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

[@jeancarloferreira9770]

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]

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]

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]

Confused what 8 do u have?​@@Strike_Three

[@GraniteRoll]

Excellent research and appreciate your commentary!

[@jasonstupak4535]

Thanks for the update Adriano! Appreciate it. Please cover AIPI and FEPI as well.

[@jasonstupak4535]

kzbin.info/www/bejne/amHQaJ5noJ2YsM0si=4tyjeCU7sBkFoBC2

[@no1no1655]

awesome work ! Thank You!

[@raymondchao6146]

Giax maybe a good choice as well Adrian.

[@Ciborium]

Except that SPYI does their covered calls on the index with 1256 contracts, which gives a better tax treatment to the distributions.

[@DividendDork]

Right on. Also, a lot of their distributions are classified as ROC, which isn’t taxable.

[@martinguldnerAutisticSwanGuru]

@@DividendDork return of capital is eventually taxable when you sell or when your cost basis goes down to zero

[@tino7284]

Adrian what about FEPI?

[@PassiveIncomeInvesting]

not diversified, check the intro

[@moneekdilawari4508]

NAV erosion will happen during bear market, non diversified as well

[@SuperMarioUno]

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]

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]

nav erosion is a myth, see my nav erosion myth videos

[@markbrown51]

Awesome video thanks Adrian.

[@garyblechingberg6369]

Super video! Thanks for sharing your expertise in reviewing these.

[@DividendDork]

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]

OK I’m an idiot, I didn’t listen to the end when I wrote that comment about IWMI. Anyway, enjoyed the video!

[@PassiveIncomeInvesting]

many of them are as most CC ETFs will have ROC

[@jeanchapa6041]

I like Rex funds, not the better for total performance but a better yield mean more in your pocket every month.

[@JOHNHSMITH2]

I like ivvw. All great funds tho.

[@mikesgarage394]

FEPI

[@samerrmr381]

Is SVOL tax efficient if it's hold on a non-registered account?

[@dvee1983]

Great info. Thanks for all you do!

[@ROCO-n5r]

Great Job. Thanks a lot 👍👍👍

[@WilliamScott-ug9df]

Very helpful. The very information I was looking for .Thank you.

[@evadeanu1]

Very helpful. Thank you.

[@kellyraabe]

what do you think of Hamilton ETFs?

[@oldschoolhousetraxx]

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]

I also am curious to know this!

[@PassiveIncomeInvesting]

you need to listen to the entire video my friend kzbin.info/www/bejne/iHqTg4dnidZ_q9U

[@PassiveIncomeInvesting]

you need to listen to the entire video my friend kzbin.info/www/bejne/iHqTg4dnidZ_q9U

[@tonynes3577]

Amazing! Need to study these. But off to work I go, in the meantime...LoL.

[@live_life_day_by_day169]

Thoughts on Neos BTCI to diversify this portfolio?

[@Ultrapassive]

It can work. Also could try MSTY

[@anthony446]

What are your thoughts on cornerstone as a closed end fund? CLM

[@PassiveIncomeInvesting]

kzbin.info/www/bejne/gZOym2qhZtpnq9U

[@anthony446]

@@PassiveIncomeInvesting Thank you for the response! Looking forward to watching this!

[@valveman12]

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]

this is where there is no right or wrong answer. what "i would do" is shown every single month in my portfolio update

[@valveman12]

@@PassiveIncomeInvesting Thank you for your response...

[@guru-zj6dy]

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[@PassiveIncomeInvesting]

that's an idea. not into stock picking however

[@guru-zj6dy]

@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

[@cmurill]

GIAX AIPI RDTE IWMI I’m taking my 8% and DRIP the rest so in a bear market we will be good God willing

[@YIWOTY]

Do you think the dividends will continue to be consistent in bear market? 20% is simply unsustainable in the long run.

[@PassiveIncomeInvesting]

these are not single stocks my friend ...

[@kookiebush]

Efaa is global

[@efullname]

Defiance QQQY it's price is going down considering we are in bull market. When will its price go up?

[@PassiveIncomeInvesting]

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

[@Asstronauts93]

Right now i just have JEPI JEPQ and TLTW do i really need anything else?

[@PassiveIncomeInvesting]

Hehe not really . But I would reconsider tltw for svol

[@Asstronauts93]

@@PassiveIncomeInvesting That etf seems slightly convoluted what about a LQDW?

[@nyacoustics8373]

is that saba cefs fund expense ration nearly 6 percent? if so, that is a rip off.

[@PassiveIncomeInvesting]

Look at the returns . Returns are net of all fees . Still think it’s a rip off ?

[@terryfrancis9198]

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]

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.

[@ersimranjeetsingh3564]

Swap svol and jepi to qqqi

[@shaneomack5018]

💯 svol > those other etfs

[@ryanvanderheyden3324]

Thanks for the video Interesting stuff. U went into depth in your research. Why don't u hold hdiv from Hamilton anymore

[@jfallico861]

you missed AIPI and FEPI

[@godcountry7932]

I like PCEF better. CEFS has 37% in just 2 holdings.

[@PassiveIncomeInvesting]

look at the returns. its not even in the same ballpark

[@Level87-19]

Where is YMAX

[@PassiveIncomeInvesting]

YMAX can definitely have been an Honorable Mention at the very least

[@stevenorris-b9f]

its down 15.8% since inception, if thats what you meant.

[@international_dividend]

I'm guessing most people that invest in the Russell 2000 covered call funds can't name five small cap companies... 😂😂

[@subdrvr]

Expense fee are high.

[@cashoption2319]

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]

expense fees should always be considered in terms of overall total performance of the fund.

[@PassiveIncomeInvesting]

returns are high and returns are NET of expenses. did you not know that?

[@angelabarnett4972]

First!

[@grantboucher9342]

SVOL Total return very low

[@valveman12]

SVOL has a 16% dividend yield.

[@dkyrtata6688]

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]

@@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.

[@dsanti4069]

Show us your broker acct . We want to see balances

[@valveman12]

Why?

[@Firul4is]

Look for it, he's making a video every month about it.

[@moviesurfer6456]

Great way to erode your capital. Take a look at all of these recommendations carefully before investing.

[@PassiveIncomeInvesting]

Brain erosion . Look at returns instead of stock prices to prevent brain damage