TR Ultra Monthly Income Newsletter: With Amazing Monthly Yields Like These--Who CARES About Tariff Wars?

TR Ultra Monthly Income Newsletter:
With Amazing Monthly Yields Like These--Who CARES About Tariff Wars?

Hey Reader,

Ok, kids—quick review. First, we had the "Liberation Day" Declaration of outright 145% Tariff War with China. Then we had "The Big Blink," aka a 90-day tariff delay on April 9 . . . and then a truly significant agreement on May 12, 2025, whereby the U.S. and China consented to a complete pause of the reciprocal tariffs for another 90 days.

From a $3 trillion 22% sell-off in stocks in 36 hours to today, where the S&P 500 reversed to being POSITIVE for the year-- I will be the first to admit the extreme whiplash has aged me a few years. All I can say is "Thank God for Saint Scott Bessent," for whom all my GOP DC insiders from my 25 years living around DC have said talked El Trumpedo off the tariff war ledge saying in short "if the average American goes to Walmart and sees prices up 25-40%+, the economy in recession and tens of millions of jobs lost--the GOP will get crushed in the mid-terms in 2026--and YOU will be blamed!"

So, the good news from the chaos, extreme fear, and extreme euphoria in the capital markets is that we have some GREAT entry points to our Ultra ULTRA Monthly Income Portfolio.

comprises-and again, I recommend you build this 1/3 1/3 1/3 on market pullbacks (or 50%-50% if you are more risk tolerant). As mentioned, our Ultra Monthly Income portfolio is composed of the highest monthly yielders ABOVE their 50-day moving averages.

Here is the portfolio I run for a single family friend who wanted to retire, but she did not have enough monthly income to maintain her lifestyle. And even better, my dear wife Marjorie retires at the end of the month, and I have a similar account for her—but her account is a ROTH IRA—which of course means that IF your Roth has been opened for 5+ years and you are above the age of 591/2, all the money you paid in is paid out TAX FREE! 

Ultra Monthly Income Portfolio Size: @$270,000

And here's the annual/ monthly income run rate according to Schwab (which is usually within 1-2% of actual amounts)

TR Ultra High Dividend Trading Rules:

1) For YieldMax/Defiance ETFs, we maintain sell stops 10% under the 50-day or 100-day moving averages.
2) WE will post put option LONG trades on the optionable securities that these ETFs are based on when  the Markets sell down to 50-day support 
3) You buy dividend-paying securities AFTER the ex-dividend date!

So there you go—PS in our managed accounts, for clients who don't need the income, we simply reinvest the dividends until the clients say, "OK, Toby, I am ready to live like King (or Queen) in a glorious retirement! "

Rock & Roll! 


Tobin Smith--Founder/CIO Transformity Research/Wealth Management/Transformity Capital Markets

Founder of ChangeWave Research (now part of S&P Global Research )/2X NY Times Best Selling Author ChangeWave Investing & ChangeWave Investing 2.0 published by Random House/Editor Transformity Ultra Growth/Ultra Monthly Income/All Access Trading Room/Managing Member TransMed One TSIG LLC/Host Money Mavericks on all Streaming TV Channels