FEPI w/ YieldMax
Today’s Change (Mar 5, 2026)
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About
Daily mix: 20% in FEPI for income, plus 80% split between the two YieldMax single‑stock option‑income ETFs with the best recent (~1‑month) performance. Seeks high income with a momentum tilt; concentrated in big‑tech and can be volatile.
Each day: 1) Put 20% into FEPI, an income-focused tech/innovation ETF. 2) Look at the past ~month of performance for a list of YieldMax funds (each tied to a single big-name stock). 3) Buy the top two performers and split the remaining 80% equally between them.
These YieldMax funds try to pay high monthly cash by selling options on their linked stocks. That income comes with trade-offs: gains are capped, prices can still fall, and payouts vary. The mix ends up very tech-heavy most of the time.
Out-of-sample edge: ~58.8% annualized return vs ~30.5% for the S&P; Sharpe ~1.84 vs 1.45; Calmar ~3.79; beta ~1. A tech-heavy, income-focused strategy using momentum rotation, offering higher upside with disciplined risk relative to the S&P.
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Invest in this strategy
OOS Start Date
Apr 2, 2025
Trading Setting
Daily
Type
Stocks
Category
Etf, option-income, momentum rotation, tech-heavy, daily rebalance, income-focused
Tickers in this symphonyThis symphony trades 18 assets in total
Ticker
Type
AMDY
YieldMax AMD Option Income Strategy ETF
Stocks
AMZY
YieldMax AMZN Option Income Strategy ETF
Stocks
APLY
YieldMax AAPL Option Income Strategy ETF
Stocks
CONY
YieldMax COIN Option Income Strategy ETF
Stocks
DISO
YieldMax DIS Option Income Strategy ETF
Stocks
FBY
YieldMax META Option Income Strategy ETF
Stocks
FEPI
REX FANG & Innovation Equity Premium Income ETF
Stocks
GOOY
YieldMax GOOGL Option Income Strategy ETF
Stocks
Stocks
MRNY
YieldMax MRNA Option Income Strategy ETF
Stocks