Symbols

Im thinking about selling all msty and buying omah what do you think

7/22/2025 01:24pm

``` The deep research logic is organized as follows: Okay, let's tackle this question. The user is considering selling all their MSTY and buying OMAH. First, I need to understand what these ETFs are about. MSTY is the YieldMax MSTR Option Income Strategy ETF, which focuses on MicroStrategy (MSTR) using covered call strategies. OMAH is the VistaShares Target 15 Berkshire Select Income ETF, which invests in Berkshire Hathaway positions with a covered call strategy. Looking at the data provided, MSTY has a higher closing price ($21.71) compared to OMAH ($19.43) on 2025-07-21. The trading volume for MSTY is 10.45 million shares, which is much higher than OMAH's 3.11 million. This suggests MSTY is more liquid, which is a plus for trading but might also indicate higher volatility. The moving averages for MSTY show that the 5-day (22.3), 10-day (22), and 20-day (21.64) are all above the closing price, which might indicate a bearish trend. For OMAH, the 5-day (19.4), 10-day (19.46), and 20-day (19.37) are also above the closing price, suggesting a similar trend. However, the proximity of these averages to the closing price might mean the market is consolidating. The expense ratios are close: MSTY at 0.99% and OMAH at 0.95%. The management fees are similar, but the benchmarks differ. MSTY is benchmarked against MicroStrategy, while OMAH doesn't have a listed benchmark. The leverage ratio for both is 1, so no difference there. Looking at the investment objectives, MSTY is focused on MSTR with a capped gain strategy, while OMAH targets Berkshire Hathaway positions. The user's profile mentions interest in dividend stocks and short squeeze potential. MSTY has a very high dividend yield (127.3%), which is attractive but comes with high risk. OMAH's dividend yield is 2.56%, which is more moderate. The user's portfolio includes tech stocks and has a focus on dividend stocks. If they're looking for stability, OMAH might be a safer bet. However, if they're seeking high income, MSTY's yield is tempting. But the high yield in MSTY is due to aggressive covered call selling, which caps upside potential and exposes the ETF to significant downside if MSTR's price drops. Also, considering the recent news about Berkshire Hathaway, Warren Buffett donated $6 billion in shares, which might affect OMAH's performance. The user's interest in short squeeze potential could be a factor if OMAH has low float or high short interest, but the data doesn't specify that. The user's recent focus on dividend stocks and their existing portfolio suggests they might prefer the stability and diversification that OMAH offers over the high-risk, high-reward strategy of MSTY. However, if they're comfortable with the volatility and want a concentrated bet on MSTR's Bitcoin strategy, MSTY could still be a consideration. I need to present this analysis clearly, highlighting the key differences in risk, return, and alignment with the user's investment goals. The conclusion should weigh these factors based on the user's profile and the data provided. ``` ### Conclusion 🎯 **Sell MSTY and Buy OMAH?** Based on the data and analysis, **OMAH (VistaShares Target 15 Berkshire Select Income ETF)** appears to be a more stable and diversified option compared to **MSTY (YieldMax MSTR Option Income Strategy ETF)**. Here’s why: --- ### Analysis 📊 #### 1. **Performance & Risk** | Metric | MSTY (MSTR Focus) | OMAH (Berkshire Focus) | |------------------------|-------------------------------|------------------------------------| | **Closing Price** | $21.71 (2025-07-21) | $19.43 (2025-07-21) | | **Trading Volume** | 10.45M shares | 3.11M shares | | **5-Day Moving Avg** | $22.3 (vs. $21.71 Close) | $19.4 (vs. $19.43 Close) | | **10-Day Moving Avg** | $22.0 (vs. $21.71 Close) | $19.46 (vs. $19.43 Close) | | **20-Day Moving Avg** | $21.64 (vs. $21.71 Close) | $19.37 (vs. $19.43 Close) | **Key Takeaway**: - MSTY is **overvalued** relative to its moving averages, suggesting short-term bearish pressure. - OMAH is **undervalued** relative to its moving averages, indicating potential upside. |code|Ticker|Name|Date|Closing Price|market_code| |---|---|---|---|---|---| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240722|30.19|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240723|30.12|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240724|29.97|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240725|29.29|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240726|30.5|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240729|30.25|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240730|29.23|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240731|29.48|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240801|27.85|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240802|26.81|169| |code|Ticker|Name|Date|Trading Volume|market_code| |---|---|---|---|---|---| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240722|671547|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240723|596057|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240724|713558|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240725|1029730|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240726|681169|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240729|845566|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240730|637578|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240731|437622|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240801|891761|169| |MSTY|MSTY.P|YieldMax MSTR Option Income Strategy ETF|20240802|971579|169| --- #### 2. **Dividend & Income Potential** | Metric | MSTY | OMAH | |------------------------|------------------|------------------| | **Dividend Yield** | **127.3%** | **2.56%** | | **Dividend Risk** | High (aggressive covered call strategy) | Low (monthly dividends, stable) | | **Expense Ratio** | 0.99% | 0.95% | **Key Takeaway**: - MSTY’s **127.3% dividend yield** is unsustainable due to its reliance on high-risk covered call selling. - OMAH’s **2.56% dividend yield** is modest but stable, aligning with your preference for **dividend stocks**. --- #### 3. **Investment Strategy** | Metric | MSTY | OMAH | |------------------------|----------------|----------------| | **Focus** | MicroStrategy (MSTR) Bitcoin exposure | Berkshire Hathaway (BRK.B) portfolio | | **Risk Profile** | High (concentrated on MSTR, capped upside) | Moderate (diversified Berkshire positions) | | **Leverage** | 1x | 1x | **Key Takeaway**: - MSTY is a **speculative bet** on MSTR’s Bitcoin strategy, with limited upside due to capped gains. - OMAH offers **diversification** through Berkshire Hathaway’s broad portfolio, reducing risk. --- #### 4. **Alignment with Your Goals** - **Dividend Stocks**: OMAH aligns better with your preference for stable income. - **Short Squeeze Potential**: MSTY’s high volatility and concentrated position could create short squeeze opportunities, but the risk is extreme. - **Tech Sector**: Both ETFs are tech-related, but OMAH’s Berkshire focus provides exposure to **Fortune 500 companies** (e.g., American Express, The Washington Post) . --- ### Final Recommendation 🎯 **Sell MSTY and Buy OMAH** if: 1. You prioritize **stability** over high-risk income. 2. You want **diversification** through Berkshire Hathaway’s portfolio. 3. You’re comfortable with a **moderate dividend yield** (2.56%) instead of MSTY’s unsustainable 127.3%. **Hold MSTY** if: 1. You’re willing to take **high risk** for potential short squeeze gains. 2. You believe in MicroStrategy’s Bitcoin strategy (despite recent insider selling ). **Final Verdict**: **OMAH is the safer, more aligned choice** for your portfolio.