We discussed YieldMax ETF’s back on 4/1/24. We noted that there are trade offs. One trade off is limiting capital appreciation for consistent monthly dividends. Another trade off to consistent monthly dividends is exposure to full participation of drawdowns.  My YieldMax Rotation Strategy is to use a bullish/bearish crossover of the 10/20 MA’s as the buy/sell signal limits the downside drawdowns while participating in the capital appreciation.

With that said, it is time to take closer look at APLY & TSLY.

Both APLY and TSLY have been in a downtrend over the past 10 months. Both delivered buy signals this week. APLY averaged a monthly distribution of .4065 over this period which is an annualized 28.6% return. TSLY averaged a monthly distribution of 1.1909 over this period which is an annualized 93.32% return. With both APLY and TSLY delivering buy signals there is the potential for higher yields on the monthly distributions. Combined that with the potential of capital appreciation makes me appreciate these YieldMax ETFs.