I’ve got a couple good ETFs in my portfolio and I’m up 47%. I’m also well positioned with good blue chip companies and A.I stocks. I will buy $200K worth of Plantir soon. Some experts say it's the next Nvidia. Hoping to retire comfortably in 5 years with at least $ 2m.
I prefer to invest in large cap companies which have economic moats, good cash flow and strong balance sheets such as AAPL, SCHD, NVDA and Barclays. Seeking expertise assistance can make a huge difference
Agreed, instead of following rumors or a hearsay, I adopted the service of an advisor early 2020 amid covid-outbreak, and after subsequent investments to date, I've attained my most significant financial milestone, just about 10% shy of $1m.
@@mette-lo that's some strong performance! I’d say your advisor is doing a great job with your portfolio, mind if I look this person up? i'm in dire need of proper asset allocation
Katherine Nance Dietz is the licensed advisor I use. Just google the name. You’d find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 and first half of this year with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?
Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.
The truth is that this is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. My friend just pulled in more than $84k last month alone from his investment with his advisor. That is how people are able to make such huge profits in the market.
Invest in the financial markets before retiring by diversifying across assets, allocating a small portion of your portfolio, staying updated on market trends, and considering long-term holding to balance risk and growth
Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.
Yes! I'm celebrating £32K stock portfolio today... Started this journey with £3K.... I've invested no time and also with the right terms, now I have time for my family and life ahead of me.
I'm currently holding SPYI, QQQI (both recently) and JEPI, JEPQ (since JEPQ was introduced). The NEOS funds are much better for a taxable account (at least so far, and in theory should remain so) and seem to be doing better than the JPM funds. I'm considering switching over, but right now it doesn't seem compelling. I'm also keeping an eye on the new NEOS fund, IWMI (based on Russell 2000 small caps).
@@WoodUCreate Have you even look at the chart comparison on Seeking Alpha on these covered call etfs? Since inception of 12/30/2023 with Total Return ISPY +16.13, GPIX +15.85, SPYI +14.27, and JEPI +10.04. ISPY might not give the biggest distribution yield but it does the best job of tracking the SPY the closest.
Fr! Isn’t it ordinary income? I have another etf with high yield but it’s also ordinary income and will put me in 24% tax bracket. But I’m a tad wary about Neos etfs since they used to manage NUSi and I had to hold on to that until I made my money back which was about 1.5 years. But the promise of tax efficiency is indeed compelling.
I’ve got a couple good ETFs in my portfolio and I’m up 47%. I’m also well positioned with good blue chip companies and A.I stocks. I will buy $200K worth of Plantir soon. Some experts say it's the next Nvidia. Hoping to retire comfortably in 5 years with at least $ 2m.
Buy and wait for 5 years let's see how it plays out. The question is, would I sell any of my Nvidia shares to buy Palantir? No I would not
I prefer to invest in large cap companies which have economic moats, good cash flow and strong balance sheets such as AAPL, SCHD, NVDA and Barclays. Seeking expertise assistance can make a huge difference
Agreed, instead of following rumors or a hearsay, I adopted the service of an advisor early 2020 amid covid-outbreak, and after subsequent investments to date, I've attained my most significant financial milestone, just about 10% shy of $1m.
@@mette-lo that's some strong performance! I’d say your advisor is doing a great job with your portfolio, mind if I look this person up? i'm in dire need of proper asset allocation
Katherine Nance Dietz is the licensed advisor I use. Just google the name. You’d find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 and first half of this year with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?
Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder.
The truth is that this is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. My friend just pulled in more than $84k last month alone from his investment with his advisor. That is how people are able to make such huge profits in the market.
nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?
My go to person is a ‘ANGELA LYNN SCHILLING '. So easy and compassionate Lady. You should take a look at her work.
Thank you for this amazing tip. I just looked the name up and wrote her
up, to schedule a call. many thanks
Of the ones mentioned, SPYI for me., 👍💰💰💰💰💰💰💰
Invest in the financial markets before retiring by diversifying across assets, allocating a small portion of your portfolio, staying updated on market trends, and considering long-term holding to balance risk and growth
Very possible! especially at this moment. Profits can be made in many different ways, but such intricate transactions should only be handled by seasoned market professionals.
Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things
I'm surprised that you just mentioned and recommend Mr Brian Nelson. I met him at a conference in 2018 and we have been working together ever since.
Yes! I'm celebrating £32K stock portfolio today... Started this journey with £3K.... I've invested no time and also with the right terms, now I have time for my family and life ahead of me.
Any specific guide. I'm from Georgia how do I go about this? I think I'm interested how can I get in touch with Mr Brian Nelson
I'm currently holding SPYI, QQQI (both recently) and JEPI, JEPQ (since JEPQ was introduced). The NEOS funds are much better for a taxable account (at least so far, and in theory should remain so) and seem to be doing better than the JPM funds. I'm considering switching over, but right now it doesn't seem compelling.
I'm also keeping an eye on the new NEOS fund, IWMI (based on Russell 2000 small caps).
I have both Qqqi and spyi
ISPY/IQQQ is the best cover call monthly dividend income etf
Wow, these are really bad. Maybe you're being sarcastic?
@@WoodUCreate Have you even look at the chart comparison on Seeking Alpha on these covered call etfs? Since inception of 12/30/2023 with Total Return ISPY +16.13, GPIX +15.85, SPYI +14.27, and JEPI +10.04. ISPY might not give the biggest distribution yield but it does the best job of tracking the SPY the closest.
what one would be best for a taxable account? thanks
none!
Great content thanks! Should be a YT channel dedicated exclusively to CC ETFs because there are now so many and they keep on coming!
I love $jepq for all the reasons you mentioned it’s the bulk of my dividend portfolio tho I might consider adding some spyi
Very, very good video. I am glad that I subscribe.
IVVW should’ve been on this list
I heard SPYI is paying some your income out of your capital which will delete it over time.
QDTE MIX MAGS=PERFECT
ZIM was my favorite dividend stock...until they stopped paying dividends and the stock dropped approximately 70%.
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Spyi, qqqi, jepq...
Allen Mary Harris Jason Thomas Timothy
SPYI and it's more tax efficient
Hernandez Brenda Walker William Thompson Larry
Hernandez Robert Jackson Joseph Hall Brian
Davis Richard Harris Paul Allen Sandra
JEPQ has higher taxes then the others
Fr! Isn’t it ordinary income? I have another etf with high yield but it’s also ordinary income and will put me in 24% tax bracket. But I’m a tad wary about Neos etfs since they used to manage NUSi and I had to hold on to that until I made my money back which was about 1.5 years. But the promise of tax efficiency is indeed compelling.
Lewis Michelle Taylor Charles Lewis Amy
Lewis Mark Walker Matthew White Frank
Thomas Paul Martinez Lisa Lewis Jeffrey
Can’t go wrong with FEPI, YMAX, and IWMY
hmm, I have serious doubts about IWMY…..😅🤷🏻♂️……. long-term
IWMY iam staying away
Informative video. I like all 3 choices, but have more shares of QQQI than the other 2. I might add more to JEPQ as my lowest holding.
Robinson Shirley Smith Nancy Smith Carol
YieldMax YMAG and YMAX are the best