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ULTY has been one of my biggest income experiments — and now it’s at a crossroads.
In this update, I break down exactly how ULTY has performed, what’s driving the continued NAV decline, and whether it still makes sense to hold for income or finally cut losses and redeploy the capital elsewhere.
This isn’t theory or hype. I’m walking through real numbers, real income, and real risk, including how recent strategy changes have impacted results and what I’m watching before making my next move.
If you’re holding ULTY — or thinking about buying it — this breakdown will help you decide whether the income is worth the downside.
This video is for educational purposes only and is not financial advice.
Comment below:
Are you holding ULTY… or would you exit here?
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— TIMESTAMPS —
00:00 ULTY Experiment Overview & Big Question
00:40 Why I Bought ULTY (July Entry Explained)
01:20 Share Price & Split Impact
02:10 Ongoing NAV Decay Despite Adjustments
02:55 Total Return & Reinvesting Dividends
03:45 Income Drop & Why It Matters
04:30 Real-World Income Example & Risks
05:15 Current Portfolio Status & Losses
06:00 Should I Hold, Trim, or Sell?
07:00 Viewer Opinions & Final Thoughts
08:05 Wrap-Up and Next Steps
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