MST: Good For Trading, Not For Income

Joseph Parrish
2.56K Followers

Summary

  • MST is a leveraged ETF aiming for 150%-200% of MSTR's daily returns, using derivatives and leverage for active trading.
  • Despite weekly distributions, the fund's total returns are negative, reflecting both payouts and recent declines in underlying holdings.
  • Long-term investors face high risks due to leverage, daily rebalancing, and the questionable long-term outlook for MSTR and BTC exposure.
  • I rate MST a Hold, as its structure favors traders over investors and lacks a compelling case for long-term capital appreciation.
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Defiance Leveraged Long + Income MSTR ETF (NASDAQ:MST) is a new ETF, launched in May. About two months old, I wanted to take a look at it and see how it related to Strategy (MSTR), being a

This article was written by

2.56K Followers
I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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