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Upturn AI Summary
YieldMax AMD Option Income Strategy ETF(AMDY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AMDY
10/02/2026: AMDY (3-star) is a STRONG-BUY. BUY for 11 days. Simulated Profits (12.27%). Updated daily EoD!
AMDY is an actively managed ETF that utilizes a synthetic covered call strategy to generate high monthly income from Advanced Micro Devices (AMD) stock. Its main strength lies in its ability to extract premiums from high-volatility technology stocks, providing significant yield to investors. However, this structure entails risks, including capped upside potential and the potential for NAV erosion if the underlying stock performs poorly. The fund is best suited for income-seeking investors who are bullish or neutral on AMD but willing to accept high concentration and volatility risks. Investors should closely monitor AMD's price trends and the impact of the fund's expense ratio on total returns.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The capped upside nature of the strategy limits capital appreciation potential compared to holding the underlying growth stock. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may use this for high-yield exposure during bullish cycles in the semiconductor industry. |
| Value investor | Mixed fit | Value investors may appreciate the income, but the high-beta underlying asset contradicts typical value-oriented strategies. |
| Dividend/Income investor | Strong fit | The fund is explicitly designed for income investors seeking high monthly distributions from volatile technology exposure. |
| Low-risk investor | Weak fit | The high volatility of the underlying AMD stock makes this unsuitable for conservative or low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated, income-oriented trader who understands derivative strategies and seeks high monthly yields from the semiconductor sector.
Suitability
AMDY is best suited for active traders and income-focused investors who can monitor their positions; it is generally not suitable for long-term buy-and-hold investors expecting price appreciation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The high inherent volatility of AMD stock leads to frequent and significant fluctuations in the ETF's net asset value. |
| Market risk | High | The fund is fully exposed to the directional risk of AMD, meaning a significant decline in the stock price will result in capital loss. |
| Concentration | High | The fund is concentrated entirely on a single security, leaving it susceptible to idiosyncratic corporate risks. |
| Tracking/expense | Medium | The high expense ratio and the costs associated with frequent options trading can erode total returns over time. |
| Liquidity | Medium | Liquidity may dry up during market stress, potentially causing temporary dislocations in trading prices. |
| Business/sector quality | Medium | The semiconductor industry is cyclical, making the fund vulnerable to shifts in global chip demand and competition. |
Risk Analysis
Volatility
AMDY exhibits extreme historical volatility, reflecting the high beta of the underlying AMD equity.
Market Risk
The primary risk is the concentrated exposure to AMD; any negative corporate or sector-wide development directly impacts the fund's NAV.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Derivatives | Synthetic Long AMD (via Options) | 95 | This position provides the economic equivalent of holding AMD shares, allowing the fund to participate in market movements. |
| Cash/collateral | US Treasury Bills / Cash Equivalents | 5 | Cash and high-quality liquid assets serve as collateral for the fund's option positions. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 75.15% | Avg. Invested days 33 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $450.84M |
| Issuer | YieldMax ETFs |
| Expense Ratio | 0.99% |
| Distribution Yield | 42.67% |
| Inception | Sep 18, 2023 |
Performance
| Period | Total Return |
|---|---|
| YTD | +128.10% |
| 1 Year | +193.06% |
| 3 Year | +55.28% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 83.57% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| First American Funds. - Government Obligations Fund | 0.56% |
Upturn AI Summary
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.
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