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@steveng8727
@steveng8727 54 минут бұрын
What am I missing, the S&P 500 instead kills all of these?
@GregF-k7w
@GregF-k7w 3 сағат бұрын
How’s PFE treating you?
@ExitTheSystemBTC
@ExitTheSystemBTC 4 сағат бұрын
Can you review SPYT? I think they have a very unique strategy, love to hear your thoughts.
@jboy1757
@jboy1757 8 сағат бұрын
I know IVVW is boring but if you are to compare it to your "yes ETFs"; I think IVVW will surprise you
@一副無辜樣
@一副無辜樣 9 сағат бұрын
but what about the tax? it generate income with weekly distributions.
@MrGenerallee442
@MrGenerallee442 10 сағат бұрын
I think this is my 1st youtube comment ever. (or at least as long as I can remember) I don't give compliments just to make people feel all warm and fuzzy inside, this one is well deserved. Very impressive series so far. I really appreciate how you review all past trades and add a "little more" clarification each time (probably based off the prev video questions). This helps to reinforce your previous info, while still progressing to the new stuff, which keeps me from wasting time review old videos repeatedly, thus wasting time and seeking alternative info. Your method retains engagement. Nevertheless, I plan to start the series over when I think I got these basics down. Your now one of the few subscriptions. Nice work.
@briangemmet3567
@briangemmet3567 Күн бұрын
Hey Dave, just letting you know I’m still trading, hanging in there, less of the risky long option trades, and more of building a long term portfolio, I call it “The Dave” portfolio ❤ hope you’re doing well, thks for channel 👍
@wealthadventures
@wealthadventures 11 сағат бұрын
I'd love to see what a Dave portfolio looks like! Cheers and good luck in 2025 Brian.
@briangemmet3567
@briangemmet3567 4 минут бұрын
Haha maybe I’ll show you some day once it’s dialed in 👌
@losangelessammy3109
@losangelessammy3109 Күн бұрын
Thank you for making it so simple.
@NoxAeternis
@NoxAeternis 2 күн бұрын
Your channel is the first i come to for many things in this space. Thank you sir!
@wealthadventures
@wealthadventures 11 сағат бұрын
Thanks! Glad to hear.
@rickbold9337
@rickbold9337 2 күн бұрын
I’ve had it for two years. The first year was pretty good. Almost even NAV with a 16% yield. This past year I’ve noticed that in a down market it really goes down fast compared to other index covered call ETF’s. I’m not liking how it underperforms and will be trimming my exposure soon
@wealthadventures
@wealthadventures 11 сағат бұрын
Thanks for the comment Rick. It has been a slow slide this year.
@rickbold9337
@rickbold9337 2 күн бұрын
SVOL is proving to be very volatile in a downward market. Not liking how it has preformed
@btaylor9661
@btaylor9661 2 күн бұрын
There have to be some stocks with some adventagious entry points. How are you dinding them? Just hot talked about stocks currently?
@tz8565
@tz8565 3 күн бұрын
Im curious -- do you sell calls or put options on Tsla?
@wealthadventures
@wealthadventures 11 сағат бұрын
I have in the past but nothing active at the moment. The volatility is great in TSLA and since the election it has exploded. I just think it always looks soooo expensive and hard to be active with options.
@tz8565
@tz8565 8 сағат бұрын
@wealthadventures good point👍
@pedroflores8452
@pedroflores8452 3 күн бұрын
Happy holidays. Dave. thankyou for your time and effort that is put in creating those videos. We all benefit from them one way or another. Anyway. Here is a small gift of appreciation. May next year be even better.
@wealthadventures
@wealthadventures 3 күн бұрын
Thanks Pedro! Much appreciated. Happy holidays!
@macharlem
@macharlem 4 күн бұрын
Wow I stayed all the way, almost to the useless end 😐
@moviegoer1000
@moviegoer1000 4 күн бұрын
excellent insights
@whodidit99
@whodidit99 4 күн бұрын
One topic that most KZbinrs avoid is which funds are "tax efficient" and why, and how to tell? Could you cover this?
@wealthadventures
@wealthadventures 3 күн бұрын
I plan on doing a video on these types of funds and taxes in 2025 once I get all my tax information together.
@dudus67fr
@dudus67fr 5 күн бұрын
What about SPYI ?
@wealthadventures
@wealthadventures 3 күн бұрын
I covered SPYI in my S&P500 video: kzbin.info/www/bejne/hWPOeoWJec2bhJI
@mrnickyy
@mrnickyy 5 күн бұрын
Do you hold these funds you spoke of in a retirement account or regular brokerage account?
@wealthadventures
@wealthadventures 3 күн бұрын
I have some in my retirement account and others in a taxable account.
@whodidit99
@whodidit99 5 күн бұрын
A great video would be what determines a "tax efficient" etf vs a "tax inefficient" etf, and how to tell if the etf one is analyzing fits into which category. Maybe a comparison of the most tax efficient and the least etf. So many talk about this but don't really give a clear explanation.
@wealthadventures
@wealthadventures 3 күн бұрын
I plan to tackle that in 2025 once I get to my taxes.
@markfulmer2135
@markfulmer2135 5 күн бұрын
Great commentary of the better CC ETFs! Which of these would perform best in a bear market??
@wealthadventures
@wealthadventures 3 күн бұрын
Hard to say. Selling calls closer to the money provides a larger hedge but that can also lock in losses at times.
@jboy1757
@jboy1757 6 күн бұрын
Is CHSI tax efficient, similar to the other NEOS funds?
@wealthadventures
@wealthadventures 3 күн бұрын
CSHI uses index options so that portion will get 60/40 tax treatment.
@yanpeyer5686
@yanpeyer5686 6 күн бұрын
do these tax benefits also work for europeans with this etf?
@wealthadventures
@wealthadventures 3 күн бұрын
Sorry but I can't help with that one. Not sure!
@billibarou
@billibarou 6 күн бұрын
I own mostly JEPQ because I found it to be the most reliable, and well built. Will most likely switch to QQQI in my brokerage account for tax purposes. Just want to give QQQI more time to marinate and show me what it can do. I am a fan of the NEOS funds, and I think you can build a really smart portfolio from them with a sweet yield.
@Jerry327565
@Jerry327565 6 күн бұрын
Thanks for the content-well done! A great addition would be some volatility metric and sharpe ratio to accompany the return data.
@wealthadventures
@wealthadventures 3 күн бұрын
Great suggestion!
@Mr.T98765
@Mr.T98765 6 күн бұрын
You don't like Defiance?
@wealthadventures
@wealthadventures 3 күн бұрын
Which product are you looking at from Defiance?
@Mr.T98765
@Mr.T98765 3 күн бұрын
@ Wouldn’t QQQT or QQQY qualify for this list?
@getthefacts6983
@getthefacts6983 6 күн бұрын
Now do Yieldmax :D
@ScottOrchard-rt1wh
@ScottOrchard-rt1wh 6 күн бұрын
Dave, really great video. I just don’t understand why you get so hung up on the experience ratios for income producing products . When you are looking at dividend returns, those returns are what you get after the expenses. A dividend ETF that pays out a 12 % return and has a 1 % expense ratio means it is making at least 13 % to keep 1% and pay you 12. it is still better than a fund paying out 10% with a .5 % expense ratio. In reality, expenses ratios don’t really matter, just total return, or dividend payout depending on what you’re looking for.
@wealthadventures
@wealthadventures 3 күн бұрын
Expenses can eat up a portfolio. I prefer to keep them low no matter the product. If we are comparing 2 that are similar, I'm going with the lower expense ratio. Also, it is often overlooked but total return does not include the expense ratio. Those expenses still needs deducted. So if a product is charging 1% and has a total return of 12%, you will get an 11% return which is called the net return. My philosophy is to keep fighting for lower fees and keep more for yourself. Cheers to 2025!
@ScottOrchard-rt1wh
@ScottOrchard-rt1wh 2 күн бұрын
@ But that is not the case for dividends, which is what I was specifically addressing. The 12% dividend you get is after expenses. So if you are retired, and living off of dividends, the 12 % dividend with a 1 % fee is better than an 8 % dividend with a .2 % fee, as long as the long term fund price is stable or hopefully positive…. Not a dividend trap fund. For dividend return, the management fee just doesn’t matter.
@Celticmedicineman
@Celticmedicineman 6 күн бұрын
Am I the only one that thinks it should be mandatory Dave makes the whaaachaaa noise after every time he says NEOS?
@wealthadventures
@wealthadventures 6 күн бұрын
😎
@kevineddlemon3049
@kevineddlemon3049 7 күн бұрын
Excellent info, Dave. Great stuff!! GPIQ and JEPQ are my favorites
@wealthadventures
@wealthadventures 6 күн бұрын
Thanks Kevin!
@joannab9854
@joannab9854 7 күн бұрын
Hello, thank you for summarizing these funds. I am looking forward to your summary of type of taxes these funds have their distributions including ROC, 60/40 or ordinary dividends!
@wealthadventures
@wealthadventures 6 күн бұрын
Coming soon!
@aliencrest
@aliencrest 7 күн бұрын
Awesome video! Straight forward analysis. I own FEPI and QQQI to test performance, might move totally into QQQI. However, you spiked my interested in QDTE.
@wealthadventures
@wealthadventures 6 күн бұрын
Thanks!
@shawnshively3778
@shawnshively3778 7 күн бұрын
This is a gooood video. 😮 thanks much
@wealthadventures
@wealthadventures 6 күн бұрын
Glad you liked it!
@khanbus
@khanbus 7 күн бұрын
Thank you for an excellent video
@korzenik81
@korzenik81 7 күн бұрын
Hypothetically, if you knew what the price of Nvidia would be in 6 months from now, what would be the most profitable option to buy right now?
@wealthadventures
@wealthadventures 6 күн бұрын
Assuming you think it is going up I would be buying calls.
@korzenik81
@korzenik81 6 күн бұрын
@@wealthadventures yes, price going up. Let's assume Nvidia hitting $175 in July, which would yield the biggest return - OTM, ATM or ITM calls? Thanks
@ChrisClark-x6b
@ChrisClark-x6b 7 күн бұрын
Dave, thanks for the ideas from this video covered calls QQQ. Keep up the good work, Merry Christmas.
@wealthadventures
@wealthadventures 6 күн бұрын
Happy holidays!
@Adventure5619
@Adventure5619 7 күн бұрын
Did you see the dismal recovery friday though on qdte xdte vs the great recovery of tracking index
@Joy-bu8zb
@Joy-bu8zb 7 күн бұрын
Like your apples
@whipless9668
@whipless9668 7 күн бұрын
Thanks for the info! We like your apples. Merry Christmas and all the best to you and your family. Maybe Santa will bring you another set of tickets to Sedona!
@wealthadventures
@wealthadventures 6 күн бұрын
Happy holidays!
@wealthadventures
@wealthadventures 6 күн бұрын
I'll go back to Sedona!
@moneekdilawari4508
@moneekdilawari4508 7 күн бұрын
IQQQ is another one
@wealthadventures
@wealthadventures 6 күн бұрын
Thanks. Will check it out!
@thomashart1030
@thomashart1030 7 күн бұрын
Thanks Dave,good information as always.
@DividendDork
@DividendDork 7 күн бұрын
Another great video Dave! Surprised that you even included QDVO considering how new it is (and gave it the highest rating no less). Also, I think depending on when you got into FEPI, you might rate it higher. Very consistent dividends with tax advantaged status. Anyway, enjoyed it! Happy holidays!
@wealthadventures
@wealthadventures 6 күн бұрын
Thanks! I'm a fan of the Amplify ETFs.
@oanhpham8780
@oanhpham8780 7 күн бұрын
Nice thank you 🙏🙏🙏❤❤❤
@Narsuitus
@Narsuitus 7 күн бұрын
I was writing my own covered calls until I found QYLD. I now own QYLD and JEPQ. I love these covered call trading strategies. I am considering adding GPIQ to my portfolio. Your video was very helpful.
@wealthadventures
@wealthadventures 6 күн бұрын
Thanks for sharing!
@Fezziwig-financial
@Fezziwig-financial 7 күн бұрын
JEPQ is the best for me, performs better than anything else I have
@gurrrrlish
@gurrrrlish 7 күн бұрын
your taxes column really needs to address return of capital or not ----
@effigy98
@effigy98 7 күн бұрын
SPYI and QQQI are ROC, which makes them good for high income earners in taxable that expect lower income in retirement.
@wealthadventures
@wealthadventures 6 күн бұрын
Hope to expand it once I have data from this year.
@JohnDAlmonte
@JohnDAlmonte 7 күн бұрын
If the end goal is income, isn’t it better if the stock price doesn’t increase too much? I prefer to keep shares forever, so buying an ETF like FEPI, where the price is fairly stable, and the distribution is stable, allows my shares to compound faster if I’m reinvesting. Hopefully I’m looking at this correctly?
@wealthadventures
@wealthadventures 6 күн бұрын
If you sell calls, the goal is to have the underlying expire at the strike you sell so that you keep the premium and get the gain in the asset.
@mikeconnell698
@mikeconnell698 7 күн бұрын
Thanks for the info. Just thought I'd put in a word for AIPI from Rex. Merry Christmas!
@wealthadventures
@wealthadventures 6 күн бұрын
Happy holidays! I'll check out AIPI.
@pedroflores8452
@pedroflores8452 7 күн бұрын
Hi Dave, after Ymax went weekly I bought over 500 shares and with those dividends I am buying apple . So a one time buy of $9000 in Sept provides over $100 weekly straight into apple. So very little Nav erosion but I have bought over $2000 of Apple in 3 Months.
@wealthadventures
@wealthadventures 6 күн бұрын
Nice! Keep it going
@pedroflores8452
@pedroflores8452 6 күн бұрын
Thank you and also thank you for your videos they help a lot.
@celestial_sphere3
@celestial_sphere3 7 күн бұрын
Appreciate your contributions, Dave. Thanks for the video. Wishing you and your family a healthy and prosperous 2025!
@wealthadventures
@wealthadventures 6 күн бұрын
You too! Thanks for watching.