MSTY or IMST
If you have enough money STRF/STRK/STRD
IF you believe Strategy will continue to be volatile, liquid, and financially strong.
Selling each month is an option as well if you don’t want any exposure to the traditional system.
Discussion
From yieldmax MSTY website: “The most recent distribution on 07/07/2025 contains 96.86% return of capital and 3.14% income.”
Does this alone make IMST superior? Seems like a crazy high ROC.
They both will do ROC. ROC is more of an accounting thing that is beneficial for tax purposes. MSTY has a strong track record. IMST is a bit more conservative with their approach, but it’s yet to prove it’s a better vehicle for total return on top of offering income.