ULTY ETF After 12 Months: Did It Deliver?

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One year ago, I committed to holding ULTY for a full year—tracking every weekly distribution, reinvesting every dividend, and letting the data decide whether it deserved a place in my long-term portfolio.

That year is now complete.

In this video, I review:

My total return after one year
Weekly income generated
The impact of NAV erosion
Full DRIP vs No DRIP vs Partial DRIP
Why I’ve decided to sell ULTY
Where I’m redeploying the capital instead

This isn’t about proving a fund is “good” or “bad.” It’s about following the numbers and making investment decisions based on data—not emotions.

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00:00 One year later…my final ULTY decision
00:39 What this review covers
01:17 Tracking every dividend
02:16 Why the distributions declined
03:29 Income vs NAV erosion
05:32 DRIP vs No DRIP comparison
06:24 What if I took the cash?
07:44 The final total return
08:13 Why I’m selling ULTY
08:59 Where I’m investing instead
09:23 Was holding for a full year worth it?
10:03 Testing future DRIP scenarios
10:45 Final thoughts
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