ULTI yields 37.98% · NOBL yields 2.14%● Live data
📍 ULTI pulled ahead of the other in Year 1
Combined, ULTI + NOBL 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 →The fund will invest at least 80% of its total assets in component securities of the index. The index contains a minimum of 40 stocks, which are equally weighted, and no single sector is allowed to comprise more than 30% of the index weight. It seeks to remain fully invested at all times in securities and/or financial instruments that, in combination, provide exposure to the returns of the index without regard to market conditions, trends or direction.
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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.