Roaming Returns

101 - Weekly Dividend ETFs That Might Beat YieldMax? Let’s Talk Roundhill

Tim & Carmela Episode 101

Looking for weekly dividend income ETFs that could outperform YieldMax? In this episode, we break down Roundhill’s new WeeklyPay ETFs—NVW, TSW, AAPW, COIW, and PLTW—and compare them head-to-head with YieldMax equivalents (like NVDY, TSLY, APLY, CONY, and PLTY).

We explain:

  • How Roundhill’s ETFs actually work (hint: they hold the underlying stock + swaps)
  • Why they may offer less NAV erosion than synthetic call-option ETFs
  • Real numbers: 8-week price drops, dividends paid, and total return
  • Why we’re especially bullish on AAPW and PLTW right now
  • The strategy behind using these as income generators, and how we manage risk

If you’ve been riding the YieldMax rollercoaster and wondering if there’s a better alternative, this is the episode you’ve been waiting for.

🧠 Learn how these ETFs function
 📉 See how they’ve held up in brutal market conditions
 💸 Find out which ones we’re buying and why

👉 Watch before you make your next move.

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**DISCLAIMER**
Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here.

Episode music was created using Loudly.

Welcome to roaming returns a podcast about generating a passive income with dividend stocks so you can secure your finances and liberate your life.

What if you can have high yields with less NAV decline AND weekly payouts? Right?!

In this episode, we’re breaking down a new class of income-generating ETFs from Roundhill. 

When you compare the early performance of the 5 they launched 2 months ago to YieldMax’s counterparts for the same underlying stocks, we might just have the thing we’ve all been looking for. 

These Roundhill ETFs are super new, so time will reveal their true performance, but Spoiler alert: we already bought in. Let's dig into why.

This week, you have to bear with me. I'm currently in the process of... So he's doing the cleanse that I did in the beginning of the year, and he is not faring very well. Some cleanse thing.I'm faring fine. Other than like you're like swaddled in a blanket for hours upon hours in the day, like the actual vitamins and chemicals and water and all that crap seems to be doing quite well. But it's the whole fact you have to lay there like a, I don't know... Picking a blanket? Picking a blanket for like four hours a day is mind numbing.Even though he does that every day, all the time anyway. He's just not in a sauna blanket. Okay, this week I was tinkering around and I typed something.Like how I found these is hilarious. Like I didn't even read about them in email. Love when he finds stuff.I literally was just typing around stuff and I typed in the wrong, the wrong like formation of letters. I think I was looking up NWN, which is like supposed to be some utility company. I typed in NVW, which is not a utility company.And I found a Roundhill Weekly ETF. And then I got an email. I want to say Thursday.That just gave me like the dividends for them. And I was like, oh shit, because I found this like on Tuesday. I was like, what the hell is this NVW? And I found I was like, oh, so I looked into, I was like, oh, that's pretty sick.Then I got the email that showed me the dividends for the week because they're weekly payers. And then I said, I might do, I'll just do like a deep dive into these and see like how these, how these operate and if they're good or not. Because we actually currently hold YBTC, which is a Roundhill Bitcoin weekly paying ETF.And I didn't realize that was Roundhill. I like, I like the weekly payers and I like what it's doing. So I said, well, if it's Roundhill, I'll check it out.So I did a deep dive into them. And so much to the point that I actually liquidated our MSFO, which is our, yeah, our Microsoft Yieldmax. And I split the money up evenly into two of these new weekly.They're not, they're new-ish. They came out in February. So they're new.They're still new in the context of things, but they've been around for a couple of weeks. So is this a new experiment or you actually saw that as a better opportunity after doing said research that we're going to cover right now? And the initial plan was to run it as an experiment. But then when I dug into how much money I was making on Microsoft Yieldmax for $1,100, I said, hmm, so it's no longer an experiment because I was only making, I was making less than $30 a month on the Microsoft for $1,000, $1,100 actually.So I split the $1,100 up into two of these new ones. And I'm just guessing that I'm going to be making them well more than $30 a month. Even though the Microsoft one is good in Yieldmax.It's really good. It's probably, in my opinion, it's either the first or second best. Okay.So what exactly are we going to cover? We're going to cover five Roundhill weekly paying ETFs. That are based on a base stock that Yieldmax has a similar? Yeah, the Yieldmax has a similar ETF that pays out monthly. So like the only difference, like the big difference is the way they're constructed and Yieldmax pays out once a month and Roundhill pays out weekly.So you're getting four or sometimes five dividends as opposed to the one. And did you say something about you haven't seen anybody cover this specifically? Well, they've covered, they've covered these specifically, but they actually like actual doing like a comparison of the NVIDIA Roundhill weekly ETF versus the NVIDIA Yieldmax monthly ETF. I have seen like if you type it into Google, you don't come up with anyone that's actually done a comparison of the two.So these are actually that new that people actually haven't even started doing those things and all the investing now. And Tim said, ooh, ooh la la. Realms.So if you don't know, Roundhill was founded in 2018. So it's a relatively new investment company. And they focus on weird shit.They like the way they write, the way they phrase it is there. They're focused on innovative exchange traded funds. Their suite of ETFs offers unique and differentiated exposures across thematic equity, options, income and trading vehicles, which is what does that mean? Literally just what I said.They deal in a lot like a bunch of weird shit. Good to know. They just pretty good.That's what everyone wants to invest in. They just prettied it up and made it all college sounding, but it's they invest in weird shit. Like they do like I think they have like a mag seven.They have a mag not seven. They have like a way to be creative there. Guys.They have a zero day. S&P is zero day. The Nasdaq is zero day.Russell zero means like they do their options in the morning and they close them at night. So they have zero day options. That sounds sketchy.They work. I mean, I've if we weren't in XYLD, we'd be in the XDTE, which is the five XDTE. Yeah. Oh, we did cover that in our shorter video because I like the I like the income generation.Like these are this is like we're addicted to the Divies. This is in my opinion a replacement for Yieldmax. If you don't like how Yieldmax operates, I think these actually will perform better than Yieldmax.It's not what they're doing up to date. But I like once we go through a couple of them, you see the chart like they have been performing better than Yieldmax in certain areas. But what we're going to cover today is NVW, which is the weekly NVIDIA one, TSW, which is the weekly Tesla one, AAPW, which is the weekly Apple one, COIW, which is the weekly Coinbase one, and PLTW, which is the weekly Planeteer one.Palantir. Huh? You can keep saying it's called. It's Palantir.Planeteer. Sure. That's what I call it.So how do these, how do they work would be the first question if I was an investor looking at these. So I went to their website. Their website says they all are designed to actually create weekly income with an amplified exposure to single stocks.What that means is they're going to use leverage to generate more than what the underlying stock does. So NVW is going to return, like I said, their whole thing is to 1.2, 120% of what NVIDIA makes for the week. So they're using leverage and something called a swap payment or what the hell is it called? The thing that Schwab brought up? A swap.Yeah, they're doing a swap. What was the first one? NVW. So I thought this was absolutely hilarious.So when you type this into Schwab, you get this freaking like leverage and inverse product warning. Yeah, it's not for, it's not. Not suitable for most investors.Well, the part that's funny is. Swap, that's what it was called, swapping. If you scroll down here, you see where it says it's, they're not intended to be held overnight.I mean, I call horseshit on that, but whatever. Not intended to be held overnight. You mean actually owning the stock? Yeah.So this is like, they're trying to tell you to do day trading? I've never seen that happen before. That's sketchy. Go back to my notes once.So in English, these are ETFs that use a single stock through swap agreements and common stock positions that aim to generate 120% returns for the underlying stock each week. To generate such high returns, they use leverage. They also are using something called weekly pay swap.So what is a weekly pay swap? Dude, it took me forever to find out what the hell this is. It's basically a type of derivative that trades on the over-the-counter market. Swaps happen between two parties where assets, payments, or cash flow are exchanged over a set period of time.And for these, it's weekly. So it'd be, I think, Friday to Friday or Monday to Monday, whatever the whatever the week of the contract is. At the time the contract is initiated, the value of at least one of the assets being swapped is determined by random or uncertain variables, such as interest rates or commodity price.In this case, it would be the commodity price of the underlying stock. So in English, Roundhill holds the stock and the treasuries as collateral. They then have a third party.In this case, it's U.S. Bank, Bancorp, and U.S. Bank with whom they have agreements with. Each week, Roundhill will pay out the return it earns from the basket of securities. So the NVIDIA one, so the basket of what they're holding for NVIDIA.They'll actually pay out the return of that to the swap counterparty, which is, again, U.S. Bancor and U.S. Bank. In exchange, the swap counterpart pays the index return to Roundhill. So it's some weird shit.If you've ever done currency exchange or interest rate exchange, you've actually had a swap agreement take place. Like, say you travel to Germany and you exchange your dollars to euros. You're actually doing a swap.There's actually the bank and then there's actually a third party where they actually exchange the money. Oh, and then they collect fees for the transfer. So it's really confusing.Like, it's basically, it's just a derivative thing. Where, like, Roundhill's holding the NVIDIA stock and they're holding the Treasuries as collateral for what they have. And then the U.S. Bancorp and U.S. Bank are actually paying the dividend of what you're making.And Roundhill's paying them what the stock makes in a week. So they're just swapping things. So they're different than Yieldmax.If you recall, Yieldmax is a synthetic call where they actually hold options on the long and options on the short. And they actually synthetically hold the stock. So the reason I thought these might be worth a try is because they don't hold as much as I'd like.Like, if you recall, FEPI and AIPI really, really like the REC share things because they hold the shares and then they write options on the shares. Whereas these actually hold part of the shares and then they do a bunch of crazy swap agreement shit. So they all went to the market at the same time, February 19th, and they all started with around, I think it was $50.I think they all came out $50. Unlike Yieldmax's, $20. Yieldmax's was $20.Yeah. So if you look here, right there, you see where I just typed in some numbers you have. There's an NVIDIA one.It's $32.03 currently and it's paid out $2.02 in dividends for the last two months. And it's had a 32% negative total return. And we'll go over the chart here in a second.So you see all five of these, they have a very similar chart. So it's very interesting. Those returns are crap.They're not. I'm just saying. They look like crap.It's fine. They're fine. So you see that's 38% yield for the NVIDIA one.The Tesla one is a $28.91. It has $2.37 in dividends paid out in two months. Negative 37% return with a 49% yield. So you really want the yield to be more than the negative return.So far we've done pretty good except for the Apple one. Apple is the AIPW. It's currently trading at that.They've only paid out $1.40 in dividends in two months and they've had a 23% negative return and a 23% yield. Coinbase is $27.62, $2.45, a negative 40% return with a 53% yield. And the Planeteer one was $32.42 with $2.39 in dividends for a negative 30% return and a 44% yield.Basically, I'm comparing these to the Yieldmax. I went through and did the Yieldmax ones for each of these as well. So is it troubling that this these all started out at $50 and it's down to like $32, $28, $36, $27? I'm going to show you why.Go to the NVIDIA chart once. All right. NVW.NVW. We did push this in. Scroll down to the chart.One year? Just year to date. They started in February. So it doesn't matter.So that's fine. They all started up here where the H is at in this NVIDIA one and they all within like two weeks, you go down here to the fifth or sixth, they all dropped like 20 to 30%. That sounds like butt cheeks.Right away. But if you see from that point on, even through all the Liberation Day by the Overlord, my God, Liberation Day, you see that they're actually been trading pretty decent and pretty consistently that the dividends actually doing well enough to actually cover the losses for the most part. So as long as you want to first thin.So I went into all these and I was like I found that interesting that they all like within the first two weeks, they all dropped except for the Apple one. The Apple one only dropped like I want to say 8% or something like that. AAP debs.AAP. AAP. Warning.I love this. Leverage. Warning.So the Apple one, it didn't like the first two weeks here. It didn't drop the full amount. It took a couple weeks longer to get to March 17th for a drop down to where it wasn't.That's a pretty big little, but that's because that was right after Liberation Day because Trump said, hey, we are going to tariff the entire world. Oh, so that's probably what that is. The Apple got hit and Apple and Apple got hit really hard.Oh, that makes sense. But if you scroll down a little bit further, you'll see what I'm talking about like to their holy. These are like you go actually stop there.You see they only have 2.2 million in total assets under management. That's opposed to what's your max out. I don't know 80 90 100 120.I don't know. That's like that's how new they are. They don't really have a lot under management.These are anybody ETF. So these are really like just getting started. Then if you were like one of the things I remember was when the you when the you max is just got started.They were new and they had like some complications the beginning then they kind of leveled out. But you see they hold 20% of their holdings are in Apple the Apple stock with 44% in Treasuries. So this hundred percent here is this stupid that that swap thing that we were talking about that doesn't make any sense whatsoever.So like in theory, this could fall. No, I'm guessing no more than 60%. I don't know that still sounds because the pay swaps are because there's this swap is they use this as collateral for the pay swap.So they can only lose like 53 or 63% before there's nothing to the collateral and they're fucked. But from what I was reading most of the swaps shouldn't fall more than like 10 or 20%. But I mean, these are brand new.So we're just like this is just an idea for the to generate money. If you go up to the if you see their show their their dividends their weekly, it's pretty sick and they've they've they've fluctuate a lot. So these are literally just going to be used as income generators can barely read that click on show more.Remember? No, I don't remember. This is the Apple one. Apple one was kind of really weak and they have the fourth the 415 week 10 cents and that was 12 cents.But like if you add it up for the month of March, they actually had 28 38 40 63 83 so $1 and 7 cent per share for the month of March for a how much is thing $38. Mm-hmm. You have I think you have a potential for a limited downside like you do with Yield Max Yield Max can only go down so far before they can't go down any further.I think you have a limited downside with these as well. They can only go down so far before they can't go any further. But the difference being because they're actually holding the underlying stock you have more upside potential than you do in Yield Max because they're doing synthetic synthetic calls.There's like I think you actually have a limited upside with the Yield Max is as opposed to these roundhills. That's why I was intrigued by these. Ah, okay, because these actually hold the underlying stock so it could go up in value when the markets turn around.Yeah, is that the theory? So if Apple ever gets back up to I can say Apple gets back out of DC like if you do year-to-date you see how that kind of mirrors what we had going on with the last one except for this except for this period right here. I see it mirrors right there and then it did this shit. So if Apple ever gets back up to this range here, you'll actually get all that price appreciation.It does actually look very similar to the chart. Like I think it actually literally is pretty much the mirror mirror. Yeah, look at that, right? So it's kind of mirroring the stock.So I like that it mirrors the stock. So as long as like so if you believe that the stock in question in this case Apple or Nvidia or Planeteer or Coinbase or Tesla or anything like any of the five has the potential to go back up. So like I do believe Apple will be in this range here again.I see one again. It should recress the high once we turn around. Yeah, so I think Apple keep going up.So I actually it's why I put some money into the Apple one because I do believe that I believe Apple is going to and rebound. I should know we are not fans of Apple. I hate Apple, but I believe that this one actually has a lot of potential for price appreciation as opposed to the YMAX.The YMAX you actually are kind of capped off how high they can go. Very interesting. So you may you may make a little bit more in dividends in the YMAX, but you actually are capped in the price appreciation.So then you have to make the determination. What do you think is going to happen? And this is kind of like a intuitive type investment for the most part which he's really good up because you look at AAPY or APLY. It's only paying 32 cents a month in dividends.Whereas the AAPW is paying 70 cents. You're actually making more in the round Hill 70 cents. Well $1.40 in two months.Oh, you're making what is that? 70 that is 30 38 cents more a month in dividends. The price price in is different. It's like double.Yeah, it's double. But like at the same time, I do believe with this one, you're actually going to be able to get price appreciate price appreciation well above the $50 which they cost. Where's AAPY APLY like even when Apple was banging away, it was only like 2324.So like there actually is a cap on how high the APLY one can go. So these round Hill ones might actually have the nav decline problem. Not a thing everything that I was like what I like I went into reddit and I went into those threads people actually hold them and I was like reading their conversations and like shooting the shit with a couple of them and they they aren't impressed and I am like, I do believe this nav decline won't be as bad with the round Hill as it is with the YieldMAX.So there's people saying I've dumped all my  YieldMAX  as I'm getting into the round Hills because the nav declines a lot like a lot less. I wonder if you'll max I'll ever pivot and do but then you look at the NVDY paid $1.20 in dividends. Whereas the envy the round Hill the video one only paid 101.So you made 19 more cents in the NVDY one. The Tesla one only paid. What is that 256 cents a month? Whereas that one was paying a dollar something a month.You made like double in the Tesla one in the round Hill the Apple and we just went over the Coinbase one is Coinbase has been paying some bullshit. It's 52 cents per month in the Coinbase again. If you guys aren't aware of our Coney experiment, you'll know why we have some dollar 27 items got some disdain in his voice right there.So that's a lot you're making a lot more and yield in the Coinbase round Hill and then the PLTW this is not fair because this one's paying like $5 in some sense of a share. What's funny story? How is that even possible for the yield max? Yeah, funny story when that first came out. I was like I should get into that and then I forgot about it.Oh, yeah, he'll do this where if he doesn't act on his like little intuitive bubbles that he gets like he forgets. I was like, oh, I should get into that new yield max Planeteer one because I think Planeteer is a bomb of a stock and I love it and I've been like a month went by and I was like I was going to do something last month. What was it? I was like, oh, there's a Planeteer stock and it paid out like a $7 dividend.I was like, well, I fucked that up. Didn't I? Cool, but you see that's like what is that? That's 560 share per month, whereas it's only paying a dollar twenty in the round hill. What are they doing over there? That's crazy. Is that just because Planeteer went up as far as high as it did? I have no idea.
I couldn't tell you, but every Yieldmax when they first came out, they paid ridiculous dividends, and then they gradually kind of... So is Planeteer still new in the Yieldmax? It's new-ish, yeah. What's new-ish? Like six months. So is that past the window of prime? Yeah, I wouldn't get into it now.
I'm just wondering, because we're in the regular Planeteer, and I think that was one of our biggest wins for the year, last year. So there is a lot of risk in these, so why the hell would I even look into the miserable list of investments with all these risks? YOLO! King of YOLO! First things first, these numbers look a lot worse than they should. We were just looking at that.
The first two weeks of these around hill ones, they dropped, they were in the 20s and 30 dollar range. They dropped that much in the first couple of weeks they came out. They came out at the absolute worst time when the market went from everyone was kind of nervous to then everyone was panic selling.
Recession! Depression! So they literally came out right in the time when the market was going down into a bear market for two of the three indexes. So you can't hold that against them. When I was looking into this, I don't trust Tesla or Coinbase for anything right now.
We're in Coinbase, the CONY. But if you're new, I wouldn't even look at TSW or COIW. I understand that they have the highest yields, but because everyone hates Elon Musk, yeah, there's some serious hatred going on out there.
And because everyone thinks that all politicians and all the overlords regime are making money off of crypto. Crypto has been kind of fluctuating, and I have a feeling it's going to go down some more. So I would steer clear of the Tesla one and the Coinbase one.
So that was in the video one, but we're already in NVDY, which we're making. That's all profit. So why would I start something else when I'm already making profit on one that's 100%? So you're looking at from our portfolio.
So I had money for two, because I didn't trust Tesla or Coinbase. Right now, I got in the Apple one and the Planeteer one. Again, I am shocked about Apple.
But looking at the charts, you can see that NVW, AAPW, and PLTW all have held up pretty good after the initial drop, which if you go into all their charts and look between 2.9 and 3.5, four of the five, all of them but AAPW lost 25% to 30% in value within the first two weeks. But after the first two weeks, they've been kind of trading sideways, kind of gradually going down a little bit. I'll scroll down a little bit.
If you take the open price on 3.6, PLTW was at 31, NVW was at 38.50, TSW was at 36, COIW was at 40, and AAPW was at 56. So after the first two weeks, they look like crap. If you look since the 6th of March, Planeteer is actually up $1.42. NVW is only down $6.50, TSW is only down $8.00, COIW is down $12.50, and AAPW is only down $9.00. That's not great, I know, considering the yields aren't enough to cover that.
But I really believe that these came out at the absolute worst time, and they got shit on right away. People are still nervous. You have to think that they're only down that little, through the Liberation Day, through being a new ETF that's risky.
What is the Liberation Day? That was when Trump came out with that fucking tariff chart, and he's like, I'm tariffing everybody, and he had like six charts. He called it this? Yeah, he called it Liberation Day. Man, I love how I'm not in the news whatsoever.
Sorry, guys. So what I was saying, if you look at everyone's scared, everyone's panic selling, they're new ETFs, so that right there, people aren't going to get into new things. They've been classified as risky.
If you do any research on the Roundhill Weekly ETFs, they're generally called risky by the experts. So they've actually held up this well with everything going against them. They're only down like $12, $8, $9, $6 after that initial drop.
I'm cool with that. I think these are actually really, really interesting investments. I like the weekly pay component because it compounds faster.
I think the dividends will only get better as they all turn around, they start to go up because if you look at Coinbase, it should go up at some point. I was going to say if these are... Apple should go up at some point. Tesla should go up at some point.
Even if people hate Elon Musk, Tesla should still go up. NVIDIA should go up at some point. And Planeteer is awesome.
So Planeteer will go up. They all five should go up, and when they go up, you're going to not have the cap of the price appreciation. So you're actually going to get capital appreciation, plus you're getting weekly dividends, which is why they go up.
I like them. Well, if these are performing as well as they are from the dividend component during this whole down crazy situation, yeah, I'd be really curious to see what these do. We'll go back to Schwab because we looked at NVW and we looked at AAPW.
Now look at the... Which one do you want? So let's look at the Planeteer one. You'll see the same shit where it literally fell off a cliff right away. Really fell off a cliff.
You look at how it's been trading since. It's actually... It's like an inverse freaking... It's actually up in the last two months if you take out that initial... Damn, look at that. That's like flat pretty much right after those first two weeks.
Those are my favorite when they trade sideways like that and they give me dividends a lot. Yeah. I love those.
Those are the best. 18% in Planeteer. So if you scroll down here to their holdings, I remember we went through this.
They all don't hold the same amount of money in the base stock. It does fluctuate a little bit. But this one actually, they hold more Planeteer than they do Treasuries, which I found super interesting.
It is interesting. Because everyone knows that Planeteer is going to be the bomb. So let's go up, scroll up.
Let's look at another one. Especially you. I've been knowing that for a couple of years.
It was one of our biggest growth picks. COIW is a shit one. I wouldn't get into this one.
This one's icky. Until we get a better bearing of what's going on with crypto. But again, first two weeks, shots straight the fuck down.
I'd say that went down until right about... What is that? March 31st-ish. It's been sideways since. Right there where the L's at, that's the Liberation Week.
Liberation Week. And this one only holds 22... This one only holds 22% in Coinbase. And I'm guessing, if I had to guess, I think when they hold this little collateral between the stock and the Treasuries, they have a high expectation for this one being successful.
Be my guess. I mean, I think everything... Anybody who understands crypto knows crypto is going to eventually turn around. And if you're interested in getting these, I would actually go on the Roundhill... Go into the website once.
Go to Roundhillinvestments.com. Yeah, click on that. They have Magnificent 7, Zeroday. Zeroday, they have the Metaverse.
They have a ChatGTP or AI stuff, YBitcoin, SmallCap, sports betting and gaming. They have a ChatGPT one. The Ozempic one, weight loss one.
They have a China Dragons. I was interested in that one. That sounds fun.
China Dragons. China Dragon. You are born in the year of the dragon.
It's like what I was saying, they do some weird shit. Here we're going through their ETFs. You see they do some weird shit.
Nerd? What is a nerd? Oh my God, video game ETF. That's funny as shit. If you go right here, if you invest in any of these, I would go over here where it says sign up to receive fund launch.
Because what they'll do is they'll actually send you a weekly email giving you, here's what the dividends for the week were for these ETFs. Here's what the dividends for the week were for these ETFs. So you don't have to go manually look it all up.
Yeah, so it's super nice if you're in stuff like that. When they send you an email, you just go into your little chart and say, oh, I'm getting 60 cents this week for that one. So much easier just to open an email.
So I would do that. Cool tip, bro. Okay, scroll up and then you can do your weekly, whatever the hell.
I like buttons. The weekly one, there's the five weekly ones. You'll see that they don't really have a lot of expenses.
Under 1% is pretty good expense rate ratio. That is really good for an ETF, like a lot actually. Click on the performance one so we can see how bad they're doing.
Yeah, one month. Since inception, they all did done poopoo caca except for Apple. What about that one? Look at this.
Yeah, but since inception, it's down 38%. But it was down not very much that first month. How is that even possible? Like it was down a lot more that first month.
The last month, it's been poop. Yeah. And now how I'm approaching trading these is going to be different than other.
What's that strategies? Sorry, I'm getting sidetracked. Oh, income. So that there's the S&P.
XDTE. That's the NASDAQ. That's the Russell.
RDTE. That's the treasury one that I. They literally have a treasury one. That's the Bitcoin one.
That's the Ethereum one. And that's another treasury one. We have YBTC.
And we talked about week when we did like a mini YouTube video on XDTE, QDTE. So they have like a lot of interesting concepts. And their whole point, like their whole premise of their ETFs is to generate you income with potential for appreciation.
Whereas Yieldmax says that, but they're like, I don't think the appreciation is their primary directive in the Yieldmaxes. Obviously, it's not. It's about high pay.
I think theirs is more about income. And then like trying to combat because I've been in a lot of the. What are the yields on these? The Yieldmax? I don't know.
I think they do if you click on them individually. Okay. So 59% for Tesla.
So put weekly pay in the video. They do that for everyone. 43.
Well, yeah, that's how you research it. Why the hell do you think it takes me so long? What's Yieldmax's weekly or distribution? You have no idea? Nope. But you.
MSFO, I mean. I don't know what I just said. If you go into Yieldmax, you'll be able to see.
I don't want to do that. That's way too much effort. 91% for the Coinbase.
Well, Coinbase one's always like that. We fell into the same trap in the CONY and we got fucked. We got super pound me in the ass prison.
Look at Yieldmax real quick since she asked a question. Oh, Yieldmax is now in Europe. That's exciting.
More money for this pyramid scam. Totally just kidding, but probably. Tesla is 115.
Apple is 29. So you're actually making more in the round hill with the Apple. NVIDIA is 72.
What does CONY one say? Lies. So the CONY one you're making more. 77% lies.
Making more in the round hill one. Go down to the planetarium one. There it is.
116. So you're making more in this one than. Oh, I'm sad.
Why don't we have this one? Loser. You missed the boat. I messed up.
Anyway, how I'm trading these. I'm doing these just like I do with the Yieldmax's. My primary goal is to get my initial investment out.
Always. Because these are brand new, risky. We have no freaking idea what's going to happen.
But I'm probably going to leave the drip off because. Yeah, you're going to collect your initial income. No, I'm going to turn the drip on because I got AAPY and I think it's going to go up.
Okay. And I think we might have a little bit more downturn. So I'm going to get some more additional shares while I'm waiting for it to turn around.
You just contradict. I understand that. I'm saying about how I'm trading.
It was like I literally went through here. No, I'm saying you messed that up when you said it. I see the chart.
I don't think there's going to be the NAB decline going on with these like I do with the current Yieldmax. So I'm actually going to have the drip on for both the Planeteer one because Planeteer is trading at like the 59 when was it 94. So I'm going to leave the drip on for a couple of weeks and then I'll probably turn it off at that point.
The AAPY, AAPW one, I'm probably going to leave off the drip on for a couple of weeks and turn it off. I do expect them both to go up and they seem to be undervalued. If you look at the actual stock, because these actually follow the stock charts of the stocks, I can actually get a better idea of whether these ETFs are undervalued or overvalued based on the actual stock they're holding.
Until they decouple from that chart, that's when I have a problem. But because they're following the chart right now, I can actually manipulate it and actually manipulate my drip and collect shares when I should be collecting shares and then getting cash when I should be getting cash. But the whole premise, if I was you, if you're investing in them, I would leave the drip off until you could get your initial money back.
But I'm okay with risk and a lot of people aren't. And if this is going to make more than MSFO, then... MSFO is only making like 26%. That's what I'm saying.
And after 6 to 12 months, if I feel like these are better than Yieldmax, I think they will be. But if they're not, that's cool. But if they are, I'm going to be selling AMZY, Coney and Fiat all and I'll just dump it all into the brown tails because they're actually better performing.
They follow the charts of the stocks they're supposed to follow better than the Yieldmax do. Can you actually liquidate the Coney and the Fiat? I thought that was an ongoing experiment. The CONY is... Not for my... Oh, that's not an experiment.
Oh, I thought it was. Was that the drips and dips in the video one or whatever it was? No, when I get the... No, I know now because I did the Tesla and the crash. So I know how they operate.
Oh, so that experiment's completed? Mm-hmm. Oh. I just got Fiat because Coney's being a bitch.
So I figured I might as well collect some money in Fiat while I'm waiting for Coney to turn around. That Coney, again, is in our main portfolio and not in my crazy experiment with the loan situation that we have going on right now. But if you've been around the channel long enough, you know that the reason that I'm so high on the Rex ones is because they actually hold the shares and they write options on them.
I have a feeling that I'm going to be pretty high on the Roundhills because they're actually holding some of the shares and doing some crazy shit with the shares they hold. My biggest problem with the Yieldmax is that they do that synthetic call thing, which is not like... Some people make lots of money off that. I just personally don't like synthetic calls.
The other thing is the AIPI and the FEPI have their basket of stocks as opposed to the Coney and Roundhills being a single one that's based on. Well, my philosophy is if you're going to do a single stock ETF, you should have skin in the game. You should hold shares of the company.
If you're doing a single stock ETF and you're doing synthetic calls, that's like... If you have someone shitty that doesn't know how to write options, like the TSLY one. That was a prime example of... Whoever was in charge of writing the options on that TSLY sucks. How bad that could be for sure.
So we were talking about this earlier and I think we came to the conclusion that if these Roundhill ones are as good as they might be, we might actually phase out of the Yieldmax in general and just get in the YMAX, which is... I'll just hold YMAX. Which is the... Which is all of them. Oh, my God.
The index front of the Yieldmax. And then I'll just do Roundhill. But I like the Roundhill.
I've been in YBTC now for a while. I've been in that since... I want to say December or January. And I like how every week you get a dividend and it's doing pretty well with the price.
YBTC is following the price of Bitcoin pretty well. Whereas a lot of people get confused. They think that Bitcoin is what Coinbase is and it's not.
That's why the Coney one's been doing such shit because they have a lot of money tied up in Bitcoin, but then they have a lot of money tied up in the altcoins. And so when Bitcoin goes up, they're like, well, Coney should go up. But there's days where Bitcoin's gone up and Coney's gone down because all the altcoins went down.
It was just Bitcoin going up. So that's the... Oh, that would have actually been a question for me because normally Coinbase was following Bitcoin. But I guess we're in like secondary crypto winter, crypto manipulation la-la land.
We're in everyone hates everyone land. Everyone hates everyone land. It's crazy.
It's crazy talk. Sorry. This was like clunky because my brain is doing lots of lots of weird shit right now.
But like for the most part, I will update probably every quarter. I'll do an update on the roundhills. It might not be a whole podcast episode.
What we'll probably do is we'll do an update like with Yieldmax and Roundhill. Probably a short video with Rex, too, since it kind of like our high yield is like its own category because that's this type of stuff that we use to funnel back into buying like the better baseline dividend stocks. So like what the reason that I did that in the order I did it in, luckily, was we got the value stocks, the value stocks.
And now, you know, the ones that you want to hold. And now we're going to probably circle back through all the income generators and like, OK, these are the ones that you actually can make a lot of cash on that you can then dump into your value stocks. And then you can check your watch list that you made with your value stocks and be like, well, that one's still on sale.
So I can use the cash from this, this plan to your weekly pair to actually pick up a couple shares of this or a couple shares of that. It's all a big puzzle. And it's constantly shifting.
And that's why like it's when I try to talk to people about this, I'm like, you have to know like the basic boring part, which is the budgeting and the emergency fund and all that crap. And then you have to know the secondary boring part, which is how to evaluate closing the funds, how to evaluate bonds, how to evaluate preferred shares. Yeah, you get your financial baseline dialed in so that you can actually have money to play with in the stock market so that if things don't come to fruition as fast as you want, you're not up shit Creek.
The reason that you would need to learn the valuation of all the closing the funds, the bonds and all that stuff is so that you can create a watch list like, oh, but here's my watch list. We'll show you my watch list that I've been compiling over the over time. So you want to see how big it is? So I have 112 currently that I watch and I do the update, like a news updates and quarterly reports and all that crap.
And I add to it as time goes on. And so it'll probably be like within like a year or two, this would probably be like 250. But they're like the whole purpose of everything we're teaching you so that you have watch lists so that anytime you have cash, you can then go in.
Okay, is this undervalued? But how do you determine it's undervalued? We taught you that last week. You go in and you look at certain metrics, certain criteria and you'd be like, well, this is still undervalued. Kick ass.
I can put cash into that one. So that's, and then I also do generate the, um, the top 10 chart every week that gives the best valued stocks next week that are going next dividend. So like I give you, I gave you the tools to actually create your own watch list and then I give you ideas every week to actually put on the watch list or actually dump money in right away.
So that's good. Me. Did I do? Did I do good? Well, you should know the portfolio speaks for itself.
Oh my God. This is so funny. We're freaking octopus with guns.
I thought I literally thought it wasn't going to spit it out because AI totally screws the pooch sometimes, but this is the most incredible, incredible octopus ever. And then, um, so that's it for this week. That's, uh, just five new things to look at and hopefully you find them as appealing as I do.
If not. And I actually thought this was a good one to cover cause we actually get questions quite frequently about round hills compared to the Yieldmax since we talk about Yieldmax so much. Um, do you have anything scheduled for next week or in, in the queue or is it no clue yet? No clue.
Cool. Got another week of who the hell knows what? Yeah. But he might stumble on something.
Well, because I know it's super fluid with the news and I know the news is caught, like it does cause things and then we have like that going on. But then I also know that we have, um, so first week of June and second week of June will be the portfolio updates. So that's about all I really know right now.
Okay. So Tim is in a slump, but based on what he said with his detox, he's doing his brains on fire. So I'm sure we'll have something really fun next week.
Tim apparently is out. Well, until next week, see you guys. I'll, I'll come up with something for next week and then I hopefully I'll have like a better idea of what's going on for the near future.
Rightio. Peace out. Later.