Sogo PowerYield Portfolios™

An investment service that seeks to generate monthly income from stocks that typically are not thought of as dividend payers.


Distribution Rate*

52.51%

As of 9/30/2024

Learn More About PowerYield Portfolios at Sogotrade



Build Your Portfolio

SogoTrade Asset Management’s PowerYield Portfolios™

SogoTrade Asset Management’s PowerYield Portfolios™ are built on the family of YieldMax™ ETFs, a  suite of exchange-traded  funds that actively manage an investment  strategy typically utilized by options traders: the covered call strategy. The covered call strategy is a widely-known alternative income strategy that uses options in an effort to harvest the volatility of individual stocks, including stocks that offer little or no dividends of their own, such as Tesla, Nvidia, Coinbase, Google, Meta, AMD, Apple, Microsoft, and many more. 

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Commission Free

Commission free with goal of monthly income. SogoTrade Asset Management manages everything for you, determines the composition of the portfolio, and executes all trades for a single management fee.

Monthly Income

PowerYieldPortfolios™ are designed to deliver an alternative source of monthly income from a proprietary portfolio of ETFs. The ETFs comprising PowerYieldPortfolios™ have the potential to generate
monthly yields that, when  compiled together, also offer the benefits of diversification from a single stock. Any income received can be automatically reinvested into the strategy in an attempt to benefit from the advantages of compounding.

Our Mission

provide investment opportunities for our clients

SogoTrade Asset Management's mission is to provide investment opportunities for our clients in a simple cost-effective manner. PowerYieldPortfolios™ innovative design seek to deliver an alternative source of monthly income.

Our Goal

We believe that customers need more than a portfolio and because we are interested in long-term relationships we want to be cost competitive, so as to not erode customer returns while providing a necessary level of individual service.

 +1 (888) 709-7646

Potential Benefits of
PowerYield Portfolios™

High Income Potential

Designed to deliver meaningful monthly yields.

Compounding Power

Automatically reinvest income back into the strategy. Compounding can make your investment grow faster over time.

Access

Gain exposure to an
investment strategy typically utilized by 
options investors.

Convenience and Ease

Avoid the anxiety of managing multiple 
options strategies simultaneously.

Diversification

Manage the risk of single stock covered call strategies with a portfolio solution.

Simple Fee

SogoTrade Asset Management charges one simple fee regardless of portfolio changes 
and required trading.

PowerYieldPortfolios™

A solution that seeks monthly income from volatility harvesting of widely held stocks
Contact Information

Nationwide Call Center US: 1-888-709-7646 
Outside US: 1-646-885-6594

Service Hours
Monday - Friday 7am - 8pm ET

© 2025 SogoTrade, Inc. All rights reserved.Brokerage services provided by SogoTrade, Inc., Member of FINRA.

Portfolio management and advisory services are provided by MarketRiders, Inc. (doing business as SogoTrade Asset Management ("SAM")), a registered investment advisor. Brokerage services are provided by SogoTrade, Inc. SAM provides discretionary advisory services for a fee. SAM and SogoTrade, Inc. are separate entities under common ownership.

Before investing you should carefully consider each Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus. Please read the prospectuses carefully before you invest.

No information contained on this website is intended as a recommendation or solicitation to invest in, or liquidate, a particular security or portfolio. Product suitability must be independently determined for each individual investor.

Distribution Risk. As part of the Fund’s investment objective, the Fund seeks to provide current income. There is no assurance that the Fund will make a distribution in any given month. If the Fund does make distributions, the amounts of such distributions will likely vary greatly from one distribution to the next.

The distribution rate is not the same as total return. The distribution rate is based on past distributions which may not continue.

Distributions may include a return of capital.

Options are not suitable for all investors. There are risks involved in any option strategy. Individuals should not enter into option transactions until they have read and understood the option disclosure document titled "Characteristics and Risks of Standardized Options," which outlines the purposes and risks of option transactions. This booklet is available from your Financial Advisor or at http://www.theocc.com/about/publications/character-risks.jsp. Supporting documentation of claims will be supplied upon request.

Options Contracts. The use of options contracts involves investment strategies and risks different from those associated with ordinary portfolio securities transactions. The prices of options are volatile and are influenced by, among other things, actual and anticipated changes in the value of the underlying reference asset, including the anticipated volatility, which are affected by fiscal and monetary policies and by national and international political, changes in the actual or implied volatility or the reference asset, the time remaining until the expiration of the option contract and economic events.

Derivatives Risk. Derivatives are financial instruments that derive value from the underlying reference asset or assets, such as stocks, bonds, or funds (including ETFs), interest rates or indexes. The Fund’s investments in derivatives may pose risks in addition to, and greater than, those associated with directly investing in securities or other ordinary investments, including risk related to the market, imperfect correlation with underlying investments or the Fund’s other portfolio holdings, higher price volatility, lack of availability, counterparty risk, liquidity, valuation and legal restrictions.

High Portfolio Turnover Risk. The Fund may actively and frequently trade all or a significant portion of the Fund’s holdings.

Liquidity Risk. Some securities held by the Fund, including options contracts, may be difficult to sell or be illiquid, particularly during times of market turmoil.

Investing in securities involves risk of loss that clients should be prepared to bear. No investment process is free of risk; no strategy or risk management technique can guarantee returns or eliminate risk in any market environment. There is no guarantee that your investment will be profitable. Past performance is not a guide to future performance. The value of investments, as well any investment income, is not guaranteed and can fluctuate based on market conditions. Diversification does not assure a profit or protect against loss.

Call Writing Strategy Risk. The path dependency (i.e., the continued use) of the Fund’s call writing strategy will impact the extent that the Fund participates in the positive price returns of the underlying reference asset and, in turn, the Fund’s returns, both during the term of the sold call options and over longer time periods.

Counterparty Risk. The Fund is subject to counterparty risk by virtue of its investments in options contracts. Transactions in some types of derivatives, including options, are required to be centrally cleared (“cleared derivatives”). In a transaction involving cleared derivatives, the Fund’s counterparty is a clearing house rather than a bank or broker. Since the Fund is not a member of clearing houses and only members of a clearing house (“clearing members”) can participate directly in the clearing house, the Fund will hold cleared derivatives through accounts at clearing members.

Price Participation Risk. The Fund employs strategies which may limit the degree to which the Fund will participate in increases or decreases in value experienced by the underlying reference asset over the Option Period.

Shareholders of the funds are not entitled to any dividends paid out by any of the companies mentioned.

The funds do not invest directly in the underlying stock or ETF.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed.

The performance data quoted represents past performance, past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. To obtain performance data current to the most recent month-end contact us at 1-888-709-7646.