SUPERIOR INVESTMENT to S&P500 - HIGH INCOME & GROWTH (CGDV)

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  • Опубликовано: 17 янв 2025

Комментарии • 84

  • @ViktoriyaMedia
    @ViktoriyaMedia  Год назад +100

    Many of you have been asking and patiently waiting for a Seeking Alpha promotion and I'm happy to say that you can now get Seeking Alpha Premium for $50 OFF with a 7-day FREE trial using this link:
    seekingalpha.me/ViktoriyaMedia
    Enjoy! :)

  • @bbongrip
    @bbongrip Год назад +18

    I love how well you explain the positives AND negatives of an ETF. Would love to see a video explaining how you analyze an ETF and also maintain an analytical perspective while you have money invested and what would make you take your money out and reinvest in another ETF. Thanks!

  • @robertdorans142
    @robertdorans142 Год назад

    Thanks!

  • @OksanaRastuk
    @OksanaRastuk Год назад +22

    My growth of my 401k is 6.34% in the past year. I definitely don't like the distribution of securities and etfs on it. I am not happy with this progress. I In this environment does investing under a brokerage account with a custodian/retirement-planner outweigh contributing to a 401k? should I seek a pro to grow my funds on brokerage acct or still hold? I have 5 years to retirement. Happy to discuss.

    • @addisonwillow1055
      @addisonwillow1055 Год назад

      Mine was 8.16%, I used to dca into etfs but I reconsidered the strategy since I am still way behind after the massive downturn since Jan last year

    • @henryalexander688
      @henryalexander688 Год назад

      Private investing is the best way to go about the market right now, especially for near retirees, I've been in touch with a wealth manager for awhile now netted 472thousand this downturn, made it clear there's more to the markets than we average joes know.

    • @henryalexander688
      @henryalexander688 Год назад

      Our consultant and estate planner is ‘ Loren Lena Walker ‘ , experienced and advanced and consults for other brokerage companies, is independent and can be a fiduciary to you.

    • @henryalexander688
      @henryalexander688 Год назад +1

      The fee charged is in form of commission only on the profits you accrued on the portion of the portfolio managed while it was being managed, not to blow my horn but well over 450% in 8 years of my latter life despite rollercoaster markets and economic conditions is commendable isn’t it? I have drawn over 500k just this year

    • @addisonwillow1055
      @addisonwillow1055 Год назад

      I did some findings on the Loren lady, she seem to know her stuff. educational background, qualifications was really impressive. Kudos and thanks for sharing. I perused her website and wrote an email for a consult.

  • @johnsnyder4379
    @johnsnyder4379 Год назад +3

    I try to watch every one of your videos just as soon as they're released - you do great research and I've learned a lot! Should you ever need any ideas about future videos ... doing a series on the best ETFs for the various stock market sectors would be really welcome!

  • @matthewolson7404
    @matthewolson7404 10 месяцев назад

    Thanks for turning me onto this ETF. Gem of a find, love the strategy on this one

  • @marks6072
    @marks6072 Год назад

    Looks interesting... Only problem is the option volume open interest is ZERO across the options board

  • @r.p.mcmurphy6115
    @r.p.mcmurphy6115 Год назад

    3:08 not an issue at all.
    Open an account with IBKR and buy a fraction of ETFs specifying USD order price rather than shares.

  • @toddneal7483
    @toddneal7483 Год назад +1

    Great content. Thank you for in depth info on all your videos.

  • @jazzbeau507
    @jazzbeau507 Год назад +1

    Now that index funds are getting so large, there is now opportunity to be in non-index funds. Interesting fund; great channel. Why did Victoriya change her hairstyle at 4:55?

  • @davidmergist2165
    @davidmergist2165 Год назад +1

    Viktoriya, your video presentation is outstanding - about this pgm concerning CGDV . . . would you be willing to compare CGDV against VYM and other ETF's offering Dividend Appreciation. Your thoughts ?

  • @shalomcohen122
    @shalomcohen122 Год назад +2

    With all the ETF’s you showed so far, which are the ‘holy grail’ combination? In the past you mentioned qqqm and schd - did that change? Have you switched any of them since?

  • @r.s.5431
    @r.s.5431 Год назад

    Thank you for the information. I took a look at the bid/ask spreads for the CGDV options. They don't look that tight to me, and there is no volume.

  • @desiexpat7
    @desiexpat7 Год назад +1

    Cgdv has a good return this year but very concentrated 55 holdings, low dividends and high cost. MGV, Divi and even Voo are much better diversified and lower cost. Dgrw is much better too and schd in the long run. Did you review Cowz and calf?

    • @GoodnotGreat88
      @GoodnotGreat88 Год назад

      Better diversification doesn't mean better growth though. In a slowing economy a higher diversification will do worse than being selective on what stocks to own

  • @davidh7799
    @davidh7799 Год назад

    Great information content, and you sure look pretty today dressed in white!

  • @pradipdaya9352
    @pradipdaya9352 Год назад

    You are really gifted for giving info on different ETF's❤❤

  • @Dollar_Don
    @Dollar_Don Год назад

    Newbie here. Thanks for information. I am looking into learning about dividend paying stocks that don't lose value outside my 401k

  • @rammen8359
    @rammen8359 Год назад

    Where do you recommend to learn to "trade option"? I really want to learn...!!
    Great material, food for thought, as always!

  • @larrywillard844
    @larrywillard844 Год назад +1

    I enjoy listening to your analysis, but here I question the fairness of "Assets in Top 10" when Holdings are merely 53, vs Holdings of 505? What are SPY total assets in it's top 20% of holdings (not just Top 10)? On the other hand, no mention of 30% turnover!

    • @davebosworth1778
      @davebosworth1778 Год назад

      Yeah, thats a big difference in turnover, but hopefully that is the mark of a successful active management allowing it to outperform SPY?

  • @trdfrguson007
    @trdfrguson007 Год назад

    You may wish to consider BRK-B. it has a history of better total returns than most of the ETFs that you have reviewed, and issues no dividends which can be taxed. It also has a deep and liquid option chain.

  • @baxterlee1573
    @baxterlee1573 Год назад

    for everyone interested in doing any options trading on this just look at the options chain. theres basically no volume there. which means you can forget about making any calls or puts.

  • @Scalp269
    @Scalp269 Год назад

    Great detailed info on another ETF!! However, there is no volume or open interest to sell covered calls in this ETF. I still love your videos... Keep up the good work.

  • @andrewdavis77
    @andrewdavis77 Год назад +1

    What is $1697 monthly income?

  • @fretless05
    @fretless05 Год назад +1

    Great video and interesting ETF for a longer term outlook. One thing you didn't mention is what type of dividends does it pay- are they qualified?

  • @fatalbert2784
    @fatalbert2784 Год назад

    The monthly options chain doesn’t show any premium.

  • @amitkhurana249
    @amitkhurana249 Год назад +1

    It has got the P/E ratio of close to 20 plus the expense ratio more of 0.33% which makes it more expensive then spy.

  • @MarcDunivan
    @MarcDunivan Год назад

    What. about SPHD?

  • @KhemistryIBMOR
    @KhemistryIBMOR Год назад

    Is this fund paying you a kickback?

  • @VinodKumar-nn7go
    @VinodKumar-nn7go Год назад +1

    My portfolio is going vogue by investing in all different ETFs that you come up every single week 😅🤯

  • @sudstahgaming
    @sudstahgaming Год назад

    Just buy them all apparently

  • @scottsoulman3062
    @scottsoulman3062 Год назад

    FYI CGDV does not have an options market.

    • @JoeC5050
      @JoeC5050 Год назад

      MAY BE PAID PROMOTION..

  • @georgezipp2317
    @georgezipp2317 Год назад

    Option trading is to thin to be practical. Hopefully expense ratio will come down with that larger NAV.

  • @rockystaatz521
    @rockystaatz521 Год назад

    I hate variable dividends especially when the price is higher

  • @mytravel3086
    @mytravel3086 Год назад +5

    What the heck everytime a new video is posted a new fund is mentioned as best

  • @Jeguia85
    @Jeguia85 Год назад

    So far I think you can’t go wrong with any ETFs she has mentioned. Just stick to one for a while and ride it out. I personally really liked SPYI

    • @GoodnotGreat88
      @GoodnotGreat88 Год назад

      She doesn't recommend SPYI though

    • @Jeguia85
      @Jeguia85 Год назад

      @@GoodnotGreat88 It’s doing better than her favorite JEPI she just doesn’t understand return of capital in SPYI and it only has a year track.

  • @raspillade6027
    @raspillade6027 Год назад +1

    I’ve noticed that all of her video thumbnails contain click bait ‘$xxx per months’ income but she never explains what that number is based on.
    Also, notice on this video that industrials and consumer staples are not among the top ETS listed at time marker 9:22 seconds.
    Otherwise, a seemingly smart girl.

    • @joinjen3854
      @joinjen3854 Год назад

      She is more interested in views aka income than actual sound content. Her fav changes like underwear😅😅!!

  • @bluesky2145
    @bluesky2145 Год назад

    How about showing me a fund that has a long history that can outperform the s&p 500 with lower risk

  • @danim.6402
    @danim.6402 Год назад

    Great video, nice ETF, thanks for the tip!

  • @stevegajewski682
    @stevegajewski682 Год назад

    Dividend yield an undramatic 1.6%. riets present a more interesting proposition for income

  • @sdrs95a
    @sdrs95a Год назад

    This is a great fund, I own it.

  • @echoeversky
    @echoeversky Год назад

    By the ghods acquire a better audio set up.

  • @darthtitan8315
    @darthtitan8315 Год назад

    Not bad, roughly 11 cents per share, per quarter.

  • @gazoo7411
    @gazoo7411 Год назад

    Great video, as always. Can you talk about renting apartments in Panama??

  • @sunlite9759
    @sunlite9759 Год назад

    High income vs what? 3/3/22 price 25.14 now 27.44. Where is that monthly income coming from? CII much better and pays 6.5%

  • @bluesky2145
    @bluesky2145 Год назад

    Good stuff as always. Please please please turn off the typewriter noise and put your microphone back on because your sound quality is so much better. Keep rocking

  • @paulavellano103
    @paulavellano103 Год назад

    Have heard of a commodity etf called COMB

  • @FLAC2023
    @FLAC2023 Год назад

    I became a multi millionaire just BTFD...
    Super simple...
    Manage your risk and positions accordingly, pay attention to world events and enjoy the good life.... don't get greedy in uncertain times...

  • @xst-k6
    @xst-k6 Год назад +1

    In addition to talking about new, untested, and expensive ETFs, it might also be beneficial to recreate the same investment objective with existing cheaper options.
    For example, CGDV alternative could be 50/50 split between:
    1. VUG / VTV
    2. VUG / SCHD

  • @JoeC5050
    @JoeC5050 Год назад

    concentrated ETF with high expense ratio.. Low options volume too.. Seems like a paid promotion video.
    Alternative VYM is best

  • @junglegrrr
    @junglegrrr Год назад +1

    Every video has a pic of Warren Buffett , clip bate, undsubscibed.

  • @jdavis6650
    @jdavis6650 Год назад +10

    V you drank the Koolaid. Everybody needs clicks. The better question is how long do you need them?

  • @yannik9341
    @yannik9341 Год назад +1

    You are dangerous. You risk influencing a nebies into investing life savings in your ETF of the day just because you need content.

    • @shaneomack5018
      @shaneomack5018 Год назад

      Or she is showing you different investment ideas? Not everyone agrees schd or voo is a good investment dude.

    • @yannik9341
      @yannik9341 Год назад

      @@shaneomack5018 the consensus is that SCHD is the best eh? She compares everything to SCHD. She is not showing alternatives. She is suggesting alternatives.

  • @StalledAbyss839
    @StalledAbyss839 Год назад

    I stopped after hearing 1.6%.