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Upturn AI SWOT - About
YieldMax™ AMZN Option Income Strategy ETF (AMZY)
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Upturn Advisory Summary
04/22/2025: AMZY (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 30.14% | Avg. Invested days 96 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 04/22/2025 |
Key Highlights
Volume (30-day avg) 224800 | Beta - | 52 Weeks Range 12.87 - 18.44 | Updated Date 04/22/2025 |
52 Weeks Range 12.87 - 18.44 | Updated Date 04/22/2025 |
Upturn AI SWOT
YieldMax™ AMZN Option Income Strategy ETF
ETF Overview
Overview
The YieldMaxu2122 AMZN Option Income Strategy ETF (AMZY) seeks to generate income by investing in FLEX options on Amazon (AMZN) stock. It aims to provide current income while limiting potential upside participation in AMZN shares.
Reputation and Reliability
YieldMax ETFs is a relatively new issuer focusing on income-generating option strategies. Reputation is still developing.
Management Expertise
Management team specializes in structured products and options trading.
Investment Objective
Goal
To generate current income by employing a synthetic covered call strategy on Amazon (AMZN) stock.
Investment Approach and Strategy
Strategy: The ETF utilizes a synthetic covered call strategy by purchasing and selling options on AMZN. It doesn't directly own AMZN shares.
Composition Primarily consists of FLEX options contracts linked to AMZN stock. Cash is held for collateral and operational expenses.
Market Position
Market Share: The ETF is a niche player within the covered call ETF space focusing specifically on Amazon stock.
Total Net Assets (AUM): 26632842
Competitors
Key Competitors
- CONY
- TSLY
- NVDY
Competitive Landscape
The competitive landscape includes ETFs employing similar covered call strategies, often targeting specific popular stocks. AMZY's advantage lies in its focus on Amazon, while competitors may offer broader diversification or target different underlying assets. AMZY's disadvantage is its concentration risk in a single stock.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's relatively recent inception. Performance is highly dependent on AMZN's price movements and option premiums.
Benchmark Comparison: No direct benchmark, but performance can be compared to a covered call strategy on AMZN or the performance of AMZN itself.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
Average trading volume is moderate and can vary based on market conditions.
Bid-Ask Spread
Bid-ask spread can be relatively wide, especially during periods of low trading volume, impacting trading costs.
Market Dynamics
Market Environment Factors
AMZY is affected by the overall market sentiment, volatility in the technology sector, and specific news impacting Amazon. Option premiums are influenced by implied volatility.
Growth Trajectory
Growth is tied to investor demand for income-generating strategies and the attractiveness of option premiums on AMZN. Strategy and holdings remain consistent.
Moat and Competitive Advantages
Competitive Edge
AMZY offers a targeted approach to generating income from Amazon stock using options, appealing to investors seeking income from a specific company. Its focus on a single stock allows for specialized management of option strategies. However, this concentration also increases risk compared to diversified ETFs. The ETF's success depends heavily on the accurate execution of its options strategy and the performance of Amazon stock. It provides a unique niche for those comfortable with single-stock exposure.
Risk Analysis
Volatility
Volatility is high due to the use of options and concentration in a single stock (AMZN).
Market Risk
Market risk is tied to the performance of Amazon (AMZN) stock. Downside protection from covered calls is limited.
Investor Profile
Ideal Investor Profile
Suitable for investors seeking income from AMZN stock through options and who are comfortable with high risk and volatility.
Market Risk
Better suited for active traders or sophisticated investors understanding options strategies rather than long-term passive investors.
Summary
The YieldMaxu2122 AMZN Option Income Strategy ETF (AMZY) is a high-risk, high-reward investment vehicle designed to generate income from Amazon stock using a synthetic covered call strategy. It's best suited for sophisticated investors comfortable with options trading and single-stock concentration. The ETF's performance is directly linked to AMZN's price movements and the premiums received from options. While it offers the potential for attractive income, it also carries significant downside risk. Investors should carefully consider their risk tolerance and investment objectives before investing in AMZY.
Similar Companies
CONY
YieldMax COIN Option Income Strategy ETF
CONY
YieldMax COIN Option Income Strategy ETF
NVDY
Tidal Trust II
NVDY
Tidal Trust II
TSLY
Tidal Trust II - YieldMax TSLA Option Income Strategy ETF
TSLY
Tidal Trust II - YieldMax TSLA Option Income Strategy ETF
Sources and Disclaimers
Data Sources:
- YieldMax ETFs website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investors should conduct their own due diligence before making any investment decisions. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About YieldMax™ AMZN Option Income Strategy ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will employ its investment strategy as it relates to AMZN regardless of whether there are periods of adverse market, economic, or other conditions and will not seek to take temporary defensive positions during such periods. The fund is non-diversified.
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