The GREAT 8: High Income ETFs to BUY & HOLD Forever (CORE Positions) 10-13% Yield

***PII Inner Circle Membership***
Join: kzbin.info/door/zSKsvUTiunCbAmV5sZ5nBQjoin
Details on Member Perks: kzbin.info/www/bejne/Y5_VdYl5lMp-hpI
***1 on 1 Coaching Session***
How to book: kzbin.info/www/bejne/qp2TZqtogsh-n9k
Website: www.passiveincomeinvesting.ca/
***The Ultimate DIY Investing Package (Free Lifetime Updates)***
passiveincomeinvesting.ca/product/ultimate-diy-investing-package/
***Affiliate & Referral Links***
Questrade: Get $50 worth of Commissions Free Trades: questrade.sjv.io/PII
Moomoo (Canada): See the latest Welcome Offers for NEW Accounts + Get a BONUS $30 Amazon Gift Card: j.moomoo.com/PII
Moomoo Review Video: kzbin.info/www/bejne/Y2KsY5WIhZWWq80
Webull (Canada): See the latest Welcome Offers for NEW Accounts: www.webull.ca/k/PassiveIncomeInvesting
Stock Pick: A Politically Neutral Financial News App - Stay Updated
Try it FREE for 2 weeks and get 25% off the Annual Subscription: stockpick.pxf.io/PII
Blossom: A FREE Mobile App for DIY Investors- Follow my Portfolio LIVE:
blossomsocialapp.page.link/passiveincomeinvesting
PASSIV: Organize and Manage your Portfolio more efficiently:
Get 50% OFF Passiv ELITE Membership: passiv.com/?ref=LCGFQDNGSY
Passiv Review Video: kzbin.info/www/bejne/aqjUl32EnMhsqKM
***Socials & Website***
Website (Free Portfolio Download): passiveincomeinvesting.ca/free-tools-resources/
Private Facebook Group (“LIKE” the page to get an Invite) profile.php?id=100063761130326
Private Discord Group: kzbin.info/www/bejne/iZeXd5ycfrN2g6s
Instagram: passive_income_investing
LinkedIn: www.linkedin.com/in/adriano-starinieri-55a61044
00:00 Intro
02:16 HYLD
05:52 USCL
06:50 QQCL
09:04 HDIV
11:38 HDIF
14:13 HBIE
15:58 BMAX
18:00 EQCL
20:00 Honorable Mentions
23:43 Wrap Up
Main Mission of this Channel:
Help everyday people to invest on their own; in order to create a source of Passive Income to enhance their quality of life and reach Financial Independence
Primary Content of this Channel:
1) To share my Personal Investing Journey & Strategy with the world by unveiling my entire Portfolio every Month
2) Educate you about Income Oriented Investing with a particular focus on Covered Call ETFs listed on the Canadian & U.S. Stock Markets
3) Keep you informed on the Income Oriented Landscape (new Products etc.) every Month
4) Interview Fund Managers to get you the correct information straight from the experts
DISCLAIMER:
The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adriano Starinieri is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adriano is not responsible for investment actions taken by viewers.
Sponsors of this Channel (Past & Present):
BMO ETFs: www.bmogam.com/ca-en/products/exchange-traded-funds/
Hamilton ETFs: hamiltonetfs.com/
Harvest ETFs: harvestportfolios.com/
Global X Investments Canada ETFs: www.globalx.ca/
Evolve ETFs: evolveetfs.com/
Purpose ETFs: www.purposeinvest.com/invest#all-product
CI ETFs: www.cifinancial.com/ci-gam/ca/en/index.html
Brompton Funds: www.bromptongroup.com/
Middlefield: middlefield.com/
Mulvihill: www.mulvihill.com/index.aspx
Passiv: passiv.com/
Kurv: www.kurvinvest.com/
Kraneshares: kraneshares.com/
NEOS: neosfunds.com/
Moomoo: www.moomoo.com/ca
#passiveincome #investing #dividendincome #financialfreedom #livingoffdividends #covered call #high yield #income

[@DavidFedy]

With copytrading, you could be sipping coffee on a balcony overlooking a bustling city skyline or lounging on a pristine beach, all while your investments work for you. Picture the freedom to pursue your passions, travel the world, and create lasting memories with your loved ones, all because you took the initiative to harness the power of copytrading and build the life you've always dreamed of.

[@WayneShaw-r6j]

Do you invest with a professional broker? 
I'd appreciate it if you show me how to go about it.

[@DavidFedy]

Use her name to quickly conduct an internet search.

[@DavidFedy]

SHE’S MOSTLY ON TELEGRAMS APPS WITH HER NAME.

[@brickPalmerm-ki5er]

thanks for putting this out, curiously inputted EMILY RUTH ZOLLER on the internet, spotted her consulting page no sweat, and was able to schedule a session ... she actually shows a great deal of expertise from her resumé

[@valveman12]

I think the *_GREAT 8,_* is a great way for someone starting out in investing. I think the *_GREAT 8,_* is a great way for anyone who wants consistent monthly dividends.

[@catherinedesilets8960]

HYLD & HDIV are my two favorites / biggest & best positions

[@Investedarg]

Being a Canadian non resident, appreciate you think and support Canadian which is you and your youtube foundation ❤❤❤🎉

[@markbrown51]

Thanks for focusing on the great 8. Love to see non-leveraged plus US ones.

[@Brigitte619]

BMAX has done really well for me, this year. I am up 18% just in the price, plus dividend.

[@dwaynecunningham2164]

Stellar video, G. Easily one of your best.

[@mikamitd9943]

Thanks Adrian ! I believe the more you mention management fee on income ETFs the lower the MER will be !!! Your contribution on MER war across funds really benefiting us. Thank you again and keep up the great work !!! 🎉❤

[@pjf93]

Excellent video as always! Would be great to have a video where you cover Canadian only ETFs where we can benefit from the Canadian Dividend Tax credit.

[@Investedarg]

Yes appreciate you focus us Canadian that is your basic audience ❤❤❤

[@netblue]

You wouldn't get this. This channel is focused on Covered Calls ETF'S which distribute in Capital Gains not Qualified dividents.

[@dwights1024]

Canoe EIT is literally buy and hold forever just buy this single one set and forget forever

[@abhikapoor858]

Thanks Adriano. Yes please do a similar video on non-leveraged funds.

[@TheBreamer999]

Excellent video. I've mentioned this before on some of his previous posts. I've knocked five years off my retirement by passive income investing. I'm 61, retired at 60, generating 44k a year in dividends, not touching the principle. I'm dripping my TFSA with income ETF's as well, have not touched that income at all. And I'm up 8% on the capital purchase. BMAX, HDIV, HYLD, HDIF, EIT are my main holdings. Living comfortably.

[@lesliemcfarlane783]

Thanks Adrian. I'm starting to make some changes to my portfolio. I'd like to add a few of these. I have become emotionally attached to my ZWC. I'm going to sell half and put into new positions. I also have 5 of the great 8. Doing well.

[@gerardclement3095]

Thanks for this podcast. Please do the non leveraged version. Thanks again for your answer concerning the Income tax as a Canadian citizen but Panama resident. Also, I have been watching many of your podcasts and I notice that Ishare ETFs were rarely mentioned, if possible, can you provide the reason why.

[@A_francis]

I’m pretty young and just started my portfolio with around $80K. Dividends drew me in right away! Slowly trying to create significant passive income and manage my Stock Portfolio. how do I invest to deal with markets ups & downs

[@benitabussell5053]

It's wise to seek expert assistance when beginning your financial portfolio. market is volatile, so professional guidance is so important..

[@RobbStonee]

Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.

[@ScottStraw]

Hey friend, How can I work with your Fiduciary?

[@RobbStonee]

*Marissa Lynn Babula* is the licensed CFP I use and I'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

[@Tipping-Point88]

Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

[@southernbanker1946]

Thank you foe the presentation. Subbed.

[@stevendiffin5625]

Good video. Great starting point.

[@roneinarson6342]

Thanks. What percentage of the portfolio do you think should be held in the core funds?

[@randalxu4889]

Thanks Adrian! This feels like another portfolio unveiled video. Definitely a list for a worry free core position to live off ETFs. Hope you got coffee mug in your store. Can't always wear the t-shirt in the office. 😁

[@Whitetiger127]

...someone has been watching Quentin Tarantino films. The GREAT 8 is a pretty good title and info. How about a sequel in next 6 mths.

[@DynamiteD-vp]

This video belongs in the,,Adriano great 8 videos,, well done 👍

[@rossmacdonald3880]

Great video Adriano, clean and clear! Appreciate your hard work & sharing your insights. 👍

[@evewhitehead6149]

Good one Adriano! Very clear & informative. Also ....The swag is a great idea.....more Passive income coming you way!! Good for you! 😁🙏

[@chinu1gad]

This is amazing info !! Good for newbies or people just starting as well! Thank you for doing this, Adriano!

[@robertmather6152]

Thank you for a most informative presentation. A presentation on your favorite US ETFs would be appreciated.

[@seangreen8262]

I would be most grateful if you could do the same video for the USA ETF. Also, as a diversification, is it an idea to divide the portfolio into equity, gold bonds etc?

[@frankmycho]

Honest question here. Before retirement, what is the goal to have these kind of dividends ETF ? They seems to have a lower total return than the S&P500 or Nasdaq for example. If I don’t need Monthly income from my investments, why should I have income ETF in my portfolio? Thanks in advance!

[@Firul4is]

Cashflow today without selling shares, growth will give you cashflow into the future, best for long time horizon

[@bradvdone]

Great video. Great timing as well and I'm overhauling my Canadian portfolios right now. Would love to see your U.S. version of this video as well!! 👍👍👍

[@gagarwal]

I invest in all of these and all of them are far ahead and keeping my portfolio in Green…. While all yieldmax and defiance kept my portfolio dragging down

[@user-pm6mz3cg6r]

Love BMAX, have it as my core holdings for income and return!

[@williamarbelaez5382]

My favorite ones HYLD - EQCL - BMAX

[@Chessnut49]

One of your best videos Adrian 👌 . When people ask "what should I buy?"', i would recommend you tell them to watch this video 📹 . Very helpful and informative 👍

[@dkyrtata6688]

I guess that is a good start, but people should first consider what their circumstances are and determine what they are trying to accomplish with their investments. Yes, making their money grow is everybody's nobble outcome but there is more to it than that. For example, if they are working earning $100,000 per year and living comfortably, do they really need to own income funds that attract additional income tax for the government to pocket? And do they really need to produce income in an RRSP? They won't spend the income until they retire. And so, the income would have to be DRIPed in order to continue to grow. That being the case, they just simulated a growth strategy. So why own an income fund? Is it because they are lured by the high yield, confusing it with total return? If so, they are making decisions with a faulty assumption.

[@Papineau7614]

Great video. Thanks Adrian !

[@camille2872]

I want the hat and shirt !!!!! Can I place the first order?

[@valveman12]

Buy them with your dividends!😊

[@I-prefer-income]

Do you track Total Returns for the ETFs you track and if so, how important is it to you when buying and holding the funds?

[@oldschoolhousetraxx]

Another great video. Keeping it simple with these all in one income leveraged ETFs.

[@Jerry-ci5kc]

Allo Adrain. Bonjour. Could you please do the non leveraged version. Good show.

[@efullname]

All of the PII stocks can be considered a hold forever depending on ones av cost, for example my DFN at 28% for me is a hold forever because swapping it doesn't make sense, though buying more at below my av cost makes more sense as I'm a PII for life. I own HYLD and GDV and the rest of great 8 in my watchlist.

[@elsa-8788]

Being a snowbird, I'm in US most of the time and would prefer to invest in high income ETFs/funds that pay USD instead of exchanging my CAD to USD. I have HYLD.U in non-reg and TFSA. Any other high income ETFs you would recommend I buy and hold forever that will pay me USD? thx.

[@Investedarg]

He needs to cover all if not majority of audience situation

[@dkyrtata6688]

HYLD-U is probably all you really need. What more do you want than owning about 500 of the largest U.S. companies? If that one goes down, everything else is going down with it. However, if you want to add some diversification on the bond side, try HPYT-U from Harvest. Its yield is 16.57%; 100% covered calls; no leverage; Low-to-Medium risk. But as interest rates decline, expect the yield to drop closer to its target of 15%

[@Greatshamefamiry]

Would love to see a video that looks at these funds performance/total returns correlations to each other. I’m looking to add an income oriented fund to my RRSP with a long time horizon, but I’m wondering if I should just pick one rather than broadening out to a bunch of funds…I’m assuming they all move together?

[@samerrmr381]

Very appreciated! Thanks

[@SHHHMotoTravels]

Well done. I like the focus topic of this video for us buy and hold investors.

[@tanyamelo9846]

great info as always, thanks so much

[@alro8345]

Thank you Adriano 🙏

[@jasonstupak4535]

Thanks as usual Adriano!

[@Billsfan01]

Great video

[@mamatakobelekeita859]

thank you

[@Geddyfleaharris]

Great video. Thanks!

[@aaronhall5715]

6 out of 8 so but plan on adding the last two soon.

[@valveman12]

GDV, and EIT-UN

[@billioanidis3200]

EQCL was the one I was most interested in. An all in one like XEQT but has a good solid income factor to it? Wow. That's going to be my next purchase

[@alihossan6655]

I've tried investing in various things that didn't work out as I hoped. Now, I'm looking at ETFs as a more reliable option. What are the best 5 ETFs for a beginner looking to invest a lump sum?

[@stevenorris1]

In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 1.2m$ on few ETFs, still diversifying. it was this time last year I made my first break through with a liquid 370k. Handed it to a trader here in TX, I get weekly pay out which I put back on long term ETF's. Tesla will be a huge buy for me when the market bottoms.

[@alihossan6655]

Thank you, I already added VOO and QQQM, can you share this Pro with me.

[@stevenorris1]

Yeah, Jennifer Kristie Taylor use her name to look her up.

[@alihossan6655]

I looked her up online and saw her profile and credentials, she’s really experienced! Thanks for sharing with us. I’ve already sent her an email.

[@garybradley1510]

Excellent video!!! Could you do one for the US ETFs as well?

[@blackgrandpa7652]

I think the great 8 is great for anyone who needs the income for semi retired or retired income im about 5 to 10 years from retirement so for now I'm still focused on growth and for me is HXS which is beatings QQQ and VOO 😮

[@swenpintat7331]

Please Do it for the USA🎉

[@bonnaeap1294]

HDIV is my favourite

[@gpoli75]

Greatest. Do it please for US market and Singapore stock markets

[@DeanPalma]

Would be very interested in an American exchange list!

[@niks2013]

For covered call having US Stocks should we save in TFSA / RRSP

[@SaigonSaloon]

Love it!!!

[@g59490155]

Got some advice for you, never say never, and forever is not forever.

[@markjohnston7004]

hey man quick question you said in a older video vfv is better than xeqt would that also apply to uscl and eqcl? great video thumbs up!

[@Yves-321]

you should consider a top 8 or 10 us listed funds to live off of ( for ever ) , Please .

[@joehogan8234]

I'm pretty sure that is what he said he would do.

[@paco_paradiso157]

Would like to see the core positions for high yield etfs for us stocks.. like jepq, jepi, spyi, qqqi...

[@mikeflorence31]

Should I buy 36963 shares of HBIE now or wait until after the correction/crash?

[@davidchen253]

Great video 👍

[@danderson5084]

HBIE is only 6 months old and has only $4m AUM. I would like to see that get above $10m before putting any money into it. There are so many ETF these days, small ones that don't grow are at risk of getting wound up.

[@MauriceBoulard]

yes and all the ETF in this list are too new, the oldest if from 2021 and I prefer to invest in 5+ years old ETF

[@user-pm6mz3cg6r]

BMAX is a better multi-asset income option, larger AUM and better performance

[@danderson5084]

@@user-pm6mz3cg6r I have HDIF, HDIV and HYLD amongst others. I have BMAX on the wish list but a bit concerned about the higher leverage.

[@giridaran123123]

Great video ❤

[@דראילוןוולף-הכיווןהכלכלי]

Eqcl has bery low aum. Is it not taking a risk that is will not sustain and have to close if it doesn't grow?

[@neysatg]

Looking forward to the US video.

[@303Estates]

great video as always Adrian ! Please do a similar video for USA ;-). - keep up the great work! ~Svend, NH

[@jchaudhry4456]

What about ESPX and ETSX? Those are also great stable income funds!

[@konstantinoskouremenos7006]

Great video. Pls make the same video for non leveraged. I suspect Global X funds will be front and center. Lower Mers and yet great yield.

[@moresugartradercc2744]

Good core holdings

[@rajasekar-raj]

A question for the purpose of learning please, does the fund charges by management fee or MER because QQCL MER is 2.33% compared to 0.85% of QQCC. If by MER then isn’t the fees for the QQCL is too high for the 2-3% higher yield than QQCC?

[@terryfrancis9198]

Please note - Leverage costs $ - it’s not free - so you must factor / expect interest costs $ for funding the leverage - this is the main reason IMO for higher cost!!!

[@rajasekar-raj]

@@terryfrancis9198Thanks, I understand that there is an extra cost for leverage but in this case it looks too high compared to other leveraged covered call ETFs. 1.48% extra MER for a 2-3% more yield. Hence was trying to understand this.

[@rivieraltd]

I talked to one company that's doing cover call strategies and they said that the dividend is not actually a dividend but it's a capital gain. Do you know anything about this

[@PassiveIncomeInvesting]

lol yes . See my tax videos

[@Di-do4lx]

Yes to the non leveraged video

[@gillesdeclerck]

Do USA pls

[@darrenwebster6145]

USCL Management Fee, MER Fee and TER Fee, the combined total is high for this fund....

[@dkyrtata6688]

Don't forget it is leveraged so the fund has to pass on the interest charges to you through the MER. At the end, it is the Total Return that is relevant not the fees you pay. The higher fees may be a reflection of the extra expenses they incur to produce higher returns

[@WenCrash]

Thanks for that great info. Here in US we only get quotes for HYLD and GDV.😢 Would you come up with an American list for your loyal US subscribers? ❤

[@dkyrtata6688]

those tickers may not me the same funds Different stock exchanges can use the same tickers as other stock exchanges. Make sure that the suffix of the ticker (or something else) indicates that the ticker is from Canada or Toronto like a ".TO" suffix

[@cidalarid5034]

PDX-clm-crf

[@DonCarso]

No, I invest for total return. Pty had been a great holding for me. No nav erosion, 9% annual distribution, principal stable. I can sleep at night with pty, I know it will be there. I don't have to monitor the holding to make sure that I leave enough in it to prevent erosion. I've held it throughout the 2020 crash and bought more while I was in it. I won't sell it. I have a 20 year holding scenario. I need to have this much faith in a holding to consider it worthy. This is a foundational holding. Worth holding every moment.

[@luigidesimone8554]

Any comment on FIAT??

[@LaviBhairupa]

do we have to pay withholding tax on HYLD?

[@mmmyeahh]

no

[@dkyrtata6688]

No, the fund itself pays the withholding tax. So for tax efficiency, you can buy it in your non-registered account so that at the end of the year, you get a T3 slip showing the amount of tax HYLD paid. That amount is refunded back to you through the foreign tax credit on you tax return. Your tax program does that for you automatically.

[@CM_Burns]

You don't hold any REITs?

[@mmmyeahh]

he has RS

[@dkyrtata6688]

REITs funds are not tax-efficient for him as a non-resident of Canada. The one he holds now, RS, will be sold when it reaches his strike price

[@joekane3328]

Why QQCL instead of QQQY ?

[@LadyLuck-iv2zd]

QQQY would be considered more sector specific as it only holds the tech companies of the NASDAQ 100 (I think it’s like 41 or 42 companies out of the 100). Higher yield than QQCL, but more volatile.

[@Goforitmanager]

Thanks for the great video, you got more than 500 like so better get started on the non leveraged video. 😂

[@hernstv]

bummer Most of these EFTs are Canadians

[@dkyrtata6688]

They are all Canadian-listed ETFs. They are not intended for his US viewers. You guys have your own great funds which he regularly reviews

[@ForestNorgrove]

should so a US equiv for these, the CAD divs are pretty bad for US folks.

The hold forever part is the one get me confused since none of the investment you show are to stay forever, i will believe yes the good or great part.

[@dkyrtata6688]

There is no reason to not hold these funds for the long term. They are doing what they are supposed to do; produce high and stable income and grow. What's not to like?

[@vibrantgoku]

Fiera Capital?? 😂😂 Still 💸💸

[@stephenbond3961]

That's good for me.

[@abha801]

Hi Adrian thanks for Confirming I am 100% aligned with you 🤝😁😁🤑🤑. It is funny I am able to Think like you 👽🫡🤝. Thank you bro

[@dkyrtata6688]

Better to think for yourself so you can invest with your own circumstances in mind. But any of these funds should be good as long term holds

[@SB-kd8le]

Im looking for some Passive Income Investing mutande merch🤣🤪.. just joking paisano. Serisouly, I've been in growth growth growth for a while now and looking to take a third of the portfolio into income. This video was very helpful: QQCL, HLYD, HDIV and some BANK.