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Upturn AI SWOT - About
YieldMax™ COIN Option Income Strategy ETF (CONY)
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Upturn Advisory Summary
09/16/2025: 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 97.22% | 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 09/16/2025 |
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 designed to generate income by investing in options on Coinbase (COIN) stock. It uses a covered call strategy to provide monthly income, potentially limiting upside participation in COIN's price appreciation.
Reputation and Reliability
YieldMax is a relatively new issuer specializing in covered call and income-generating ETFs. Their reputation is still being established.
Management Expertise
The management team focuses on derivatives strategies, aiming to deliver consistent income streams.
Investment Objective
Goal
To generate monthly income by employing a synthetic covered call strategy on Coinbase (COIN) stock.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. It implements a covered call option strategy on COIN.
Composition Primarily holds options contracts on COIN and cash or cash equivalents.
Market Position
Market Share: CONY's market share in the covered call strategy focused on individual stocks is still growing.
Total Net Assets (AUM): 337937776
Competitors
Key Competitors
- Defiance S&P 500 Enhanced Option Income ETF (JEPY)
- Global X Nasdaq 100 Covered Call ETF (QYLD)
- NEOS S&P 500 High Income ETF (SPYI)
Competitive Landscape
The covered call ETF market is competitive. CONY's advantage lies in its focus on COIN, offering targeted exposure. A disadvantage is its concentration risk compared to broader index-based covered call ETFs.
Financial Performance
Historical Performance: Historical performance data is limited due to the ETF's recent inception. Available data shows high income generation but sensitivity to COIN's price movements.
Benchmark Comparison: There is no direct benchmark, but performance can be compared to COIN's price and broad covered call ETF strategies.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
CONY exhibits moderate liquidity, with average daily trading volume that can vary depending on market conditions.
Bid-Ask Spread
The bid-ask spread for CONY can fluctuate, but generally it is relatively tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
CONY's performance is highly dependent on the price of COIN and volatility in the cryptocurrency market. Regulatory changes and broader market sentiment also influence its price.
Growth Trajectory
CONY's growth depends on the continued interest in income-generating strategies and the performance of Coinbase stock.
Moat and Competitive Advantages
Competitive Edge
CONY offers a unique combination of income generation and exposure to the cryptocurrency market via Coinbase. Its specialized covered call strategy targets investors seeking high yields. However, it is concentrated in a single stock, which increases risk. The ETF provides a managed approach to options trading, reducing the burden on individual investors.
Risk Analysis
Volatility
CONY exhibits high volatility due to its concentrated exposure to COIN and the use of options strategies.
Market Risk
The ETF is exposed to the risks associated with the cryptocurrency market, including regulatory uncertainty, technological disruptions, and price fluctuations of Coinbase.
Investor Profile
Ideal Investor Profile
CONY is suitable for investors seeking high monthly income and who have a high risk tolerance. Investors should be comfortable with the volatility of cryptocurrency-related assets.
Market Risk
CONY is more suitable for active traders and income-seeking investors rather than passive index followers. It may not be appropriate for long-term, risk-averse investors.
Summary
The YieldMaxu2122 COIN Option Income Strategy ETF (CONY) aims to provide monthly income through a covered call strategy on Coinbase stock. It offers a unique way to generate income from the cryptocurrency market, but it comes with high volatility and concentration risk. The ETF is most suitable for risk-tolerant investors seeking high yields and active management. CONY's performance is heavily tied to COIN's price movements and overall market sentiment towards cryptocurrencies, making it a specialized investment vehicle.
Peer Comparison
Sources and Disclaimers
Data Sources:
- YieldMax ETFs website
- ETF.com
- SEC Filings
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual risk tolerance and due diligence. 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™ 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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