tiprankstipranks

My Yield Max Portfolio - New Portfolio

PerformancePortfolio Details

Trade Buddy

My Yield Max Portfolio
Individual Investor
Ranked #695,457 out of 859,299 TipRanks' Investors
Success Rate
57%
40 out of 70
profitable transactions
Average Return
-11.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.14%
6-Month Return▼ 32.54%
12-Month Return▼ 26.60%
YTD Return▼ 26.95%
Total Return▼ 59.40%

Best Trade

AssetYieldMax CO... (CONY)
Opened at
Closed at
Gain▲ 53.82%

Bio

Seeking to generate monthly income by pursuing an options-based strategy on one or more of the underlying securities.

Performance

18.78%0-18.78%
▲ 12.88%
▲ 3.56%
▲ 3.97%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 2.42%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 10.06%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 3.05%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 14.20%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 18.78%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.62%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 5.48%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.97%
▲ 10.96%▲ 2.38%▼ 2.42%
▼ 3.68%▲ 0.19%▼ 10.06%
▼ 0.10%▲ 0.08%▼ 3.05%
▲ 4.06%▲ 1.47%▼ 14.20%
▼ 1.12%▼ 0.86%▼ 18.78%
▲ 0.60%▼ 4.94%▼ 0.62%
▲ 12.62%▲ 7.63%▲ 5.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AIYY
YieldMax AI Option Income Strategy ETF
1.4%
▼ 42.93%
17
Buy
Mar 29, 2026
FZILX
Fidelity International Index Fund
0.49%
▲ 5.46%
4
Buy
Mar 29, 2026
FZROX
Fidelity Total Market Index Fund
0.49%
▲ 4.68%
5
Buy
Mar 29, 2026
QQQI
NEOS Nasdaq 100 High Income ETF
0.24%
▲ 4.70%
5
Buy
Mar 29, 2026
SPYI
NEOS S&P 500 High Income ETF
0.24%
▲ 3.15%
5
Buy
Mar 29, 2026
FDVV
Fidelity High Dividend ETF
0.28%
▲ 4.45%
3
Buy
Mar 29, 2026
FSRNX
Fidelity Real Estate Index Fund
0.28%
▲ 4.05%
3
Buy
Mar 29, 2026
FTEC
Fidelity MSCI Information Technology Index ETF
0.3%
▲ 10.93%
3
Buy
Mar 29, 2026
FNILX
Fidelity ZERO Large Cap Index Fund
―
▼ 1.82%
2
Close
Feb 23, 2026
FZIPX
Fidelity ZERO Extended Market Index Fund
―
▼ 1.71%
2
Close
Feb 23, 2026
BCHG
Grayscale Bitcoin Cash Trust (BCH)
34.59%
▼ 25.04%
8
Sell
Feb 08, 2026
LTCN
Grayscale Litecoin Trust (LTC)
2.05%
▼ 12.86%
5
Open
Jan 26, 2025
ETCG
Grayscale Ethereum Classic Trust (ETC) Registered Accred Inv
3.02%
▼ 60.51%
2
Buy
Nov 10, 2024
CONY
YieldMax COIN Option Income Strategy ETF
―
▲ 40.85%
4
Close
Jul 07, 2024
XYZY
YieldMax XYZ Option Income Strategy ETF
―
▲ 6.43%
4
Close
Jul 07, 2024
PYPY
YieldMax PYPL Option Income Strategy ETF
―
▲ 1.69%
5
Close
Jul 07, 2024