Over the last twelve months your subscription paid for 171 posts, 11 buy and sell alerts, four working tools, and an income report every single month with the real dollar amounts in it. A lot of you have renewals coming up in September and October, so I figured before that charge hits your card, you deserve to see exactly what the last year delivered and what's coming next.
The Ledger
You got a post roughly every other day, all year long. Here’s the full year from September 2025 through August 2026, broken out by what each piece was actually for:
The income reports are my favorite thing to publish. Every month you saw the actual dividends that hit my account, which funds paid them, what I added, what I cut, and why. When my income dropped because I rotated toward growth, I told you it dropped and I gave you a date for when I expected it to recover.
The Calls
All seven of my open buy alerts are up right now.
Every alert I send includes the ticker, my reasoning, and in most cases the exact price I paid. You can check my record against real dates instead of taking my word for it. I did exactly that back in December, when I reviewed all 17 buy alerts from 2025 against the S&P 500, position by position, in a post you can still read.
Here’s some of the most notable alerts.
The sells are part of the record too. In December I sold two high-yield option ETFs and wrote The Yield Trap to walk you through the NAV erosion math behind that exit.
In June I rotated out of some single-stock YieldMax funds completely and moved that capital into UBER, MSFT, META, and ASTS. Covered call income has been climbing ever since, and July was the best covered call month my portfolio has ever had.
Full transparency, nothing about the year was perfect. I also initiated buys on NFLX 0.00%↑, ASTS 0.00%↑, DRNZ 0.00%↑, and META 0.00%↑ which hasn’t materialized into positive returns yet.
The Tools
I shipped four tools this year, and your subscription includes every one of them. If you’ve only been reading the posts, you’re honestly leaving half of your subscription on the table:
Paid subscribers also get the subscriber chat, and that’s where things show up first.
Rivian is a good example. I mentioned it in the chat before the buy alert ever published, so the people in there had the earliest look at a position that’s now up 24% from my entry. The same goes for my latest buy alerts on DASH 0.00%↑, QTUM 0.00%↑, and DRNZ 0.00%↑. The chat is where I think out loud between posts, answer questions directly, and flag what I’m watching before it becomes an article. If you’ve never opened it, you’ve been getting the delayed version of this newsletter.
Founding members get the piece that literally pays for itself.
The Covered Call Dashboard is the exact tool I use to find the contracts behind my own covered call income, and founding members use it to do the same thing with their shares. You scan the chain, you skip the oversized premiums that are usually flagging risk, and you lock in your premium the moment you write the contract. That money is yours the day you sell the call, no matter what the market does after. July’s income report showed you what a month of that looks like in my own account. If you’re on the standard plan and you own 100 shares of anything, this dashboard alone is the reason to look at the founding tier.
What’s Coming In 2027
Nothing about my approach changes in 2027. AI and growth exposure carries the appreciation, covered calls and income funds pay the bills along the way, and the monthly reports will keep showing you the real numbers as it all happens.
The thesis I’ve been building across this year’s biggest pieces, the capex curve, the semiconductor buildout, and the power buildout behind AI, points at 2027 as the year free cash flow inflects for the companies I own. If that plays out, you’ll watch it happen position by position. And if it doesn’t, I’ll write about that too.
The publishing side keeps its cadence. You’ll keep getting weekly posts, an income report every month, and an alert with my reasoning every time a position changes. I also have new dashboard products on the drawing board, and anything that ships goes to subscribers first, the same way the Covered Call Dashboard went to founding members first.
If you aren’t a subscriber - here is a 25% off coupon code forever.
Lock Your Rate
Your renewal keeps the price you pay today. If prices rise in 2027, that increase applies to new subscribers. Staying subscribed means the rate you signed up at is the rate you keep, for as long as your subscription stays active. Yearly renewals process automatically, so if your plan renews this fall, doing nothing keeps everything exactly as it is.
Thank you for a year of trust. Everyone reading this post funded the tools above and every hour of research behind those 171 posts, and I don’t take that lightly.
As always, just sharing my thoughts. See you in the September report.
Can I create a second and separate portfolio in yieldly?