u/Patient_Shower7870

Another month with relatively stable distribution. Still finding stable funds that pay distribution and diversify away from tech only. Margin paid down. Growth portion is made up of ibit for now. It is going up. I’m expecting it to get to about 90-95k towards end of October, but it is still guessing. Hopefully there will be another squeeze up. Eventually will close position to help pay down margin.

Current holdings:

Chpy
Gpty
Btci
Eggy
Giax
Kqqq
Blox
Haky
Tdaq
Qqqi
Tspy
Spyi
Rspa
Kgld
Xlsi
Hcow
Divo
Sepi
Jepi

New holdings is haky and jepi was split into sepi and jepi

Slight decrease in this month though there were portfolio modifications in month prior so that was expected, but still good distribution so far.

Positions:
Chpy
Gpty
Btci
Blox
Giax
Eggy
Kqqq
Tdaq
Tspy
Qqqi
Spyi
Rspa
Kgld
Xlui
Xlsi
Hcow(added at end of August)
Divo
Jepi
Growth: ibit

Figured I’d do a quick update.

Income still coming in. Sold gold silver equivalent funds for now and helped pay down margin with only around $5-800/month in income loss and better sleep at night.

Changed my anchors to jepi and divo to help keep beta low for the anchors but still produce income good income.

I’m not taking the income for now as I’m still working and paying off margin. Portfolio is moving in positive direction but not beating spy or qqq in anyways. But, point isn’t to beat it. It’s to meet my needs/requirements.

Hoping for ibit/btc recovery. That will help reduce margin by a lot as well.

So, the portfolio has grown and now producing some crazy income. How are you calculating what percent of the distributions are usable/can withdraw to use?