My Portfolio Review | Monday, April 21, 2025 | Order 100 shares of TSLY shares of JEPQ and VT
Автор: High Yield Dividend Warriors II
Загружено: 21 апр. 2025 г.
Просмотров: 651 просмотр
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Title: My Portfolio Review | Monday, April 21, 2025 | Order 100 shares of TSLY shares of JEPQ and VT
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Disclaimer: The content shared on this channel reflects my personal investment journey and is intended for informational and entertainment purposes only. I am not a licensed financial advisor, certified expert, or professional in the finance industry. All strategies and opinions expressed are my own and may not be suitable for your individual financial situation. Investing involves risk, including the potential loss of capital. Please conduct your own research or consult a qualified financial advisor
before making any investment decisions.
Timeline:
Jan 2023 - Start Investment Journey by opening a Charles Schwab account with $200
Jul 2023 - Reach the $10,000 account value, $500 monthly dividend income
Jul 2023 - First Time Using Margin, bought 50 shares of BITO
Aug 2023 - Reached $2,000 monthly dividends goal
Sep 2023 - Bought QQQY and JEPY, the first zero-DTE ETFs
Oct 2023 - I bought (1) share of Tesla (TSLA) stock for $242
Nov 2023 - Enter new positions for SoFi, TSLT, and TSLP
Nov 2023 - Reached $3,000 monthly dividends
Dec 2023 - Reached $5,000 monthly dividends | All-in on QQQY
Jan 2024 - Reached $6,000 per monthly income, but i have $50k of margin
Mar 2024 - Own all YieldMax and Defiance income ETFs
May 2024 - Reached $7,000 monthly dividend income / bought (1) share of NVDIA
Jun 2024 - Reached $8,000 monthly dividend income
Jul 2024 - Reached $9,000 monthly dividend income, 1,000 shares ULTY
Aug 2024 - Reached $10,000 monthly income, open RobinHood Account to get the 2nd 10k
Sep 2024 - Transferred from Charles Schwab to Robinhood
Oct 2024 - Reached all time high, $31k per month income, because of MSTY paying $4.19
Nov 2024 - Reached all time high, $31k per month income, because of MSTY paying $4.42
Dec 2024 - Reached $40k per month income
Mar 2025 - Margin Call 8k (sold 500 shares of NVDY and 200 shares of MSTY)
Apr 2025 - Robinhood raised MSTY to 70% margin maintenance, start Transferring account to CS
My core ETFs strategy to generate income:
CONY, YieldMax COIN Option Income Strategy ETF
NVDY, YieldMax NVDA Option Income Strategy ETF
TSLY, YieldMax TSLA Option Income Strategy ETF
ULTY, YieldMax Ultra Option Income Strategy ETF
MSTY, YieldMax MSTR Option Income Strategy ETF

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