March 2025 High Yield Income Funds Overview & Stock Market Update | Ep.59 (U.S.) скачать в хорошем качестве

March 2025 High Yield Income Funds Overview & Stock Market Update | Ep.59 (U.S.)

00:00 Markets Review 04:05 S&P 500 Based Income ETFs 06:44 S&P 500 (Classic) 10:06 S&P 500 (0DTE) 13:59 NASDAQ-100 (Classic) 16:05 NASDAQ-100 (0DTE) 17:33 Russell 2000 20:26 Global, Alternative, Sector ETFs 24:00 Bitcoin Income ETFs 24:56 Tech is on SALE + Reminder Sponsor Disclaimer: Important information about YieldMax ETFs BEFORE INVESTING YOU SHOULD CAREFULLY CONSIDER EACH FUND’S INVESTMENT OBJECTIVES, RISKS, CHARGES AND EXPENSES. THIS AND OTHER INFORMATION IS IN THE PROSPECTUS (866) 864-3968. PLEASE READ THE PROSPECTUSES CAREFULLY BEFORE YOU INVEST. Underlying Security Risk: Each Underlying YieldMax™ ETF invests in options contracts based on the value of its Underlying Security. This subjects each Underlying YieldMax™ ETF to certain risks as if it owned shares of its Underlying Security, even though it does not. As a result, each Underlying YieldMax™ ETF is subject to the risks associated with the industry of the corresponding Underlying Issuer. Derivatives Risk: Derivatives are financial instruments deriving value from the underlying reference asset or assets, such as stocks, bonds, or funds (including ETFs), interest rates, or indexes. Each Underlying YieldMax™ ETF’s investments in derivatives may pose risks beyond those associated with directly investing in securities or other ordinary investments. Non-Diversification Risk. Because the Fund is “non-diversified,” it may invest a greater percentage of its assets in the securities of a single issuer or a smaller number of issuers than if it was a diversified fund. New Fund Risk:The Fund is a recently organized management investment company with no operating history. Prospective investors do not have a track record or history on which to base their investment decisions. The funds are distributed by Foreside Fund Services, LLC. Foreside is not affiliated with YieldMax. Covered Call Strategy Risk: When the Fund sells call options, it receives cash but limits its opportunity to profit from an increase in the market value of the underlying asset to the exercise price (plus the premium received). The maximum potential gain on the underlying asset will be equal to the difference between the exercise price and the purchase price of the reference asset at the time the option is written, plus the premium received. In a rising market, the option may require an underlying asset to be sold at an exercise price that is lower than would be received if the underlying asset was sold at the market price. If a call expires, the Fund realizes a gain in the amount of the premium received, but because there may have been a decline (unrealized loss) in the market value of the reference asset during the option period, the loss realized may exceed such gain. If the underlying asset declines by more than the option premium the Fund receives, there will be a loss on the overall position. Additionally, because the Fund engages in daily sales of 0DTE options (zero days to expiration), the Fund may experience heightened volatility and rapid loss realization if market movements cause the sold options to be exercised before the end of the day, creating short term losses that may affect daily returns. By selling out-of-the-money call options, the Fund’s upside potential is further limited, as any gains in the Index’s value beyond the strike price of the sold calls may result in losses on these positions, reducing potential gains from the Fund’s synthetic exposure. While the premiums generated provide income, they may not fully protect against losses if the Index declines significantly. The deep-in-the-money calls used for synthetic exposure may not offer the same performance as directly holding the Index, leading to potential tracking issues where the Fund’s returns may diverge from the Index’s daily movements. Options Contracts. The use of options contracts involves investment strategies and risks different from those associated with ordinary portfolio securities transactions. The prices of options are volatile and are influenced by, among other things, actual and anticipated changes in the value of the underlying instrument, including the anticipated volatility, which are affected by fiscal and monetary policies and by national and international political, changes in the actual or implied volatility or the reference asset, the time remaining until the expiration of the option contract and economic events. **PII Inner Circle Membership** Join:    / @passiveincomeinvesting   **1 on 1 Coaching Session** https://www.passiveincomeinvesting.ca/ **The Ultimate DIY Investing Package** https://passiveincomeinvesting.ca/pro... **The Ultimate Covered Call ETF Guide** https://passiveincomeinvesting.ca/pro... #passiveincome #investing #dividendincome #financialfreedom #livingoffdividends #covered call #high yield #income