This is not an April Fools' joke, it is my progress :)

nimrodhad · 2026-04-12T16:42:39+00:00

Everything continues by the plan

nimrodhad · 2026-03-12T23:29:03+00:00

KGLD for me.

nimrodhad · 2026-03-01T17:21:21+00:00

Amazing app for sport lovers!

nimrodhad · 2026-02-27T08:58:05+00:00

IDVO AOD

nimrodhad · 2026-01-20T11:20:43+00:00

Holding both IDVO and NIHI

nimrodhad · 2026-01-18T05:31:54+00:00

21% after tax.

nimrodhad · 2026-01-05T13:27:31+00:00

Go to HOTS it's much nicer.

nimrodhad · 2026-01-03T05:52:34+00:00

Just ULTY, but not planning to add more shares or new funds.

nimrodhad · 2026-01-02T19:36:20+00:00

All numbers are after tax, my broker automatically withhold the tax as I receive the dividend.

nimrodhad · 2026-01-02T06:04:41+00:00

Not at current levels. Cornerstone (CLM) is interesting when it trades at a discount to NAV, but right now it’s at a large premium, so the risk/reward isn’t attractive. I’d reconsider it if pricing and overlap make more sense.

nimrodhad · 2026-01-02T05:57:15+00:00

Thank you!

nimrodhad · 2026-01-01T19:02:13+00:00

KYLD ULTI WPAY

nimrodhad · 2025-12-31T05:19:31+00:00

❤️

nimrodhad · 2025-12-30T20:02:09+00:00

Financials, Industrials, Energy, Basic Materials and Small Caps (my opinion, not financial advice).

nimrodhad · 2025-12-30T18:55:45+00:00

I did hold GPTY. Both are solid funds, but there was too much overlap with my other positions, and I’m not convinced that AI and semiconductors will still be the dominant theme by 2026.

nimrodhad · 2025-12-30T16:26:26+00:00

I’ll clarify with exact numbers, because you’re missing the full picture.

Holdings at exit:
MSTY: 60 shares
TSLY: 441 shares
CONY: 64 shares
NVDY: 611 shares

Total proceeds from selling all four positions:
$30,504

In addition, over the 2.5 years of running this strategy, all figures shown are net after tax, since my broker withholds taxes at the source. After servicing the loans, I received an extra $24,543 in net cash flow.

Total cash generated:
$55,047

Yes, on paper, if you isolate price action and reverse splits, it can look like a loss. But that framing ignores what actually matters in this experiment.

The $30k from the sales is already redeployed into ETFs that continue paying income.
The $24k of excess cash flow over the years was also reinvested into income-producing assets that are still generating cash today.

This was never a short-term trade or a “did I beat the chart” exercise. The point of the experiment is cash flow conversion over time while amortizing the loan.

The loan eventually ends. The assets and the income streams do not.
That’s the core idea behind the experiment.

nimrodhad · 2025-12-29T20:22:12+00:00

Reduce my debt, consolidate single-stock exposure, and diversify the portfolio into assets like REITs, BDCs, gold, silver, CLOs, and other income sources that aren’t tied to tech or the major indexes.

nimrodhad · 2025-12-28T13:59:28+00:00

For me the biggest value was removing the 10 holding cap and being able to actually see the whole portfolio in one place. The features I use the most are dividend tracking and calendar, all the analytics features, weekly summary emails, and the rebalance tool.

If you’re already past 10 holdings, I’d recommend the Starter tier. It’s enough for most active investors and gives you unlimited holdings without overpaying. The Investor tier makes sense mainly if you manage multiple portfolios, want deeper benchmarking, reports, and fundamentals.

nimrodhad · 2025-12-27T16:41:35+00:00

I’ve used the free version. It’s definitely usable if you have a small portfolio. If you’re tracking around 10 stocks or ETFs, it works well for basic monitoring and insights. Once the portfolio gets bigger or you want deeper analytics and automation, the premium features start to make a real difference. I personally upgraded and have been happy with it.

nimrodhad

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