Portfolio Optimizer

Build the perfect YieldMax portfolio tailored to your income goals and risk tolerance

Choose Your Investment Strategy

⚖️

Balanced Income

Mix of high and moderate yields for steady income

🚀

Maximum Yield

Focus on highest yielding ETFs for maximum income

🛡️

Conservative

Lower volatility ETFs with stable distributions

🎯

Custom Build

Create your own portfolio from scratch

Fine-Tune Your Portfolio

Conservative Moderate Aggressive
Growth Focus Balanced Income Focus
10% 30% 50%

Select ETFs for Your Portfolio

Click to add or remove ETFs. Adjust allocations in the summary panel.

MSTY
90.27%
MicroStrategy
PLTY
139.94%
Palantir
NVDY
85.21%
NVIDIA
TSLY
67.43%
Tesla
CONY
73.15%
Coinbase
APLY
42.38%
Apple
GOOY
38.76%
Google
AMZY
45.92%
Amazon
NFLY
58.34%
Netflix
DISO
35.67%
Disney

Portfolio Summary

MSTY 30%
PLTY 40%
TSLY 30%
Weighted Yield
99.2%
Monthly Income
$827
Risk Score
7.2
Diversification
Good

Portfolio Analysis

Allocation Breakdown

Income Projection

AI-Powered Recommendations

Best Overall

Balanced High-Yield Portfolio

This portfolio balances high yield with moderate risk, perfect for steady monthly income.

  • ✓ 35% PLTY - Highest yield anchor
  • ✓ 25% MSTY - Volatile but rewarding
  • ✓ 20% NVDY - Tech sector exposure
  • ✓ 20% TSLY - EV market play
Expected Annual Yield: 95.8%

Conservative Income

Lower volatility option focusing on established companies with covered calls.

  • ✓ 40% APLY - Apple stability
  • ✓ 35% GOOY - Google's consistency
  • ✓ 25% DISO - Disney dividend play
Expected Annual Yield: 38.9%

Maximum Income Hunter

Aggressive portfolio targeting the highest possible yields with higher volatility.

  • ✓ 50% PLTY - Maximum yield focus
  • ✓ 30% MSTY - Crypto correlation
  • ✓ 20% NVDY - AI boom exposure
Expected Annual Yield: 105.1%

Important: High yields come with high risks. Past performance doesn't guarantee future results. Always do your own research.