Ulti Portfolio Update Losses and Strategies

Описание: https://substack.com/@rogerssands

The Intuit "Train Wreck": Now down 42%, the INTU position has become a textbook case of compounding errors. By holding both the declining stock and negative-gamma options, the fund has turned an $8.4M stock loss into a nearly $10M total hole.

The High Cost of Protection: A deep dive into the LITE (Lumentum) vault reveals a $7.8M wipeout in just two trades. The traders effectively "over-insured" against downside risk with expensive puts right before a 43% vertical rally, proving that even a 21% total return can be a massive underperformance.

Casino Earnings & After-Hours Volatility: While ULTY holds the $35 line for now, a 10% drop in A-Labs and an 8% slide in Robinhood (HOOD) post-earnings suggest a $34 handle is imminent.

If you want to understand how did #ulty works and what #yieldmax does to generate options income, this breakdown will give you the insights you need.

If you’ve been wondering “Why is ULTY going up?” or “Why is ULTY going down?” this video has you covered ✅

#incomeinvesting #coveredcall #coveredcalls #etfinvesting #passiveincome #dividendincome #dividendinvesting #optionselling #firemovement #wheelstrategy

⚠️ Disclaimer: I own ULTY. This video is for informational and entertainment purposes only and is not financial advice. Always do your own research before investing.