This ETF is Now My Favorite Dividend Income Holding - 12% Yield

[@Hannahbenowitz]

I sometimes use my ETFs to buy dividend and growth stocks for diversification instead of reinvesting in the same place. To each their own methods though. The good thing is that you’re investing in the first place and that’s what’s important. Salute for the content!

[@JosephineKenney]

The current market might create short-term opportunities to maximize profit, but in order to execute such strategy , you must be a skilled practitioner

[@HildaBennet]

Or better yet, have one.. For several years, I've been in touch with a coach, mostly because I lack the depth of understanding and mental toughness to deal with the ongoing market conditions. You lack the information necessary to succeed in a competitive market, not because you're doing anything wrong, but rather because of your lack of experience.

[@PennyBergeron-os4ch]

That does make a lot of sense, I'd love to sit back and have someone who has the Market figured out guide my decisions. Who is this consultant?

[@HildaBennet]

Sonya Lee Mitchell is the CFA I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

[@PennyBergeron-os4ch]

I searched and found her page, emailed and made an appointment to talk with her. Hopefully, she gets back to me.

[@darnellcapriccioso]

My dividend journey began when I realized that two particular expenses in my budget were always going to go up and never go down. The two expenses were taxes and insurance. I realized that the dramatic rise in both will need some added income. So, I started buying shares paying dividends. I can now see that this will be the path I need to take to make sure those two expenses will not overtake my future income.

[@hoosier-daddy-wv5gi]

As a beginner, educate yourself, Learn the basics of investing and the stock market. There are many resources available online, including books, articles, and online courses. It’s a good idea to diversify your portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions and inflation, its important to do your own research.

[@maiadazz]

Yes, I've been in constant touch with a Financial Analyst for approximately 8 months. You know, these days it's really easy to buy into trending stocks, but the task is determining when to sell or keep. That's where my manager comes in, to help me with entry and exit points in the industries I'm engaged in. Can’t say I regret it, I’m 40% up in profits just in 5months with my initial capital of $160k

[@morgansofia]

How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.

[@maiadazz]

I really don't like making such recommendations, because everybody's situation is unique. But there are many freelance advisors you could check out. We have been working with Tenley Megan Amerson, and she's really, really good. If she meets your discretion, then you could go ahead with her. I endorse her.

[@richardhudson1243]

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.

[@noahzimmerman-yg6qt]

Buying of just any ETFs is easy, but buying the right one without a time-tested strategy is incredibly hard. Hence which is best to buy now or put on a watchlist? I’ve been trying to grow my portfolio for sometime now, my major challenge is not knowing the best entry and exit strategies.

[@marcellasilva4015]

The best course of action if you lack market knowledge is to ask a consultant for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since 2023 January. I believe that is the most effective way to go about

[@GeorgianaScallion]

Market behavior can be complex and unpredictable. Mind if I ask you to recommend this particular coach to whom you have used their services?

[@marcellasilva4015]

The decision on when to pick an Adviser is a very personal one. I take guidance from Sharon Ann Meny, to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.

[@ChristopherAbelman]

I believe JEPI and JEPQ could fit well into my portfolio as I approach retirement. How can I maintain a high-risk investment strategy to pursue higher yields until I reach at least 55?

[@HildaBennet]

Adding JEPI and JEPQ is smart for nearing retirement. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals. Maybe consider diversifying your portfolio to spread out the risk.

[@JosephineKenney]

Working with an asset manager has been a game-changer for me. They provided invaluable insights and tailored strategies that aligned perfectly with my risk tolerance and financial objectives. With their support, I've seen significant growth in my investments and gained confidence in my financial future.

[@FinnBraylon]

Your manager seems competent. Could you share how I can reach out to them? I've recently sold some property and am interested in investing in stocks, and I'm seeking guidance. Thanks

[@JosephineKenney]

Sonya Lee Mitchell is the manager I speak with. Just search the name. You’d find necessary details to work with to set up an appointment.

[@FinnBraylon]

I'm pleased with the advisor's prompt and knowledgeable assistance. Their professionalism instills confidence. Looking forward to further discussions.

[@Jersderakerguoe]

I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.

[@berniceburgos-]

True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.

[@hersdera]

Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.

[@ScottKindle-bk3hx]

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

[@hersdera]

Melissa Terri Swayne maintains an online presence that can be easily found through a simple search of her name on the internet.

[@Michaelparker12]

she actually appears to be well-read and educated. I just did a Google search for her name and found her webpage, I appreciate you sharing

[@casualviewer8189]

Yessssss it’s my second largest holding now 🙌🏼 Approaching 1000 shares and couldn’t be happier

[@blackwaltz3135]

what is your first?

[@casualviewer8189]

@@blackwaltz3135 SCHD is my largest holding at also 1000 shares

[@rexrandall33]

It’s my favorite as well and my 4th largest holding I sold out of JEPI awhile ago for SPYI and have been happy I am up 7.75%

[@Steverino70]

Great video. SPYI is my largest position. I hold it in my taxable account which saves me 30% on my federal/state taxes. Paying 1% of the principle(12% over the year) is top tier compared to competitors. The bonus is the new NEOS product released 6 weeks ago is the sister to SPYI, QQQI is the symbol. Run exactly like SPYI only on the NASDQ 100. You have the market covered with these two!

[@SomeUserNameBlahBlah]

I'm new to this and want to get into dividends and I'm researching what the taxation is, our how to reduce it. Could you please explain more about a "taxable account"? Is this something with your brokerage?

[@Steverino70]

A typical brokerage account is a taxable account. There is also another choice which is an IRA brokerage account(not subject to taxes until it is withdrawn). SPYI AND QQQI qualify for their dividends(90% to 97%) being considered as return of capital which reduces your cost basis. To me this this is the cherry on top of two great ETF's. @@SomeUserNameBlahBlah

[@laughuntilyoucryordie]

@@SomeUserNameBlahBlahI believe they meant “tax free or ROTH” account! Not sure how anyone could save 30% in taxes on a TAXABLE account lol

[@jacqdanieles]

@@laughuntilyoucryordie if it's in a taxable account, the dividends are treated as "qualified dividends" & hence are taxed at a much lower tax rate. Hence the savings in taxes.

[@awccook]

I dipped into SPYI for the exact reasons you called out! So far, its been great!

[@Raymondjohn2]

The S&P 500 finished down 20% in 2022. This means long term investors have a great starting point in 2023. Here are 4 very popular ETF’s: $VOO- S&P 500 fund $VTI- Total US stock market $QQQ- High growth, tech $SCHD- Growth + Dividends| I just tallied my dividends for the year;$167k Blessed and grateful, disciplined and focused.

[@kevinmarten]

My "boring" index funds just paid me over $6,000 in dividends last month. This is money that i can choose to spend without having to sell any of my shares. But for now i have it all set to reinvest to buy me even more index funds.

[@Ashley186fre2]

Anyone have recommendations for a reliable monthly investment? I hope to ultimately supplement my income from work with a monthly income from investments. I will still make long-term investments, but it would be wonderful to have a little additional money each month.

[@JacquelinePerrira]

Due to my demanding job, I lack the time to thoroughly assess my investments and analyze individual stocks. Consequently, for the past seven years, I have enlisted the services of a fiduciary who actively manages my portfolio to adapt to the current market conditions. This strategy has allowed me to navigate the financial landscape successfully, making informed decisions on when to buy and sell. Perhaps you should consider a similar approach.

[@kevinmarten]

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

[@JacquelinePerrira]

When ‘Carol Vivian Constable’ is trading, there's no nonsense and no excuses. She wins the trade and you win. Take the loss, I promise she'll take one with you.

[@NicolaPellegrini546]

VOO is better diversified, while SCHD has more holdings concentration risk. i would think a blend of both based on one's personal situation is essential . in terms of profits, VOO has offered me more ROI as it is 22.25% up . i have $250k which i am looking to invest in covered call ETFS for dividend. Here for ideas...

[@KurtLoganGatlin]

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

[@rickw3243]

Bot Alert!

[@2Greenlid]

@CatherineBates-bg4fcShe is a scam! Do not get tricked! NO ONE beats the market consistently ! You don’t think Warren Buffet likes money, Elon Musk would have given her billions …

[@mikeparker2520]

VOO has the same thin options problem as SPYI- I swing trade the much more profitable LONG options to compound and fund dividend bearing stock purchases...

[@Elavitivan]

I would steer clear of “advisors” and if you really think you need guidance, go with a Fiduciary. They are required by law to look out for your best interests, Advisors are paid to push products that often have very high fees and don’t even beat the indexes.

[@user-strength10]

glade you covered this, i've had SPY-I for awhile for income along with SPYG for a growth investment (I'm and S&P 500 bro lol) thanks for the content and research you do on this channel, its highly appreciated

[@KENTUCKY-MAMA]

Yes, I'm IN. Thanx 4 doing the research 4 us.

[@sommersalt88]

Been beating myself up a bit that I sold my 53 shares of NVDA at $303 each back in May 2023. Now thinking of liquidating a few other investments to rebuy but afraid to do so. I also currently have 500k in savings making me next to nothing.

[@gagnepaingilly]

Invest in real estate, ETfs and high-yield savings account.

[@84gaynor]

The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on Etfs and actively managed funds. I am up by 28% in 6 years under guidance.

[@Curbalnk]

I fired mine 13yrs ago. now I am beginning to see the benefits, how do I get one? Considering your point I won’t want to get into a bubble. Can you recommend any?

[@84gaynor]

"Heather Ann Christensen" is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.

[@DarkDelta-cw8xd]

NEVER chase profits ....... it will backfire

[@odin117]

Waaaaaaaaa I thought I was the only one who liked this etf. Now you're reviewing it too, I guess my theories are working well

[@tonynes3577]

Thanks! Good explanation. You just verified my purchase. Had it for a few months now.

[@dwiz_9336]

I will still hold XYLD, I also have QYLD which i've been pretty happy with-even though they don't perform as well, I still think they're solid ETFs. But definitely going to add SPYI to my portfolio as well, thanks for sharing :)

[@BuceGar]

SPYI and SVOL are the two best monthly dividend ETFs around right now.

[@devinstucky6948]

Dgrw beat voo over the last 10 years. Far smaller dividend but better appreciation. So it depends what you're looking for.

[@kurtsalm2155]

You betchya! I'm in both in a modest way for now, but will be continuously adding to my positions. We shall see what we shall see....

[@patstar5]

I’m looking for income and growth.

[@pauobunyon9791]

TUGN is a solid i new ncome fund too

[@SuperSol1987]

Jepi and Jepq ❤

[@kortyEdna825]

I agree that many people are considering NVDA as the "Stock of the year." However, I'm curious about which stocks could potentially become the next META in terms of growth over the next decade. I've allocated $200k for investment, aiming to retire comfortably.

[@Justinmeyer1000]

I think the next big thing will be A.I. For enduring growth akin to META, it's vital to avoid impulsive decisions driven by short-term fluctuations. Prioritize patience and a long-term perspective consider financial advisory for informed buying and selling decisions.

[@carssimplified2195]

Impressive can you share more info?

[@carssimplified2195]

She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.

[@jasonsimmons6684]

For $100 I'll tell ya

[@TerriVess]

Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got to talking about investment and money. I started investing with $150k and in the first 2 months, my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and get more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.

[@GeorgestraitStriat]

Hi. I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second child. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks

[@TerriVess]

@GeorgestraitStriat However, if you do not have access to a professional like Suzanne Gladys Xander, quitting your job to focus on trading may not be the best approach. It is important to consider all options and seek guidance from reliable sources before making any major decisions. Consulting with an AI or using automated trading systems can also be helpful in managing investments while balancing other commitments.

[@GeorgestraitStriat]

@@TerriVess Oh I would love that. thank you .

[@TerriVess]

@GeorgestraitStriat Suzanne Gladys Xander is her name .

[@TerriVess]

Lookup with her name on the webpage.

[@Narsuitus]

I trade QYLD and JEPQ. I am considering trading GPIQ and SPYI. Your video was very helpful.

[@paulsantori8920]

I buy SPYI with my SVOL dividends.

[@christmas10023]

The management knows what it's doing. It would Appear. 👍

[@dakkon74]

Hopefully. I was not thrilled with how they managed NUSI, but I do hold some SPYI.

[@CB_4216]

The NUSI wound has healed, but the scar is still there. It's like trying to regain trust in a gf that cheated on you. I think I'll pass LOL

[@mikelalor424]

Great vid. For income, I have SPYI, JEPQ, and SVOL. I expect to replace JEPQ with QQQI soon.

[@selfhelpee]

why QQQI instead of JEPQ?

[@billdaker1120]

I have both jepq is steady qqqi is up and down comparitively

[@المرآة-ظ1ح]

I own this one just bought it and I am happy with it.

[@Freaysclaw56]

Thanks, definitely an etf worth investigating.

[@peoriaos6627]

Yes. I think its a good position as well. I keep about 1/2 percent of my holdings in it. I also like svol. So far it has had a fairly consistent 16% yld. Both of them have seen the best of times. I'm wondering how the fair and the worst of times.

[@morrisgarage8887]

Seems like a winner. Thanks for reviewing it.

[@rorounikenra]

how often do you buy shares? do you wait to have at least 1k$ or more buying power? the reason why i ask is because the brokerage fee (in my case usually 4.95$ per transaction) could mount up.

[@enricomonesi5856]

I've been in SPYI and I certainly intend to stay in for a long time😊

[@janoz06]

Thanks for the video Alan.

[@Aarrenrhonda3]

I personally think investors should pay attention to under-the-radar stocks, especially considering the current stock market volatility. 35% of my $270,000 portfolio is made up of sinking stocks that were once respected, and I have no idea where to go from here.

[@jerrycampbell-ut9yf]

I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.

[@JoshuaMccaffrey-q4]

Currently, working with a reputable investing coach is the greatest market approach. I've been working with a coach for a while now, primarily because I don't have the amount of knowledge and mental fortitude necessary to handle the current state of the market. Your lack of experience, not anything you're doing incorrectly, is the reason you don't have the knowledge required to thrive in a cutthroat industry.Read more

[@seanhepner]

Due to the significant falls, I need advice on how to rebuild my portfolio and develop more successful tactics. Where can I find this coach?

[@JoshuaMccaffrey-q4]

Her name is Vivian Carol Gioia can't divulge much. Most likely, the internet should have her basic info, you can research if you like

[@seanhepner]

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.

[@dominiquetheeasyminimalist]

They’re doing a great job, I appreciate the more consistent income.

[@SpeakerBuilder]

I am also really liking SVOL right now, it's paying an even higher dividend yield, maybe you could do a video on that stock.

[@muzikmon5477]

Agree re: SVOL. It has a higher dividend, and SVOL also has a lower expense ratio than SPYI too (.50 vs .68)

[@thecollectiverisk]

I’m guessing SPYI-ugh he mentioned it so quick I couldn’t even complete this comment before he mentioned it lol, thanks for another video to sink our teeth into DB, you continuously help me with a base of information to help form my own conclusions in my pursuit to financial freedom 😌

[@JamesJoseph-u1y]

Sorry, but I couldn't help noticing...if you like Dividend Bull, you may not want to refer to him as DB. Just sayin...

[@thecollectiverisk]

@@JamesJoseph-u1y uh oh it was just my way of shortening the KZbin channel am I just so out of touch it stands for something bad? 😆

[@thecollectiverisk]

@@JamesJoseph-u1y ?

[@blinddog4288]

Spyi v QYLD? I know Qyld has gone down in value from inception, but I bought in at 16.53 plus the drip of 18 ish months.

[@BrianTX409]

QYLD here too. 3000 shares, cost basis is $16.89. Will keep using the divs to pad my rainy day fund and growth ETF.

[@IsabellaLisa-vz3jz]

I am adding equities and exchange-traded funds (ETFs) to my portfolio. I've set aside $220,000 with emphasis on inflation-indexed bonds and companies with solid cash flows, but I'm also curious about any short term earnings.

[@IsabellaLisa-vz3jz]

Simply put, if you’re not investing in dividend stocks, you’re doing it wrong.

[@KcZyro]

While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill of a market professional.

[@OkehAgathaOluchi]

I've been seeing similar suggestions on news but the challenge is how to find them. would you be kind enough to recommend a decent one like the one you use?

[@KbcFoundation-un3re]

Only one person comes to mind, the popular lady WHITNEY KAY STACY . She's been able to gain some reputation with decades in the financial industry, so it shouldn't be a hassle to find her basic information on the web.

[@OkehAgathaOluchi]

This recommendation is coming at the right time because i am literally grasping for straws atm! I looked her--up online and scheduled a phone call with her

[@peterfischer7084]

Is there an equivalent to SPYI which doesn´t come with the dividends being subject to US withholding tax for international investors (e.g. because it´s replicating synthetically while being domiciled in a country which doesn´t charge withholding tax, such as the UK or Ireland)

[@crazywaffleking]

They also run QQQI

[@D36508]

I just wanted to thank you for all your videos. I enjoy and rely upon your analysis. I am retired from a major PD on the west coast. I have a very nice pension and deferred compensation. I started following you and your advice. I began to invest in dividend stocks a few years ago. I have amassed 205K and about 2100 a month in dividend payments. Thanks again.. I wish young people would follow your advice and strategies. Life goes by very quickly. I started investing for my three grandchildren as well

[@DK-wl6ht]

How does a covered call ETF lose value? It needs funds or more stocks holdings to generate covered call income. Unlike a dividend paying stock which becomes larger when the price drops assuming dividend stays the same. Does this ETF lose NAV when large numbers of investors withdraw their funds? If it drops can it recover? Obviously the upside tends to be limited because of covered call writing. For example a recent run up in NVDA, AAPL, etc hasn't moved QYLD.

[@joevelasquez2757]

Appreciate your videos. 🎉🎉🎉

[@DuffyJ1111]

Thanks for the video I may pivot from JEPQ to SPYI soon to pair with SCHD and DGRW.

[@brotherleo4090]

Hi. If u dont mind, can u say why u would shift over? I'm looking yo start a dividend inc. ETF. Thanks

[@DuffyJ1111]

Better diversification. SCHD and JEPQ select from the Dow Jones 100 where as SPYI selects from the S&P 500 so there's no overlap.

[@brotherleo4090]

Thanks...I thought jepq is nasdaq. But i get the point

[@richardjohnson1261]

Thanks for your content. I'm looking for more lower risk income options, so I appreciate your insight. I'll do some more analysis to see if this will make a good addition. Cheers

[@MartinD9999]

How does this fund perform in a down market? Would it have losses more severe than a regular SPY ETF in a Bull market?

[@gstlb]

One thing to remember is that the dividends are probably not qualified, so take this into consideration when deciding what type of account to put this in. I tend to put these types of funds into IRA accounts, where the type of dividend doesn’t matter.

[@devinstucky6948]

Is this a bad etf for low income investors? I can't buy partial shares so as a result can't drip (my dividend won't buy another share) Am I missing something or kinda screwed until I can invest enough for my dividend to buy another share?

[@RubyRhu]

At the current price of around $50 per share for SPYI, if you buy 9 shares for $450 the 12% dividend will buy another share per year. Even if you can only buy 1 share now, if you continue to buy 1 share per month at $50, you will have the 9 shares in less than a year.

[@Jayvazquez15]

I have this one at the top of my watchlist for when I want to add an ETF for income. Great video

[@HrvojeVukosav-qv8uu]

I dont see any options chain to SPYI. I would buy that and sell covered calls on that etf. It would be double covered call strategy

[@formica.]

Where can you buy calls on ETFs? Not Schwab. Not Tastytrade. Not TD.

[@stevenlopez4203]

To possibly improve my total return in my SP500 holdings, for every dollar I invest in SPYI, I buy 0.25 of SPY (or VOO).

[@Ciborium]

When re-investing dividends, SPYI is very similar to XYLG. However, SPYI is probably more tax efficient because of the type of options used.

[@brianh9014]

Yes, but it carries a .68 expense fee. Why not buy a a stock like trin with a 13.5% div😮unless are dependent on the monthly return?

[@justinjones3326]

I like spyi too I think it's #1 not jepi..... that being said fepi could be the future

[@BrianTX409]

I just dipped my toes into FEPI Monday. Bought 220 shares. Will be adding monthly until my desired amount then use divs for something else. Don't need to supplement my income at this time.

[@akshaypotdar1840]

Could you do update video on ACRE? TIA

[@erandeser5830]

KNG?

[@justinshearer8180]

How does it get Capital appreciation? Are the options out of the money ?

[@Michael-DS]

Yes

[@kkyler9582]

Own it!

[@0x0404]

It’s on my brokerages block list. Dunno if that means the brokerage or the etf is sketchy.

[@formica.]

Get a better broker. Schwab, Tastytrade has Neos

[@josephemerson2893]

I have SPYI SVOL TUGN FEPI QYLD RYLD so far all ok!

[@blktester]

I seems like a sound ETF but I tend to dislike expense fees .5 or below.

[@bluesky5587]

I thought below .50 would be good expense ratio

[@bentobox7788]

SPYI is a good fund, but I prefer JEPI more. JEPI has better risk-adjusted return and is less correlated to the market. Its total return is almost the same as SPYI despite not having much exposure to the tech sector. That's hard to achieve.

[@Alex-he1ve]

Thats' not what portfolio visualizer shows. (JEPI total return for year 14.95%, SPYI 20.34% as of Feb 2024)

[@Alex-he1ve]

​@@bentobox7788 I checked different time periods and outputs are different. I have "all" of them - jepi, jepq, spyi and now considering to add QQQI to my taxable account.

[@bentobox7788]

@@Alex-he1ve You have to chart it from SPYI's inception date. Please try again with the corrected inputs.

[@holisticheritagehomestead]

Great video! I am a big fan of dividend paying stocks. I am hoping to invest more in the near future. I will look into this recommendation. Be well.

[@AltmanP]

You could invest in stocks, start a side business, or focus on advancing your career. It's important to set goals and make a plan. Remember, wealth can mean different things to different people, One thing i can say that helped me in life to reach my first million was starting early, i got curious and informed i became open to passive income, investments in equities , etfs and the likes. also sought help to handle my portfolio which was my foundation. i'm ever grateful to Anna Rounds Fay my FA.

[@HelenToner]

That’s some good values. sounds like you got something going for you

[@Maryesther1]

did a quick search and found her webpage. I must say her resume is pretty impressive. will be writing her.

[@JimGreenfield]

she has a pretty decent bio.

[@MellisaAdam]

I did a web search; she has a pretty decent bio, I wrote her and am waiting for her reply.

[@robertthurmond8161]

Thanks for the tip mister, i also reached out to her through her web and her responses were articulated. I'm more confident working with her now

[@PrivateUsername]

I'm holding SPYI now. I still like QYLD better tho for that extra 2% yield.

[@bobdavis7290]

100% agreed, SPYI is on my favorites and sits high in my portfolio. I also have XYLD, but SPYI is superior in my opinion. 👍

[@ericp3573]

spyi is good but qqqi from NEOS pays almost 15%, both are good but both have the same top 10 stocks

[@user00165]

SPYI seems like a good one to have. 👍

[@yunusmile]

how to buy this in germany?

[@jordankendall86]

Good move. I am strongly against a passive covered call strategy. This is saying a lot since I advocate passive index investing in the S&P 500. An active covered call strategy is far superior to the passive covered call strategy when you consider long-term returns. That is why JEPI has had better staying power than XYLD. Thanks for sharing. I am now interested more in SPYI.

[@anthonyh2884]

Spyi has a crazy high expense ratio!

[@moresugartradercc2744]

I started investing into SPYI last year so far I'm happy with it

[@dojochuck]

can you recommend a good dividend reinvestment calculator?

[@blobtv7444]

These are short term only, achieving a yield through trading is not sustainable, ok in an up market then the underlying value tanks.

[@formica.]

Then sell.

[@chev6901]

Looks like SPYI current price is at ( or clise to) It's all time high. What 's a good price point to initiate a position?

[@SomeUserNameBlahBlah]

Do ETFs count as qualified dividends if you hold them long enough? Or are qualified dividends only for owning a stock outright, and not through an ETF?

[@pertainedorangeman3056]

I bought 20 shares of SPYI after watching an interview with one of the fund managers. Definitely gonna be adding more when i can

[@alanweinberg5738]

Where should I park cash on the side so it can earn a yield while waiting for good DCA opportunities?

[@dcbatman]

TPVG just dumped approx 12% recently, any thoughts? Many thanks for your excellent work!

[@formica.]

That's a stock, not ETF, of a business dev company. Look at the one year chart, it has a monthly sawtooth pattern around dividend payouts. Looks like now is time to buy. Thx for head's up.

[@RogerMosgeller]

Im told it can use some return of capital.so im out !

[@louis20122]

It is consistent because all of its distributions are ROC. It is like getting your own money back on a budget. These types of investments are like annuities. Eventually your principals will diminish over time and no growth.

[@modax0]

It doesn't beat the spy tho😂 Div adjusted of course

[@mtelke]

Good vide, I really like your focus on dividend income investing in a taxable (brokerage) account. Do you have any good overview videos for this type of investing? You should do a video on $QQQI and $FEPI, that would be great to see!

[@YEP-n2v]

shouldn't you hold off and pool your money and wait till it is below the 52-week mean or is the $5.9 divided recouping the cost

[@davesites]

Nice

[@RichardAkin-qj6xt]

I like SPYI and JEPQ in the category of these covered call ETFs that pay 8%-12%. However I don't believe this yield is enough to live off the dividends with just these funds. You would need 100k in SPYI just to make 1k monthly. You would do better buying SPY and doing your own covered calls and/or just holding SPY for the much higher growth potential and selling shares in retirement. This is my opinion not financial advice.

[@KlownDreamin]

What do you think of SVOL ?

[@trader-sla]

Excellent video. Thank you. Please check out and do a video on $MAIN. It pays a monthly dividend and 2 semiannual special dividends. It’s a SWAN i.e. sleep well at night type dividend play. Check out it’s stellar growth since it became public on 10/9/2007. 16.55% annual return with dividends reinvested. I cannot find any other such quality stock to surpass MAIN. It’s a BDC which means it’s required to payout 90% of its income. In dividends by tax law.

[@cashoption2319]

Check his old videos he has talked about MAIN lol you must be new

[@Biz005]

Sold Jepi for this

[@stan7757]

Do you think there is a safe way to do dividend capture?

[@Nemo-yn1sp]

I'll be looking into it more, but at quick glance on Fidelity, it's hard to see where the tax advantage comes in except for when they distribute capital gains. Thanks.

[@ROCELLETiu-xx9nd]

What do you think of QQQI?

[@jeddesselle2611]

The CEF GOF is doing well this year with an 17.93% monthly paying dividend as well.

[@dpragain]

Bali seems to have some growth. Wonder if it will overtake someday yield on cost.

[@mjsmcd]

No mention of using eln's like jepi Is that cuz they actually own the s and p equities unlike jepi so they dont need a synthetic security to link to s and p thru covered calls like jepi does? Thanx

[@stevenporter9114]

A 12% yield and somehow you think that is good

[@andymassey-pl1bg]

More than happy with my SPYI holdings...

[@roseymalino9855]

T G T B T. Excellent presentation.

[@Bobagx]

400 shares and adding

[@tvtriviachampion]

Some good interviews with NEOS SPYI Co-Founder, Garrett, on Armchair Income channel.

[@PearlX9]

But SPYI has far high expense ratio