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Upturn AI SWOT - About
YieldMax™ COIN Option Income Strategy ETF (CONY)
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Upturn Advisory Summary
08/14/2025: CONY (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 96.7% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 6.11 - 21.41 | Updated Date 06/30/2025 |
52 Weeks Range 6.11 - 21.41 | Updated Date 06/30/2025 |
Upturn AI SWOT
YieldMax™ COIN Option Income Strategy ETF
ETF Overview
Overview
The YieldMaxu2122 COIN Option Income Strategy ETF (CONY) is an actively managed fund that seeks to generate income by investing in options on Coinbase (COIN) stock. It aims to provide current income rather than capital appreciation.
Reputation and Reliability
YieldMax ETFs is a relatively new issuer focused on option income strategies.
Management Expertise
The management team has experience in options trading and ETF management.
Investment Objective
Goal
Seeks to generate current income by utilizing a synthetic covered call strategy on Coinbase (COIN) stock.
Investment Approach and Strategy
Strategy: Actively managed synthetic covered call strategy using options on COIN.
Composition Primarily focused on options contracts tied to Coinbase (COIN) stock.
Market Position
Market Share: Insufficient data available to accurately determine CONY's precise market share.
Total Net Assets (AUM): 224971765
Competitors
Key Competitors
- Defiance Bitcoin ETF (IBIT)
- Grayscale Bitcoin Trust (BTC)
- ARK 21Shares Bitcoin ETF (ARKB)
Competitive Landscape
The ETF industry is competitive, with numerous funds targeting various investment strategies. CONY differentiates itself through its focus on generating income from options on COIN, while competitors primarily focus on direct or indirect exposure to Bitcoin. CONY offers high income potential but may lag in capital appreciation compared to competitors during bullish market trends.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's relatively short operating history.
Benchmark Comparison: No direct benchmark exists for CONY's specific options strategy. Performance is compared against COIN stock and similar income-generating ETFs.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
The ETF has a moderate average trading volume, providing sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally reasonable, reflecting the ETF's trading volume and the underlying volatility of COIN.
Market Dynamics
Market Environment Factors
The ETF's performance is heavily influenced by the price volatility of Coinbase (COIN) stock and the overall market sentiment towards cryptocurrency and technology stocks.
Growth Trajectory
The ETF's growth depends on its ability to consistently generate income and attract investors seeking high-yield opportunities.
Moat and Competitive Advantages
Competitive Edge
CONY's competitive advantage lies in its unique approach to generating income through options on COIN, providing a differentiated product in the market. It targets investors specifically seeking income from the cryptocurrency sector. The ETF's strategy allows for high income potential, although it may sacrifice capital appreciation. This targeted approach offers a distinctive value proposition within the ETF landscape.
Risk Analysis
Volatility
The ETF experiences high volatility due to its reliance on options and the inherent volatility of COIN stock.
Market Risk
The ETF is exposed to market risk associated with the cryptocurrency sector, technology stocks, and the overall stock market. Changes in the regulatory landscape or negative news surrounding Coinbase could significantly impact the ETF's performance.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-tolerant, seeking high current income, and understands the complexities of options trading. Investors should be aware of the potential for significant fluctuations in value.
Market Risk
The ETF is suitable for active traders and income-seeking investors who are comfortable with high-risk, high-reward strategies.
Summary
The YieldMaxu2122 COIN Option Income Strategy ETF (CONY) is an actively managed fund designed for income-seeking investors, which employs a synthetic covered call strategy on Coinbase (COIN) stock. The ETF offers a high-income potential but comes with significant risks, particularly related to the volatility of COIN and the complexities of options trading. Its performance relies on both the trading on COIN and options contracts. It is well-suited for investors with a high risk tolerance and understanding of options and cryptocurrency markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- YieldMax ETFs Website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the potential loss of principal.
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™ COIN 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 COIN 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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