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YieldMaxMAX
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About

An aggressive, YieldMax-focused rotation. It chooses the sub-strategy with the biggest recent swings, then holds 1–2 option‑income ETFs tied to major stocks using momentum/volatility/RSI signals, with small defense or cash sleeves in some versions.
NutHow it works
It rotates among several YieldMax-heavy playbooks and picks the one that’s been moving the most over ~4 months. Inside that, it holds 1–2 YieldMax ETFs (funds that sell options on big names like TSLA/NVDA for income) based on recent winners, big movers, or low RSI (recently beaten up). Some sleeves add XAR (defense) or MINT (cash-like). Rebalances only if weights drift >5%.
CheckmarkValue prop
An income-driven volatility-rotation strategy that hunts the top YieldMax movers. Out-of-sample returns ~29.7% p.a. with beta ~0.89, Calmar ~2.06, and max drawdown ~14.4%, offering diversification and income versus the S&P 500 with a different risk profile.
Invest in this strategy
OOS Start Date
Apr 2, 2025
Trading Setting
Threshold 5%
Type
Stocks
Category
Yieldmax option-income, momentum rotation, volatility targeting, rsi/mean-reversion, ai/tech tilt, defense tilt, tactical allocation
Tickers in this symphonyThis symphony trades 0 assets in total
Ticker
Type