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The market's direction can swiftly change, with indexes frequently transitioning from a bear market to a bull market precisely when the news is most negative and investor sentiment reaches its lowest point. I came across an article highlighting individuals who achieved profits of up to $150,000 during challenging market periods. Considering this, I am curious about the best stocks to purchase now or add to a watchlist.
Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money. I started investing with $120k and in the first 2 months , my portfolio was reading $274,800. Crazy right!, I decided to reinvest my profit and gets 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.
How would you relate to the fact that the income generated by covered call ETFs may not keep pace with inflation over the long term. This could potentially result in a decline in purchasing power over time so may not be suitable for early retirees…
Therefore, while a portfolio consisting of covered call ETFs may provide a stable income stream in the short to medium term, it may not be suitable for investors seeking long-term growth and inflation protection
first video I watched and I love it. straight information and fast. I hate when you tubers chit chat and yap too much.
Thanks for the info, good video!
Easily my fave dividend account
Covered call etfs suck. Total return over 10+ years is always low
Great video
I’m 14 right now and have decided to start investing with the 200 dollars I have, I am currently thinking abaut investing 100 of it in jnj, and another 100 of it in usoi.
Any tips?
*cries in EU not allowing any of those*
Anyone know about NLY. Annaly capital management? It's dividend went down last year but all of a sudden jumped big, to .88 /share. $23.67/share is good for that dividend
Is now a good time to invest in stocks? I know everyone says stocks are cheap, but how long will it take for us to recover? Obviously, there are strategies to be used in this market, but these strategies are not available to the average person, so am I better off putting my money elsewhere?
Please make a video of how to transition from bear market and portfolio having dividend cover call etfs like jepi and divo to bull market and knowing how to transition to other etfs like schd,spy,qqq to maximize growth . I currently hold JEPI and spy and my spy was down but JEPI is what made me money this year in the bear market but as I see the market going towards a bull run I would like to switch over growth etfs like schd and qqq and maybe divo still
Please review SRET. I’d like to know what you think about it. Great video as always. Thank you.
"if there are gains from writing calls they are taxed at 60% long term capital gain rates and 40% short term capital gain rates". What? I'm no CPA, but capital gain rates max out at 20% for long term. Short term is taxed as income I think so would be whatever the max income bracket is. I have no idea where this statement came from. If true then the announcer needs to explain why these funds are taxed several times higher than other entities. If false, then why did a channel that purports to be knowledgeable about financial matters fail that badly?
7 min mark
Thanks for the Analysis. I dumped QYLD, XYLD, XRMI, RYLD and QRMI today. Picked up more JEPI and got some JEPQ at 16%
JEPI, JEPQ, DIVO, DGRW, NETL. Low overlap, good yield, diversified, capital growth, and dividend growth.
Divo SCHD jepi xyld have been great for me!
My favorite of the group is JEPI. With a total return of -3% against the S and P -18% in 2022, it proved its ability to protect in a bear market. For 2023 we have the S and P at 18 times earnings. Do we really believe it will achieve a 20 times or better earnings per share with interest rates at 4.5%? I think the odds are more likely that we move sideways through the year which makes JEPI an excellent choice with an 11%+ dividend. If I am wrong and we do have a 20+ times eps(S and P 4,300 or better) consider how JEPI performed in total return in an bullish year 2021. I roughly equaled the S and P performance. No wonder it has a 17 billion dollar asset base despite only being 2 1/2 years old with the next most popular covered call ETF at 2 billion.
Where does the money come from for the covered call profits? Who is buying the long calls and losing money on the other side of the ETF covered call? Someone out there must be going very very broke to enable the profits for these covered call ETFs.
One of my portfolios has a few bdcs, jepi, JEPQ, schd, vti
JEPI >>> JEPQ
My JEPQ is still recovering while my JEPI is already making me positive money. Also JEPQ took a bigger hit(~15%) than JEPI. Another thing is JEPQ has the cases when it would not reinvest itself even you trade with JPMorgan due to the volume.
DB, do you have a patreon that shows your portfolio? Would love to see it and would be willing to pay.
I own DIVO, JEPI and JEPQ. I am not a fan of the YLDs b/c they sell at the money and limit capital appreciation.
Please help me understand this:
What are the taxes paid from JEPI and this type of stock as a whole? Once you factor that into the dividends, and then compare it to losses from S&P… does the s&p win now? I would think so.
I love the idea of dividend income, but darn the taxes … I wish divs were in a lower bracket.
What do you think of SVOL?
JEPI and JEPQ have been saving my portfolio. Gonna add Divo to a Roth IRA it is good.
Any thoughts on the variable dividends (lower payments when market price drops)?
I have all 5 of these, plus a few more monthly dividend payers and DCA into SCHD and QQQ with just $5 every week. It's a grind but the dividend snowball has now had 12 months straight of higher monthly payouts 💪💪💪💪
Id like to see a video comparing reality income (O) vs DIVO in a head to head
What do you think about BST
It is always the lowest yielding whatever that does the best. DIVO will be a good ETF for the ROTH IRA!
I have in my portfolio JEPI QYLD RYLD XYLD and I want to buy DIVO.
Great video !!!
Have you done a video about DIVO?
Hello! 😊
Great video.
Thanks for your video – Can you also please cover CEFs that use covered call strategies?
Love the CC strategy for passive income . Out performs with dividends re invested
So in general CC ETFs outperform during bear markets? And is this because of or in spite of volatility?
I just picked up CII from black rock.
I don't see them beating the market again for the year but I do see them not well over the next couple month, maybe out perform the first half.
Nice to see you mention DJIA, but I was suprised you didn't mention NUSI.
I have JEPI from the their beginning and have no complains. DIVO seems interesting.
I have a portfolio that has XYLD and SCHD split 50/50 hoping as they grow and reinvest the snowball will increase schd faster bc of the high payout of xyld
New Covered call ETF — Check it out — $KLIP !!!!!!
Excellent video mr Allan. Jepi, divo, Ryld, xyld and svol are half our portfolio right now and 2022 was a great year…. Can we see a updated vid on apartments reits in the future mr Allan?
My current portfolio. Love it 😀
35% schd
30% jepi
15% jepq
15% divo
5% svol