Agree. I'm retired and more interested in income than price appreciation. So far SVOL price has been hanging in in the general neighborhood of $23 over the past 6 months, and I can use other etfs for growth here.
Same. I have a bit of SVOL. SVOL does great in a low volatile market but not great when the market is volatile. The market has fallen in the last month and the share price is dropping. I'll still hold on because when Trump gets back into office, the economy and market will turn for the better with less volatility.
ROC is more complicated than you make it out to be. First and foremost, ROC is a tax allocation of certain types of income (such as from selling covered calls). Yes, declining NAV is an issue but it's not just because the income is being distributed as ROC (that is the historical view that ROC is "returning your own money", which is often not the case with today's tax efficient ETFs).
And to think I almost wasted money on a watch dog.....like most folks I'm better at collecting dividends than keeping an eye on where they're coming from. Thank you for being our watch dog and keeping us informed on things that sneak by us from lack of our attention. Don't ever go away!
ETF fees are operational costs of the fund that are passed along to ETF shareholders. These fees are deducted from the fund assets and are therefore not directly paid by investors. I don't understand why you would deduct the fees from what the reported yield is. (3:27 in video) Am i missing something?
I'd be interested to see the performance by dividend income for all of these players vs the S&P 500 in 2024. Can it safeguard and grow $500k cash reserve for next 2 years at no risk?
Right, when it comes to situations like this, it's ideal to engage in various options using an advisor, and I can attest to success of the basket approach seeing my portfolio grow from $350k to almost $1m in barely 3 years, by far my best financial milestone.
@tommyers Wow massive gains! my partner recently hinted on going same direction.. what did you invest in, and who is your investment advisr please, if you don't mind me asking? in dire need of asset allocation
There are a lot of independent advisors you might look into. But i work with 'HEATHER LEE LARIONI'. We have been working together for nearly four years, and she is excellent. You could proceed with her if she satisfies your discretion. I endorse her
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Especially when Trump gets back into office, the economy and market will stabilize and rise removing high volatility. This will make the share price of SVOL higher.
That was my question as well. At the end of the video, Viktoriya said she’s going to hold on any further purchases, but the title of her video indicates that she sold all of her SVOL holdings. So did she do both?
Thank you for this information. I have been watching SVOL to see if it starts using ROC to pay it's dividend. Unfortunately my platform which does have 4 different categories for the dividends (Income, STCG, LTCG, and ROC) it only shows the dividends under the income category.
Great job. I learn so much watching your content. I know it may not be in your "wheelhouse" but could you take a look at GBTC? Bitcoin and crypto are getting lots of airtime and I'd love to hear you on the topic. Thanks!
I know you like JEPI and was wondering, is the payout ratio of over %200 concerning to you. It seems to note that the high dividend is not sustainable. If so could you explain, perhaps a video on payout ratio. Thanks
Hi Viktoriya, are there any ETFs that will benefit dramatically when the Vix goes up? When the dollar slides and we have a crisis? With the printing of money for so long volatility has been flattened.
To enhance our long-term investment mix, my partner and I are introducing a range of stocks and ETFs. We've committed $220k initially, with a particular emphasis on inflation-protected bonds and businesses demonstrating robust cash flows. I see potential for enduring growth in the current market, yet I'm also keen to explore strategies for generating short-term gains.
I always consult a financial advisor before investing. During the pandemic, I used their strategies to minimise risks and maximise profits, generating around $3 million in three years with my advisor.
My advisor is Vivian Carol Gioia, 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.
Div was just paid and NAV is back around 40% Definitely not as fast as last month. But compared to other Div ETFs. Its a decent recovery. I will do as I did last month. Sell as soon as it recovers. Then if I see a decent dip prior to next Ex Div, I will buy it again.
Victoria. Thank you so much for your insight into SVOL. Will you please keep your viewers in tune with the continued reliance on ROC for dividends? I am unaware of what data or platform can be used to find whether they are using ROC or spread income for dividends. Thank you so much.
The distributions are on Simplify's website. Easy to find/see. I have some of their HIGH etf and it is using ROC as well. I might dump it. Not sure yet.
Hey thanks Hal. Much appreciated. Do you have any insight or has Simplify said on their other Dividend EFTs why they are using ROC? Concerned. Thinking I should sell out of SVOL before price tanks. @@haldriver1378
Viktoriya, Thank you for the update. Putting money (principal) into an ETF and getting some of the money (principal) back in the form of dividends and having to pay taxes on it to Uncle Sam is nuts. Would you kindly do an update on JEPI and JEPQ? Do they have the same ROC risk?
RoC simply reduces your basis if the ETF properly classifies the distribution as RoC. In that case there is no tax due on that amount until you sell your shares or if your basis reaches $0.
I have noticed the ROC the last three months, but thought it was due to increased volatility. Then I saw the latest distribution, which had a decrease in volatility. I was very concerned and am glad I watched your video. I go on the website to check NAV everyday and I don't like what I see. I didn't even notice the increased expense ratio. Not looking good for a long term hold.
The expense ratio was discussed in another video, that is just because they need to lump in other funds expenses into that number, but the expense ratio is still the same.
@@Fighter4Street Correct! That higher expense ratio is not the right amount since they had to raise it because of new fund rules and lumping in their other fees to that expense ratio.
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SVOL is good, need to buy it when volatility is high & reinvest.
Even is SVOL reduces its dividend return to 12-13% it's still a good investment with downside risk mitigation. Hope they are watching this video.
A well explained update on SVOL. Thanks for this timely video.
Excellent Viktoryia, please keep us updated on your thoughts on this one in a few montgs
Until I see a big price drop or div cut I’m still in quite a bit.
Agree
Agree. I'm retired and more interested in income than price appreciation. So far SVOL price has been hanging in in the general neighborhood of $23 over the past 6 months, and I can use other etfs for growth here.
@@jsmonges exactly what I'm thinking. SVOL is still above what I paid for it and the dividend has been great for income during retirement.
SVOL increased the dividend this month.
Same. I have a bit of SVOL. SVOL does great in a low volatile market but not great when the market is volatile. The market has fallen in the last month and the share price is dropping. I'll still hold on because when Trump gets back into office, the economy and market will turn for the better with less volatility.
ROC is more complicated than you make it out to be. First and foremost, ROC is a tax allocation of certain types of income (such as from selling covered calls). Yes, declining NAV is an issue but it's not just because the income is being distributed as ROC (that is the historical view that ROC is "returning your own money", which is often not the case with today's tax efficient ETFs).
And to think I almost wasted money on a watch dog.....like most folks I'm better at collecting dividends than keeping an eye on where they're coming from. Thank you for being our watch dog and keeping us informed on things that sneak by us from lack of our attention. Don't ever go away!
ETF fees are operational costs of the fund that are passed along to ETF shareholders. These fees are deducted from the fund assets and are therefore not directly paid by investors. I don't understand why you would deduct the fees from what the reported yield is. (3:27 in video) Am i missing something?
This is what I thought also, she doesn't know what she is saying sometimes.
Have you ever done a portfolio reveal?
Agree that would be nice
She really seems to like JEPI and JEPQ.
Looks like something similar is happening to HIGH as well. Going to be a little more patient with it and see how it goes.
Great update for my divy $$$
3 months later the NAV has recovered from that early Dec 23 dip.
I'd be interested to see the performance by dividend income for all of these players vs the S&P 500 in 2024. Can it safeguard and grow $500k cash reserve for next 2 years at no risk?
Right, when it comes to situations like this, it's ideal to engage in various options using an advisor, and I can attest to success of the basket approach seeing my portfolio grow from $350k to almost $1m in barely 3 years, by far my best financial milestone.
@tommyers Wow massive gains! my partner recently hinted on going same direction.. what did you invest in, and who is your investment advisr please, if you don't mind me asking? in dire need of asset allocation
There are a lot of independent advisors you might look into. But i work with 'HEATHER LEE LARIONI'. We have been working together for nearly four years, and she is excellent. You could proceed with her if she satisfies your discretion. I endorse her
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Needed this. Thank you!
I disagree will hold SVOL ,has done very well for me
Especially when Trump gets back into office, the economy and market will stabilize and rise removing high volatility. This will make the share price of SVOL higher.
Can you please share your portfolio?
Thanks … great program
AGGH is going to do very well next year because of the Fed's lowering of interest rates. So not to worry. SVOL will be just fine.
So did she sell svol or just holding?
That was my question as well. At the end of the video, Viktoriya said she’s going to hold on any further purchases, but the title of her video indicates that she sold all of her SVOL holdings. So did she do both?
5:52 right now (mid December 2023) they short April and May 2024 vix futures (5th and 6th month) NOT the first 2 months.
Thank you for this information. I have been watching SVOL to see if it starts using ROC to pay it's dividend. Unfortunately my platform which does have 4 different categories for the dividends (Income, STCG, LTCG, and ROC) it only shows the dividends under the income category.
What do you think of TLTW?
Great job. I learn so much watching your content. I know it may not be in your "wheelhouse" but could you take a look at GBTC? Bitcoin and crypto are getting lots of airtime and I'd love to hear you on the topic. Thanks!
Thank you👍
I know you like JEPI and was wondering, is the payout ratio of over %200 concerning to you. It seems to note that the high dividend is not sustainable. If so could you explain, perhaps a video on payout ratio. Thanks
I’m thinking we won’t see any more teaser thumbnails showing Charlie Munger saying something along with a meaningless $ number?
Hi Viktoriya, are there any ETFs that will benefit dramatically when the Vix goes up? When the dollar slides and we have a crisis? With the printing of money for so long volatility has been flattened.
SQQQ
Paper account or real money?
To enhance our long-term investment mix, my partner and I are introducing a range of stocks and ETFs. We've committed $220k initially, with a particular emphasis on inflation-protected bonds and businesses demonstrating robust cash flows. I see potential for enduring growth in the current market, yet I'm also keen to explore strategies for generating short-term gains.
While the current market offers short-term profit potential, it's crucial to note that executing such a strategy requires expertise and skill.
I always consult a financial advisor before investing. During the pandemic, I used their strategies to minimise risks and maximise profits, generating around $3 million in three years with my advisor.
Please can you leave the info of your investment advisor here? I’m in dire need for one.
My advisor is Vivian Carol Gioia, 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.
She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.
Holy convolution!
Your explanations are clear to the point. Wonder if you have a Twitter account or Instagram to follow you. Thanks for your research.
Fist you say "buy!It's Great"......Now you tell us to dump it. Make up your mind!
Nothing is forever!! Get over it.
Agree with your thesis. Sold everything last week.
Div was just paid and NAV is back around 40%
Definitely not as fast as last month. But compared to other Div ETFs. Its a decent recovery.
I will do as I did last month. Sell as soon as it recovers.
Then if I see a decent dip prior to next Ex Div, I will buy it again.
Anyone who was in 'Dawn of the Zombie Apocalypse' is OK in my book!
Thanks! Wait and see seems like a good ideas, so far this fund has been very good for me…..
Oh fux well I know what I'm doing monday morning.😲
6:13 and this is exactly what happens 84% of the time - upward sloping
Victoria. Thank you so much for your insight into SVOL. Will you please keep your viewers in tune with the continued reliance on ROC for dividends? I am unaware of what data or platform can be used to find whether they are using ROC or spread income for dividends. Thank you so much.
The distributions are on Simplify's website. Easy to find/see. I have some of their HIGH etf and it is using ROC as well. I might dump it. Not sure yet.
Hey thanks Hal. Much appreciated. Do you have any insight or has Simplify said on their other Dividend EFTs why they are using ROC? Concerned. Thinking I should sell out of SVOL before price tanks. @@haldriver1378
Thank you for posting this. I was wondering because I remember you mentioning things changed with svol since your previous post
Viktoriya, Thank you for the update. Putting money (principal) into an ETF and getting some of the money (principal) back in the form of dividends and having to pay taxes on it to Uncle Sam is nuts. Would you kindly do an update on JEPI and JEPQ? Do they have the same ROC risk?
RoC simply reduces your basis if the ETF properly classifies the distribution as RoC. In that case there is no tax due on that amount until you sell your shares or if your basis reaches $0.
Excited to watch your review on AGGH... I saw this RoC last month so I stopped buying... Haven't sold any SVOL yet but may cut my holdings.. Thanks
Depleting NAV due to ROC is a problem for all the high dividend 10+ paying etfs.
First
I have held this over a year and the initial purchase NAV is slightly down. I was planning on selling at the end of the month.
You nailed it!!!
Any divi distribution takes it from the Nav, everyone knows that 😂
I have noticed the ROC the last three months, but thought it was due to increased volatility. Then I saw the latest distribution, which had a decrease in volatility. I was very concerned and am glad I watched your video. I go on the website to check NAV everyday and I don't like what I see. I didn't even notice the increased expense ratio. Not looking good for a long term hold.
The expense ratio was discussed in another video, that is just because they need to lump in other funds expenses into that number, but the expense ratio is still the same.
@@Fighter4Street Correct! That higher expense ratio is not the right amount since they had to raise it because of new fund rules and lumping in their other fees to that expense ratio.
Give me QQQY, JEPY and IMWY over SVOL all day every day!
Yep any day, IWMY has the potential to be the front runner, Russell 2000 has no where to go but side ways and up.
Thank you for spelling IWMY right, I was wondering what that was! lol First time hearing about IWMY @@f.w.1318
@DerikAasansLevelUpTravel What do you think of TESLY?
Bah, she's in VOO, SCHD and QQQM.
You promote an etf and sell it off before even collecting a dividend. Goofy.
thank you Viktoriya, another super informative video
I sold SVOL last thursday, just a bad gut feeling lol
You flip flop on a weekly basis. Make up your mind
Avoid this etf. Jepi is superior. Sooner or later, it will have a large drawn down.
Sounds just like they are gambling
Svol is fucked lol vix is about to go nuts and rates could be going down. 😮