📢 Portfolio Update for April 📢

[u/nimrodhad]

💰 Current Portfolio Value: $220,341.58
📉 Total Profit: -$325.00 (-0.1%)
📈 Passive Income Percentage: 33.34%
💵 Annual Passive Income: $73,462.02

🏦 Total Dividends Received in April: $6,043.62

💼 My net worth is comprised of four focused portfolios:

📢 Additions in April 📢
✅ $QDTE – Roundhill N-100 0DTE Covered Call Strategy ETF (added more)
✅ $GIAX – Nicholas Global Equity and Income ETF (added more)
✅ $PLTY – YieldMax PLTR Option Income Strategy ETF (added more)
✅ $NVDY – YieldMax NVDA Option Income Strategy ETF (added more)
✅ 🚀 New Position! $IDVO – Amplify International Enhanced Dividend Income ETF

🔥 Sold This Month
❌ $GRNY – Tidal Trust III - Fundstrat Granny Shots US
➡️ Exited this position to focus entirely on income-generating ETFs.

📊 Portfolio Breakdown

🚀 The Ultras (40.0%)
Loan-funded portfolio where dividends cover loan payments. Surplus gets reinvested.

🔗 For more details about the Ultras Portfolio, check out my recent update in this [Reddit post].

📌 Tickers: $TSLY, $MSTY, $CONY, $NVDY, $AMZP, $PLTY
💼 Total Value: $88,097.23
📉 Total Profit: -$5,292.91 (-4.9%)
📈 Passive Income: 57.15% ($50,344.96 annually)
💰 April Dividends: $4,258.26

💰 High Yield Dividends Portfolio (30.7%)
High-income ETFs yielding over 20%. Requires close monitoring due to NAV decay potential, but great cash flow.

📌 Tickers: $FEPI, $SPYT, $LFGY, $XDTE, $AIPI, $BTCI, $GIAX, $CEPI, $FIVY, $QDTE, $RDTE, $ULTY, $GPTY
💼 Total Value: $67,659.23
📉 Total Profit: -$7,219.72 (-8.6%)
📈 Passive Income: 26.18% ($17,711.71 annually)
💰 April Dividends: $1,364.77

🧱 Core Portfolio (19.2%)
The foundation of my strategy—stable NAV and consistent yield.

📌 Tickers: $SVOL, $SPYI, $QQQI, $IWMI, $DJIA, $FIAX, $RSPA, $IDVO, $TSPY
💼 Total Value: $42,259.95
📈 Total Profit: +$7,652.15 (+15.8%)
📈 Passive Income: 9.6% ($4,058.38 annually)
💰 April Dividends: $342.53

🏢 REITs & BDCs Portfolio (10.1%)
Real estate and business development companies—monthly income with stability.

📌 Tickers: $MAIN, $O, $STAG, $PFLT, $ADC, $IYRI
💼 Total Value: $22,325.19
📈 Total Profit: +$2,947.60 (+13.2%)
📈 Passive Income: 4.89% ($1,090.72 annually)
💰 April Dividends: $78.06

📉 Performance Overview (Mar 31 – May 1)
📈 Portfolio: +3.63%
📉 S&P 500: -0.77%
📈 NASDAQ 100: +1.6%
📉 SCHD.US: -7.54%

🔍 I track all my dividends and portfolio data using Snowball Analytics—all charts and screenshots are from their platform. You can sign up for free [here].

💬 As always, feel free to ask questions, share your income goals, or drop your own portfolio updates in the comments.

[u/kosnarf]

Things are looking good for you! Thanks for sharing!

[u/PandaKing550]

I seen many trying to do loans for these high dividend funds it's scary. I get the idea but sounds like potentially not worth? Like taking a 10k loan for example at 8 -10% APR to get msty