HOOY is now rated Buy, supported by a year of data showing strong upside capture with moderate income. HOOY's laddered spread mechanism enables participation in flat or grinding up markets, with limited but reasonable drawdown cushion and thinner income than aggressive covered call strategies. A bullish long-term thesis on HOOD is essential for HOOY investors, as the ETF's NAV-erosive high distributions and path dependency require understanding of its mechanics.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 104 | $5,760.46 | $2,941.12 | -$2,819.34 | -48.94% |
Kevin Bresler TD Waterhouse Canada Inc. | 100 | $2,813 | $2,705 | -$108 | -3.84% |