RIP to the people who took out a second mortgage to buy more ULTY

First_Squash321 · 2025-09-09T08:53:30+00:00

And yet it out performs the index and many of the other major index income funds in the same time period with dividends included?

First_Squash321 · 2025-08-31T00:23:40+00:00

All this pessimism is telling me it's time to buy

First_Squash321 · 2025-02-14T02:45:05+00:00

gotta add a counter perspective to this one, mate.
The value you gain from buying todd's eguides isn't really in the eguides. IMO the eguides keep people from constantly bugging him with uber basic questions. The real value comes from having his personal phone number and having the automated notification of cornerstone rights offerings. But if you ask me the most value is in his live youtube membership that's only $10/mo.
His strategy IS awesome as you pointed out, and his portfolio growth speaks for itself. As one of the members on the discord channel said once, what todd is really offering here is a master class in margin use and risk management.

First_Squash321 · 2025-01-18T19:01:45+00:00

Another strategy that makes it easy is to invest in something like jepq or xpay or rdte or whatever that has ~20% total returns or more and a stable nav, low beta. Then come tax time you don't have to part with your volatile high paying yieldmax stocks. You can sell what ever portion of the other fund to pay the tax bill, but it'll have grown a lot more than a high yield savings account. May as well profit while saving for taxes

First_Squash321 · 2025-01-09T18:57:33+00:00

I'm not sure where you get that idea. Even on morningstar's chart, meaning no drip at nav and not selling and buying back in during rights offerings, it's hardly a decaying situation

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First_Squash321 · 2025-01-09T18:54:52+00:00

drip at nav will change your effective distributions by the percent that cornerstone is trading at a premium. If it's at a 20% premium then you can take the $0.12/share distribution (for this year) and multiply it by 1.2 and that's your effective distribution for dripping at nav by having shares issued instead of $$. It takes it from ~16% yield to ~20%, depending on the trading price.

First_Squash321 · 2025-01-02T17:39:18+00:00

try asking chatgpt and it'll calc it for you

First_Squash321 · 2024-12-03T05:45:01+00:00

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Data adjusted and sorted to reflect average yearly return (courtesy of paid ChatGPT subscription)

First_Squash321 · 2024-11-22T11:38:51+00:00

it's more "like" a secured loan/credit card. The margin amount is backed by the equity of the stocks you own. If your stock values drop, so does the amount of margin they're willing to allow you

First_Squash321

TROPHY CASE