ULTI yields 37.98% · ADC yields 4.13%● Live data
📍 ULTI pulled ahead of the other in Year 1
Combined, ULTI + ADC cover 0 of 12 months — good coverage
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ULTI aims to provide weekly cash distributions by combining equity exposure, options trading, and short-term US Treasuries. The fund holds a portfolio of 1530 US-listed stocks or equivalent synthetic positions created through options. Security selection is based on a quantitative process that targets names with high implied volatility and strong liquidity to enhance option premium income and dividend yield. Income is primarily generated from options strategies, which include writing covered calls, selling put options, and using call spreads to collect premiums. Note that while this approach offers consistent income, it also caps upside potential if stock prices rise significantly. To manage risk, each written option is offset by a lower-delta purchased option to limit potential losses during market downturns. Up to 10% of assets may be held in short-term U.S. Treasuries or cash, providing collateral and earning interest income.
Full ULTI Calculator →Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million square feet of gross leasable area. The Company's common stock is listed on the New York Stock Exchange under the symbol ADC.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.