It has been a good month for my portfolio. Not the best, but good. Truth be told, this portfolio can swing more in a month in either direction than it did this month. Only 10% of my distributions are being reinvested and 10% of my other modest income is being invested into the account. In other words, most of this month's increase came from NAV appreciation. I have intentionally concentrated in semiconductor/AI sectors because I believe they currently have enough wind in the sailto sustain the option strategies these funds use to pay income. I have been using this income since April 2026, so, about 5 months now. Through that time my portfolio has seen a high of a little north of $20k and has also dropped as low as about $14k. So, it's a wild ride, but market conditions have allowed this income to be robust overall. $YRAM didn't pay a dividend the first week of September. Also, $DRMY was a bit smaller at the beginning of the month. I was also in $SEMY which had done great, but, "diversified" Yield Boost funds get decimated by choppy markets. They do well in bull runs, well in sharp downturns (it will lose NAV but protective puts help a lot if the market is really tanking), and terribly in choppy markets. So, I took the money out of SEMY and put that money in YRAM and also bought more DRMY. When we had a dip in semiconductors, I continued to buy DRMY. While DRMY was green, I bought YRAM. $VGTX will be coming out in October and I expect to buy it pretty much as soon as it comes out. It will start off as a modest position but will grow significantly when I get my $15,000 windfall in November/December of 2026. $CHPY was a great opportunity and I entered it heavily with an average cost basis of about $57 per share. So, CHPY is currently the majority of my portfolio (by which I mean almost all of it!). I am currently working to get my portfolio to 130% of my budget. Once that target is achieved, I will start buying equity funds with less aggressive option overlays and start diversifying for the sake of diversification rather than diversifying only through opportunities that surface.
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5 Comments
Ash Cookaaa@Danie · 1mo
I have 200 shares of each CHPY and GPTY which I am happy with, and I have been considering DRMY. You got into CHPY at a great price! I got in at around $64.
Lync Elliott
@Vanessaaaaaaa · 1mo
Do you think chpy is too much now?
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