YieldMax Portfolio Ideas

Curated portfolio strategies for different investment goals

The Steady Income Portfolio

Low Risk
Target Yield 45-55%
Monthly Income $375-458/10k
Volatility Medium

Allocation

JEPI JPMorgan Equity Premium Income 40%
XYLD Global X S&P 500 Covered Call 30%
QYLD Global X NASDAQ 100 Covered Call 20%
RYLD Global X Russell 2000 Covered Call 10%

Perfect for retirees or conservative investors seeking steady monthly income with lower volatility than individual YieldMax funds.

The YieldMax Starter

Medium Risk
Target Yield 75-85%
Monthly Income $625-708/10k
Volatility High

Allocation

NVDY NVIDIA Income ETF 25%
TSLY Tesla Income ETF 25%
APLY Apple Income ETF 25%
AMZY Amazon Income ETF 25%

A diversified entry into YieldMax ETFs focusing on major tech companies with established covered call strategies.

The Volatility Hunter

High Risk
Target Yield 100-140%
Monthly Income $833-1,167/10k
Volatility Very High

Allocation

PLTY Palantir Income ETF 30%
MSTY MicroStrategy Income ETF 30%
CONY Coinbase Income ETF 20%
NVDY NVIDIA Income ETF 20%

Maximum income potential targeting the highest volatility stocks. Only for experienced investors comfortable with significant price swings.

The Balanced Growth

Medium Risk
Target Yield 60-70%
Monthly Income $500-583/10k
Volatility Medium

Allocation

YMAX YieldMax Universe Fund 40%
JEPI JPMorgan Equity Premium 30%
TSLY Tesla Income ETF 15%
NVDY NVIDIA Income ETF 15%

Balances high-yield potential with stability through diversification across YieldMax and traditional covered call funds.

The Sector Diversified

Medium Risk
Target Yield 80-90%
Monthly Income $667-750/10k
Volatility Medium-High

Allocation

NVDY Tech - NVIDIA 20%
TSLY Auto - Tesla 20%
XOMO Energy - Exxon 20%
JPMO Finance - JPMorgan 20%
DISO Consumer - Disney 20%

Spreads risk across multiple sectors while maintaining high yield potential through YieldMax's covered call strategies.

The FIRE Portfolio

High Risk
Target Yield 90-110%
Monthly Income $750-917/10k
Volatility High

Allocation

PLTY Palantir Income ETF 20%
MSTY MicroStrategy Income ETF 20%
NVDY NVIDIA Income ETF 20%
TSLY Tesla Income ETF 20%
GOOY Google Income ETF 20%

Designed for Financial Independence, Retire Early enthusiasts seeking maximum income to replace employment wages.

Build Your Custom Portfolio

Use our advanced tools to create and optimize your perfect YieldMax portfolio

Portfolio Optimizer Income Calculator