TSLA
Tesla
-- 355.840 NVDA
NVIDIA
-- 138.850 INTC
Intel
-- 23.600 NBIS
NEBIUS
-- 44.490 GCL
GCL Global
-- 3.049 
Loss
The most important topic now is whether there will be an interest rate cut this year. If not, will TLT actually incur losses?
To discuss this topic, it is necessary to compare with similar dividend yields. The liquidity of the 20-year dividend yield is low, so I will directly compare it with the 30-year yield. Moreover, the composition of TLT will change over time, so it can only be compared with recent years.
2022/10/24
US30Y 4.425
TLT 87.269 (including historical dividends, price at that time 91.85)
TLTW 24.70
TMF 59.236
2023/8/21
US30Y 4.474
TLT 89.894 (add historical dividend price 92.23)
TLTW 26.199
TMF 54.366
2024/4/4
US30Y 4.478
TLT 92.68
TLTW 26.09
TMF 51.54
US30Y 4.425
TLT 87.269 (including historical dividends, price at that time 91.85)
TLTW 24.70
TMF 59.236
2023/8/21
US30Y 4.474
TLT 89.894 (add historical dividend price 92.23)
TLTW 26.199
TMF 54.366
2024/4/4
US30Y 4.478
TLT 92.68
TLTW 26.09
TMF 51.54
So if you buy one TLT at 91.85 on 10/24/2022 and sell it today at 92.68 at the close.
Total interest for the month is 4.581 + realized gain 0.83 = 5.411 (rough estimate, written separately because it is calculated separately on the tax return). Actual annual roi is about 3%.
Buying TMF goes without saying, the sideways interest rate will definitely erode.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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Tuziya55555 : No, tlt he earns profit every month, unless the US government goes bankrupt
Tuziya55555 : If you buy a TMF, there will be a loss
好久没有涨工资了 Tuziya55555 : The cost of time is also exhaustion
ATOM1626 好久没有涨工资了 : Big brother, if you put it this way, everything is worn out, then this problem is meaningless at all...
木易君羊 OP 好久没有涨工资了 : Human life is limited, every second is a waste
73248386 : Leveraged ETFs are sideways trading and losses. I personally think that compared to losses, they value multiples when interest rates are lowered
木易君羊 OP 73248386 : THE MINDSET WHEN BUYING TMF IS TO MATCH INTEREST, WHO KNOWS IT WILL SCREW UP NOW
Ch33 K8n : your observasion was correct. overall performance from sep2022 till yest... with dividend reinvest.
I am entering this small in advanced waiting for the interest rate cut happened, hoping this goes up, after all it is a loss without tax too.