TLT & TLTW - MAJOR BUYING OPPORTUNITY - High Dividend Income BOND ETFs (2024)

Поделиться
HTML-код
  • Опубликовано: 15 дек 2024

Комментарии • 88

  • @samsamys5190
    @samsamys5190 Год назад +8

    I have 30% of my portfolio in TLTW and TLT. Since TLTW writes CC 2% OTM it has some growth potential. To boost growth returns I composed this couple in following way: 80%TLTW + 20% TLT. For now it's working well!

    • @gg80108
      @gg80108 Год назад

      do you consider your TLT a stock or bond investment?

  • @jsmonges
    @jsmonges Год назад +1

    Again, spot on timely! I've been struggling with TLT and TLTW since we don't know where bonds will actually go in the near term. But using it for a 'placeholder' is brilliant! Thanks!

  • @jameskline5435
    @jameskline5435 Год назад +3

    Thanks for your great research, excellent delivery. I agree with you, as the yield curve comes out of inversion, bond prices and thus TLT/TLTW will rally. I’ve been holding my lot, waiting it out.

  • @BRK-B-all-the-way
    @BRK-B-all-the-way Год назад +4

    Might want to mix in some TMF too. As long as interest rates don't go up any further, it should look good.

  • @JustAnotherPersonHere
    @JustAnotherPersonHere Год назад +3

    Thank you SO much for making this vid! I was thinking/hoping that TBT here was on the right side of the rates cycle and I'm delighted to collect the ~3.5% div while waiting for the capital appreciation when rates come down. If rates are raised again, I'll buy a few more shares and continue collecting the div to wait.

  • @lucaswilliams9992
    @lucaswilliams9992 Год назад +33

    My spouse and I are adding a variety of stocks/ETF to my present holdings for the long term, We've set aside $250k to start following inflation-indexed bonds and stocks of companies with solid cash flows, I believe it is a good time to capitalize on the market for long-term gains, but it wouldn't hurt to know means of actualizing short term profit.

    • @codeblue11
      @codeblue11 Год назад +1

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

    • @brianwhitehawker1756
      @brianwhitehawker1756 Год назад

      A colleague once proposed the idea of diversification to me, hopefully for positive results to offset any negative performance. At once, I backed it up using an advisor in order to avoid any fiasco. As of today, my portfolio has yielded over $450k in profits, from an initial $180k this year alone.

    • @Jadechurch-ql3do
      @Jadechurch-ql3do Год назад

      ​@brianwhitehawker1756 that's impressive!, I could really use the expertise of this advisors , my portfolio has been down bad....who’s the person guiding you.

    • @andersonedward787
      @andersonedward787 Год назад

      @brianwhitehawker1756 impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now

    • @brianwhitehawker1756
      @brianwhitehawker1756 Год назад

      credits to LEILA SIMOES PINTO, one of the best portfolio manager;s out there. she;s well known, you should look her up

  • @enricomonesi5856
    @enricomonesi5856 Год назад +1

    I have just joined your channel any I must express my highest level of appreciation......I am glad to have found you........SERIOUSLY...... GREAT WORK, AND PLEASE KEEP IT UP😊

    • @SunofYork
      @SunofYork 8 месяцев назад

      Thank you mother

  • @karlbork6039
    @karlbork6039 Год назад +1

    Because of the lag effect, you always buy long term bonds when the FED is done hiking, which is why you see TLT looking better lately.

  • @christianperalta3226
    @christianperalta3226 Год назад +5

    I prefer schd/jepq combo.

  • @atkim122
    @atkim122 Год назад +2

    What about TMF?

  • @Daniyoyo
    @Daniyoyo 11 месяцев назад +1

    Fed announced future pivot and no more hikes .. this is almost an auto buy

  • @Ed-bj5eq
    @Ed-bj5eq 4 месяца назад

    Good explanation on TLT ! Don't like TLTW, 2% OTM CALL is not enough to avoid NAV erosion, so this would be an opportunistic short term asset not advisable for long term investing and therefore not for income oriented investors, plus not tax efficient.

  • @marianSEO563
    @marianSEO563 Год назад +4

    Viktoryia is one of the smartest finance RUclipsrs and by far the prettiest of them all.

  • @pietrovalsecchi1680
    @pietrovalsecchi1680 3 месяца назад

    Hi Victoriya, I just watched this video for the first time. Can you do an updated version on TLT? Thank you

  • @g.ajemian4968
    @g.ajemian4968 Год назад +12

    Could you put together a diversified passive income portfolio that if you were retiring you would use so we can see more than one equity at a time thank you great videos

  • @elkcircle7245
    @elkcircle7245 Год назад +7

    Some good pointers. However, the risk with TLTW is that the very recent fall in long term rates is not sustainable and rates will resume their rise after the short term reaction to the Fed's 'non-raise' dissipates. Remember the yield curve is still inverted and I think this will resolve more by long term rates rising than by the shorter end falling. TLTW is very sensitive to changes in rates, so buyer beware!

  • @victorpaternoster4706
    @victorpaternoster4706 Год назад +1

    Excellent content and presentation. Thank you!

  • @felixaguirrebulnes
    @felixaguirrebulnes Год назад +1

    Thank you very much for the research and knowledge provided.

  • @darrelli777
    @darrelli777 Год назад

    Thank You for your overviews. They are excellent!

  • @Blaise1118
    @Blaise1118 Год назад

    Nailed it. Great video!

  • @keithdavis9897
    @keithdavis9897 10 месяцев назад

    very well explained. thank you !!

  • @jimdixon6688
    @jimdixon6688 Год назад

    Could you do another video on these two ETFs now that a month has gone by and Powell has held rates unchanged again. TLT has risen and what will now happen with TLTW. Good video as always

  • @nomad74777
    @nomad74777 Год назад +21

    I just sold my TLTW yesterday. IT has done nothing but lose money.

  • @nyacoustics8373
    @nyacoustics8373 Год назад

    so if rates rise in December will these funds go up down or stay about the same?

  • @johnc4789
    @johnc4789 Год назад +1

    If you believe in the very high dividend ETFs like TLTW and JEPI, where do you believe the dividend funds come from in the long run? Covered calls is not the answer.

  • @tutunmayan
    @tutunmayan 6 месяцев назад +1

    After 7 months TLT is keeping doning down. Thanks for this "Major Opportunity" advice.

    • @youngkim5948
      @youngkim5948 6 месяцев назад +1

      I didnt buy it at the time of this video, i started buying yesterday and it feels so good already...

  • @johntaylor4817
    @johntaylor4817 Год назад +1

    Take a look at TRMD. 22% yield and stock is up 10% this year.

  • @bossballheaddawg2588
    @bossballheaddawg2588 Год назад

    can u do an update on some of the etfs you made videos about, like cgdv? thanks

  • @varun76890
    @varun76890 Год назад

    Great video, I put a lot of money in TMF which is basically TLT with leverage and had a great up to 10% profit in just a week but the profit crumbled as fast as it started especially after the last powell talk. I'm still in the green but that TLTW you mentioned which I didnt know about before sound like a more reasonable alternative since it's way less risky, I might gradually pass to that and use TMF more cautiously and for shorter durations.

  • @essenaotemdois
    @essenaotemdois Год назад

    Hello, nice to meet you, I'm Brazilian and I love watching your videos here, thank you very much for the valuable content!!!
    What do you think about uranium, there is an ETF that I appreciate and I intend to put in my portfolio, which is URNM. I believe the market still has a lot of potential, what do you think about this and what do you think about making a video on the subject?
    Thank you very much again, I won't miss your content for anything!!!

  • @Celticmedicineman
    @Celticmedicineman Год назад

    Great video! If you believe holding spy and qqq is redundant. Do you also believe holding jepi and jepq is redundant as well?

    • @TheHighlycaff
      @TheHighlycaff Год назад +1

      Not redundant. Look at the holdings of each. Totally different companies. Granted, all stock no bonds in either.

  • @TerryCollinsP31Lifestyle
    @TerryCollinsP31Lifestyle Год назад

    Awesome video. Thank you. Do you coach on building a RUclips channel?

  • @RtoipKa
    @RtoipKa Год назад

    ok, but if market sees that rates are not going up all stocks will go up like crazy, much more than TLT. Or am I wrong?

    • @RationalValuation
      @RationalValuation 10 месяцев назад

      That's why u have the 50/50 rule.

    • @RtoipKa
      @RtoipKa 10 месяцев назад

      @@RationalValuation which means what? 50/50 bonds stocks? How did it do in recent past. 😂

    • @RationalValuation
      @RationalValuation 10 месяцев назад

      @@RtoipKa why recent past why not whole past?

    • @RtoipKa
      @RtoipKa 10 месяцев назад +1

      @@RationalValuation whole past its still bad. Bonds is not investing. Buy when it's cheap to sell when interest rates go down.

  • @iisterry88
    @iisterry88 Год назад

    Can you also include a distribution history chart? It will complement your price & downside chart.

  • @andrewharris1604
    @andrewharris1604 Год назад

    Buy YOU, great earnings, buy back and special dividend

  • @ananditagangwar9988
    @ananditagangwar9988 Год назад +4

    MANY SCAMMERS HERE. DONT FALL FOR TRADER RECOMMENDATIONS

  • @Labbernese77
    @Labbernese77 8 месяцев назад +1

    Just sold tltw, its been a dud. Look at the 6 month chart,,, sticking with VGT and SCHD.

  • @TerryCollinsP31Lifestyle
    @TerryCollinsP31Lifestyle Год назад

    Thanks for this video

  • @normancarbajal5154
    @normancarbajal5154 Год назад

    Very good points 👍…

  • @embracethetrade1586
    @embracethetrade1586 Год назад

    And $TYA has way better management vs TlTW

  • @gazoo7411
    @gazoo7411 Год назад

    Good strategy. I'm hoping this works.

  • @Mike_Affholder
    @Mike_Affholder Год назад

    I've been buying tltw

  • @neiljohnston9890
    @neiljohnston9890 Год назад

    Interesting, but way too simplified. The FED is not the only player driving rates... the treasury is causing supply and demand issues. And the congress could cause a sovereign debt crisis and / or govt shutdown

  • @embracethetrade1586
    @embracethetrade1586 Год назад +1

    Love your videos and some good insights but this is really bad advice, why not wait for a more clear direction of market and momentum TLT is terrible in its structure.

  • @BrynKaufman
    @BrynKaufman Год назад

    I don't get it. TLT is almost flat when compared to the chart of QQQ. Even for a short period of the last 5 years TLT is at -14.45% and QQQ is at 130% including dividends. The more time you look at, the further away QQQ pulls from TLT.
    Based on this performance compared to QQQ I can't get excited about TLT, but I am enjoying QQQ.

    • @amanzella6508
      @amanzella6508 Год назад +1

      U dont see tlt roaring if the fed cuts rates because of recession?

    • @BrynKaufman
      @BrynKaufman Год назад

      @@amanzella6508 that will help, but since inception TLT as gone up 146%, compared to QQQ 1,882%, and this covers the period where we had some of the lowest interest rates in history, so overall, TLS just does not perform even close to QQQ.

  • @toddodge6331
    @toddodge6331 7 месяцев назад

    Great explanation but you were completely wrong tltw down 8% since this call.

  • @phillyboylaboy
    @phillyboylaboy Год назад +1

    Not tlt my love 😊

  • @timo4040
    @timo4040 Год назад

    Lotta questions but never any answers

  • @TheCircle5th
    @TheCircle5th Год назад +1

    May have to stop following you. Your excessive use of click bait title is unprofessional.

  • @jazz19101
    @jazz19101 Месяц назад

    When it comes to bonds and the Fed this lady barely knows what she is talking about. The Fed controls overnight borrowing rates to banks. It has nothing to do with long term rates. Long term rates are controlled by the markets expectation for inflation. She thinks long term rates are more sensitive to what the the Fed does versus short term rates but she is wrong. She has made several other bond videos where she states long term rates are tied to the Fed rate and she is just ignorant of what is going on.

  • @laurentalessio3944
    @laurentalessio3944 11 месяцев назад

    Pretty poor advice overall on this channel. Beware of div traps

  • @codemonkeymojo
    @codemonkeymojo Год назад

    The value of the TLTW fund has dropped drastically since inception....it has lost nearly 30% of it's value....

  • @MichaelRosch-q6p
    @MichaelRosch-q6p Год назад

    More click bait. Every week more and more and more options. Overwhelming. Anyone can review any and every etf on the market. Can you help actually add value by filtering and making clear recommendations???

  • @user-st7sz6xg2c
    @user-st7sz6xg2c Год назад

    Boring, guess this channel has lost its juice repeating and perpetuating for the sake of ongoing content.....nothing to see here