

March 25, 2026 - 3:17 pm

Just a quick note that shortly after 3:30 p.m. eastern today I’m making a guest appearance at the Cboe in Chicago. I’ll be speaking with Oliver Renick of Chicago: Future of Finance. He does a daily live stream from the floor of the Cboe and has invited me to join him today.

Join us at https://x.com/OJRenick or https://www.youtube.com/watch?v=fMlKzgVCq7Q

March 20, 2026 - 1:54 pm

Save this link: https://us02web.zoom.us/j/84234881667

It’s for the live private webinar today with GraniteShares.

We’re doing a live deep dive into autocallable ETFs—an innovative way investors can access structured-product strategies in a simple, exchange-traded format.

In this session, we’ll break down how autocallables work, why they’ve gained attention in today’s markets, and how these ETFs make the strategy easy to access and trade.

We’ll also explore the potential opportunities autocallable ETFs may offer for investors seeking new ways to generate income and enhance portfolio outcomes.

It starts at 4:30 p.m. eastern today, March 20th.

Use this link to join:  https://us02web.zoom.us/j/84234881667

March 12, 2026 - 3:26 pm

We’re going to sneak in a trade before the end of the day. (If you don’t see this until after market close, tomorrow is perfectly fine for placing the trade. I don’t expect it will move much in a day.)

While we await a market recovery (likely when things calm down with the Iran war), we’re going to add another directional position to our portfolio. I’m a huge fan of uranium as a source of energy and believe there is plenty of upside in the commodity itself. The Roundhill Uranium ETF (UX) actually trades spot uranium derivatives, so it’s about as pure of a play on uranium price as any instrument on the market. Let’s add it to our directional portfolio here.

In summary:

• Add UX

February 13, 2026 - 2:05 pm

Okay! We have some trades to make. The market is trading very differently than it did last year, and we need to adapt. I have several changes I want to make to our Market Momentum portfolios, but we’ll spread them out over the course of the next few weeks. However, we are making two changes today, one to the speculative and one to the directional portfolios.

First off, TMF has finally jumped to a level that I’m comfortable taking profits at. We’ll close it here for 8% gains. In its place, we are going to get into a copper trade, because I believe there’s a substantial bullish case for copper in the coming months. This will be a purely directional trade with no income component. To make things interesting, we’re going to use Sprott Junior Copper Miners ETF (COPJ) in our directional portfolio.

Secondly, Robinhood has taken it on the chin lately, and our position in HOYY has gotten hit. That being said, I believe the selloff in HOOD is overdone – in fact, it’s up over 7% today. In order take advantage of the rebound, we’ll want to close our position in HOYY (which sells puts) and instead get into a HOOD covered call ETF instead. We’re going to add the YieldMax Hood Options Income ETF (HOOY) to the speculative portfolio to replace HOYY.

In summary:

• Close TMF
• Close HOYY
• Add COPJ
• Add HOOY

January 29, 2026 - 1:49 pm

There hasn’t been a lot of action in the Market Momentum portfolio lately so there’s nothing to sell from the portfolio. However, that won’t stop us from adding a new holding!

This next addition is going to go into our Stable Income portfolio, because the latest distribution was around 44%. It’s the YieldMax Universe Fund of Option Income ETFs (YMAX). YMAX holds every one of the YieldMax single stock income ETFs, so it has the benefit of diversification. It pays weekly.

In summary:

• Add YMAX

January 9, 2026 - 3:27 pm

I know it’s late in the day, but I wanted to get this out before the weekend. I was hoping to hold CORX (from the directional portfolio) until the next planting season (coming up in the next couple of months). Alas, our hand is being forced by the market. CORX is being liquidated by its owner, Volatility Shares (due to not enough AUM in the fund). We have a few weeks until it happens, but let’s go ahead and close it now and take a small loss on the position.

There’s no rush – so don’t stress if you can’t get to it until Monday. Keep in mind, CORX is tied to an index that tracks corn prices (x2) – so supply and demand of the actual ETF should not impact the price. In other words, everyone liquidating their holdings will not result in the price dropping. Only the price of corn should impact the price of the ETF.

In summary:

• Close CORX

January 9, 2026 - 12:55 pm

Okay! It’s a new year, so let’s get back to trading. As you know, we now have two different income portfolios (stable and speculative), so we’re going to add one of my favorite ETFs to the stable income mix.

Our new addition is called the Volatility Premium Plus ETF (ZVOL). It’s essentially a short volatility ETF that sells VIX futures, but only in the middle part of the futures term structure (a few months out instead of the near month futures). The middle part of the curve doesn’t move nearly as much as the front part, so it keeps the prices quite a bit more stable. Moreover, the ETF pays out a monthly distribution which is currently around 53%. Let’s add ZVOL to our stable income portfolio.

In summary:

• Add ZVOL

December 18, 2025 - 1:42 pm

As promised, we are making a change to the Market Momentum Income Portfolio. We’ve done reasonably well with our holding of AMYY, but we have double exposure to AMD since we are also holding SEMY. As such, we’re going to take profits on AMYY and exit the position.

Instead, we are going to take on a new position in a brand new GraniteShares YieldBoost ETF. This new fund, the TopYielders ETF (YBTY), actively trades other YieldBoost ETFs based on factor such as upcoming events and options market characteristics. I believe it will be a nice addition to our Income Portfolio.

In summary:

• Close AMYY
• Add YBTY

December 15, 2025 - 7:40 pm

Hey All,

The new Market Momentum video is ready for viewing. If you already followed the link from the email, you would have seen the November mid-month update. The new December update is now in place. Sorry for the confusion!

Jay

December 5, 2025 - 1:43 pm

Let’s add a new trade to our Market Momentum Directional Portfolio. For the moment, we’re not going to close anything as I believe we still have upside left in our other directional holdings.

For our new trade, we are going to take a bullish position on China internet stocks. The sector has taken a hit since October but has lately moved into a sideways pattern. We’re going to take a 2x leveraged position with the expectation of these stocks rebounding. Specifically, we’re buying Direxion Daily CSI China Internet Index Bull 2X Shares (CWEB). For all intents and purposes, CWEB is the 2x version of KWEB.

We’ll talk more about this at the monthly live webinar later today!

In summary:

• Add CWEB

November 20, 2025 - 1:25 pm

Okay, let’s make the long-awaited change in our Market Momentum portfolio. We’re going to close out our IGME position from the Income Portfolio. It’s been fairly unexciting. We’ll take a small loss on that position and move on.

Instead, we’re going to take advantage of the market being down despite strong earnings from NVDA. We’re going to get into a brand new semiconductors fund from GrantShares. It’s a YieldBoost fund that sells put spreads on a 3X leveraged semiconductor fund, with the latest distribution rate at 133%. Let’s add the GraniteShares YieldBoost Semiconductor ETF (SEMY) to the Income Portfolio.

In Summary:

• Close IGME
• Add SEMY

November 14, 2025 - 1:17 pm

We had talked about making some changes in the Market Momentum portfolio. We’re going to give it a bit longer before we pull the trigger. I’d like to see a bit more recovery in some areas of the market before we make our next change. Stay tuned. We’ll definitely have at least one trade next week and possibly two, as long as the market cooperates.

October 24, 2025 - 2:22 pm

Okay, let’s make a change to our Market Momentum Income Portfolio. As I mentioned in the video earlier in the week, I want to cut our crypto exposure to some extent. We’re up about 15% in CONY and I believe it’s a good time to take profits in that name.

In its place, we are going to add another of the GraniteShares YieldBoost products. This time we’ll use HOYY, the GraniteShares YieldBoost HOOD ETF. We did very well on our last trade with HOOD, so we’ll get in again with a slightly different product. This time, our fund will be selling puts on a leveraged HOOD ETF. It’s worked well so far with AMYY, so let’s give it a go with HOYY.

In summary:

• Close CONY
• Add HOYY

September 30, 2025 - 1:08 pm

Let’s take some profits (and add a new type of trade)! As much as I love our HOOY position, I believe 74% gains are too rich to not take profits on. We’ve done very well with that trade, so let’s close it and move on to the next one.

We’re using a new type of ETF for this next trade – the YieldBOOST ETFs from GraniteShares.  These funds sell put options on 2x single stock ETFs and pay a weekly dividend. We’re going to add GraniteShares YieldBOOST AMD ETF (AMYY) to our portfolio, which sells puts on the 2x AMD ETF (moves twice as much as AMD). It’s only been around two weeks but is currently paying a 98% distribution. We’ll add AMYY to our Income Portfolio.

In Summary:

• Close HOOY
• Add AMYY

September 17, 2025 - 6:32 pm

Once again, I want to welcome all the new Market Momentum members and say thanks to all the existing members for being a part of this service. Don’t tell Tim, but this is my favorite product!

Since we have a lot of new members and a couple new trades, I just want to summarize everything that’s come out recently:

• We added GLDY to our Income Portfolio
• We added SLTY to our Directional Portfolio (although this one also pays weekly distributions)
• New members can buy anything listed in either portfolio as it’s now totally up to date. If you want to start with just one or a couple positions, make sure to add ULTY as that is a core holding and one of our favorites.

We’ll have a live webinar in a couple weeks, but you can also check out the mid-month update video that I recorded on Monday. It’s the top video in the Videos tab.

September 16, 2025 - 1:35 pm

It’s time for the second trade we talked about in the Market Momentum webinar. We already added GLDY to our Income Portfolio last Friday. In addition, we talked a bit about ULTY and why it should be the first of the existing positions to add if you don’t already own it. Well, ULTY has a wicked step sister called the YieldMax Ultrashort Option Income Strategy (SLTY). It’s not exactly what you think – it’s not an inverse of ULTY. It’s made up of entirely different stocks the fund is taking a short position on. And, they are selling puts below those short positions to generate income (think covered put instead of covered call).

What’s nice is that this is a strategy that can make money when the market goes up, because those particular stocks may not be going up (they are chosen because they are expected to go down). However, in a down market, this ETF should certainly do well, so it also acts as a hedge. It’s a weekly payer that has only made two payments so far (because it’s new) but at the current rate it’s looking like a 60%-80% distribution rate.

Despite the income aspect of this fund, we’ll put this in our Directional Portfolio because it gives us short exposure to the market.  To make room for SLTY in the Directional Portfolio, we’re selling DRN.  While DRN has done okay for us – we’ll make about 3% in profits – TMF will basically serve as a better version of that trade, so I don’t think we need both any longer.

In summary:

• Add SLTY
• Close DRN (ignore this if you’re new to Market Momentum and don’t own DRN)

September 12, 2025 - 12:40 pm

Okay! Let’s get to it.

First off, welcome to all the new members!

As I’m sure you saw in the webinar, we are adding GLDY to our portfolio (we’ll add it to the Income Portfolio). GLDY is a put selling ETF, so if gold moves sideways or goes up, this product will continue to perform well. It’s a weekly payer as well, which we all like!

To make room for GLDY, we are closing SMCY. For the new members, you can ignore this part. For the existing members – we’ve had SMCY from the start and from a return perspective, it hasn’t moved very much at all. We’ll take our 3% profits and move on.

We promised another trade and that will come next week before the Fed Meeting, likely on the 16th. I’m very excited about adding this ETF to our directional portfolio. Stay tuned.

Regarding that under 10 dollar ETF mentioned in the webinar, that refers to ULTY. Existing members already own this one but if you’re new to Market Momentum, that is my favorite position in the portfolio right now. While you should eventually add everything from both the Income and Directional portfolios, ULTY is a great place to start.

The new changes will be reflected on the portfolio page later today.

In summary:

• Add GLDY (everyone)
• Close SMCY (existing members)
• Start adding all the open positions, but especially make sure to get ULTY added ASAP (new members)
• There will be a new directional position added next week (everyone)

September 8, 2025 - 1:59 pm

I mentioned in Friday’s live session that there are a few changes I’d like to make to both the Income and Directional portfolios. We’ll make these changes incrementally over the next few weeks. To start with, in the Directional portfolio, BTOP doesn’t seem to move all that much, and it’s not an income producer. Let’s close that position and take our 12% profits.

Instead, we are going to add the Nicholas Crypto Income ETF (BLOX). I’m putting it in the Directional portfolio because it does have the potential to move quite a bit if the crypto sector catches a bid. However, it also pays a weekly distribution. So, even if there isn’t a lot of action in the crypto space, we’ll generate a bit of cash flow while we wait.

In summary:

• Close BTOP
• Add BLOX 

August 19, 2025 - 2:31 pm

Okay! Let’s make a change to our Income Producer portfolio. We recently added TSLY but the distribution rate has dropped significantly. Let’s exit that position while we have a small gain (around 3% total return).

Instead, we’re going a totally different direction and we’re getting into an ETF that sells puts on oil and pays a weekly distribution. The Defiance Oil Enhanced Options Income ETF (USOY) sells at-the-money or in-the-money puts on USO (the oil tracking ETF). It pays a weekly distribution with the most recent annualized rate at about 86%. Let’s add USOY to the Income Producer portfolio.

In summary:

• Sell TSLY
• Add USOY

August 12, 2025 - 1:37 pm

Hey all, we’ve got about an hour to go until the YieldMax webinar with Jay Pestrichelli. Also, we have a surprise guest: Mike Khouw, who’s a regular on CNBC. It’s going to be a great webinar, so come join us!

Here’s the link:

https://us02web.zoom.us/j/81733115440

July 25, 2025 - 1:35 pm

Let’s make a change to our income producer portfolio. We’re up over 50% on PLTY, which is a nice spot to take profits. The distribution yield has also dropped – in part due to the higher price of the ETF – but also due to lower volatility in the stock. We’re going to close out that position here.

To replace it, we’ll go with TSLY, the YieldMax TSLA Option Income Strategy ETF. The TSLA share price dropped this week after earnings came out, but the stock has already bounced back. The company is always announcing new and interesting business ventures, and investors don’t stay away for long. What’s more, the next distribution will include the added volatility around earnings and the aftermath. Let’s add TSLY here.

In summary:

• Sell PLTY
• Add TSLY

July 2, 2025 - 1:57 pm

Okay, I promised you all a third trade before the holiday weekend, and here it is! This one is not related to the treasury/real estate thesis, but instead is focused on commodities. In particular, the scorching summer heat (higher than average is many parts of the country) is likely to have an impact on the corn crop, where June/July temperatures are vital to the crop yield. Corn prices have been at rock bottom, but seemed to have turned the corner. Because corn prices don’t tend to move in that wide of a range, we’re going to use the 2x version of the bullish corn ETF, the Volatility Shares 2x Corn ETF (CORX). It’s a bit unusual in that it pays a monthly distribution, but we’re fine with that even though it’s a directional trade.

To make room for CORX, we’re going to close FOXY. There’s nothing wrong with FOXY, it just doesn’t move enough for it to be useful as a directional trade. And, it doesn’t pay enough income to be useful as an income producer.

In summary:

• Close FOXY
• Add CORX

June 27, 2025 - 1:25 pm

It’s time for the second trade related to the 2-year Treasury auction from last Tuesday.  As a reminder, the auction went very well, so we bought TMF, which is bullish on bonds. Keep in mind, bond prices going up means that bond yields go down. Lower yields should be a boon for the real estate industry. As such, we’re also going to take a bullish position on real estate using the Direxion Daily Real Estate Bull 3x Shares (DRN).

Our third trade will come on July 2nd (next Wednesday) and will be something related to commodities. Stay tuned!

In summary:

• Add DRN to the portfolio

June 24, 2025 - 1:22 pm

Okay, it’s time to trade! We’ve been waiting for the June 2-year Treasury auction to conclude… and the results are in. The most important number is the bid to cover ratio. It shows how much demand there is for the 2-year notes. The 12 month bid to cover average is 2.52 and May’s was 2.57. Today’s number came in at 2.58! That shows strong demand for 2 years, which means the market thinks the Fed is going to be more dovish on cutting rates. In this case, we want to go long (buy) buy bonds (bond prices moves opposite yields). We are using long-term bonds because generally that is where most of the action happens (even if the changes are more on the short-end of the curve).

All that being said, we are going with TMF, the Direxion Daily 20+ Treasury Bull 3X Shares. This is a highly leveraged fund, which we are using because bonds don’t tend to move as much as stocks. However, don’t worry if you can’t get in this very second. The trade should be fine for the next couple of days. We are adding this fund to our Directional Trade Portfolio. Normally, we’d use the money we get from the Income Producer Portfolio to pay for this position. In this case however, we have lots of new members (welcome!), so you may not have funds from the income positions yet – and that’s okay in this instance. It’s more important to get into the trade this week.

I’ll have the second part of the strategy, the real estate trade, come out on June 27th. Then, we’ll have a third trade on July 2nd. That could be an income producer or a directional trade (TBD). Once gain, welcome to all the new members! For existing members, let’s keep the profits rolling in.

In summary:

• Add TMF to the Directional Portfolio. 

June 20, 2025 - 1:49 pm

Okay, I mentioned I wanted to make some trades this week, so let’s squeak in a new trade before the weekend.

I know we’re just now finally making a profit on UCO, but after digging out of a negative 30% hole, I’m inclined to take profits sooner rather than later. Plus, if the situation in the Middle East deescalates over the weekend, we could see the price of oil drop (to some extent). We’re up about 9% on UCO, so let’s take those profits now.

I’ll have a few directional trades coming out with the new promotion over the next two weeks, so we’ll leave that portfolio alone for the moment. Instead, I want to add a brand new, very exciting covered call fund to the Income Producer portfolio. This one comes from our friends at Bitwise. We are going to add a covered call fund on Gamestop! The Bitwise GME Option Income Strategy ETF (IGME) launched June 9th and looks like it will have its first ex-div date on July 25th. Let’s add it to our Income Producer portfolio here.

In summary:

• Sell UCO
• Add IGME

May 29, 2025 - 1:22 pm

Let’s add a new trade to our directional portfolio. We don’t have much in the way of crypto exposure, and although I’m not the biggest fan of crypto in general, I do think having some bullish exposure makes sense. More importantly, I found a fund that I really like that gives us exposure to both BTC and ETH. The Bitwise Trendwise BTC/ETH and Treasuries Rotation Strategy ETF (BTOP) will invest in an equal amount of Bitcoin and Ether futures if they are trending higher. If the trend is lower, they will switch to US Treasuries. In that way, the fund will have some downside protection should the crypto market become bearish. I believe this fund is a good fit for our directional portfolio as it gives bullish crypto exposure but can adjust if the trend changes. Let’s add BTOP here.

• Add BTOP to our portfolio

May 27, 2025 - 1:21 pm

Well, it appears we nailed the uranium trade! As we expected, the administration is moving forward with its pro nuclear energy agenda. After the White House signed an order last week making it easier to design and build nuclear reactors, uranium stocks skyrocketed. Our URAA position shot up 20% all at once and has continued higher. It is currently up 29%.  It’s hard to argue with a nearly 30% gain in roughly 12 days, so let’s take our profits off the table. We’ll replace the URAA with something new later in the week.

• Close URAA and take the profits

May 15, 2025 - 2:31 pm

Okay – we’re ready to trade! A message went out earlier that was blank – that was a system test that went out by accident – rest assured this one is real. We’re actually going to make two changes, one to the income producer portfolio and one to the directional portfolio. The actions summary is at the end.

First off, with a trade deal in place at the moment with China, the BABO position is looking a bit better. However, the distribution yield remains below the level I’d like to see for this portfolio. So, we’re going to close that position and add something with a bit more juice. YieldMax just added a HOOD Options Income Strategy ETF (HOOY) to their offerings. It’s only been around for 8 days, but it’s one I’ve been eagerly awaiting. While the first distribution won’t come for a couple of weeks, I’m sure it will be around the level we want. (You can tell by how much implied volatility is in HOOD itself). Let’s add HOOY to our income generator portfolio.

For the directional portfolio, the trade deal with China has taken a bit of urgency from a potential farmer rescue package in Congress. But more importantly, while I like the theory behind TILL, the ETF just doesn’t move all that much. Let’s close TILL so we can add a position that has more upside potential. The current administration has proven to be pro nuclear power. That’s a boon for uranium prices and uranium companies. Even better, there happens to be a 2x leverage uranium fund out there, the Direxion Daily Uranium Industry Bull 2x Shares (URAA). This is a perfect fit to our directional portfolio right now, so let’s add it.

In Summary:

For the Income Producer Portfolio:

• Close BABO
• Add HOOY

For the Directional Trades:

• Close TILL
• Add URAA

May 9, 2025 - 3:28 pm

We didn’t trade this week, as I wanted to see how the market would react to the Fed and other news. However, I have a couple trades planned for next week. We will make changes to the Income Generator list and add a new Directional Trade (something a bit more exciting – it may replace a current position instead being in addition). Stay tuned!

April 25, 2025 - 2:04 pm

Let’s add another directional trade to our portfolio now that the market has calmed down a bit. What I really want to is use a currency ETF due to all the movement in global currencies related to the tariff/trade war situation. However, it’s hard to pick the “right” currency, so instead we’ll let currencies experts do it for us. Simplify is an ETF company that creates some of the most interesting and unique funds in the US. They recently released the Simplify Currency Strategy ETF (FOXY). Not only does FOXY trade about dozen different currencies, but it has the ability to go long or short the currencies. I really like this fund a lot and have heard good things about it.

• Buy Simplify Currency Strategy ETF (FOXY) for our Directional Portfolio 

April 17, 2025 - 12:10 pm

We have four positions on our income generators list, so let’s bump that up to five by adding a new name today. The YieldMax Ultra Options Income Strategy (ULTY) is a fund that trades options strategies on several high volatility stocks with a focus on paying out weekly distributions. After discussing ULTY with Jay Pestrichelli, the founder and chief trader of YieldMax, at our webinar last week, I’m convinced that ULTY will be a nice addition to our income generators.

ULTY’s most recent annualized distribution rate was 78%, and as I mentioned above, it pays a weekly distribution. Let’s add it to our portfolio.

April 9, 2025 - 4:51 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 9, 2025 - 11:56 am

April 4, 2025 - 4:00 pm

Just a quick reminder that our live monthly webinar starts this afternoon at 5:00 p.m. eastern.

Here’s the link: https://us02web.zoom.us/j/88199200454

Hope to see you there.

April 1, 2025 - 9:53 am

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