Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education!
Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds?
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
Rachel Sarah Parrish is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
I like investing in close-end funds that pay monthly dividends. The trick is to hold long term and reinvest the monthly dividends plus buy more shares on a monthly basis or when ever you can afford to. This can be easily done because close-end funds are bought and sold on the stock market just like regular stock. That’d be enough to create a portfolio that would pay you between $50k to $70k in dividend income
Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional
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.
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
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
Yeah, brokerage AdvisoRs could make a lot of difference, particularly in a market such as this. Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of investors raking in 6 to 7 digits in a space of months. So, I think there are a lot of wealth transfer in this downtime if you know where to look. I have been using an FA since 2020, and the least I returned was $140k ROI, and this does not include capital gain.
I don't know if I am permitted to go into details here, but mine is Jenienne Miniter Fagan and you could also look her up though I'm not so sure she's taking on new people atm.
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.
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.
I wholeheartedly concur; I'm 60 years old, just retired, and have about $1,250,000 in non-retirement assets. Compared to the whole value of my portfolio during the last three years, I have no debt and a very little amount of money in retirement accounts. To be completely honest, the information provided by invt-advisors can only be ignored but not neglected. Simply undertake research to choose a trustworthy one.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
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 $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks.
@@NaufalKnoechel Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY*
listened to you about a year ago on JEPI and JEPQ (QYLD too). Very good calls in my opinion. The dividends have been down but seem to be bouncing back on these. Decent ratings too.
Long ago Alan the first video of yours's I watched praised PFLT for steady dividend increases, price stability, and affordability to buy more stock via dividend reinvestment. I have held that stock for years now and have not been disappointed. I invest for that dividend payment building up for my retirement not to trade stock. I also try to get the most tax benefit that I am able. Oh and could you please do a video on Tyson stock? I am considering buying some of that. Thanks!
I have MAIN, JEPQ, and O and have had PFFA on my watch list for a while. Some of my other monthly favs are HRZN (#1), PFLT, RNP & RFI. Just added XFLT. Always like to hear what you're doing. Thanks.
I've tried investing in various things that didn't work out as I hoped. Now, I'm looking at ETFs as a more reliable option. What are the best 5 ETFs for a beginner looking to invest a lump sum?
In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 1.2m$ on few ETFs, still diversifying. it was this time last year I made my first break through with a liquid 370k. Handed it to a trader here in TX, I get weekly pay out which I put back on long term ETF's. Tesla will be a huge buy for me when the market bottoms.
I met Julianne Iwersen Niemann for the first time last year at a women's conference here in Pennsylvania, and my life has changed for the better since then. God bless her!
SPYI in a taxable account would be fine since return of capital not taxed unless adjusted cost basis is above 0… then there is capital gains tax which is treated differently
@@gcs7817 Sorry still learning, it’s better to have SPYI in a brokerage account and not a Roth IRA account. I was planning to buy some for future retirement. Thanks for your thoughts
You started off naming two of my favorites: MAIN and CSWC. Even though CSWC is not a monthly payer, it is still a great BDC. And yeah, I'm also holding off on buying any more MAIN at the moment but once it pulls back, I'll grab more.
I own all except Realty income. And DIVO which yields lower but provides good total return. JEPI did extremely well in 2022 when the market lost 20%, I expect JEPQ to perform similarly if there's a major downturn.
If you like SPYI then SPYT should be on your radar with a 20% yield. I had both funds in my traditional IRA and SPYT outperformed SPYI with dividends reinvested.
Thanks for helping with dividend position ideas. I like and hold SPYI and JEPQ because their rate of return is more than my baseline requirement for this kind of investment. I track SPYI and JEPQ on a daily basis as opposed to trusting others to watch for me.
I have already sold my shares in JEPI and JEPQ a few months ago. I put a big chunk of the cash in my High Yield Savings account. have also built up a position in EFC and AGNC.
I am mostly a dividend growth person but am planning on buying a house in a year or two once the rates drop. Totally am going to use these to get a better down payment
I sold my PFFA today - made a handy profit but didn't like the high fee and it was turning over from it's high... Might consider the next time we get a major pullback. Also own the others outlined here.
If the Tech bubble does burst, I would be buying JEPQ, not selling it. If a big market correction were to occur, I'd be more concerned about PFFA rather than JEPQ. PFFA with it's leverage will drop like a rock, and never recover it's share price on the other side. Look what happened to it during the Covid Crash as reference.
MAIN is great (one of my favorite); SPYI is one I have been looking at but haven't owned it yet; PFFA is one that I haven't really looked at (thanks for the idea to review); JEPQ has been one that is definitely on my radar. I'm very surprised that you didn't include SVOL (this is my favorite in this type of market).
Thank you for mentioning MAIN. Have been holding this for years and the consistent dividend and speciel dividend is great compared to others. I'm alos looking at IDVO for the time being but haven't bought in yet but it looks to be a good/better buy thank DIVO and the dividend growth is high too but it's a rather new fund with about 6% yield at the moment. Depending on when you got in on this fund you would have got up to 36% shareprice appreciation + dividends on a monthly basis (currently about $0.15 pr share)
Thanks very much for the great video which I just watched, 5 months later. When I checked around, I noticed that some of the monthly paying dividend ETFs skipped paying dividend in Nov 2024. For example, SPYI's last div payment was on 10/23/2024, and no more payment as of 1/5/2025. SPYT paid on 11/1/2024 and 12/31/2024. Also QYLD, JEPQ, DIVO, PFFA skipped Nov div payment. Anybody can explain why?
Nice recs ( but for 0) it may be helpful to include when its best to add to a position. In a bear market i dont sell my cores but I d0 add on 5%-10% pullbacks.
I can't figure out why people still don't question the NEOS dudes. The only other thing they ever touched, they destroyed. Did they all of a sudden figure out what they're doing? Not a risk I'm willing to take.
I’m not too familiar with the story on that other fund, but wasn’t the strategy flawed? SPYI is pretty straight forward so I don’t think it has the same level of risk. I forgot the name of the other fund that flopped but I believe they took short positions as well as call positions which backfired. Covered calls that are out of the money seem to be a pretty low risk strategy.
I already own shares of NVDA, PALANTIR, TSLA, and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Opting for an inves-tment advisr is currently the optimal approach for navigating the market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
Sure, only one person comes to mind, the popular lady Melissa Marie Colby . You'd find her basic info. on the web to set up appointment as she offers free consultations.
Thanks for sharing. I searched her full name and found her website instantly. After reviewing her credentials and conducting due diligence, I reached out to her.
At 50$+ per share today and a little over 3$ a year in dividend, how is this high yield? So 500$ will get you 30$ a year? When does this pay itself off? To my thinking a good high yield dividend stock pays for itself per share in 5 years or less, but maybe that's just me.
I will never understand the dogged shilling of stocks like SPPF because what’s the point of getting 9% dividend if the stock price went down by almost 35 percent?!
I like all of these, but I think NPFD is a better choice for a basket of preferred stocks. All of its dividends are qualified, its yield is significantly higher than the ETF equivalents, and it’s trading at a large discount to its NAV.
I use margin to sell credit spreads. Also using margin to buy more dividend paying funds isnt bad if the margin loan will be paid back by the dividend income over a period of time.
I use margin all the time. It is beyond tits. Don't use it to invest. I use it to pay off cars, make large purchases. Very handy. No paperwork, no repayment requirements. Just be careful it's very addictive
The sky is falling, the sky is falling! Meanwhile people are still living, businesses are still businessing, people are buying food and goods, every one is trading money for goods and here we are. If the Banks shut down blame your government leaders. As long as the US Congress is still rich on their insider trading, I don't really worry about another Great Depression.
I fail to understand the juvenile mindset that considers being first to comment on a video as some sort of accomplishment. Perhaps life is more simple for those folks who still live in their parents' basement. 😋
I'm new to trading, and I've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.
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.
If you lack market knowledge, your best bet is to seek advice or support from a consultant or investing coach. Contacting a consultant may sound simple, but it's how I've managed to stay afloat in the market and increase my portfolio to roughly 60% early this year. It is, in my opinion, the best way to get started in the industry right now.
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
Annette Christine Conte is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for the lead, curiously searched her on the web by her full name and spotted her consulting page, no sweat. Just sent her an email, hoping she gets back to me soon..
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.
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.
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.
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
My CFA ’Melissa Terri Swayne , 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.
Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education!
Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds?
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
Please can you leave the info of your invstment analyst here? I need such luck
Rachel Sarah Parrish is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
She appears to be well-educated and well-read. I ran a Google search for her name and came across her website; thank you for sharing.
I like investing in close-end funds that pay monthly dividends. The trick is to hold long term and reinvest the monthly dividends plus buy more shares on a monthly basis or when ever you can afford to. This can be easily done because close-end funds are bought and sold on the stock market just like regular stock. That’d be enough to create a portfolio that would pay you between $50k to $70k in dividend income
Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional
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.
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
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Melissa Terri Swayne for the last five years or so, and her returns have been pretty much amazing.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?
If you're not familiar with market investing tactics, you should get advice from a financial counselor.
Yeah, brokerage AdvisoRs could make a lot of difference, particularly in a market such as this. Stocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of investors raking in 6 to 7 digits in a space of months. So, I think there are a lot of wealth transfer in this downtime if you know where to look. I have been using an FA since 2020, and the least I returned was $140k ROI, and this does not include capital gain.
Could you kindly elaborate on the advisor's background and qualifications?
I don't know if I am permitted to go into details here, but mine is Jenienne Miniter Fagan and you could also look her up though I'm not so sure she's taking on new people atm.
I just googled her name and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get.
first stock is my favourite monthly stock, great video Alan 🙏
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.
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.
I wholeheartedly concur; I'm 60 years old, just retired, and have about $1,250,000 in non-retirement assets. Compared to the whole value of my portfolio during the last three years, I have no debt and a very little amount of money in retirement accounts. To be completely honest, the information provided by invt-advisors can only be ignored but not neglected. Simply undertake research to choose a trustworthy one.
Impressive can you share more info?
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
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.
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 $274,800. Crazy right!, I decided to reinvest my profit and gets more interesting. For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family.
I’ve been forced to find additional sources of income as I got retrenched. I barely have time to continue trading and watch my investments since I had my second daughter. Do you think I should take a break for a while from the market and focus on other things or return whenever I have free time or is it a continuous process? Thanks.
@@NaufalKnoechel Quitting may not be the best approach if you ask me. This is where an AI comes into the picture. I barely have time to trade myself as my job swallows up most of my time. *MARGARET MOLLI ALVEY*
@@AlilatTiamiyu Oh please I’d love that. Thanks!
*MARGARET MOLLI ALVEY*
Lookup with her name on the webpage.
Ive held MAIN for several years and its been solid.
I expect i will continue to add to the position over the years.
I am an early retiree and own all of these except PFFA.
Same
listened to you about a year ago on JEPI and JEPQ (QYLD too). Very good calls in my opinion. The dividends have been down but seem to be bouncing back on these. Decent ratings too.
What are your thoughts on QQQI from Neos?
QQQI is very tax efficient.
...LOSERS...
Long ago Alan the first video of yours's I watched praised PFLT for steady dividend increases, price stability, and affordability to buy more stock via dividend reinvestment. I have held that stock for years now and have not been disappointed. I invest for that dividend payment building up for my retirement not to trade stock. I also try to get the most tax benefit that I am able. Oh and could you please do a video on Tyson stock? I am considering buying some of that. Thanks!
Yeah, wow, a whopping EAI of 1.43$ 🤦🏼♀️🤷🏼♀️🤣
I have MAIN, JEPQ, and O and have had PFFA on my watch list for a while. Some of my other monthly favs are HRZN (#1), PFLT, RNP & RFI. Just added XFLT. Always like to hear what you're doing. Thanks.
Selling 0 if it falls below 50??
@@christmas10023 No, I'll buy a bit more under $50 if I have the free cash. Might sell a handful when it hits $70 again.
...AFTER JACK BOGLE TOLD YOU ...SIMPLETONS NOT TO INVEST IN ,,,ETF...BUT DID YOU LISTEN ...NAAAAHHH
@@PedalToTheMetal61888 Looking in the mirror and seeing yourself, Simpleton? KMA
@@christmas10023 Why?
Been pouring in a lot of money into SPYI and JEPQ -solid ETFs!
I own them
Me too
They've been solid since I bought into them.
will spyi be increasing its yield in quaters to come?
Me too!!
I've tried investing in various things that didn't work out as I hoped. Now, I'm looking at ETFs as a more reliable option. What are the best 5 ETFs for a beginner looking to invest a lump sum?
In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 1.2m$ on few ETFs, still diversifying. it was this time last year I made my first break through with a liquid 370k. Handed it to a trader here in TX, I get weekly pay out which I put back on long term ETF's. Tesla will be a huge buy for me when the market bottoms.
Thank you, I already added VOO and QQQM, can you share this Pro with me.
Yeah, Julianne Iwersen Nieman use her name to look her up.
I met Julianne Iwersen Niemann for the first time last year at a women's conference here in Pennsylvania, and my life has changed for the better since then. God bless her!
I really appreciate your take on dividend stocks!
No SVOL?
Isn’t part of SPYI’s dividend a return of capital?
SPYI in a taxable account would be fine since return of capital not taxed unless adjusted cost basis is above 0… then there is capital gains tax which is treated differently
@@gcs7817 Sorry still learning, it’s better to have SPYI in a brokerage account and not a Roth IRA account. I was planning to buy some for future retirement. Thanks for your thoughts
You started off naming two of my favorites: MAIN and CSWC. Even though CSWC is not a monthly payer, it is still a great BDC. And yeah, I'm also holding off on buying any more MAIN at the moment but once it pulls back, I'll grab more.
I own all except Realty income. And DIVO which yields lower but provides good total return. JEPI did extremely well in 2022 when the market lost 20%, I expect JEPQ to perform similarly if there's a major downturn.
Anyone investing in high yield dividend stocks? I'm looking for income generation.
I invest in dividend ETFs like VYM or HDV for diversification and yield.
What about telecoms like AT&T (T) and Verizon (VZ)? High yields and stable cash flows.
I’ve invested in dividend ETFs like VYM or HDV for diversification and yield.
Have you considered international dividend payers like Royal Dutch Shell (RDS.A) or Novartis (NVS)?
Are they companies or firms?
Holding SPYI & PFFA, very happy with them. :)
Does PFFA issue 1099 or K-1?
Good video. Thanks
If you like SPYI then SPYT should be on your radar with a 20% yield. I had both funds in my traditional IRA and SPYT outperformed SPYI with dividends reinvested.
Thanks for helping with dividend position ideas. I like and hold SPYI and JEPQ because their rate of return is more than my baseline requirement for this kind of investment. I track SPYI and JEPQ on a daily basis as opposed to trusting others to watch for me.
I have:
JEPQ 35%, SPYI 20%, JEPI 10%, NVDY 10%, CONY 5%, MSTY 5%, FEPI 5%, SPLG 5%, PBDC 5%.
I'm thinking about focusing on dividend income. Any advice?
MAIN, SPYI, SVOL and ARCC have been pretty consistent for me.
Own 3 sold arcc awhile back.
I have already sold my shares in JEPI and JEPQ a few months ago. I put a big chunk of the cash in my High Yield Savings account. have also built up a position in EFC and AGNC.
Why a high apy when you could put it into stocks
I am mostly a dividend growth person but am planning on buying a house in a year or two once the rates drop. Totally am going to use these to get a better down payment
I sold my PFFA today - made a handy profit but didn't like the high fee and it was turning over from it's high... Might consider the next time we get a major pullback. Also own the others outlined here.
Svol 😊
Great video… what do you think of these two specific yieldmax etfs Ymag and ymax … this would make a pretty interested video… take care
If the Tech bubble does burst, I would be buying JEPQ, not selling it. If a big market correction were to occur, I'd be more concerned about PFFA rather than JEPQ. PFFA with it's leverage will drop like a rock, and never recover it's share price on the other side. Look what happened to it during the Covid Crash as reference.
What are your thoughts on SVOL? Only invested in it for a year but I'm definitely very happy with it.
MAIN is great (one of my favorite); SPYI is one I have been looking at but haven't owned it yet; PFFA is one that I haven't really looked at (thanks for the idea to review); JEPQ has been one that is definitely on my radar. I'm very surprised that you didn't include SVOL (this is my favorite in this type of market).
Curious as to what you think of QQQI
Great choices! What percentage allocation if you don't mind me asking, do you have for these four?
Thank you for mentioning MAIN. Have been holding this for years and the consistent dividend and speciel dividend is great compared to others. I'm alos looking at IDVO for the time being but haven't bought in yet but it looks to be a good/better buy thank DIVO and the dividend growth is high too but it's a rather new fund with about 6% yield at the moment. Depending on when you got in on this fund you would have got up to 36% shareprice appreciation + dividends on a monthly basis (currently about $0.15 pr share)
MAIN is good, but it is expensive now
What about IGD, MGF, NRO, and JPC ? 😊
Thanks very much for the great video which I just watched, 5 months later. When I checked around, I noticed that some of the monthly paying dividend ETFs skipped paying dividend in Nov 2024. For example, SPYI's last div payment was on 10/23/2024, and no more payment as of 1/5/2025. SPYT paid on 11/1/2024 and 12/31/2024. Also QYLD, JEPQ, DIVO, PFFA skipped Nov div payment. Anybody can explain why?
Unfortunately SPYI is not available for us to invest in Uk so XYLD is the only option open for us.
The majority of my Schwab account are MAIN/CSWC/SPYI/SCHD
Nice recs ( but for 0) it may be helpful to include when its best to add to a position. In a bear market i dont sell my cores but I d0 add on 5%-10% pullbacks.
I struggle buying at all time high. Possibly and most likely (dont know when) it will go higher but still …
awesome vid. Thank you..
Great video. I also like FEPI a lot
XDTE QDTE. I need any episode on these.
Good list, but I would add SVOL to it.
MAIN has done really well lately, not really a high-yielder anymore 😂
Current yield is down to 5.7% excluding special dividends.
What a $$$ 🐄
I’m holding O and JEPQ
FEPI? Mighty tasty . . .
I can't figure out why people still don't question the NEOS dudes. The only other thing they ever touched, they destroyed. Did they all of a sudden figure out what they're doing? Not a risk I'm willing to take.
I’m not too familiar with the story on that other fund, but wasn’t the strategy flawed? SPYI is pretty straight forward so I don’t think it has the same level of risk. I forgot the name of the other fund that flopped but I believe they took short positions as well as call positions which backfired. Covered calls that are out of the money seem to be a pretty low risk strategy.
Nusi. They made terrible decisions when sentiment was low.
I already own shares of NVDA, PALANTIR, TSLA, and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Opting for an inves-tment advisr is currently the optimal approach for navigating the market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
I've been getting suggestions to use one, but where and how to find one has been challenging, Can i reach out to the one you use?
Sure, only one person comes to mind, the popular lady Melissa Marie Colby . You'd find her basic info. on the web to set up appointment as she offers free consultations.
Thanks for sharing. I searched her full name and found her website instantly. After reviewing her credentials and conducting due diligence, I reached out to her.
Bag holding O, MAIN has made up for it!
I have 4 of the 5….Great Minds…🤓. (I don’t have Realty Income)
At 50$+ per share today and a little over 3$ a year in dividend, how is this high yield? So 500$ will get you 30$ a year? When does this pay itself off? To my thinking a good high yield dividend stock pays for itself per share in 5 years or less, but maybe that's just me.
And what stocks do you recommend with fucking 20% yields 😂
OXLC should be on the list
How to get spyi in the netherlands?
I have MAIN,O and PFFA from the list.
SPYI have never bought options actually. Only sold.
If that expense ratio on yahoo finance is accurate on PFFA... Oooofffff... The dividend is not high enough to justify it in my opinion.
I will never understand the dogged shilling of stocks like SPPF because what’s the point of getting 9% dividend if the stock price went down by almost 35 percent?!
I like all of these, but I think NPFD is a better choice for a basket of preferred stocks. All of its dividends are qualified, its yield is significantly higher than the ETF equivalents, and it’s trading at a large discount to its NAV.
I like this
AGNC has paid me very well
man they really hooked on to that how long has realty had that on their web site we are the monthly dividend company lol
buying main now is buying at the all time highs.
All time highs *so far*.
@@lonewanderer3603 so buy high and hope it continues?
He mentioned that in the video.
I sold main last week. Waiting the price to drop to 1.5x nav to re-enter
Or you can sell now and buy Nvidia @@stouf9031
Expected to see BTI on the list.
It’s not monthly
I own it n monn tracking pm
So most are *US ONLY* ETFs. Only one is really a STOCK.
Shame.
For the algo
what are ur thoughts on margin loans?
I use margin to sell credit spreads. Also using margin to buy more dividend paying funds isnt bad if the margin loan will be paid back by the dividend income over a period of time.
I use margin all the time. It is beyond tits. Don't use it to invest. I use it to pay off cars, make large purchases. Very handy. No paperwork, no repayment requirements. Just be careful it's very addictive
BITO anyone???
Beware the coming crash, friends and neighbours.
Fepi fepi fepi fepi fepi
AI voice?
Not a fan of MAIN. It is over priced and over valued. Many other BDC’s and REIT’s with better Total Return.
Nice! A bot video with comments sections full of bots! It's official, not a single human here
why are you talking like a California chick?
I sold every single stock as all time high now...get out now
🤖🤖
The sky is falling, the sky is falling! Meanwhile people are still living, businesses are still businessing, people are buying food and goods, every one is trading money for goods and here we are. If the Banks shut down blame your government leaders. As long as the US Congress is still rich on their insider trading, I don't really worry about another Great Depression.
Too early. Wait 6 more months
First
I fail to understand the juvenile mindset that considers being first to comment on a video as some sort of accomplishment.
Perhaps life is more simple for those folks who still live in their parents' basement. 😋
I'm new to trading, and I've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.
I suggest Miss Hattie Glover is extremely good on that. She is really good at what she does, Now I can pay so many bills because of her help.
Please educate me. I've come across this name before. Now I am interested. How can I reach her?
WOW!!! You know her too? I'm also a proud beneficiary of her platform
This is correct, Hattie's strategy has normalized winning trades for me also, and it's a huge milestone for me looking back to how it all started..
Yes, I agree with you. Her platform is wonderful, and her strategies are exceptional
2.52% exp ratio…
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.
Diversifying with $VFIAX and $VTI is smart. It’s financial independence, not dependency, that truly empowers.
If you lack market knowledge, your best bet is to seek advice or support from a consultant or investing coach. Contacting a consultant may sound simple, but it's how I've managed to stay afloat in the market and increase my portfolio to roughly 60% early this year. It is, in my opinion, the best way to get started in the industry right now.
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
Annette Christine Conte is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
Thank you for the lead, curiously searched her on the web by her full name and spotted her consulting page, no sweat. Just sent her an email, hoping she gets back to me soon..
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.
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.
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.
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
My CFA ’Melissa Terri Swayne , 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.
I just checked her out on google and I have sent her an email. I hope she gets back to me soon.