Our Ultra Monthly Income Service is LIVE!
And So Our 5%-to-10% % Avg. Monthly Dividends+ Capital Gains Journey Begins Today (and this week)
While we await to see just how draconian the "Tariff History Don't Mean Nothing To Me" POTUS announcement is today after the bell--let me set the stage for the next year or two with our Ultra Monthly Income service.
PS--I am sending this introduction to ALL our Transformity Research subscribers--because I want you ALL to get on board with this amazing monthly wealth creation service--especially for tax-free IRA/Roth/401-k/Corporate Pension Funds!
Of course, it's not too late to subscribe to this service once you see how it is structured and works! Here is the subscription link (and I will post this below as well!)
First, I think you would agree with me that it have been crazy to start this service before we had some clarity on the Trump Tariff plan, okay? So your subscription for TRUMI starts TODAY, regardless of when you signed up, okay?
PS-my bet is the POTUS takes a more straightforward, more restrained tariff posture as his team sees the US economy falling into a GDP slowdown and stubborn inflation, aka "Stagflation,"--and my bet is he can't handle the blowback from voters pissed off about their egg prices and lost jobs (who all appear not to understand that egg prices doubled with 165 million and counting egg-laying hens were destroyed in order to stop avian flu epidemic)--but hey why let facts stop your complaining.
But to get started, let's make sure you understand the basic rules of dividend-paying stocks/ETFs/Closed-End Funds/REITS/Mortgage REITS/Option Selling Monthly Income ETFs:
Key Points
Dividend Declaration:
When a company declares a dividend, it sets a record date. Shareholders will receive the dividend payment on this date (but usually one day later in your brokerage account).
Ex-Dividend Date:
The ex-dividend date is set one business day before the record date. If you purchase the stock on or after this date, you will not receive the upcoming dividend.
Impact on Stock Price:
On the ex-dividend date, the stock price typically drops by approximately the dividend amount, reflecting that new buyers will not receive the dividend.
So don't panic--your cash balance will increase or if you are reinvesting your dividends into new shares, your equity balance will grow higher
Our Game Plan
A) In the right market conditions (like from Election Day to the day the Trump Tariff debacle started, you can earn over $10,000 PER MONTH in our carefully curated TR Ultra Monthly Income newsletter. . .
B) All while being hedged against a 10%+ correction with put options on 2-3X leveraged ETFs that correspond with the High Monthly Income ETF
For example, the Yield Max ETF $SMCU yields 111% on a forward one-year basis--yes, you read that right. It is NOT a typo. The dividend is that huge because the call options they are selling have such a huge premium. We will HEDGE that position by buying out-of-the-money put options for 6-9 months on the SMCX—the 2X long SMCI ETF.
The same strategy works for virtually ALL of the top 20 highest monthly yielding Yield Max Call Option Selling ETFs—thus they will be 30-40% of our Ultra Monthly Income portfolio (note: IF your brokerage account is NOT set up to buy/sell stock options—make sure you apply for that capability TODAY)
C) Remember this mathematical fact: By simply reinvesting your monthly dividends, you create a Super Wealth-Building " Feed-Back Loop" where you DOUBLE your $400,000 to $800,000 (or $100k or $5 million) EVERY 34 MONTHS (and that doubling in 34 months assumes zero net appreciation!)
As I shared last week, the MOST CERTAIN WAY to Greatly Increase The Value of Your Portfolio in 2025-2026 (or increase your monthly income to $10k—$12,000 per month) during the daily confusion of Government By Tweet is to put a few hundred grand into our new TR Ultra Monthly Income positions and REINVEST some or all of the dividends if you don't need them today
Here's the Plan!
First, you know your risk tolerance and time frame for building this monthly income portfolio (i.e., the combination of monthly and quarterly dividend-paying securities and the price volatility you can handle.) IF you are nervous about your Ultra Income Portfolio, you have too much in the Monthly High Dividend Plays--take it down a notch or two.
Second, we are building your High Monthly Income Portfolio via a set of buy/sell rules for following quarterly and monthly 10%+ annual dividend payors.
Rule #1: When we buy an 8-10%+ option selling monthly dividend ETF, we are
1) buying them in an established bull market at key 50-100-200 day support levels for the actual stock the sponsor is selling call options against
2) or building these positions in 3-4 buys at or above their 100/150 or 200-day moving average with
3) SELL STOPS 10% below the average cost of the position
As mentioned in our last Ultra Growth Newsletter update—the top 25% stocks ranked by market cap are DOWN 20% ish this year aka a bear market. Those top 25% market cap stocks however represent 60%+ of the total SP 500 market cap—so again—we patiently wait for the tariff plan and reaction before we add ANY of the Ultra High 8-10% monthly yielders, ok?
In the meantime—here is our plan from the lowest to highest-yielding funds/ETFs.
Lowest Risk 12-20% Quarterly Dividend Yielders: MLPs/Ocean Shippers/Closed-End Funds/Mortgage REITS/BDC’s like $CLM/$BWLP/TRMD/NLY etc.
Moderate-High Risk 20%+ Annual/Quarterly/Monthly Yield ETFs Closed End Funds
Hedged Ultra High Monthly Income ETFs from YieldMax and other sponsors —we ONLY add positions above key moving averages—50-100 and 200-day (with 10% sell stop below the key simple moving averages)
Net Net: After we see what happens to the overall market this week in response to whatever tariff plans are enacted, we will send you our initial CORE TRUMI portfolio so you can start building your own Ultra-High-Income portfolio for income now or in the future.
And I am investing right along with you—I set up a real-life $100,000 ROTH portfolio to live and breathe this journey with all of you all the way!
Net Net—let's ALL hold our horses (LOL, did I say that? I hear my Mom saying that to me as a kid—like daily!) and build these portfolios methodically. If the tariffs are adopted at full bore, the inflation equation gets skewed to higher inflation, which takes Fed rate cuts out of the picture, aka "the Fed Put."
If stagflation hits the US economy, the Trump administration could conclude that their global tariff war is not worth losing, pull back, admit defeat, and acknowledge that the centuries of hard and fast financial and economic gravity rules have not been miraculously suspended.
Eh--but based on my multiple interviews with pre-POTUS Donald Trump during my 15 years with Fox News and 5 years with Fox Business--admitting defeat is not in the Trumpian playbook.
Let's all hope cooler heads prevail here. But for the fixed, high-income investments we have on our buy list, the good news is that a market sell-off brings us much higher yields as we build positions slowly, 20% at a time!
OK--let the games begin!
If you want in on this super high-yield wealth-building opportunity, it costs $149 for a one-year subscription/$197 for two years--and money-back guarantee, of course!
Again, here is the subscription link!
Let's roll!
Toby