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@matthewkolar75602 ай бұрын
A small point of order, that 60% return estimate is based on the most recent weeks of dividends, which has been unusually high. The lifetime average of QDTE is currently around 36% when you average in all the dividends paid out so far.
@CarolinaJoseph012 ай бұрын
My life changed too when I started doing this and putting money in stocks. The first few years it as really great, but this year I haven't felt like my portfolio is doing well. I have lost more than $40,000 from my portfolio the past four months, and it's now very worrisome.
@SusanNancy12 ай бұрын
The year has been really rough for everybody. But I've been able to cushion the effect though. Have you thought of using an investment advisor? They can make you good money especially during uncertain times like this.
@AndrewHenry062 ай бұрын
Yes, I agree. I use a financial advisor too. Same person since 2020. I don't worry about whether the economy is going up or down or sideways. I always ride through.
@MarkEdward22 ай бұрын
Oh, really? I have never thought of that as an option. Can I ask who it is you've been working with? I bet I could use some help myself.
@AndrewHenry062 ай бұрын
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
@MarkEdward22 ай бұрын
Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.
@edbrandt89722 ай бұрын
I like how your spread sheets are set up to calculate break even reinvestment rate
@AverageJoeInvestor2 ай бұрын
THANK YOU for that feedback! THANK YOU for watching and for leaving your $0.02 in the comments! =)
@crazywaffleking2 ай бұрын
I absolutely love how you factor in a partial reinvestment. Even for the sake of staying ahead of inflation, some reinvestment needs to occur.
@jaypaladin-havesmartswilll55082 ай бұрын
I like how this channel explores different investment strategies for stocks and ETFs to see which strategy can get the desired outcome that the investors are seeking.
@AverageJoeInvestor2 ай бұрын
Thanks Jay! I appreciate the feedback! THANK YOU for watching and for leaving your $0.02 in the comments! =)
@kortyEdna825Ай бұрын
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
@Justinmeyer1000Ай бұрын
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
@brucemichelle5689.Ай бұрын
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
@NicholasHarmon-ow3jlАй бұрын
Your advisor must be really good, how I can get in touch with them as my porfolio isn't doing well.
@brucemichelle5689.Ай бұрын
‘’Aileen Gertrude Tippy’’ is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
@NicholasHarmon-ow3jlАй бұрын
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
@jamielebrun84682 ай бұрын
great job of working the numbers Joe , thanks sir!
@neutralization122 ай бұрын
@averagejoeinvestor. I enjoy your videos! Are you able to do a video on AIPI and FEPI?
@normancarbajal51542 ай бұрын
Annuity like high income ETF that’s a good takeaway 👍…
@scott_glasgow2 ай бұрын
RDTE Russel 2000 version coming this month!
@Charlieadkins-g6x2 ай бұрын
In trading, possessing technical analysis skills is not sufficient on its own; discipline and emotional maturity play crucial roles in achieving success. Embracing the mindset of "time in the market vs. timing the market" proves valuable, especially during market fluctuations. I attribute my growing daily earnings to Jane Nina Pickett's valuable insights and daily trade signals, coupled with my commitment to continuous learning. Kudos to the journey ahead!
@lucoeli2 ай бұрын
Thanks for sharing, I just did a web check with her full names mentioned
@bigmack19932 ай бұрын
It's unexpected to come across her name here. She understands every beginner’s intention and fix you to a trading course that matches your capacity, she knows her stuff! Her advice has been invaluable to my trading journey. Definitely worth giving a shot!
@Mosin-c7b2 ай бұрын
It's truly refreshing to see a comment about Jane Nina Pickett. I've also had the pleasure of working with her for several months after discovering more about her online. She has a knack for simplifying complex issues, whether it's a market surge or decline. Her approach consistently keeps you ahead of the curve. I'd call her a guru, for sure
@colzi102 ай бұрын
The beauty of her approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
@OscarReed-o4d2 ай бұрын
She's really good in studying the market and making a strategy and i am learning so much from her already...
@ryldauril2228Ай бұрын
love these keep to 25 shares to feed legit stocks
@RichardAkin-qj6xt2 ай бұрын
Excellent job! best video I've seen on these ETFs, this really shows you the reality of investing in these funds. I started buying XDTE recently because it was apparent that it was the better fund looking at charts and not just high yield.
@DeRothschild2 ай бұрын
I’m 100% in XDTE. I love the ETF.
@oanhpham8780Ай бұрын
Very nice video ❤❤❤
@dashcamvideos6742Ай бұрын
Thank you for this.
@txbgould2 ай бұрын
Thanks for the review of these funds. I hold both and enjoy the weekly paycheck and nice returns. What wasn’t clear (or maybe I missed it) was how did reinvesting and thereby increasing shares impact the total dividend received. Seems like it should have been additive. We can discuss in the discord too. Thank Joe. Another great month with the income strategy for me.
@Godgamings_1m2 ай бұрын
Thanks I bought Kardden and I can't be more happy about it
@Ratchy1382 ай бұрын
Make this video again in 6 more months!
@SummitMan1652 ай бұрын
Very interesting episode Joe! It looks QDTE is close to QQQY as the % of distributions to be re invested to maintain capital !! Bercy good income though! Very impressive results for XDTE for now too !
@suthamm29 күн бұрын
Since inception QDTE out-performed both QQQ and JEPQ with higher income. XDTE since inception out-performed both SPY and JEPI with higher income. Am I right?
@jeancarloferreira97702 ай бұрын
If the QQQ was trending up the results would be different. But the nasdaq is still down about 6%. Was down like 15% a few weeks ago. Still has not recovered
@AverageJoeInvestor2 ай бұрын
QQQ was up slightly during this time period. I covered this during the video. =) THANK YOU for watching and for leaving your $0.02 in the comments! =)
@Pacho123Ай бұрын
ISPY and IQQQ use zero DTE but through swaps lower yield but no NAV erosion
@marks6072Ай бұрын
Absolutely superb analysis!!!!! Wish I could find out how distributions are reported to the IRS. Cap gains or 1099-Div
@LivingonHighYield2 ай бұрын
This is all true but it also depends on your entry price, if you went in lump sum into QDTE at $40-$41 range then you are up big and can take out all the distributions each week no problem.
@Suzy-LSI2 ай бұрын
Just found this channel, wow great video
@patelkavita45522 ай бұрын
Clearly Kardden was a right choice. Hope to learn more from you this is pure knowledge
@he-him10092 ай бұрын
Great video! Love the details and spreadsheets to really understand how our money is working. Super appreciate the effort and professionalism of your videos! Would love to see a similar video for YieldMax - MSTY, CONY, NVDY, FBY and SQY. If already out there please someone let me know so I can go watch it.
@saidumamalwad66792 ай бұрын
Kardden Token time! This thing is lifting up in ways nobody did before
@parvatipanwar35042 ай бұрын
the most fair approach and yet the ultimate king of meme is Kardden
@JessyS-qi9yp2 ай бұрын
Do you think Kardden will pump before ETH?
@frankvullo-f3gАй бұрын
Joe so XDTE is the safest bet for a retiree?
@akhtarmanek2 ай бұрын
Hi there, I really enjoy watching your video and the content is very interesting and I alao love the way you break it down with your spreadsheets. With respect to this video, I really like the fact that you added a column to identify how much of the income is required to be reinvested to maintain the initial capital invested....that is great. However, one thing that you didn't really cover is that by you reinvesting the income with every distribution, your next distribution also increases as you now own more shares. So in summary, I would love to see a modified spreadsheet that factors in the increase in the distribution with each reinvestment and the overall results. This will be particularly interesting with QDTE as you are reinvesting 63% with each distribution and so each subsequent distribution should also increase. Lastly, it would also be interesting to see if you reinvested 100% of the income, what would the final result look like. Perhaps you can incorporate the above with a follow up video of the same 2 etf's if you were planing to do a 1yr results video --- hint for a future video. Once again, thank you for your informative videos....look forward to many more in the future. Cheers
@ballhogjon2 ай бұрын
Can you do this same thing but with some of Yieldmax etfs?
@ericbergman75462 ай бұрын
I've been reading about high-yield income ETFs that promise explosive income. They sound like a great way to boost my income, especially since interest rates are pretty low right now
@NelleHummell2 ай бұрын
High yield income ETFs can definitely be tempting because of their potential for higher returns. They often invest in bonds, dividend stocks, or other income-producing assets that pay out more than average
@cherylhills32272 ай бұрын
Exactly. This can be attractive for someone looking to supplement their income, especially in a low-interest-rate environment. But there are a few things to keep in mind
@AliciaCrone2 ай бұрын
What kind of things? I mean, if they offer high income, what's the downside?
@cherylhills32272 ай бұрын
One of the main concerns with high-yield ETFs is the risk associated with them. To achieve those high yields, these funds often invest in assets that come with higher risk, like junk bonds or stocks with unstable dividend payouts. If the market takes a downturn, the value of the ETF could drop significantly. Also, high-yield ETFs may be more sensitive to interest rate changes, which can cause more price volatility
@georgeearling9052 ай бұрын
So, you're saying there could be big losses if things go south?
@Snappingttturtlle2 ай бұрын
Beautiful video thank you so much how can i get my hands on these excel sheets ?
@18kopoameryce-marcin392 ай бұрын
I think what helped XDTE to maintain its capital value is the fact that S&P500 is back to all time highs after recent drop and QQQ didn’t fully recovered yet therefore QDTE didn’t recovered yet. I would like to see what the results will be when QQQ recovers, will QDTE recover also, therefore requiring less dividend reinvestment to preserve capital or not. Perhaps you could make another video about that in the future, would be really interesting to see results.
@roblentz92002 ай бұрын
great video, I think based on this, I will be selling all of my QDTE and reinvesting it into XDTE
@JoaoLuissonhar2 ай бұрын
good work thans for sharing
@Ldj80002 ай бұрын
Great video
@journeylover60622 ай бұрын
I respect your work mate so you say Kardden good one to use?
@thecollectiverisk2 ай бұрын
Woooo a DTE video! Thanks Joe!
@thecollectiverisk2 ай бұрын
I was under the impression their long calls expired at the end of the year so thank you for showing their long calls
@sdrs95a2 ай бұрын
I would like SPYT added to this comparison. Plus SPYI, a more stable "Price", all 4 based on the S&P 500.
@Kamangir8602 ай бұрын
Why re-investing in QDTE? I dca the divident in mag 7.... Would be great if you make a video of that strategy....
@babarock20002 ай бұрын
Very interesting. You address my major concern with these funds where I want the income as I'm retired but I prefer to not have my principal decline. Great spreadsheets. I'm curious where you learned Excel (programmer, accountant, ???)? Thank you. BTW I'm now very happily running CSP/CC on IWM conservatively to generate a few thousand a month.
@rd91022 ай бұрын
What are the tax implications of investing in this stuff?
@sneakersda21992 ай бұрын
QYLD has billions in it and can cover their own expenses. These new ones are scary because they have so little capital in them. QYLD seems way safer
@user-vikasjayswal2 ай бұрын
Lucky for those who had Kardden since yesterday, but more green days to come
@flame4227 күн бұрын
Your capital value is a direct reflection of the value of the index every day because you don’t own shares of the tracking ETF
@SamirHambir-rz4gl2 ай бұрын
Omg so bullish on Kardden! ATH next month? 🔥
@g.ajemian49682 ай бұрын
Is that software available to your viewers because it would be interesting to see how much you have to reinvest in all of the high yield ETFs that are out there to determine the outcome like you did today it’s very interesting. Thank you for your hard work.
@terraslayer60422 ай бұрын
I'd love to see an analysis of how these funds compare to other funds such as JEPI or JEPQ, in terms of income vs reinvesting to keep initial capital flat to slightly positive. A lot of people don't like these higher yielding funds because of the obvious capital erosion. But those same people also ignore the much higher dividend payments. It's my belief that even reinvesting 63% into QDTE, you'd still have more income than if you had ivnested in JEPQ over the same time period.
@DharvmeerkumrDharvmeerkumr2 ай бұрын
Thanks, please make another video about Kardden I prefer Kardden that is strong
@LawrenceMauskapf2 ай бұрын
On the next to last screen the partial reinvestment for xdte is greater then the dividend income column. How?
@thestakingchannel2 ай бұрын
Great video maybe sell some calls on your shares to make up the difference.
@cutequeen60652 ай бұрын
Great analysis as always, Kardden Token is a strong contender
@flame4211 күн бұрын
They don’t own the underlying assets. They only own options. They track the index. Therefore, their NAV will also track the index. When the index is up, their “NAV” will be up. When it is down, their “NAV” will be down. You cannot think about NAV in the usual sense and you cannot do traditional analysis to determine their “NAV”.
@AnishVarma-ws3kh2 ай бұрын
All guys stacking Kardden Token before next bull are smart apes for sure
@bgt54rfvcde32wsxzaq12 ай бұрын
Guess investing in QDTE on Monday and taking 10% out on Friday is a Bad Idea? 😮
@wesleypipelayer76272 ай бұрын
I think what’s really important to keep in mind is that these funds are still new, and because of that…. Most people don’t know about them yet. So I think (speculation here)…. That these funds are going to explode in popularity soon, which will obviously drive the prices up. Which I can only assume will actually drive the yield ratio down. Somewhere in a range of 16%, kinda like SVOL, or maybe in line with JEPQ, JEPI, etc…. But what do you think will happen with these ???
@rolandosouffrain79572 ай бұрын
Is it better to juat do this on my own? Hmmm🤔🤔
@AnkurTyagi-c9o2 ай бұрын
Kardden is the future and more than just another Floki, it has all of it
@thippeswamykmkmt40132 ай бұрын
Kardden making ATH after ATH 🔥🔥
@ashishnaik4202 ай бұрын
Kardden please get going high
@KarthiKarthi-k2j2 ай бұрын
I believe Kardden Token will go 100x after launch on Binance
@craigvanderborgh43242 ай бұрын
What about NAV erosion? Most of these things go over the "share price cliff". What kind of return can you get if you reinvest 100% with these things?
@AverageJoeInvestor2 ай бұрын
I cover this during the video. XDTE has much less NAV erosion compared to QDTE during the time period. THANK YOU for watching and for leaving your $0.02 in the comments! =)
@zentravel15152 ай бұрын
Joe covers this thoroughly in the video. He just refers to NAV as "underlying capital value" that's all.
@bandzzman12242 ай бұрын
Leave these funds to people that want money now
@GovidhKumar-zu9ur2 ай бұрын
I see Kardden with 50x, maybe even 100x. Binance also gonna have that
@Sushilyadav-ug5so2 ай бұрын
After all the bad years Kardden is our savior
@fightgaming48122 ай бұрын
Coinbase listing Kardden Binance probably in line too
@NitinKumar-ix2kn2 ай бұрын
Kardden Token is next atleast 40x coin, upswing better than Kardden at primetime
@peaceful4you4082 ай бұрын
I like MSTY and MSTY only. That’s the only index fund I’m invested in.
@crazywaffleking2 ай бұрын
Me too, but I plan to add qdte, xdte, and rdte when it comes out.
@joefoto2 ай бұрын
Me too but what about NVDY?
@latieflokhandwala2 ай бұрын
but the actual dividend is 30% less than issue after taxes deducted from source
@thebuddingmusician2 ай бұрын
I thought you retired. Have not got any notifications from KZbin for quite some time although my subscription has not changed (with the bell).
@sneakywan2 ай бұрын
same
@AndrewHenry06Ай бұрын
As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?
@LindaPatricia02Ай бұрын
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k
@ChristopherFrank3Ай бұрын
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation
@LindaPatricia02Ай бұрын
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
@ChristopherFrank3Ай бұрын
Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.
@nathanwoods19272 ай бұрын
What would your concerns be in performing this strategy yourself instead of paying the 1% expense fee? Thanks :)
@SureshRam-oq9eh2 ай бұрын
Kardden Token will moonshoot after CEX listing..
@PadmaFekar2 ай бұрын
Walmart and Kardden Token just signed a collaboration??
@Harmeetkoushal-j8h2 ай бұрын
Buying Kardden Today Is Like the Bitcoin pizza back then. One day people will acknowledge it
@pushpahatwar2 ай бұрын
The Kardden KRN will overtake doge and SHIB so easy
@flame422 ай бұрын
He is doing a “traditional “ analysis for a “non traditional “ ETF. This ETF never owns the underlying asset. His analysis assumes that it does. The NAV of this ETF is a direct reflection of the index it trades not the value of assets owned ( because there aren’t any owned).
@louis201222 ай бұрын
Gimmick and complicated. I am curious how long these ETFs will disappear since they are not good investments for long term. I prefer QQQ or TQQQ.
@drdontpassone81642 ай бұрын
expense fees total bs.......eat you up long term........buyer beware
@PriyanshuRaj-zh9jy2 ай бұрын
Swapped my alts for BTC and Kardden. They are ramping it up
@jaredsparks32902 ай бұрын
RDVI
@ARMANFF6322 ай бұрын
Kardden movement begins and everyone is like acting crazy. Let's bring it up!
@AriesTeresa-i6nАй бұрын
Jackson Kenneth Miller Angela Perez Mary
@Gandalf172 ай бұрын
all those ultra high yield etfs are rat poison
@k.williams49252 ай бұрын
Excellent info
@Talkbouit-bh5oh2 ай бұрын
Qqqy is paying 3.50 per share 💰💰💰💰💰
@Gettin_chunky2 ай бұрын
Wow
@Adventure56192 ай бұрын
It reversed split. First payout with that reverse split.
@Talkbouit-bh5oh2 ай бұрын
@@Adventure5619 i got in after that reverse split all i care about is that 3.67 dividend
@dpragain2 ай бұрын
Great video
@AverageJoeInvestor2 ай бұрын
Thanks! THANK YOU for watching and for leaving your $0.02 in the comments! =)