Bito dividend

Discussion in 'ETFs' started by wxytrader, Sep 6, 2024.

  1. deaddog

    deaddog

    A dividend cut would be catastrophic.
     
    #11     Sep 7, 2024
  2. S2007S

    S2007S


    It would be but so far it hasn't happened.
    That's why I only went in for a small amount of shares.

    Tesla stock actually got hit a few times and so far the dividends have been still paying out strongly.
     
    #12     Sep 7, 2024
  3. nitrene

    nitrene

    I've followed these call writing ETFs for a while now and the best total return is on securities that have intraday volatility but not long term volatility. That way you collect huge premium decays on calls but you don't get large NAV decay.

    Coinbase & Micro Strategy seem to have the highest payouts but there is massive NAV decay since there is too much volatility. When it goes they can have huge monthly dividends of like 10%.

    Spot monthly Div Yield NAV decay
    MSTY 9.8 7.9 8.7 8.5 7.6 8.5 NAV -52%
    CONY 9.7 9.2 7 7.5 6.2 7.8 NAV -58%

    TSLA volatility has collapsed. I'm not sure when it will return. TSLY monthly dividends are like 4-5% now.

    CONY & MSTY volatility will decay if Bitcoin collapses. I'm surprised someone doesn't try to write calls on MARA. That thing is pretty volatile.
     
    #13     Sep 7, 2024
  4. S2007S

    S2007S



    At the rate bitcoin is falling I'm shocked MSTR is still above $100

    MSTR is worth no more than 10 bucks

    MSTY will be under 10 by 2025!
     
    #14     Sep 7, 2024
  5. johnarb

    johnarb

    Do not forget to short MSTX to $1, mate


    https://finance.yahoo.com/quote/MSTX/
     
    #15     Sep 8, 2024
  6. S2007S

    S2007S

    #16     Sep 8, 2024
    johnarb likes this.
  7. johnarb

    johnarb

    I know, from $90? Did you add at $150?

    Might consider using MSTX for additional leverage, less margin capital required?

    I'm long MSTR call options leaps, expires 12/2025
     
    #17     Sep 8, 2024
  8. S2007S

    S2007S



    From 96 post split of course ...I never added at 150 which I said I would have.

    I'm looking at MSTX but would want to wait.until it.comes back to 25-28 to short which at this point.i don't see happening.


    Long MSTR call options??

    At what 120? 130? 150?
    Why bullish?
     
    #18     Sep 8, 2024
  9. johnarb

    johnarb

    MSTR was around $1770'sh when I purchased the MSTR call options

    I'm bullish as it's a bitcoin bull market until end of the year after halving 2017 (2016 halving), 2021 (2020 halving), 2025 (2024 halving)


    https://www.elitetrader.com/et/thre...r-asymmetric-risk-reward.379915/#post-5981373
     
    #19     Sep 8, 2024

  10. TSLY price seems to track TSLA price, but shouldn't it perform better in a TSLA downtrend, and worse in an uptrend since they are selling call options and capping gains?

    I would be a buyer at these levels if I was sure it will track up with a TSLA recovery as it did in July 2023/2024...but if this is being propped up by distributing investment capital not profits, then NAV erosion is definitely going to take its toll. I know because I am living it right now :) As your capital drops, you can sell less calls and make less premium, coupled with you will be receiving less premium, and even giving premium back if selling farther otm below your cost...and then when price does rally your gains are capped...its a downward spiral.

    upload_2024-9-8_5-26-35.png


    And shoudn't regular basket etf's with a dividend run into the same problems over time? Or do they payout less than the expected CAGR and therefore stay ahead of the rate of distribution...plus fees.
     
    Last edited: Sep 8, 2024
    #20     Sep 8, 2024