My $1.9 Million Stock Portfolio Unveiled | $36,629/Month Passive Income - UPDATE #43

[@dwaynecunningham2164]

Asked my parents' "advisor" to see his portfolio. He said no advisor would do that. Adrian: so here's my portfolio every month.

[@stonkedup]

@@dwaynecunningham2164 exactly. Because their advisor’s portfolio is probably 100% S&P 500 😂

[@dwights1024]

Yeah those advisors don’t know anything other than those waste mutual funds and GICs

[@dwaynecunningham2164]

@dwights1024 that's really funny because that is exactly all they have invested them in for decades!!

[@charliebaran4124]

I used to be one of those advisors and can 100 percent confirm. I got pushed out when I tried to break this method. All the money is made from the mf companies paying a cut from the load on those funds.

[@abha801]

Basically he is doing the Advisor stuff for Cheaper through Etfs with Covered calls. 😁🤝

[@abha801]

My man Adrian A big congratulations on this milestone for all people who are too cool for this channel this is for all people like myself who is working 80 hour week non stop, Regular folk and want to get out of the Rat Race. So if you have negativity I will personally show you the door out. I can personally say Adrian has helped me signifcantly with my Stock Portfolio and giving me the confidence of doing it myself instead of relying on some Advisor throwing money in a Mutual fund. I am actually seeing all the results I started following Adrian in 2021. So please people take it easy and stop pounding him with your negativity if you dont like him dont watch or follow him you can always watch a wonderful movie on KZbin for entertainment😅. There are so many people who are trying to figure it out. Adrian bro love your progress thank you for all you have done for me and my family. This is not a paid or sponsored Comment😂😂😂😂.

[@PassiveIncomeInvesting]

thanks for sharing man!

[@abha801]

​@@PassiveIncomeInvesting Sir🤝😁🤑🙏

[@KSol-sp3xo]

Adrian , I 'retired early' thanks to your video encouragement. I've been watching since 2020. Deeply appreciate your videos. My portfolio is sitting near you. Im returning 7.9%. Cautious as of now. Viewers... if you find yourself here... Adrian gives sound suggestions and is transparent with investments. That's rare in most of the money managing world. Money does need managed so don't sit too long without reviewing gains and losses.

[@Papineau7614]

Congratulations for your amazing portfolio ! Happy New Year to you and your wife !

[@Returnofthejedi2000]

I can’t believe I need to explain the last two Qdte dividends but what are friends for …roundhill has long syntactic long calls 3 to be exact these long calls generate cash this cash must be distributed to the shareholders before the end of the year…this is the reason for the high distribution on Xdte and Qdte and the same will happen to Rdte next year…hope that helps

[@valveman12]

3:23 Wasn't Adrian talking about an error on Passive claiming the dividend was around 0.869508 when it is actually 0.803885? I agree, that high distributions at the end of the year are quite common for many stocks...

[@getrichshortvideos]

I wonder why you do you think ENCL is totally linked to US production negatively impacting Canadian oil and gas? Shouldn’t that be “global” supply and demand equation that dictates oil prices and not only the US? Also, the conservatives are almost guaranteed to take power in canada and that will absolutely benefit the production of oil and gas, consequently, companies like CNQ, Enbridge, Suncor…etc. of the ENCC underlying assets would profit big time, which in turn will make ENCC and ENCL also go up!

[@mohamedms2472]

He is right, Trump is going to maximize domestic oil production, since the major client of canadian oil is the USA, it is going to negatively impact Canadian oil exportation to USA

[@ananditagangwar9988]

ENCL is a great buy at these levels. Dont mind Adrian. He does not know global macro economics at all. He understands covered call ETFS

[@ananditagangwar9988]

​@@mohamedms2472he is wrong. If you see the holdings ENCC has, their 70% production is in the USA.

[@sidb9540]

Encl is a risk at this prices IF and only IF Trump goes ahead and puts 25% tarrif on canadian oil

[@catherinedesilets8960]

Congratulations 🎉 all your hard work with promoting different funds, coaching calls etc is really adding into your portfolio size! It’s HUGE! Wow 🤩

[@patrickbelanger6253]

So inspiring! Love watching your portfolio updates. 2024 was my best year in terms of returns and dividends. Merry Christmas and Happy New Year, Adriano and Erica!

[@MuskokaClearLake]

Is there no concern QDTE etf price is down 13+% since inception In a strong bull market? Is there a risk the distribution will be cut if it continues trend or we get a substantial correction?

[@ddj2010]

They’re also performing worse on a total return basis vs my Global X equivalents, which are not showing capital loses

[@sactojlm]

Comprises, not compromises. I'm your #1 source of grammar.

[@thealpha.investor]

@@sactojlm *source for grammer*

[@jwcmnbox]

🔥🔥🔥🔥 always love your videos .. compliments to the new year to you and your wife.

[@tonypalmer948]

So what will the returns and the performance look like in a bear Market with qdte and x DTE Etc

[@VarrockCapital]

higher volatility means options premium will be higher, higher distributions from covered call ETFs to make up for the underlying going down.

[@jeannecheng4979]

Hi Adrian, I always enjoy watching your monthly updates for your portfolio. I noticed that the updated $1.9M stock portfolio hasn't been uploaded yet. Could you please upload it soon? Thank you, as always!

[@whereitsat350]

Are any of these etf's exempt from the 25% withholding tax?

[@karatechick]

What's the difference between hyld and uscl?

[@Rob-ob3sh]

Only 10 holdings in the main portfolio wow you whip through that fast now.

[@SebastienMigneault]

GUYS!!!!! I have reached the 5-digits number distriburions/month milestone this morning!!!!!!! 13.8% yield, mostly diversified CC ETFs and sector specific CC ETFs well known on this channel. Can't believe how fast it went, compounding is thruly powerfull. Last year, every analyst were predicting a recession, I didn't listen to them. MOST of the youtubers predict crash all the time, don't listen to those FOOLs. Investors who invest make money, the fools don't make money. YES my USCL and HYLD ETFs will be on the red in a market crash, maybe in 2025, but who cares? I am not going to sell them, ever. Ok I have been completely BRAINWASHED by this channel and my cofee was super strong.

[@efullname]

Agree and congrats!

[@louis-raphael165]

Between Purpose and Harvest, which one of their NVIDIA ETF is better? YNVD or NVHE? I guess the same question will arise when Harvest launches their Tesla ETF. That could be a good future video, comparing between companies these high yield single stock ETFs with the pros and cons of each.

[@kelitomiguel]

Nice long term total value results and a really nice river of (realized) cash coming in monthly (and weekly). Should we rename strategy to Active Income Investing given the frequent buys/sells? hehe. ;)

[@oldschoolhousetraxx]

Happy new year, my friend. Thank you for sharing this knowledge that helps us.🎉

[@PassiveIncomeInvesting]

same!!

[@valveman12]

Nice way to end the year, Adrian. 👍👍 Happy New Year 🎆🎆

[@NaiyoGames]

Thanks for the update! Quick question: Why get rid of encl? Aren't CC better when market is sideway/going down so we can get the premium without giving up the stocks? Also, do we care about the share value? what if it falls 10%, are we more interested in the distribution more than the potential capital gain? I have a lot of capital gain on all my CC, but I don't know if I should sell or keep forever? Thanks again for the great content you give a the time!!

[@efullname]

Could be he's also considering ENCL capital loss for income tax purposes?

[@CyclingDad]

Great summary. Took some cash off the sidelines on Thursday and used several of the picks from your list. Have a parallel acct with a mix of VFV and a smaller set. Going to run them both for 4mo and see how they do respectively. After the green today, the one with more of your picks is performing a little higher.

[@climbergreg5011]

I'm very disappointed that YTSL did not increase the distribution... they had to have made a killing on the call options, with the insane rapid rise to new all time highs of Tesla. If they don't do a drastic increase next month, I will be selling all my shares for a nice profit... I'll only hold them if the distribution gets the substantial increase it should have gotten.

[@markhopkin.]

@@climbergreg5011 I can see them increasing it soon.

[@Rob-ob3sh]

I love Hamilton products!!

[@guerillatactix3834]

What is the difference between HYLD and USCL. Both say S&P 500 with covered calls.

[@Dividend-Shark90]

Jordan at covered call ETF investing channel just broke this down in a good video.

[@Mewzyc]

Hyld isn't exactly sp 500 covered calls, but it tries to replicate the same portfolio. See " Portfolio of U.S. equity covered call ETFs with overall sector mix broadly similar to the S&P 500"

[@armand8322]

Very good update , , , , How are the dividends distributed ? Are these " Return Of Capital " ?

[@RobbieFitzgerald]

Hey thanks for this. Just found your channel. Some good ETFs I was not aware of. But this video highlights something Ive come to learn. You cant really make money unless you have a lot already to invest. I currently make around $30 a yr so kind of gives you an idea of where my portfolio is at. Your portfolio value is greater than my entire gross income. You make half my annual salary in a month. You basically need to already be rich to make this money.

[@raykrv6a]

Well, most of us started at the bottom with nothing. Think long term and the compounding value.

[@hangtime26]

I'd say watch his earlier videos and see where he came from. Pretty pointless response after just watching one video.

[@ersimranjeetsingh3564]

roundhill should listed in canada like jp

[@-Nab-]

💯 we need fund managers like roundhill willing to put in the extra effort and extra management I really hope they make it into the Canadian market

[@roatanbob]

Adrian, trying to download the December portfolio download and your one-to-one coaching page comes up. Is that me ,or an entry mistake?

[@PassiveIncomeInvesting]

passiveincomeinvesting.ca/free-tools-resources/

[@roatanbob]

@PassiveIncomeInvesting Thanks!

[@Goforitmanager]

Thank you for the great video as always. Happy New Year to you guys.

[@guru-zj6dy]

Hi Adrian LLY increased dividend by 15.7%, will harvest will do the same increase ,

[@efullname]

Harvest should, Evolve increased BANK payout when banks increased their divs

[@mastertrader3491]

As always amazing indeed - From that $36, 629/ month how much do you put back in or reinvest

[@Neo1-h7d]

At around 2:30 he mentions he reinvests everything in his retirement accounts. I assume he lives off of his main account and the money he makes from yt and sponsorships additionally. So I will guess from the numbers on the two spreadsheets he is reinvesting give or take 2/3’s of the $36k.

[@ETHEL85]

Hello Adrian, what is your TFSA actually invested in? I didn't see the break down in your main portfolio.

[@markhopkin.]

If you download the spreadsheet from his website you can unhide all the columns. It will then show you how many shares in the TFSA vs Cash account.

[@cottagetime7183]

Where do I get the editable version of your spreadsheet? I downloaded it from your website but it looks like “view only”

[@seoul68]

Thank u my friend for sharing we learn so much from you especially Canada TSX TO Investment happy new year

[@DonnaGuile]

Hey man honest question do you touch any of the dividend you get from QDTE ? By touch I mean like use to pay bills or anything and if not wouldn’t you rather have growth in an RRSP since you don’t touch the dividend from QDTE?

[@marksheoprasad]

He always mentions he doesn’t touch his RRSP. It’s on drip and he’s getting the growth from the divs buying new shares every week

[@mohdfaisallari9441]

Thank you, Adriano, for sharing such detailed and honest content. I always look forward to your monthly videos and deeply value the insights you provide into your portfolio and thought process.

[@UNOyay]

Did you factor in the return of capital lowered adjusted cost basis from the sale of ENCL?

[@PassiveIncomeInvesting]

yes

[@ophirmayer1]

May I ask how much of that on margin?

[@ophirmayer1]

Oil prices are already low, the drilling is pure nonsense

[@lemino10]

Hi Adrian. I'm a canadian and I'm thinking of getting some MSTY. Where should I hold this? In my RRSP, non-registered account or TFSA? Thank you.

[@davidanderson7460]

RRSP is the only place it won't be taxed

[@markhopkin.]

Harvest is coming out with their own MSTR fund. Funny it will also be called MSTY. You will be able to put that one in any account with no withholding tax. The MSTY by yieldmax should only be held in a RRSP to avoid the extra tax. Hope that helps.

[@rossmacdonald3880]

Great video Adrian, Christmas Eve? Hope you made it to mass. 😉Wishing you, your lovely wife and all your followers a very Happy and Healthy New Year!

[@TheProjectOverload]

Adriano, great content as always. Congratulations on your gains in 2024. Your knowledge certainly helped our family financially with our own covered call portfolio. Have a great break and enjoy the new year....2025 should be a great volatile one. 😎💰

[@dx398]

Nice uodate. Warren Buffet going into 2025 with $325 billion in cash. Have you considered this in your next moves?

[@ManpreetSingh-qe8wn]

I see that you preferred NVHE with an AUM of ~62M over the purpose ETF YNVD with ~94M AUM. Any specific reason?

[@orchestralmadhouse2810]

Hey Adriano, congrats on your portfolio. Very impressive. How did you grow your TFSA to such an amount. What was your initial contribution to your TSFA. I maxed my TFSA i think at $102k

[@efullname]

11K views and 578 liked? What's up with you people? Anyways thanks much Adrian, glad I found your channel in 2020. Holiday greetings!

[@WealthyChronicle]

Getting double dividends by mistake... Christmas miracle or just smart investing? 🤔

[@TimothyTeo]

are these dividend taxed at 30%?

[@kevinw8513]

Depends on which province you live and your other sources of income

[@Alex-he1ve]

@TimothyTeo non-resident tax is flat 25%

[@alextrujillo6225]

Very profitable in a Bull market. What’s the protection and/or behavior is a bear market?

[@PassiveIncomeInvesting]

understand how covered calls work and answer your own question :)

[@gugustoy6208]

You don't own yieldmax anymore ??

[@cavelleardiel]

What do you think will happen with the changes this year re: Trump and Justin? I am finally debt free and can start investing heavily but now I have analysis paralysis!

[@gmv0553]

I read that Roundhill had money that had to be distributed before the end of the year for XDTE and QDTE. Next year for the market will depend on if inflation returns or not! Consumer confidence has dropped in December because of the unknowns coming from Trump.

[@davidanderson7460]

low net worth people look for high returns to increase net worth well high net worth people look to protect wealth . Bull markets make a lot of traders/investors look brilliant and the bear brings reality. Spring is not far away in the north, will Yogi wake up ?

[@getitup100]

Sorry I have to do it. comprises not compromises😆

[@yannik9341]

The markets are down. I've lost 20K in non-covered call ETF's in the past couple of weeks. But you gained?

[@Neo1-h7d]

The Nasdaq 100 which QDTE emulates is up 3% in the last 30 days over 7% in the last 3 months so it should have a similar return in his retirement accounts.

[@yannik9341]

@Neo1-h7d my HDIV is down 2.65% for the past 24 days. I only bought 2K just to follow along. His portfolio is not just QDTE.

[@tderkitt]

Adriano, please arrange to have Harvest come on to your show to discuss the new single company high income ETFS including the all in one HHIS. Question, are these suitable for TFSA as they are listed on the Canadian stock exchange?

[@Rob-ob3sh]

Harvest will also have a Palantir. Don’t sleep on PLTR.

[@Labbernese77]

No ymax?!?! Like everyone else... Why not?

[@abha801]

Adtian had it but Ymax has othet funds bringing it down. Too much. Tested but not worth it.

[@roninsana]

Where did you come up with 1.9M portfolio value? Your current portfolio value is 1,125,000. When you add in realized profits its 1,732,148. Either way its a bit dishonest to say your CURRENT portfolio value is 1.9M.

[@BanditBrooks]

The very first minute, it shows his total holdings of all of his accounts are currently 1.9million.

[@markhopkin.]

Did you even watch the video? First thing he goes through is all the accounts with a total Value of 1.94 million.

[@valveman12]

Trolls are everwhere...

[@inquirer1016]

Not impressed. I made more in my IRA on monthly dividend with a lower portfolio of $370K. Your dividend amount seems low for a $1.9 million portfolio and probably could use some or more of high dividend paying ETFs.

[@master15951]

very impressive, 370 k US$ (that is 533,000 CAN $) if u making 39,000 / Month, very good, but what is your % of return not possible I Guess, what u making 100% Return ??????

[@vincentchuvc]

Gonna get NAV eroded baby!

[@juliocs5483]

@@master15951yes i would like the answer to this as well. 🤔

[@PassiveIncomeInvesting]

watch the video.... the return is shown near the end

[@raykrv6a]

What comprises your portfolio? I've had a great year, but it's mostly appreciation. I don't expect 2025 to be great.