5 Best Monthly Dividend ETFs to Pay Your Bills

[@josephhogue]

😲SPECIAL Announcement! Opening up channel membership with some great perks and access! mystockmarketbasics.com/BowTieMember ✅ Instant Buy/Sell Notifications and Stock Ideas ✅ Stock Split and IPO Alerts ✅ Monthly Live Q&A ✅ ...MORE!

[@markpierce97]

I like this guy. KZbinrs are always too hyped and over-the-top energetic. Joseph always sounds like he’s trying to not wake the sleeping baby. Love it. Learning a bunch. Thanks, boss.

[@silviamoreira6171]

@@joeshonk9715 this is why it's important to DYOR

[@steverogers-realtor8763]

Kind of like the Bob Ross of investment personalities?

[@freddydee270]

Thank you again. I can't believe these videos are free. You've helped me so much this year. I'm 60 and heavily invested in high-quality dividend stocks thanks to you.

[@freddydee270]

@never give up AGNC,MAIN,OUSA,SBUX,VYMI,SCHD,CVX,KO, PEP,MO

[@josephhogue]

🤑Check out this daily dividend portfolio and get all the research and plan I used! kzbin.info/www/bejne/r5eVoputppeab9U

[@rickwalker5203]

My IRA got a remodel this year, these 5 ETF’s are now owned by me.

[@donpelvito763]

Nobody who watches KZbin videos on investing probably has enough to invest up front, in order to pay bills from dividends. Pointless video and I'm not even gonna bother watching it

[@rodolfopena7441]

Why use the 5Y chart when JEPI started in 2020? 🤔

[@willmallory9085]

Excellent video Brother. Monthly payments is what I'm looking for to put in a Living Trust for my children. Something to pay them long after I'm gone.

[@richardthorne2804]

DIVO and JEPI are my favorite CC ETFs but I don’t like those covered call ETFs that sell at the money such as QYLD, XLYD. No capital appreciation with those and at least with JEPI you will get some b/c they sell out of the money. DIVO is the king for covered calls with capital appreciation potential absolutely love it.

[@OldLion64]

I like them too. Can write CCs on DIVO fund too on top of it.

[@boodles07]

I own DIVO and JEPI also! Yea boy!

[@RealKimJungUn]

I regret my QLYD. Only price depreciation

[@dmullins301TWM]

If one learns best when the teacher is knowledgeable and able to pleasantly convey such, then it explains why I go to this channel every time.

[@moneymanfernando1594]

Thanks for the video. I love and own JEPI, DIVO and SCHD. I am looking into JEPQ.

[@josephhogue]

Will have to check out JEPQ. Lovin' the SCHD and JEPI though

[@Tommygunz106]

My issue what percent should one in invest in each these when making a pie? Any suggestions

[@kylerootphotos]

I use a combo of xyld, jepi, divo, ABR, SCHD, CRF, and Psec to pay my bills.

[@davidprather4949]

I got off the PSEC... but yes the XYLD JEPI DIVO, AMR and SCHD

[@davidprather4949]

Also, since 2004 PSEC dividend has been going down and there has been no move since 2017 and has held at 6 cents a share. Along with that, its forecast looks like it will be going down more.

[@kylerootphotos]

@@davidprather4949 I have been looking at dropping it. Just haven’t yet.

[@boodles07]

I dumped PSEC long ago.

[@hurricanelopez]

Best financial content on KZbin is the bow tie. Tons of great information and real data in every video. Many thanks

[@rickwalker5203]

I bought these 5 last year. Rebalanced last week. JEPI was changed to JEPQ and JEPY. KBWD, now AGNC. Kept YYY, SDIV and SVOL. And having a steady income flow and shares are pretty stable.

[@HUMANOID6969]

I still love Oxford. I know the yield is high but it's been constant lately. I don't know maybe it's just my entry price making me bias. It's treated me good so far. JEPI I have on my watchlist and would like an entry below 50. It's not a bad etf really

[@RealKimJungUn]

Same, looking for SCHD under 70 and JEPI under 50

[@overhansable]

So hoping SPY crashes another 15-20%?! As a point of entree?! Good luck… Great strategy… With JEPI you basically lose 1% each month atm, while not being invested. You guys must be the greatest market timers in the world to be able to offset that. Didnt know that such geniuses still hang on youtube, commenting…

[@RealKimJungUn]

@@overhansable yes, I'm up 15% in realized gains VS unrealized losses. From 2021- current day. Very easy to do during cyclical plays, and looming recessions. Will check back with you in a few months

[@rudygoofysrh]

Great work. Excellent explanation for creating your own best ETF. Bow tie nation all day, everyday. 💯

[@JohnJames-Manifest]

Wow! One of the best explained videos on dividends. Thank you

[@mikebrowner1]

SDIV is down 67% since it’s inception. I understand the dividend is decent, but this is a dividend trap ETF.

[@stonersgym8120]

Tread carefully on SDIV. That recent reverse split should not inspire confidence

[@lxbronx6]

I saw that too. Caught me off guard.😭 I’ll be fine though

[@charisseeglover2202]

Awesome information thanks for sharing your knowledge!!!

[@BenWatkinsGtr]

Thanks for all you do, Joseph! Not to be "that guy", but was JEPI maybe a legacy equity from another ticker? We're talking about it outperforming on a 5-year basis, but I can only find historical data and chart info back to March 2020.

[@theflightsimulationexperie6894]

What about JEPQ? Jepi little brother is performing well and provides growth other than QYLD.

[@alltexasvending5854]

Performing well ?? It’s down 25% since inception in May 2022 !

[@rishtunkhwa8990]

About YYY as of December 2022; YTD Daily Total Return -22.43%,, Expense Ratio (net) 2.26%. It hurts

[@joycejohnson9760]

Just found your channel. This was great information. Became a subscriber.

[@JimDEden]

JEPI on 1/3/22 High = $63.30 (100 shares = $6330). On 12/30/22 JEPI Low = $54.06 (100 Shares = $5406) That's a 14+% ~$924 loss in equity over 12 months. Even an 11+% yield won't stop a bleeder like that! JEPI kept striving for lower LOWs the entire last 2/3 of 2022! What am I missing Joseph? I'm always ready to learn what I'm missing.

[@mrmacc1312]

Great free well spoken advice, thank you so much these videos are really helpful

[@geneschwarzrock882]

Nice video, good advice, but JEPI doesn't go back 5 yr. It's only been around since May 2020. I like CEFS over YYY for a fund-of-funds play. Higher reward for same risk, per Morningstar.

[@arigutman]

ETFs are the best, especially the ones that just cover the broad market. When you are investing into the broad market, you cannot lose!

[@karocify]

Love your content! and I have a question - Isn't cashing out dividend gains to pay bills tax-inefficient? Since you need to pay the taxes on those gains... And from the videos I've watched where you help us figure out how much to invest in dividends to pay a bill, I haven't seen you include taxes on that? Am I missing something here? Thanks for your content though 🙏

[@kbunk237]

Taxes can vary quite a bit. Qualified dividends will be more tax efficient than non-qualified dividends. Some people use dividends from their Roth IRAs, which would be tax-free, assuming they take them after age 59.5. If you take the dividends from a taxable account, you are taxed the same as if you had auto-reinvested them anyway. Uncle Sam will tax the gains now either way in that scenario. If you want to really take taxes into account, you should look into how qualified vs. Non-qualified dividends are taxed and plan accordingly.

[@brettduffy1992]

The stock I do for monthly dividends or real estate income. Ticker o and gain

[@sydport9036]

JPMorgan Equity Pr Inc Fund started May 2020 but you have statistics going back five years?? Hmmm..

[@FidelCashflow13]

Joesph,You talked about Expense Ratios - Is that Paid out of your monthly dividend or at Tax Time?

[@DanceGeekRob]

I see a LOT of videos like this one, and I appreciate the lesser discussed fund management fees, but I just never hear about taxable versus non-taxable dividends. I’d like a good short list of dividend stocks or REITs that pay out non-taxable dividends.

[@zacblackwood6197]

These are all horrible. Been losing money for the past 5 years and insane expense ratios. JEPI isn’t bad

[@DimitriVonTolan]

We need an update on Main Street Capital --- do you think it's still a buy? The seem to have accumulated an Insurmountable mount of debt.

[@thyrathlach634]

Very good. Thank you very much.

[@ericgreen6880]

Thank you😊

[@whompmaster]

11:40 SDIV just had a reverse 1:3 split and now it's 24.03 per share.

[@josephhogue]

😡 Hate reverse splits. Will have to take another look. Thanks for the update

[@TheAffirmationSpot]

Thank you for your videos! Curious on your final pick. SDIV. I’ve held a significant amount with them for a while. How do you see their recent reverse split impacting yields?

[@josephhogue]

Haven't dug into the press release. On the face of it, shouldn't affect yield. They decrease number of shares but pay out same total dividends so amount per share goes up and yield stays same. I'm worried though that they're trying to do a covert dividend cut, raising dividend per share but not by same amount as share reduction. It's a well run fund and diversified, just what you have to expect every once in a while from these high yield funds...especially in bear market

[@michaelpedersen8491]

like Josph's video, thanks :) SVOL and SDIV are down in appreciation, and I am concerned about the falling appreciation of these ETF's

[@jonbrand5552]

I’m new to investing. I want to know the best etf’s for dividend and investing

[@50SecondFinance]

Great advice! NOBL is one of my most favorite ETFs since it has so many companies that have been around for a long time

[@ryanbaileyboxing]

Jepi and SCHD better

[@valenteperez9198]

Great show and very lucrative Thanks

[@josephhogue]

Always glad to help. Thank you for being a part of the community

[@lailatov957]

How many shares of those dividends need to have in your opinion?

[@scottsanborn1927]

Thanks!

[@josephhogue]

Thanks Scott. I appreciate it. Let me know if you want something discussed

[@valenteperez9198]

Hey hope everyone is well Can you provide me more info on dividen stocks Am new at this but I like the dividen stocks as well as long term

[@josephhogue]

Sure thing. Check out this video for more ideas kzbin.info/www/bejne/a5y4oGqAmcaJg6s

[@John-kc7wo]

awesome information!

[@JIMN26]

Thank you for the great info and videos, but with the real estate market in a downward spiral, I wouldn't recommend real estate invested ETFs like KBW and SDIV.

[@danielmaldonado6388]

You think jepiq would be bettler option than Qyld?

[@WarrenBuffettDividend]

Very interesting video.. taking notes..

[@williamfeeley644]

I am watching stock after stock get shorted by large increases over last weeks shorts Does anyone know what's going on

[@TravelingNomad100]

Good video

[@stocksusd]

Very helpful video!

[@jonsmith9728]

curious about commodities ETF's, gold/silver/copper and gas are all expected to spike next yr according to a number of CFA's/CPA's & economists

[@Skavatar789]

i've been swing trading the UCO crude oil and UNG natural gas stocks since Oct, made some decent profits. been buying the natgas dip with my dividends over the past month.

[@jonsmith9728]

@@Skavatar789 thanks for the heads up, i'll have to check those out

[@sassi9773]

SDIV did a reverse split on Dec. 19.

[@bigbadbootydaddy616]

is that good or bad? thinking of buying into it

[@don__hector7845]

kbwd 10% v 3.5 annual returns?

[@andrewwilhorn1066]

How long ago did you make this video? SDIV just had a reverse split and it wasn't even mentioned in the video.

[@mikebrowner1]

Yup

[@brettduffy1992]

If you reinvest dividends I could see that turning into a snowball rather quickly

[@micas290]

i wish i could buy JEPI in europe but us europeans cant even touch vti, voo, jepi, schd and many others cuz we are not in the USA :( And another thing can you analyse Ready Capital and provide an analysis?

[@RenosVids]

The five year return on most of your recommended funds is scary.

[@bold2013]

Another trap is their tax statuses, qualified vs non qualified… Im cautious because I don’t need the income now and my tax bracket is high.

[@josephhogue]

Definitely put your high yield investments in a retirement account. No sense paying the taxes until you need the money

[@edeschneeden9223]

Is there one ETF in this Type in Germany?

[@Apeiron242]

You like it *more* because you think it's *better*.

[@tristenroberts9176]

SDIV is down 60% the past 5 years. Why would I invest in that?!

[@josephhogue]

Down 44% when adjusting for dividends but yeah, it's been a dog. Nobody could have predicted how some of these would get hit. I'm using the JEPI and SCHD more now.

[@ryanbaileyboxing]

Schd and jepi all the way

[@RetireWithLess]

JEPI does not sell calls on the individual stocks it holds.

[@thumperjr100]

Exactly

[@Daniyoyo]

Is KBWD really over 2% expense ratio 😮

[@johnserton7997]

Why does your sdiv price say 8.27. But when I look it up it says 25.61?

[@ChannelSyxx]

3:1 reverse split in December.

[@DARTHDANSAN]

I just bought 1500$ in o and 500$ in SCHD I have few dollars in a lot monthly payers (PSEC) SLG, EPR , MAIN, ORC, and SJT . PAY ME EACH MONTH!!!!!!! Y’all are cray of y’all think I’m wait a whole quarter to get paid

[@jpage505]

Semper Fi devil dog!

[@villeband430]

Why is SDIV 8.27 at close 🤔 I looked it up and is 24 dollars per share

[@Dogbullet]

They just did a reverse split on their shares.

[@Growth_Stock_Life]

Yyy is a shocker, otherwise good video.

[@rendapassivainvest]

I have ivv, schh and vea ,

[@joannemeeks745]

SVOL has lost a lot of asset value over the last year.

[@DolaAktar-t9d]

Garcia Kimberly Gonzalez Mary Davis Kenneth

[@rishtunkhwa8990]

You give good point to help but you speak too fast.

[@StevenSchoolAlchemy]

Interesting

[@josephhogue]

Always glad to help. Thank you for being a part of the community

[@RaiseEm]

SDIV?!?!? REALLY?!? Possibly the worst investment I ever made. Can't believe you'd reccomend SDIV.

[@josephhogue]

Which would you recommend instead?

[@JB0523]

Thoughts on ZIM? 🤔

[@lenimprota8074]

I bought a ton of ZIM and it pays a high divie but subtracts taxes on it too. 25% tax. But I still like the price drops.

[@gatoborracho4572]

Don't buy it... or if you have it... get rid of it asap.... I lost 5k with zim already.. dividend not worth the losses

[@nativayt9470]

SLG

[@TheJHMAN1]

Use the dividends to pay the taxes on the dividends.

[@louis20122]

Total returns for these are not impressive.

[@nativayt9470]

KBw

[@2coryman]

President Trump will make the market business friendly again

[@JJNorm100]

Aghhhhhhh!!!!!

[@retiredn]

JEPI ALL THE WAY !

[@Randy58-zn4ez]

The higher the yield the more risk they must take and when the markets drop these funds will lose the most.

[@sniperrules7031]

SDIV had split, the current price is over $26.00!

[@nathie888]

✅joseph Hogue

[@nathie888]

.......

[@BrianTX409]

JEPI inception date is 2020. It'll be five years old in 2025.

[@cr4yv3n]

Literally none of these is available to EU retail investors. Fail