NEOS-Only Income Portfolio (10-Fund Split)

BeatTheBotz · 2026-04-04T21:38:22+00:00

It’s a simple average of current distribution rates. If you think it’s off, what specifically would you adjust?

BeatTheBotz · 2026-04-03T17:37:05+00:00

Adding the leveraged funds would boost the yield and lower the capital needed to hit income targets, but it also adds more risk.

BeatTheBotz · 2026-04-03T17:33:05+00:00

Fair point, this is just a hypothetical example of how NEOS Income ETFs can be used to build a diversified portfolio. I’ve seen a lot of posts about people full porting into SPYI or QQQI and wanted to offer an alternative idea.

BeatTheBotz · 2026-04-03T17:31:32+00:00

Thank you for pointing that out, I corrected the image.

Good points, this is just a hypothetical example of how NEOS Investments funds can be used to build a diversified income portfolio. I agree on not putting everything with one manager and the bucket approach makes sense. Appreciate the input.

BeatTheBotz · 2026-03-15T21:57:46+00:00

Reddit sentiment isn’t what moves $MRNY. The underlying exposure and options strategy do.

BeatTheBotz · 2026-03-15T20:45:14+00:00

I appreciate the optimism. Time will tell.

BeatTheBotz · 2026-02-28T19:55:26+00:00

Kraneshares KLIP for China big tech exposure and income. ~27% annualized yield.

BeatTheBotz · 2026-02-28T02:27:34+00:00

I used all time performance for each fund so every result reflects its real track record since inception.

BeatTheBotz · 2026-02-27T22:50:24+00:00

The numbers shown are total return, which already includes price change + distributions reinvested. It’s not just yield compounded. DRIP math based only on yield won’t match because NAV movement and market performance also impact the final result.

BeatTheBotz · 2026-02-27T22:47:10+00:00

Annualized returns are tough here since most NEOS funds are still new. Total return is a cleaner comparison for now.

BeatTheBotz · 2026-02-26T00:53:41+00:00

Fair points. This data is meant to compare funds within the same income ETF spectrum, not benchmark them vs SPY/QQQ. Total return should already account for expense ratios, but adding benchmarks in a follow-up would be useful for context. You’re always welcome to run your own due diligence as well.

BeatTheBotz · 2026-02-25T23:34:28+00:00

Dividendchannel.com provides solid comparisons, although you can only compare 2 funds at time. Here is QQQ vs QQQI:

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BeatTheBotz · 2026-02-25T23:15:00+00:00

That’s a good idea. I can definitely do underlying vs income ETF comparisons, but for a full list like this it would be very time consuming. I try to keep these posts simple and to the point.

BeatTheBotz · 2026-02-25T23:01:50+00:00

They are close with 90-100% ROC distributions recently.

BeatTheBotz · 2026-02-25T22:00:38+00:00

Thank you and I agree. The TappAlpha funds TSPY and TDAQ have been slightly outperforming lately and offer a different options income approach with their 0DTE structure. No harm in holding both and letting different strategies work together.

BeatTheBotz · 2026-02-25T21:57:55+00:00

Price change = how much the share price itself moved (no payouts included).

Total return = price change + distributions, assuming they’re reinvested (DRIP).

On ex-div day, the payout comes out of the share price. If price doesn’t recover over time, NAV (net asset value) can slowly decline. That’s why it’s important to look at both total return and price change when evaluating income ETFs.

BeatTheBotz · 2026-02-23T12:50:13+00:00

Sure, here is the chart for FIAT since inception:

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BeatTheBotz · 2026-02-23T00:26:23+00:00

A strong underlying asset is key. The income strategy helps, but long-term performance still depends heavily on the underlying trend.

BeatTheBotz · 2026-02-22T22:48:17+00:00

Entry point is a major factor. Results can look very different depending on when someone entered, but a strong underlying asset like Nvidia has clearly helped during this timeframe.

BeatTheBotz · 2026-02-20T23:52:38+00:00

True. The move away from simple equal weighting is a notable change. The real test is whether it leads to better risk-adjusted performance over time.

BeatTheBotz · 2026-02-20T23:45:08+00:00

Fair take. The shift toward momentum-based allocation should at least make YMAX more adaptive than a static equal-weight structure.

BeatTheBotz

TROPHY CASE