Macro investing
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YMAG Has Found The Sweet Spot, But It Won't Last
Seeking Alpha· 2025-10-04 02:24
I recently published an article outlining why distributions in the YieldMax Universe Fund of Option Income ETFs ( YMAX ) had just made a new record low, and despite some short-term fluctuations, the trend in payouts isMy approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I also invest in real estate and am a freelance wr ...
FEPI: Just Don't Look At 'What Ifs'
Seeking Alpha· 2025-08-14 15:45
REX FANG & Innovation Equity Premium Income ETF (FEPI) - 该ETF专注于15只超大盘股 主要投资于最强行业板块并通过看涨期权策略产生收益 [1] - 提供高达25%的高额月度分红分配率 采用收入型投资策略 [1] 投资策略与背景 - 采用长期投资视角 通过低风险ETF和封闭式基金(CEFs)实施宏观主题投资 [1] - 管理团队拥有近十年股票与外汇交易经验 目前运营家族基金并涉足房地产投资 [1]