The Hidden Flaw in YMAX & WPAY: Static Holdings = No Adaptation

2 days ago
14

Static Holdings = No Adaptation

The “fund of funds” doesn’t rotate or rebalance based on performance, momentum, or fundamental metrics.

If a constituent ETF underperforms or becomes obsolete, YMAX/WPAY still holds it.

In contrast, thematic or momentum ETFs (like SPMO or CGDV) rotate on a regular basis based on performance or fundamentals.

Why That’s Dangerous

These static holdings can lock investors into poor performers.

A true active or momentum fund would drop laggards.

This setup can lead to NAV drag and poor long-term compounding.

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Disclaimer: This is my personal journey, and markets can change, and results can vary drastically. Also, I have only been in these for a short period of time, who is to say it would continue to work out. Disclaimer: I am NOT a financial advisor. This is for entertainment purposes only. Please speak with a financial advisor, accountant, and lawyer and do your own due diligence before making any investment decisions. Please use your own judgment and take your own risks when investing. Past performance is not indicative of future gains.
The content may be incorrect, inaccurate, contain errors, subject to interpretation, situational, or not hold up in the long term.

#YMAX #WPAY #Yieldmax #ETFInvesting #PassiveIncome #FinanceEducation #TotalReturn #DividendInvesting #ETFTransparency #InvestingMistakes #AUMInflation

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