The GREAT 11: High Income ETFs to BUY & HOLD Forever (CORE Positions) U.S. Market

  Рет қаралды 38,240

Passive Income Investing

Passive Income Investing

Күн бұрын

Пікірлер: 95
@GraniteRoll
@GraniteRoll 2 ай бұрын
Excellent research and appreciate your commentary!
@jasonstupak4535
@jasonstupak4535 2 ай бұрын
Thanks for the update Adriano! Appreciate it. Please cover AIPI and FEPI as well.
@jasonstupak4535
@jasonstupak4535 2 ай бұрын
kzbin.info/www/bejne/amHQaJ5noJ2YsM0si=4tyjeCU7sBkFoBC2
@no1no1655
@no1no1655 2 ай бұрын
awesome work ! Thank You!
@jeancarloferreira9770
@jeancarloferreira9770 2 ай бұрын
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_Three
@Strike_Three 2 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
@SuperMarioUno
@SuperMarioUno 2 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?
@taniadean19
@taniadean19 Ай бұрын
Confused what 8 do u have?​@@Strike_Three
@markbrown51
@markbrown51 2 ай бұрын
Awesome video thanks Adrian.
@SuperMarioUno
@SuperMarioUno 2 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-b9f
@stevenorris-b9f 2 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
@PassiveIncomeInvesting
@PassiveIncomeInvesting Ай бұрын
nav erosion is a myth, see my nav erosion myth videos
@Ciborium
@Ciborium 2 ай бұрын
Except that SPYI does their covered calls on the index with 1256 contracts, which gives a better tax treatment to the distributions.
@DividendDork
@DividendDork 2 ай бұрын
Right on. Also, a lot of their distributions are classified as ROC, which isn’t taxable.
@martinguldnerAutisticSwanGuru
@martinguldnerAutisticSwanGuru Ай бұрын
@@DividendDork return of capital is eventually taxable when you sell or when your cost basis goes down to zero
@garyblechingberg6369
@garyblechingberg6369 2 ай бұрын
Super video! Thanks for sharing your expertise in reviewing these.
@evadeanu1
@evadeanu1 2 ай бұрын
Very helpful. Thank you.
@dvee1983
@dvee1983 2 ай бұрын
Great info. Thanks for all you do!
@ROCO-n5r
@ROCO-n5r Ай бұрын
Great Job. Thanks a lot 👍👍👍
@tino7284
@tino7284 2 ай бұрын
Adrian what about FEPI?
@PassiveIncomeInvesting
@PassiveIncomeInvesting 2 ай бұрын
not diversified, check the intro
@moneekdilawari4508
@moneekdilawari4508 2 ай бұрын
NAV erosion will happen during bear market, non diversified as well
@raymondchao6146
@raymondchao6146 Ай бұрын
Giax maybe a good choice as well Adrian.
@markfulmer2135
@markfulmer2135 28 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-ug9df
@WilliamScott-ug9df 2 ай бұрын
Very helpful. The very information I was looking for .Thank you.
@DividendDork
@DividendDork 2 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!
@DividendDork
@DividendDork 2 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!
@PassiveIncomeInvesting
@PassiveIncomeInvesting 2 ай бұрын
many of them are as most CC ETFs will have ROC
@mikesgarage394
@mikesgarage394 2 ай бұрын
FEPI
@tonynes3577
@tonynes3577 Ай бұрын
Amazing! Need to study these. But off to work I go, in the meantime...LoL.
@jeanchapa6041
@jeanchapa6041 2 ай бұрын
I like Rex funds, not the better for total performance but a better yield mean more in your pocket every month.
@samerrmr381
@samerrmr381 2 ай бұрын
Is SVOL tax efficient if it's hold on a non-registered account?
@JOHNHSMITH2
@JOHNHSMITH2 2 ай бұрын
I like ivvw. All great funds tho.
@shankerchennapareddy5629
@shankerchennapareddy5629 7 күн бұрын
YOUR OPINION ON HIGH YIELDMAX ETS PLEASE
@robertsmith6408
@robertsmith6408 6 күн бұрын
Would you sell SCHD or GOF for BIGY. BIGY sounds like the perfect income, massive capitol growth with 12 percent. Perfect!
@oldschoolhousetraxx
@oldschoolhousetraxx 2 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.
@Laneylicious7461
@Laneylicious7461 2 ай бұрын
I also am curious to know this!
@PassiveIncomeInvesting
@PassiveIncomeInvesting 2 ай бұрын
you need to listen to the entire video my friend kzbin.info/www/bejne/iHqTg4dnidZ_q9U
@PassiveIncomeInvesting
@PassiveIncomeInvesting 2 ай бұрын
you need to listen to the entire video my friend kzbin.info/www/bejne/iHqTg4dnidZ_q9U
@guru-zj6dy
@guru-zj6dy 2 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
@PassiveIncomeInvesting
@PassiveIncomeInvesting Ай бұрын
that's an idea. not into stock picking however
@guru-zj6dy
@guru-zj6dy Ай 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
@berkanyildirimlar
@berkanyildirimlar 6 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.
@kellyraabe
@kellyraabe Ай бұрын
what do you think of Hamilton ETFs?
@live_life_day_by_day169
@live_life_day_by_day169 Ай бұрын
Thoughts on Neos BTCI to diversify this portfolio?
@Ultrapassive
@Ultrapassive Ай бұрын
It can work. Also could try MSTY
@valveman12
@valveman12 2 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.
@PassiveIncomeInvesting
@PassiveIncomeInvesting 2 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
@valveman12
@valveman12 Ай бұрын
@@PassiveIncomeInvesting Thank you for your response...
@anthony446
@anthony446 2 ай бұрын
What are your thoughts on cornerstone as a closed end fund? CLM
@PassiveIncomeInvesting
@PassiveIncomeInvesting 2 ай бұрын
kzbin.info/www/bejne/gZOym2qhZtpnq9U
@anthony446
@anthony446 2 ай бұрын
@@PassiveIncomeInvesting Thank you for the response! Looking forward to watching this!
@nyacoustics8373
@nyacoustics8373 Ай бұрын
is that saba cefs fund expense ration nearly 6 percent? if so, that is a rip off.
@PassiveIncomeInvesting
@PassiveIncomeInvesting Ай бұрын
Look at the returns . Returns are net of all fees . Still think it’s a rip off ?
@Asstronauts93
@Asstronauts93 Ай бұрын
Right now i just have JEPI JEPQ and TLTW do i really need anything else?
@PassiveIncomeInvesting
@PassiveIncomeInvesting Ай бұрын
Hehe not really . But I would reconsider tltw for svol
@Asstronauts93
@Asstronauts93 Ай бұрын
@@PassiveIncomeInvesting That etf seems slightly convoluted what about a LQDW?
@terryfrancis9198
@terryfrancis9198 2 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?
@PassiveIncomeInvesting
@PassiveIncomeInvesting 2 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.
@ryanvanderheyden3324
@ryanvanderheyden3324 2 ай бұрын
Thanks for the video Interesting stuff. U went into depth in your research. Why don't u hold hdiv from Hamilton anymore
@cmurill
@cmurill Ай 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
@Level87-19
@Level87-19 2 ай бұрын
Where is YMAX
@PassiveIncomeInvesting
@PassiveIncomeInvesting 2 ай бұрын
YMAX can definitely have been an Honorable Mention at the very least
@stevenorris-b9f
@stevenorris-b9f 2 ай бұрын
its down 15.8% since inception, if thats what you meant.
@jfallico861
@jfallico861 Ай бұрын
you missed AIPI and FEPI
@efullname
@efullname 2 ай бұрын
Defiance QQQY it's price is going down considering we are in bull market. When will its price go up?
@PassiveIncomeInvesting
@PassiveIncomeInvesting 2 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
@kookiebush
@kookiebush 2 ай бұрын
Efaa is global
@YIWOTY
@YIWOTY 2 ай бұрын
Do you think the dividends will continue to be consistent in bear market? 20% is simply unsustainable in the long run.
@PassiveIncomeInvesting
@PassiveIncomeInvesting Ай бұрын
these are not single stocks my friend ...
@international_dividend
@international_dividend 2 ай бұрын
I'm guessing most people that invest in the Russell 2000 covered call funds can't name five small cap companies... 😂😂
@ersimranjeetsingh3564
@ersimranjeetsingh3564 2 ай бұрын
Swap svol and jepi to qqqi
@shaneomack5018
@shaneomack5018 Ай бұрын
💯 svol > those other etfs
@godcountry7932
@godcountry7932 2 ай бұрын
I like PCEF better. CEFS has 37% in just 2 holdings.
@PassiveIncomeInvesting
@PassiveIncomeInvesting Ай бұрын
look at the returns. its not even in the same ballpark
@subdrvr
@subdrvr 2 ай бұрын
Expense fee are high.
@cashoption2319
@cashoption2319 2 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-b9f
@stevenorris-b9f 2 ай бұрын
expense fees should always be considered in terms of overall total performance of the fund.
@PassiveIncomeInvesting
@PassiveIncomeInvesting 2 ай бұрын
returns are high and returns are NET of expenses. did you not know that?
@angelabarnett4972
@angelabarnett4972 2 ай бұрын
First!
@dsanti4069
@dsanti4069 2 ай бұрын
Show us your broker acct . We want to see balances
@valveman12
@valveman12 2 ай бұрын
Why?
@Firul4is
@Firul4is 2 ай бұрын
Look for it, he's making a video every month about it.
@MrSimonious
@MrSimonious 16 күн бұрын
All these people will disappear when the impending correction finally comes
@grantboucher9342
@grantboucher9342 2 ай бұрын
SVOL Total return very low
@valveman12
@valveman12 2 ай бұрын
SVOL has a 16% dividend yield.
@dkyrtata6688
@dkyrtata6688 2 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
@valveman12
@valveman12 2 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.
@moviesurfer6456
@moviesurfer6456 2 ай бұрын
Great way to erode your capital. Take a look at all of these recommendations carefully before investing.
@PassiveIncomeInvesting
@PassiveIncomeInvesting 2 ай бұрын
Brain erosion . Look at returns instead of stock prices to prevent brain damage
@martinweber202
@martinweber202 6 күн бұрын
the problem with this guy is that he keeps swapping out his investment vehicles
@PassiveIncomeInvesting
@PassiveIncomeInvesting 6 күн бұрын
If a better investment vehicle comes out : why wouldn’t you switch to it ?
The "Godfather" Of Income Investing: Steven Bavaria - The Income Factory Psychology
1:15:31
Война Семей - ВСЕ СЕРИИ, 1 сезон (серии 1-20)
7:40:31
Семейные Сериалы
Рет қаралды 1,6 МЛН
Andro, ELMAN, TONI, MONA - Зари (Official Audio)
2:53
RAAVA MUSIC
Рет қаралды 8 МЛН
The Best ETF Investing Guide You’ll Ever Watch!
15:58
Nanalyze
Рет қаралды 100 М.
Top 10 Investment Portfolios Better Than Yours
20:33
Tae Kim - Financial Tortoise
Рет қаралды 112 М.
December 2024 High Yield Income Funds Overview & Stock Market Update | Ep.56 (U.S.)
29:50
Howard Marks: 78 Years of Investing Wisdom in 60 Minutes (MUST WATCH)
1:05:30
VFV vs XEQT Popular ETF Debate | Why VFV will ALWAYS WIN! (VOO vs VT)
18:50
Passive Income Investing
Рет қаралды 13 М.
My $1.9 Million Stock Portfolio Unveiled | $36,629/Month Passive Income - UPDATE #43
21:44
Stock Market For Beginners 2025 | Step by Step Guide
1:15:44
ClearValue Tax
Рет қаралды 1 МЛН