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Most investors argue about income vs DRIP vs reinvestment — but very few actually track what’s growing.
In this video, I break down ULTY using real data to answer one simple question:
Is it better to take the income, DRIP it back in, or reinvest elsewhere?
Instead of guessing, we let the numbers decide.
Using my Simply Money Cash Flow Engine, I track:
Income taken as cash
Full DRIP back into ULTY
Reinvesting distributions into other funds
Total return across each strategy
This isn’t theory or a perfect backtest.
It’s how income actually behaves when distributions hit your account.
If you invest in high-yield or options-based ETFs and want clarity on:
what’s really compounding
what’s just paying you back your own money
and how total return actually works
this breakdown is for you.
This video is for educational purposes only. It is not financial advice. Always do your own research.
Want the spreadsheet used in this video?
You can find it linked in the description / Buy Me a Coffee page.
If you find this helpful, hit like, subscribe, and share — it helps more people learn how income actually works.
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— TIMESTAMPS —
00:00 – Income vs Yield vs Total Return
01:10 – Why Cash Flow Tracking Matters
02:25 – Cash Flow Engine Overview
03:45 – Control Panel Setup
06:00 – Distribution Routing Explained
08:05 – Transactions Tab Walkthrough
10:10 – Primary Fund Breakdown (ULTY)
12:35 – Reinvesting Into Other Funds
15:10 – Portfolio Summary & Allocation
17:10 – Changing the Primary Fund
19:05 – Key Takeaways for Income Investors
20:15 – Final Thoughts & Spreadsheet Access
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Welcome to Simply Money — Your trusted guide to financial freedom.
We share expert strategies, smart investing tips, and powerful money management tools to help you build wealth, eliminate debt, and create lasting financial security. From budgeting basics to advanced investing strategies, Simply Money gives you the knowledge and confidence to take control of your financial future.
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Join thousands learning how to build wealth, retire smarter, and reach financial independence.
What you’ll learn on Simply Money:
How to budget and save smarter
Passive income & dividend investing
Retirement planning strategies
Debt payoff methods that actually work
Real estate & alternative investments
Financial independence and early retirement (FIRE)
Start your journey to financial freedom today. Every video is packed with real strategies, proven insights, and practical tools to help you succeed.
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Top Recommended Finance Books
Psychology of Money: https://amzn.to/3qRbaOd
Richest Man in Babylon: https://amzn.to/3PmFGJ9
Total Money Makeover: https://amzn.to/3syl4Vc
Simple Path to Wealth: https://amzn.to/3syl4Vc
Atomic Habits: https://amzn.to/3Z1wFs0
The Intelligent Investor: https://amzn.to/3qZXqAK
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from Simply Money https://www.youtube.com/watch?v=zJI3wQ12yXE
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