← Back to portfolio

MSTY

41.0 shares · cost basis $3,905.90 · current value $1,096.75

OppenFolio holds 41.0 shares of MSTY, with a cost basis of $3,906 accumulated since 2025-04-01. Including $1,252 in dividends received over 34 payments, the total return on cost is -39.86% (versus -71.92% on price alone). MSTY is currently running at a 12-month trailing yield of 61.73%, about $669 per $1,000 invested per year, an estimated NAV decay of 70.9% per year.

Why this is held

YieldMax MSTR Option Income Strategy. Covered calls on MicroStrategy, itself a leveraged Bitcoin proxy. The most extreme fuel rod in the portfolio — yield and decay can both be enormous, sometimes in the same month. This one is also a personal lesson: holding CONY and MSTY at the same time was overcommitting to Bitcoin, and MSTY caught me hardest — the position is down over 70%. It's small enough now that it doesn't move the overall numbers, but I keep it on the books, sized as-is, specifically so I have to look at that loss every time I open the dashboard. Mistakes are easier to repeat when you can hide them.

Price return vs. total return
Price return
-71.92%
-$2,809
Change in market value relative to cost basis. The figure most brokerage statements show.
Total return
-39.86%
-$1,557
Price return plus dividends received on this position.
Current price
$26.75
Dividends paid
$1,252
First trade
2025-04-01 17:50:33

Position metrics

Recommendation WATCH
% of portfolio 1.11%
% of portfolio income 4.61%
Income per $1,000 invested $668.71/yr
Est. annual dividend $733.41
Dividend yield (12-mo trailing) 61.73%
Trailing yield (6m) 41.62%
Dividend trend Increase
NAV decay (annualized) 70.93%
NAV trend (slope) -96.4150
YES score 0.580

YES (Yield Efficiency Score) combines yield, NAV trend, and stability — above 0.5 is generally favorable. NAV decay is the value-weighted annualized drift in price. This holding is in the volatile set and is excluded from the conservative portfolio view.

Trade history

20 trades executed.

Date Side Shares Price
2025-04-01 17:50:33 Buy 1 $116.1500
2025-04-25 15:37:46 Sell -1 $117.5000
2025-06-30 15:49:21 Buy 7.800000000000001 $109.8000
2025-07-01 18:00:50 Buy 0.8 $106.1000
2025-07-07 15:07:02 Buy 1 $104.3000
2025-07-14 14:53:08 Buy 0.2 $112.5500
2025-07-18 15:36:44 Buy 0.8 $109.2000
2025-07-18 16:39:41 Buy 2.6 $108.5500
2025-07-18 16:53:34 Buy 0.4 $108.7500
2025-07-22 15:42:43 Buy 0.6000000000000001 $108.3000
2025-08-01 15:21:36 Buy 2.8000000000000003 $92.6500
2025-08-05 17:39:52 Buy 0.8 $92.1000
2025-08-16 21:40:32 Buy 8.200000000000001 $96.2000
2025-08-19 17:43:42 Buy 4.800000000000001 $84.0000
2025-08-25 16:55:41 Buy 3.6 $85.7500
2025-08-25 19:47:33 Buy 2.4000000000000004 $85.7500
2025-09-02 16:54:44 Buy 1.6 $78.7500
2025-09-05 17:18:55 Buy 2.8000000000000003 $77.1500
2025-12-08 Sell 0 $0.0000
2025-12-08 Sell -0.2 $0.0000

Dividend payments received

34 payments totaling $1,252.34.

Date Amount
2025-04-12 $6.68
2025-07-08 $53.24
2025-08-02 $84.03
2025-08-30 $200.54
2025-09-27 $208.16
2025-10-20 $125.12
2025-10-25 $43.71
2025-11-01 $39.63
2025-11-08 $34.77
2025-11-15 $33.37
2025-11-22 $30.39
2025-12-02 $27.85
2025-12-06 $28.59
2025-12-13 $24.02
2025-12-20 $15.86
2025-12-30 $20.93
2026-01-06 $16.77
2026-01-10 $15.34
2026-01-17 $16.96
2026-01-24 $17.63
2026-02-01 $15.27
2026-02-07 $12.64
2026-02-14 $12.22
2026-02-21 $14.79
2026-03-01 $12.37
2026-03-08 $14.35
2026-03-14 $15.77
2026-03-21 $17.97
2026-03-28 $14.14
2026-04-07 $12.86
2026-04-12 $12.51
2026-04-20 $12.46
2026-04-25 $21.37
2026-05-02 $20.03