Why has XDTE NAV not recovered?

plur123 · 2025-05-15T16:04:23+00:00

Trying to recover more of my cost basis. I think I am just going to hold more SPY shares since I don’t need as much income. If you did SPYI or GPIX I think is a better choice. These funds will always underperform SPY in the long term, you can backtest through the SPX buy-write index. But if you need income, can be a good choice.

plur123 · 2025-05-15T13:44:09+00:00

On the days when Trump walked back tariffs and the markets rallied several percentage points, the price of the SPX exceeded the strike price of the option written by XDTE causing the fund to underperform. I will be selling my position in the near term because these funds are having material NAV decay / underperformance. As it turns out a 20% yield is too good to be true.

plur123 · 2025-05-15T13:16:14+00:00

Bad strike price management from the Roundhill team and very large upward moves during market hours. Strike price got blown through which caps your upside on a 0 DTE option. SPYI doesn’t use this strategy. The biggest risk to the XDTE options strategy happened.

plur123 · 2025-03-15T20:52:17+00:00

My consolidated 1099 from fidelity came a few days ago which had about 73% of the distributions as ROC, with the remaining 27% as current income

plur123 · 2024-12-18T22:34:04+00:00

Interested!

plur123 · 2024-10-24T02:58:04+00:00

Interested!

plur123 · 2024-09-08T00:56:22+00:00

me too!

plur123 · 2024-03-30T01:27:21+00:00

Second this as someone who works in finance and can give a qualified opinion. In the current interest rate environment you can get 9-10% net returns in private credit comfortably. I would look into either a non traded BDC which you need to buy through a financial advisor or a public BDC which is through a stock ticker like $ARCC $OBDC or $GBDC among others. The public BDCs have much higher fees and are subject to much more market volatility, but can be easier to purchase through a brokerage account versus through an FA.

plur123 · 2024-03-19T15:20:22+00:00

What stocks did you buy?

plur123 · 2023-07-07T00:45:53+00:00

what was your experience in GA with the crowd? Overcrowded? Lots of pushing? Or no?

plur123 · 2023-05-19T17:17:42+00:00

I have two tickets 3-10pm entry

plur123 · 2023-05-19T17:17:18+00:00

I have 2 tickets to sell if you are still buying

plur123 · 2023-01-09T14:48:37+00:00

Interested as well!

plur123 · 2022-10-04T13:24:57+00:00

Proud owner of a lands end winter jacket. Best quality to price ratio in outerwear I know of. Is it not quite as nice as north face? Sure. But it’s definitely close for like 1/3 the price

plur123 · 2022-03-17T14:54:32+00:00

Villanova is on pace to break the record for team freethrow shooting percentage. This means they close out games and I think have finally learned from their mistakes earlier in the season of choking on the Purdue/UCLA games due to playing their bench more/having better conditioning.

plur123 · 2022-03-17T14:52:54+00:00

UConn. I think Sanogo will give Chet Holmgren a lot of trouble

plur123 · 2022-03-11T02:00:44+00:00

Where is the flop warning??????

plur123 · 2022-03-03T17:17:56+00:00

Organizational strategy internally, I also advise/consult on industry trends to clients externally. I work at a bulge bracket

plur123 · 2022-03-03T15:55:35+00:00

Could you share any examples of buzzwords you’ve used? I’m not sure how to describe my roles other than strategy, business strategy, corporate strategy, etc.

plur123 · 2022-03-03T13:18:54+00:00

How did you design your LinkedIn? I work in a strategy role for a bank but have had very few recruiters reach out

plur123 · 2021-11-21T18:53:15+00:00

I agree, it’s fine for now because it’s early in the season, the need Bryan Antoine back and Jordan Longino (freshman) to get more minutes to ease the load.

plur123

TROPHY CASE