OppenFolio holds 17 shares of PLTY, with a cost basis of $958 accumulated since 2025-11-13. Including $284 in dividends received over 36 payments, the total return on cost is -2.72% (versus -32.37% on price alone). PLTY is currently running at a 12-month trailing yield of 92.83%, about $386 per $1,000 invested per year, an estimated NAV decay of 53.3% per year.
Why this is held
YieldMax PLTR Option Income Strategy. Covered calls on Palantir, and one of the newest positions in the portfolio. Opened when the U.S. pressure campaign on Venezuela in late 2025 read, to me, as the White House signaling willingness to use the military as a foreign-policy lever — Palantir is one of the cleanest public-market beneficiaries of sustained defense and intelligence demand, so a covered-call income wrapper on it suddenly made sense. The Iran situation since then has only reinforced that read. Same fuel-rod mechanic as NVDY — volatile underlying, premium harvest, decay accepted — just timed to a specific geopolitical thesis.
Position metrics
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
1 trade executed.
| Date | Side | Shares | Price |
|---|---|---|---|
| 2025-11-13 17:03:35 | Buy | 17 | $56.3800 |
Dividend payments received
36 payments totaling $284.21.
| Date | Amount |
|---|---|
| 2025-11-22 | $12.40 |
| 2025-12-02 | $10.06 |
| 2025-12-06 | $22.13 |
| 2025-12-13 | $9.57 |
| 2025-12-20 | $7.39 |
| 2025-12-30 | $16.88 |
| 2026-01-06 | $8.72 |
| 2026-01-10 | $7.66 |
| 2026-01-17 | $7.02 |
| 2026-01-24 | $6.44 |
| 2026-02-01 | $6.27 |
| 2026-02-07 | $6.10 |
| 2026-02-14 | $6.54 |
| 2026-02-21 | $6.57 |
| 2026-03-01 | $6.69 |
| 2026-03-08 | $8.13 |
| 2026-03-14 | $13.60 |
| 2026-03-21 | $13.63 |
| 2026-03-28 | $8.12 |
| 2026-04-07 | $7.64 |
| 2026-04-12 | $7.73 |
| 2026-04-20 | $6.05 |
| 2026-04-25 | $6.51 |
| 2026-05-02 | $6.13 |
| 2026-05-09 | $4.60 |
| 2026-05-16 | $7.41 |
| 2026-05-23 | $6.06 |
| 2026-06-04 | $6.24 |
| 2026-06-06 | $8.18 |
| 2026-06-13 | $5.04 |
| 2026-06-23 | $5.08 |
| 2026-06-27 | $4.43 |
| 2026-07-07 | $4.38 |
| 2026-07-11 | $4.69 |
| 2026-07-25 | $5.10 |
| 2026-07-25 | $5.02 |