I own every single etf on this list equally weighted. Plus also maxi and btci. That might be over kill for some people but I like owning them all since it's so hard to pick a fave 😂
@Strike_Three2 ай бұрын
This is actually a good idea. Yes, they all track the same indexes, but the key is, you’re diversifying across different management styles with each different company. I’m invested in 8
@SuperMarioUno2 ай бұрын
Interesting! Why not stick with say QDTE? How do you monitor for NAV erosion? What sort of returns overall are you getting vs S&P?
@taniadean19Ай бұрын
Confused what 8 do u have?@@Strike_Three
@markbrown512 ай бұрын
Awesome video thanks Adrian.
@SuperMarioUno2 ай бұрын
Nav erosion? Excellent video. Thank you. Could you rank these by least Nav erosion risk first? How do I go through the 11 to quantify nav erosion risk? Why did you leave this out of your video? Could you please address this next one? Thank you 👍
@stevenorris-b9f2 ай бұрын
please see his other video where he googles up the term erosion and shows that its best applied to rocks, rivers, etc which erode in nature. Then google up the logical fallacy known as Straw Man
@PassiveIncomeInvestingАй бұрын
nav erosion is a myth, see my nav erosion myth videos
@Ciborium2 ай бұрын
Except that SPYI does their covered calls on the index with 1256 contracts, which gives a better tax treatment to the distributions.
@DividendDork2 ай бұрын
Right on. Also, a lot of their distributions are classified as ROC, which isn’t taxable.
@martinguldnerAutisticSwanGuruАй бұрын
@@DividendDork return of capital is eventually taxable when you sell or when your cost basis goes down to zero
@garyblechingberg63692 ай бұрын
Super video! Thanks for sharing your expertise in reviewing these.
@evadeanu12 ай бұрын
Very helpful. Thank you.
@dvee19832 ай бұрын
Great info. Thanks for all you do!
@ROCO-n5rАй бұрын
Great Job. Thanks a lot 👍👍👍
@tino72842 ай бұрын
Adrian what about FEPI?
@PassiveIncomeInvesting2 ай бұрын
not diversified, check the intro
@moneekdilawari45082 ай бұрын
NAV erosion will happen during bear market, non diversified as well
@raymondchao6146Ай бұрын
Giax maybe a good choice as well Adrian.
@markfulmer213528 күн бұрын
Impressive reasoning for each. You mentioned IVVW would do well in a down market. Could you do a video with your top 10 most defensive Income ETFs if we get into a bear market?
@WilliamScott-ug9df2 ай бұрын
Very helpful. The very information I was looking for .Thank you.
@DividendDork2 ай бұрын
Great review! You forgot to mention that SPYI & QQQI are tax advantaged, which I also think is an advantage over the competitors. Also, surprised you didn’t give an honorable mention of some kind to IWMI. Anyway, another great video, thanks!
@DividendDork2 ай бұрын
OK I’m an idiot, I didn’t listen to the end when I wrote that comment about IWMI. Anyway, enjoyed the video!
@PassiveIncomeInvesting2 ай бұрын
many of them are as most CC ETFs will have ROC
@mikesgarage3942 ай бұрын
FEPI
@tonynes3577Ай бұрын
Amazing! Need to study these. But off to work I go, in the meantime...LoL.
@jeanchapa60412 ай бұрын
I like Rex funds, not the better for total performance but a better yield mean more in your pocket every month.
@samerrmr3812 ай бұрын
Is SVOL tax efficient if it's hold on a non-registered account?
@JOHNHSMITH22 ай бұрын
I like ivvw. All great funds tho.
@shankerchennapareddy56297 күн бұрын
YOUR OPINION ON HIGH YIELDMAX ETS PLEASE
@robertsmith64086 күн бұрын
Would you sell SCHD or GOF for BIGY. BIGY sounds like the perfect income, massive capitol growth with 12 percent. Perfect!
@oldschoolhousetraxx2 ай бұрын
Hey Adriano, as a fellow Canadian, I would love to invest in these ETFs, but do you think it’s worth it with the Canadian dollar being so low right now or should I just invest in the Cdn version of these if available? Thanks again for the great content.
@Laneylicious74612 ай бұрын
I also am curious to know this!
@PassiveIncomeInvesting2 ай бұрын
you need to listen to the entire video my friend kzbin.info/www/bejne/iHqTg4dnidZ_q9U
@PassiveIncomeInvesting2 ай бұрын
you need to listen to the entire video my friend kzbin.info/www/bejne/iHqTg4dnidZ_q9U
@guru-zj6dy2 ай бұрын
*Introducing "Single Stock Buy of the Month"* As we shift our focus away from split share funds, its gd time to introduce a new segment highlighting exceptional individual stocks poised for growth. Each month, to identify an undervalued gem, analyzing its financial health, growth prospects, valuation metrics, industry trends, and competitive advantage
@PassiveIncomeInvestingАй бұрын
that's an idea. not into stock picking however
@guru-zj6dyАй бұрын
@PassiveIncomeInvesting Yea I'm using this strategy for swing trade as well in on of my account because now we have much more space for single stock ETFs like harvest, purpose , kurv, which cover 7 -10 top quality stocks and in which price return profits can be used to invest in core positions like hyld and uscl, thnks
@berkanyildirimlar6 күн бұрын
is there any mix ETF div pay Nas, S&P, DOW. very balanced one? even russell, would buy it in a hart beat.
@kellyraabeАй бұрын
what do you think of Hamilton ETFs?
@live_life_day_by_day169Ай бұрын
Thoughts on Neos BTCI to diversify this portfolio?
@UltrapassiveАй бұрын
It can work. Also could try MSTY
@valveman122 ай бұрын
I was able to determine the portfolio weighting of the Great 8, considering I have most of these ETFs in my TFSA. I was wondering, Adrian, if you would comment on how you would weight these US ETFs, in a portfolio.
@PassiveIncomeInvesting2 ай бұрын
this is where there is no right or wrong answer. what "i would do" is shown every single month in my portfolio update
@valveman12Ай бұрын
@@PassiveIncomeInvesting Thank you for your response...
@anthony4462 ай бұрын
What are your thoughts on cornerstone as a closed end fund? CLM
@PassiveIncomeInvesting2 ай бұрын
kzbin.info/www/bejne/gZOym2qhZtpnq9U
@anthony4462 ай бұрын
@@PassiveIncomeInvesting Thank you for the response! Looking forward to watching this!
@nyacoustics8373Ай бұрын
is that saba cefs fund expense ration nearly 6 percent? if so, that is a rip off.
@PassiveIncomeInvestingАй бұрын
Look at the returns . Returns are net of all fees . Still think it’s a rip off ?
@Asstronauts93Ай бұрын
Right now i just have JEPI JEPQ and TLTW do i really need anything else?
@PassiveIncomeInvestingАй бұрын
Hehe not really . But I would reconsider tltw for svol
@Asstronauts93Ай бұрын
@@PassiveIncomeInvesting That etf seems slightly convoluted what about a LQDW?
@terryfrancis91982 ай бұрын
Yes - a surprise Adriano, that FEPI did not make the cut - (even in the group of second tier ETF’s) - It’s somewhat ‘Diversified’ with 15 of the largest and most significant Tech corporations selling software/hardware/services in to a huge % of SP500 and outside corporations! This ETF is still at its original Nav Price - so from inception one year age - so stable Nav - and consistently paying 25% monthly Distributions every month since inception! Not sure of your rationale for leaving this one out of the list?
@PassiveIncomeInvesting2 ай бұрын
its not diversified. its one sector so it did not make the cut as explained in the intro. also the returns are nothing special almost all N100 etfs are beating it.
@ryanvanderheyden33242 ай бұрын
Thanks for the video Interesting stuff. U went into depth in your research. Why don't u hold hdiv from Hamilton anymore
@cmurillАй бұрын
GIAX AIPI RDTE IWMI I’m taking my 8% and DRIP the rest so in a bear market we will be good God willing
@Level87-192 ай бұрын
Where is YMAX
@PassiveIncomeInvesting2 ай бұрын
YMAX can definitely have been an Honorable Mention at the very least
@stevenorris-b9f2 ай бұрын
its down 15.8% since inception, if thats what you meant.
@jfallico861Ай бұрын
you missed AIPI and FEPI
@efullname2 ай бұрын
Defiance QQQY it's price is going down considering we are in bull market. When will its price go up?
@PassiveIncomeInvesting2 ай бұрын
this statement tells me you do not understand this fund. the fund will always go down over time . its has to.... look at the yield . look at the returns, not the stock price its the ultimate truth
@kookiebush2 ай бұрын
Efaa is global
@YIWOTY2 ай бұрын
Do you think the dividends will continue to be consistent in bear market? 20% is simply unsustainable in the long run.
@PassiveIncomeInvestingАй бұрын
these are not single stocks my friend ...
@international_dividend2 ай бұрын
I'm guessing most people that invest in the Russell 2000 covered call funds can't name five small cap companies... 😂😂
@ersimranjeetsingh35642 ай бұрын
Swap svol and jepi to qqqi
@shaneomack5018Ай бұрын
💯 svol > those other etfs
@godcountry79322 ай бұрын
I like PCEF better. CEFS has 37% in just 2 holdings.
@PassiveIncomeInvestingАй бұрын
look at the returns. its not even in the same ballpark
@subdrvr2 ай бұрын
Expense fee are high.
@cashoption23192 ай бұрын
I understand fees are high but why do people act like they have to right a check for the fee and mail it to the etf? The distribution/dividend you get after the fee has been already paid so really why care
@stevenorris-b9f2 ай бұрын
expense fees should always be considered in terms of overall total performance of the fund.
@PassiveIncomeInvesting2 ай бұрын
returns are high and returns are NET of expenses. did you not know that?
@angelabarnett49722 ай бұрын
First!
@dsanti40692 ай бұрын
Show us your broker acct . We want to see balances
@valveman122 ай бұрын
Why?
@Firul4is2 ай бұрын
Look for it, he's making a video every month about it.
@MrSimonious16 күн бұрын
All these people will disappear when the impending correction finally comes
@grantboucher93422 ай бұрын
SVOL Total return very low
@valveman122 ай бұрын
SVOL has a 16% dividend yield.
@dkyrtata66882 ай бұрын
Valveman, I believe he is saying that the return is much lower than the yield which is what is most important to most investors
@valveman122 ай бұрын
@@dkyrtata6688 Yes, however, SVOL is an ETF that follows the VIX, and the market has experienced a lot of gains lately. Therefore, SVOL will also change, and in this case, dropped a bit in share price. SVOL is a long-hold ETF that has performed well in my portfolio. Plus, SVOL pays dividends monthly which does affect the share price.
@moviesurfer64562 ай бұрын
Great way to erode your capital. Take a look at all of these recommendations carefully before investing.
@PassiveIncomeInvesting2 ай бұрын
Brain erosion . Look at returns instead of stock prices to prevent brain damage
@martinweber2026 күн бұрын
the problem with this guy is that he keeps swapping out his investment vehicles
@PassiveIncomeInvesting6 күн бұрын
If a better investment vehicle comes out : why wouldn’t you switch to it ?