ULTI yields 37.98% · FCPT yields 6.05%● Live data
📍 ULTI pulled ahead of the other in Year 1
Combined, ULTI + FCPT 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 →FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.
Full FCPT Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.