QQQY & JEPY a 55-67% Dividend Yield? Mark Quann interviews Defiance CEO, Silvia Jablonski

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  • Опубликовано: 30 ноя 2024

Комментарии • 98

  • @P2Wealth
    @P2Wealth  Год назад +3

    Hello again! That is a lot of questions 😅
    I use personally use TSLY, NVDY, TQQQ, JEPY and i also use GOF and SPYI, and it works BEST with an M1 “PIE”.
    9:36
    M1 can keep the PIE balanced, so you can use SPGP for the “index return” base and bump up the dividends which can rebalance with the M1 PIE.
    And, I don’t ever liquidate my portfolio.
    I ALWAYS reinvest my dividends and will do so for the best 50-60 years (that depends lol😂)
    And. The ONLY way I get access to cash is through loans at 7.25%.
    (We were borrowing at 2% when we started the course).
    It is counterintuitive…it is “BUY, BORROW, DIE”. 😅

    • @LivingonHighYield
      @LivingonHighYield Год назад

      Thank you for the prompt response so basically with your strategy, you don’t buy any stocks on margin you only invest your own cash and then withdraw margin cash when needed and then you pay the monthly interest on that?
      Do you pay down any particular % of the margin loan principal each month or just varies on any extra available dividend income?

    • @P2Wealth
      @P2Wealth  11 месяцев назад

      That can be a long answer and why we needed to develop an 8 week course how to do this. It is only 16 hours of class time, and I dont want to give you advice without knowing more about your situation. If you want to join the next overview for the course please email Marks assistant Norelvy at nvillacorta@remiigroup.com.

  • @markrockwell7664
    @markrockwell7664 Год назад +10

    I think Ms. Jablonski seems very sharp. It seems that the goal of the fund is to have an average daily gain of .25%. That would put the fund in the +60%-ish range for the year. It will be interesting to see if they can do it with the combination of 4% on Treasuries, equity gain on the index, and the daily Put premium. I’m tracking the daily returns and watching the .25% success rate. She also mentioned reinvesting the dividends. That is exactly what I plan to do so you have continuous dollar cost averaging. I think it’s a great strategy for a Roth IRA. I’d never buy it in a taxable account.

    • @P2Wealth
      @P2Wealth  Год назад

      I only invest and use Buy, Borrow Die strategy. Are you familiar with it?

    • @markrockwell7664
      @markrockwell7664 Год назад +3

      @@P2WealthYes, buy appreciating assets, borrow against it, and then leave it to heirs at a higher basis. I’ve done that with real estate and stocks. I’ve just decided to put off the last step for about 30 more years!

    • @HitchensA
      @HitchensA Год назад +1

      Been doing just that since I bought these funds and am doing great😅

    • @Tempest.213
      @Tempest.213 11 месяцев назад

      @@P2Wealth question would be how much can you borrow. can give an example?

  • @investresearch5805
    @investresearch5805 11 месяцев назад +1

    If you reinvest in the fund. When do you use the income/distribution ? The whole point of investing in a fund like this for a retired person is the income.

    • @P2Wealth
      @P2Wealth  11 месяцев назад

      That is how the average investor is taught to invest. The Rich use “Buy, Borrow, Die,” which means they always invest and reinvest all the dividends. They never sell it until they die when they pass the wealth to their heirs tax free.
      They build a large enough portfolio that they eventually live by borrowing (tax-free) secured by the portfolio at low interest rates. That way they never sell and always buy more with the dividends.
      I earn around a 28% dividend while I always invest and will never sell any of my portfolio. I’m borrowing at 7.25%.
      We teach this in the Perfect Portfolio. But you also need to learn cash flow real estate strategies and how to pay no taxes using “accelerated” and “bonus depreciation.” Diversify income and legally avoid taxes.

    • @investresearch5805
      @investresearch5805 11 месяцев назад

      @@P2Wealth Thanks for taking the time to explain and reply back.

  • @CrossFit-Carnivore
    @CrossFit-Carnivore Год назад +1

    This is such an informative video. Opened my eyes to dividend investing and FIRE. Buy borrow die… all the way. 🎉🎉❤

    • @P2Wealth
      @P2Wealth  Год назад +1

      Glad to hear it! Our IG @theperfectportfolio has more information about @thePerfectPortfolio and the course we teach on Zoom. Please DM Mark on the IG if you want more info!

  • @jhatt939
    @jhatt939 Год назад +1

    This was a succinct presentation. Well done!

    • @P2Wealth
      @P2Wealth  Год назад

      Thank you! Glad you learned from it.

  • @joycejohnson9760
    @joycejohnson9760 Год назад +2

    Great interview. Thank you.

  • @bennymcghee9201
    @bennymcghee9201 Год назад +1

    GREAT CONTENT!!!! STRAIGHT TO THE POINT!! THANK YOU !!

    • @P2Wealth
      @P2Wealth  Год назад

      Benny! Glad you enjoyed it. Are you using a “Buy, Borrow, Die” strategy?

  • @Jim-ku9tr
    @Jim-ku9tr Год назад +2

    I have VUSA 60K VHYL 10K AND VFEM 3K. Vanguard ETFs make up about 80% of my portfolio

    • @jessicaknoll4700
      @jessicaknoll4700 Год назад

      nice portfolio i must say

    • @P2Wealth
      @P2Wealth  Год назад

      Awesome, sounds good. Are you using a Buy, Borrow, Die strategy?

  • @markrockwell7664
    @markrockwell7664 Год назад +3

    It’s a great growth and income play. It will beat the index in flat and down markets. Solid gains in up markets.

    • @P2Wealth
      @P2Wealth  Год назад

      Mark! Great name! Only time will tell how this works. Im using it with many other funds, including TSLY, NVDY, GOF, SPYI, and even SPXL. I do love innovation and I"ve always loved options.

  • @ceciliaruns72
    @ceciliaruns72 Год назад

    ❤ Love the money tree! I’m at $10,843 yearly divvies so far… each day I add more!❤

    • @P2Wealth
      @P2Wealth  Год назад

      Cecelia, Nice work! If you want more information on the Perfect Portfolio course, please let us know. You can also watch the overview: “How the Rich Pay No Taxes”.
      #BuyBorrowDie is the secret
      And if you really want some specific guidance, I can setup an appt to meet with Mark. He really loves teaching this stuff!!!

  • @TuPrimoFutureExpat
    @TuPrimoFutureExpat 8 месяцев назад

    I’d be interested to know how long does she foresee these ETFs lasting? A few years or decades?

    • @P2Wealth
      @P2Wealth  8 месяцев назад +1

      Hey, there is no reason why they will ever go away. This is great innovation in ETFs using complex options trades.
      But I believe YMAX is the best ETF they created. And QQQY is the best of the defiance. But I also own NVDY and CONY along with many other income ETFs such as SPYI, GOF, and SVOL.
      But all my strategies are based on “Buy, Borrow, Die” which accelerates ALL investing.
      To learn more watch the video “How the Rich Pay No Taxes” and the newest post about the strategy in 5 different asset classes.
      Thank you!

  • @robertsmith6408
    @robertsmith6408 11 месяцев назад

    What is IWMY ex date, cant find it anywhere for Jan?

    • @P2Wealth
      @P2Wealth  11 месяцев назад

      Go to Defianceetfs website. Pick IWMY and press on “Calendar year” under performance. Ex date 12/28. Payable 1/4.

  • @chadhilton9113
    @chadhilton9113 Год назад +3

    Nice video 😊

    • @MarkQuann825
      @MarkQuann825 Год назад

      Thank you, glad you enjoyed it!

    • @P2Wealth
      @P2Wealth  Год назад

      Chad, happy to hear you enjoyed it! Are you using a Buy, Borrow, Die strategy?

  • @DungNguyen-vn3eu
    @DungNguyen-vn3eu Год назад +1

    It's basically similar to yield max's you will suffer nav erosian because you take all the downside but you can't capture the all of the upside. Watch for a few months before jumping in and DCA every time it drops lower

    • @P2Wealth
      @P2Wealth  Год назад +2

      Doug, I 100% agree. This is a new ETF. DCA, and reinvest all dividends and diversify strategies. But also take the time to learn the Buy, Borrow, Die strategy. It is the opposite of what we have been taught to do.
      Thanks for the feedback!

    • @P2Wealth
      @P2Wealth  4 месяца назад

      Hey again Doug. Have you looked at AMZY and JEPQ? Combined in M1 they work very well with "dynamic rebalancing."

  • @mdodge1960
    @mdodge1960 9 месяцев назад +1

    If you look at the NAV of QQQY since its inception, after every dividend distribution the NAV drops precipitously and for February you lost more money from the drop in the NAV than what the dividend distribution. The dividend needs to be reduced closer to 10-20% so that the NAV doesn’t fall to zero! With that said, I am an investor in covered call ETF’s and JEPQ has been working for me dividend of 10% plus a 9% gain in the NAV over the last 6 months..

    • @P2Wealth
      @P2Wealth  9 месяцев назад

      Hi, using Portfolio visualizer (free) you can input QQQY in and see that 10k is worth about 11k if dividends are reinvested. And because I always reinvest and never sell this is working pretty good but only 4 months can be shown, Oct thru end of Jan. Dividends are great but only Total return counts at the end of the day.

    • @P2Wealth
      @P2Wealth  4 месяца назад

      Hey again, so far QQQY is up 21.54% since inception Sept 30th so doing okay. Beating the Vanguard Balanced fund ny about 2%. But I also just sold it too and bought JEPQ and AMZY. I suspect that QQQY will do very well in sideways trending markets but we will see that in the future. Thanks again for your comments! You should also consider how M1 Finance uses dynamic rebalncing to help maximize growth. Have you used M1?

    • @mdodge1960
      @mdodge1960 4 месяца назад

      QQQY may have a place in a younger person’s portfolio that is not using the monthly distributions to live on but I am retired and I live off of the income I get from the covered call ETFs. I have been very happy with JEPQ because of the very modest gain in the NAV and, the almost 9% distributions. I still feel it is a sales snow job that Sylvia is trying to sell people on QQQY and is misleading.

    • @P2Wealth
      @P2Wealth  4 месяца назад

      @@mdodge1960 We use a “Buy Borrow Die” strategy.
      We never saw anything .
      We always reinvest and compound our dividends.
      We only access cash via loans of around 7%.
      Why sell/kill the money machine? You can do that with JEPQ and AMZY for sure, and even QQQY. Combine them together with NVDY and it grows and compounds for the rest of your life…that is what I would do.
      When you die you pass all the wealth tax-free to your heirs.
      #BuyBorrowDie

  • @rishidas7659
    @rishidas7659 11 месяцев назад +1

    I need someone to explain how its a good vehicle when the NAV of the ETF is going down consistently every month and does not recover to it level after dividend payout.

    • @P2Wealth
      @P2Wealth  11 месяцев назад

      Hi, How you are testing it? If you use a free tool called portfolio visializer you can run QQQY vs QQQ. Sept through end of Nov, 10k invested in QQQY is worth $10,504. QQQ would be worth $10,853. That is not errosion, that is your account value growing. We teach "Buy, Borrow Die" which is to NEVER sell anything, ALWAYS reinvest dividends to buy MORE shares and INCREASE income. The only way to access cash is through low interest loans. We also have our latest video from 3 days ago about how to use TSLY, CONY, QQQY, IWMY... and others, and I also show my personal portfolio in my M1 account. Please let me know if that helps! Cheers! Mark

  • @RB-hl3ux
    @RB-hl3ux Год назад +1

    Great thanks 😊

  • @thomaskrutulis2289
    @thomaskrutulis2289 Год назад

    How often do you hear Ray Bolger? Uncanny
    Thx for the interview

    • @P2Wealth
      @P2Wealth  Год назад

      Who is Ray Bolger :)

  • @DIVGAINS
    @DIVGAINS Год назад

    Great interview!!

  • @ojjordan5609
    @ojjordan5609 Год назад +1

    Amazing buddy

  • @LivingonHighYield
    @LivingonHighYield Год назад

    Does anyone know how does the nav go up if it doesn’t hold the actual index stock? Besides the premium received is there anything else that the buyer of the put has to pay defiance if the put expires worthless for each day?

    • @P2Wealth
      @P2Wealth  Год назад

      Hello,
      QQQY will only benefit from the daily premium from the sale of the put. No upside since they are selling the put. The only risk to the buyer is the loss of their premium.
      I think a video from “passive income investing” can help simplify the explanation.
      ruclips.net/video/b86oCuJqvUU/видео.htmlsi=GaptEhn7RccDz1fn
      Please let me know how I can help. I personally use QQQY, TSLY, NVDY, and lots of other income positions. I even pepper in some SPXL… but only after a correction in the market.
      Cheers!
      Mark

    • @LivingonHighYield
      @LivingonHighYield Год назад +1

      Thank you for the explanation. What are some good options to hedge the ex div loss each month and get back some of the growth.
      I can only reinvest 25% of my monthly distributions and the rest I withdraw to live off of, so I need to make up capital growth approximately 1-2% each month otherwise my portfolio will eventually just hit a margin call.
      I see that you use SPXL opportunistically, what are some other options with low maintenance that can help with capital growth as core holdings?
      I’ve been watching GPIX, GPIQ, and FEPI they are getting almost the full upside of the indexes so thinking of adding those for capital growth purposes.

  • @aujlagurjit
    @aujlagurjit Год назад

    What about the nav erosion with such high monthly distributions?

    • @P2Wealth
      @P2Wealth  Год назад

      Hey, I understand that this may be an issue but if reinvesting all the dividends, we dont have enough time to see the total return... Ill do another video in 6 months to give and update with actual results. Thank you!

    • @aujlagurjit
      @aujlagurjit Год назад

      Tsly etf has been around for a few months now, it’s total return doesn’t compare with a JEPQ or JEPI. Considering this is using a similar strategy

    • @realrigel
      @realrigel Год назад

      It’s only similar in that they use options.

  • @vanpitt
    @vanpitt Год назад +1

    Obviously you end up having to pay taxes for the privilege of reinvesting if it's not in an IRA. So I wonder is it best to take some dividend out to pay taxes, or keep it all in and worry about it later...?

    • @P2Wealth
      @P2Wealth  Год назад +2

      Yup! Taxes will be due on dividends. But this is like growing a taxable money machine. A 50% dividend that grows 50% a year is a nice additional income to the household. Compare it to $1,000.000 401k which pays 3.3% at age 65 (the "4% rule" is now 3.3%.) $33,000 a year also taxable!
      And...The Perfect Portfolio course also teaches how to wipe out all taxes, including W2 and dividends. 1) Buy real estate and rent it. 2) Use cost segregation to accelerate depreciation. 3) Qualify as a real estate professional (tax status) or use the short term rentals loophole. Voila!! No Taxes!!!

    • @irinab7524
      @irinab7524 Год назад

      @@P2Wealththere is no such thing as “no taxes” on rentals. The only tax you avoid is FICA or SE tax. Federal, state and local taxes are applicable to rental income and when you sell you pay depreciation recapture and capital gain tax as well. 1031 exchange let you delay paying taxes but not avoid them.
      If there would be a way for no taxes - everybody would do it

    • @P2Wealth
      @P2Wealth  Год назад

      Sure, cant get away from ALL taxes.
      But if you never sell the real estate, you never pay capital gains taxes, and you never have depreciartion recapture. When you die, the step up in basis (aka No taxes. up to 13MM per individual) is when the heirs get to depreciate it again, or they can even sell it tax-free.
      As a real estate professsional (tax status, not an agent) you can even wipe out W2 taxes, and taxes on dividends using accelerated and bonus depreciation. Ive got many friends that are in a 1-5% effective tax bracket. So yes, it can be done.
      I hope this helps! And thank you for the comments. I always appreciate the feedback.

    • @irinab7524
      @irinab7524 Год назад

      @@P2Wealth I’m a real estate broker and I have accounting background doing my own taxes. I don’t have W-2 or much of 1099 anymore - all my income from rents and dividends.
      Never selling real estate is pretty stupid point - you sell when it’s high if bought low and making money on cash flow.
      So, you have to consider capital gains but even more so the depreciation recapture which is on your regular marginal rate.
      I’m single and don’t plan to leave all my money to children or cats or government - so there should be better exit strategies than “when you die”
      Most of the gurus talking about strategies to the newbies and it take just one CPA to get it all destroyed.
      Anyway, I’m playing on borrowed money and my income is not earned…..so the strategy should be different for everyone. My effective tax rate 3.35% for all 3 levels of taxes but not 0%. This is a fair tale.

    • @striperkid
      @striperkid 11 месяцев назад

      The way I look at it, if you're paying taxes, you're making money.

  • @BrynKaufman
    @BrynKaufman Год назад +4

    I don't see how this will work in the long run. They are paying out around 5.5% per month, so for you to actually keep all that money, they have to go up 5.5% per month, too.
    They state they do not go up as fast as QQQ, and indeed, yesterday QQQ went up 1.82%, and QQQY went up .69%.
    So, for this to work QQQ would have to go up around 8% or more each month, and if that really happened, you would be better off in QQQ, but it does not happen. For many months QQQ goes down.
    The bottom line is over time, the price of QQQY will go down because of the huge monthly payout, and some months, they won't recover before their next dividend payout, where their stock price goes down approximately another 5.5%, and this is exactly what happened the first month after their first dividend was paid out.

    • @P2Wealth
      @P2Wealth  Год назад +1

      Bryn, I guess we will see how this strategy will work over the next few months. If it doesn't work I'll post an update. Thank you for your comments and input.

    • @BrynKaufman
      @BrynKaufman Год назад +1

      @@P2Wealth I look forward to your next video update on QQQY. If it starts to work, I am buying again in a big way. I had a big position in it but sold it today as I don't see a path forward where it works really well.

    • @Miramar2024
      @Miramar2024 Год назад +1

      ​@@BrynKaufmanI agree with you about the price will decline if they pay $1 per share then stock will go $1 and your average share is down to make it up the price need go up $1 before the next dividend pay out and of course 90% of time it won't. 😊

    • @BrynKaufman
      @BrynKaufman Год назад

      @@Miramar2024 I am going to be looking at it each month. As of now, if you got in when they started including the two dividend payouts, you would be down 1.51%. QQQ during the same period is down 2.54%, so they beat QQQ so far, but as mentioned, their upside is capped, so as QQQ starts moving up again, I am not sure this will keep up.

    • @genxtech5584
      @genxtech5584 Год назад +2

      I'm not sure I follow the logic here. They are not returning a fixed percentage or a static dividend distribution. They are only distributing profits from their options strategy. If their strategy is successful to the tune of 60% profit in a month then distribute that. If the market does poorly and their strategy only makes 5% wouldn't their dividend just be lower for that month? AFAIK they don't own the underlying for QQQY, they own US treasury notes and then use their cash to sell PUT's with 1dte (0dte) expiration on a cash settled /NQ index. If their options strategy is not earning any income their dividend will decline, not their NAV.

  • @tritosac
    @tritosac Год назад +1

    I am having a hard time understanding what the point of investing in these. If the principal goes down then ultimately it's like throwing out buckets of water to keep a sinking boat afloat. Sure you make income but none of that matters when your principal is eroding. Both QQQY & JEPY are down about 11% give or take since their inception. So if this decrease in principal keeps up then what is the ultimate objective here for the investor buying them?

    • @P2Wealth
      @P2Wealth  Год назад

      Not sure how they will work long-term. The QQQ's crashed and so did QQQY. Great way to see how it works under pressure. We need at least 3-6 months to see for sure how they work. Using TQQQ and QQQY and rebalancing seems like it may work very well. I'll post an update to how Im using QQQY in a few months. But, regardless of what you invest in, use Buy, Borrow, Die stratregy!

    • @ChristiantrospectiveGamer
      @ChristiantrospectiveGamer Год назад +2

      QQQY has made $1M/day selling puts for the past 5 days. Continuing to gauge the NDX correctly in a rising market means they win daily and that can get compounded. It means the NAV will increase every day for 30 days and by the time it pays a div, it'll be above where it was LAST time it paid a div.

    • @jibberjabber-fm6pb
      @jibberjabber-fm6pb Год назад

      @@ChristiantrospectiveGamer as share price go down divi goes down too. check total return of OARK who is manged by same guy. oark after 11 months has lost you money

    • @cal3b803
      @cal3b803 Год назад +2

      after 2-ish years they will pay for their self, the investment will cash flow and you can play with house money

    • @jibberjabber-fm6pb
      @jibberjabber-fm6pb Год назад

      @@cal3b803 what you fail to understand is they need to reverse split shares when price go to low. you ptobably get one share for every 2 you own but divi stay same meaning you are making less and less.

  • @stevegajewski682
    @stevegajewski682 Год назад

    The dividends reduce the value of the ETF's and the QQQY, and JEPY do not recover. How is this a great investment ?

    • @P2Wealth
      @P2Wealth  Год назад

      Dont know for sure if it is. Too early to tell. We will know in 3-6 months. Our channel teaches "Buy, Borrow Die" which works great when we borrow at 7% and get high dividends and always reinvest, compound the porrtfolio, and never sell. So for some it may be not be so great. But I think it help bump up the dividends when using it next to other ETFs.

    • @awrooterman1070
      @awrooterman1070 Год назад

      Puts our long positions if market tanks kiss this goodbye!

  • @jibberjabber-fm6pb
    @jibberjabber-fm6pb Год назад +1

    Dude how about nav erosion? you didnt ask the most important question. are you afraid to ask tough question?? i dont like to watch an agreeable interview

    • @P2Wealth
      @P2Wealth  Год назад

      If there is errosion, we will find out how much that is in 3-6 months. But as long as I always reinvest the Divs, shold work out....
      We teach "Buy, Borrow Die" @theperfectportfolio which always reinvests all the dividends. Never sell and Ill always invest...until I die. The only way Ill access cash is from loans secured by the portfolio. Currently borrowing around 7% so even it is was a 60% dividend reinvest minus 10% errosion, Im good with that. If you would like more information on Buy, Borrow Die, see the video, "How the Rich pay No Taxes" on our channel.
      Thank you for the comments. I do appreciate the feedback.

  • @likeicare300
    @likeicare300 Год назад +2

    Risky etfs

    • @MarkQuann825
      @MarkQuann825 Год назад

      Possibly. But if I buy a put on the Qs that could work.
      Thanks for the comments! I appreciate it.

    • @P2Wealth
      @P2Wealth  Год назад

      Possibly. But selling a one day put on the Q’s is less risky than owning the Q’s. At least we collect the premium every day. But only time will show how these ETFs will perform.
      Thank you for your comments!

  • @bobmateljan6986
    @bobmateljan6986 Год назад

    eat the rich