so would it be a good idea to have jepi and svol because svol has a depleting NAV? would that help balance it out or if not what would be a good fund to pair with it
If you ever find time could give a couple canadian etf dividend that you find interesting and maybe a couple growth etfs .I love the way you explain them ,ive learned a lot from you Thx again
The part about the depreciating or declining NAV is what trips me up on this ETF. Does that not mean that over time, the ETF price will slowly creep towards zero, and the fund will be worthless? I wish I understood more, but it seems like that makes any fund like this a strategic buy to hold only over a certain defined period of time? Completely different topic/ETF, but I also have dabbled in GLDI for a conservative gold ETN strategy but have to admit that long-term GLDI scares me also.
No, a declining NAV on an ETF doesn't mean it will become worthless. The NAV reflects the total value of the ETF's assets, but the market price is influenced by supply and demand. If demand remains, the ETF price can fluctuate but won't necessarily reach zero.
OK re supply and demand price. But what demand would last when the nav is going down that much - why would anyone want to invest in a depreciating asset?Can you help me understand@@hassanabbas221
Victoria, thank you for the education. Two questions: if the market goes down from here will cover, call ETFs do well? In addition, which of the covert call ETFs would be the best investments, overall? Again, thank you very much. MC
This reminds me of the govt plus bond funds of the late 80s early 90s. They were bond funds holding treasuries that they wrote options on for an income kicker to give a higher yield. They were sold to mostly retirees. And of course the mutual fund/professional management talked of NAV fluctuations but not to worry. You can guess where this is going. Rates had come down from the early 80s and stabilized to where they thought there was an opportunity to play the range. But rates continued to drop and bonds were pulled away. And NAVS got hammered slowly but surely. This was all forgotten of course when High Yields were slaughtered in 91' to 92', where I"m sure a lot of the govt plus income capital went. And the collapse of Emerging Market bond funds after that.
Interesting, thank you for sharing :) I'm posting a Pt. 2 to this video tomorrow, it covers the various effects on NAV when volatility spikes, a more in depth analysis:)
Not happening. Look at all her newer videos, it's all clickbait for her affiliate bucks from Seeking Alpha. She has a new favorite ETF every few days. LOL
At what point are there too many cooks in the kitchen? I'm not asking as a holier than thou, but as a self reflection question myself. I hold 13 etfs between all my brokerage accounts; of course, all have different uses.
Hi, since you said you read your comments I have something. It has been along time since I watched a dividend video. I think I'll subscribe, because I'll listen to your opinion. I'm currently in my growth portfolio phase to set up for my future income portfolio phase. What is your thoughts on the closed end fund GOF? Also what is your favorite ETF or stock to do covered calls with? Thanks
Great content I am new to your channel and what I like is that not too many women make this kind of content blessing to you and keep giving the people what they want ❤
You should have mentioned TVIX and XIV who had a similar strategy and when volatility hit they went to zero. That’s why this and other vix funds are so new the old ones failed and people lost all their money.
SVOL has protection against volatility spikes, Look at this week as a perfect example, the fund only is down half of a % while volatility is up over 20%! Week ending 9/22/2023
What would be your recommendation on an ETF that is good for taxes a good dividend appreciation low volatility for someone close to retirement that wants extra income that has an already established retirement portfolio Thanks great channel
you have to measure the risks to rewards, no matter what you invest in. Stocks are inherently more risky than other investments. market and economy is ever changing. Nobody has a crystal ball so there is always some risk of principal. One size fits all does not exist in any investment.
Victoria! Thank you for another inspirational video! I have some success in a dividend investing, that I shared in my new video and just posted on my channel! Can’t wait to hear your feedback.
It is misleading to call covered call based distributions as dividends. They are not. The distribution results from a (Capital) sale of an option that gives away upside. In no way is this a dividend it is in effect a capital distribution
Wish Simplify would show back test results for time periods like Feb. 2018 (aka Volmageddon) and the COVID Crash of 2020. I saw XIV evaporate to nothing in Feb. 2018. A trader in XIV lost $4M in 1 day, probably the last hour of the day
Im actually working on a video that goes through what happened to those funds, but the main difference was that XIV was 100% short the VIX, SVOL on the other hand is around 20-30% short the VIX, plus SVOL has tactics to hedge against volatility spikes, but xiv never did, it would be interesting to see backtested results though! :)
We hold SVOL but as you say the declining NAV is a concern along with the risk of a spike in volatility pushing down the value and seeing short term holders get out.
JEPI dividend payout has been nearly 50% of what it was for same month of 2022 which is going to greatly cut that 10.1% return it has. only a matter of time before JEPI now gets the clickbaity titles
I own JEPI. And Fidelity (my brokerage) reports the same 10.X% yield that you do. But when I take the monthly dividend...multiply by 12...then divide by the price I get a 6.5% yield. What am I missing?
JEPI's dividend yield fluctuates, its not an exact math where you multiply the dividend of one month by 12. Last month it was 0.29 per share, this month was 0.338 per share, months before that were 0.35, 0.36, and 0.42. The covered call strategy results in an inconsistent monthly yield, the same goes for JEPQ as well :)
@@ViktoriyaMedia I realize that. I own others, as well, but for the entire time I've had JEPI it has NEVER gotten to 10% so I'm still at a loss as to why both Fidelity (my brokerage) and pundits all claim 10%+. Some fluctuation, sure,, but the difference between 6.5% and 10% is more than normal fluctuation.
The dividend amount paid out hasn't changed in two years. It started at 32 cents and it is still there. A good dividend stock should increase their payment slowly over time.
This instrument is really starting to impress an volatility has gone up substantially this week with the S&P down 1.72% just today and SVOL is down like .5% for the week!
I KNOW!!! Ive been watching it everyday, all my other positions, including JEPI have suffered much more! If you haven't seen Pt.2 of SVOL yet, I suggest you do, I go over the theoretical MAX drop the fund would be subject to (100% Volatility Spike) :)
Please all keep in mind this is for entertainment purposes and should not be considered financial advice.While some of the information is accurate she is cherry picking some and misrepresenting others. Please seek advice from properly trained people.
@@denysglushkov7066 Generally, I don't respond to troll comments. Still, I will humor this one since neither you nor the other one would like to do their own research on how SVOL operates but would instead get your info from some RUclipsr that has a track record of promoting high-income low total return investments. 60+ % of SVOL's holdings are treasuries to inflate its dwindling distribution and NAV. A NAV is dropping due to increased volatility in the market. That is declining due to This is an alternative investment, not whatever term she is trying to promote. She chose to cherry-pick info for a fund that is over 2 years old, coming out after a 100-year event crash. Most of the funds' exposure is not at in these shorting the Vix contracts. To put that in perspective, let's say the exposure was 25%, shorting the Vix. If the Vix went up 100%, SVOL goes down 25%, the Vix generally goes up when the market is crashing, and investors will pay a higher price to get a payout for that. When the market isn't crashing, they are receiving a profit from its stability. This is just another alternative income fund that has its own strategy. There could be some form of diversification between SVOL and the S&P500, but the Vix determines the volatility of the S&P500. There is a correlation there, but it is not 1 to 1 by any means. Investors will pay higher premiums during timeframes of higher volatility due to trying to hedge. Now, if volatility is high, SVOL would not be making a profit or losing money. Now the big thing is if volatility spikes with insane numbers twice within the last 20 years (with the 2008 recession and with the 2020 pandemic), they are in serious trouble; they do attempt to hedge with calls in case of a blue moon event as she somewhat states but leaves out a lot of details. Now, I will leave you with two parts from their Fund's page, "active management risk. The Fund is subject to the risk that the investment management strategy may not produce the intended results and may negatively impact Fund performance. The Adviser's overlay strategy will not fully protect the Fund from declines in the market." "An investor in the Fund can lose all or a substantial portion of their investment within a single day. The longer an investor's holding period in the Fund, the greater the potential for loss." In layman's terms, the don't sue me bro.
@@denysglushkov7066besides the "hol up guys new best thing" thumbnails, she's not giving us the big picture. Example: this fund is only 2 years old. Nav comment aside, she doesn't seem to think it's important to point out that doing relatively OK in a flat year doesn't mean they'll keep doing this because it was just one flat year. Talk about small sample size lol
I would never buy anything with JP Morgan's or Blackrock's name on it, it is covered with the blood of innocents on it, I presume he owns or has something to do with these etfs and i do not want their money or dividends. i do have BITO and it is paying out well. SVOL sounds interesting, you do a good job investigating investments. I guess I would not buy svol either.
Thanks for letting me know! My Editor forgot to de reverb & De noise the audio, but let me know if the others have too much echo, definitely want to fix that!
nice
so would it be a good idea to have jepi and svol because svol has a depleting NAV? would that help balance it out or if not what would be a good fund to pair with it
Can you comment on Cornerstone Funds, CRF & CLM
Excellent tip! Thank you.
If you ever find time could give a couple canadian etf dividend that you find interesting and maybe a couple growth etfs .I love the way you explain them ,ive learned a lot from you
Thx again
Thank you for your amazing info. Can you please tell me the site you use for JEPI, SPY and SVOL comparisons please
Higher dividend investments reflect higher risk every time
The part about the depreciating or declining NAV is what trips me up on this ETF. Does that not mean that over time, the ETF price will slowly creep towards zero, and the fund will be worthless? I wish I understood more, but it seems like that makes any fund like this a strategic buy to hold only over a certain defined period of time? Completely different topic/ETF, but I also have dabbled in GLDI for a conservative gold ETN strategy but have to admit that long-term GLDI scares me also.
No, a declining NAV on an ETF doesn't mean it will become worthless. The NAV reflects the total value of the ETF's assets, but the market price is influenced by supply and demand. If demand remains, the ETF price can fluctuate but won't necessarily reach zero.
OK re supply and demand price. But what demand would last when the nav is going down that much - why would anyone want to invest in a depreciating asset?Can you help me understand@@hassanabbas221
You have to get a better mic... Is worth the investment. Great content btw!
Victoria, thank you for the education. Two questions: if the market goes down from here will cover, call ETFs do well? In addition, which of the covert call ETFs would be the best investments, overall? Again, thank you very much. MC
How would it do in Bully market?
Microphone is very echoey in that reflective room
This reminds me of the govt plus bond funds of the late 80s early 90s. They were bond funds holding treasuries that they wrote options on for an income kicker to give a higher yield. They were sold to mostly retirees. And of course the mutual fund/professional management talked of NAV fluctuations but not to worry. You can guess where this is going. Rates had come down from the early 80s and stabilized to where they thought there was an opportunity to play the range. But rates continued to drop and bonds were pulled away. And NAVS got hammered slowly but surely. This was all forgotten of course when High Yields were slaughtered in 91' to 92', where I"m sure a lot of the govt plus income capital went. And the collapse of Emerging Market bond funds after that.
Interesting, thank you for sharing :) I'm posting a Pt. 2 to this video tomorrow, it covers the various effects on NAV when volatility spikes, a more in depth analysis:)
Huge fan of svol. We have about 300 at 21.53 per share as of today and drip the divs into divo and jepi.. so far we are up very big
What is driving it's NAV down?
SOlid video, I think I am still going with VTI... Or on a dividend front SCHD.
Show your portfolio. You’ll gain more support for channel.
Not happening. Look at all her newer videos, it's all clickbait for her affiliate bucks from Seeking Alpha. She has a new favorite ETF every few days. LOL
Viktoryia love you
I think I might just split my Div ETF portfolio into JEPI & SVOL
question:
With investments in DGRO, JEPI, and SCHD...should SVOL be added?
At what point are there too many cooks in the kitchen? I'm not asking as a holier than thou, but as a self reflection question myself. I hold 13 etfs between all my brokerage accounts; of course, all have different uses.
Be careful about chasing yield imo
Appreciate again for great info❤
Hi, since you said you read your comments I have something. It has been along time since I watched a dividend video. I think I'll subscribe, because I'll listen to your opinion. I'm currently in my growth portfolio phase to set up for my future income portfolio phase. What is your thoughts on the closed end fund GOF? Also what is your favorite ETF or stock to do covered calls with?
Thanks
Victoria i would love to hear your review of the stock TBIL. To me it appears very safe and currently with great returns
Tbil is not a stock …it is an etf.
Love TBIL.
Great content I am new to your channel and what I like is that not too many women make this kind of content blessing to you and keep giving the people what they want ❤
Appreciate a video on how to make a chicken soup :)
You should have mentioned TVIX and XIV who had a similar strategy and when volatility hit they went to zero. That’s why this and other vix funds are so new the old ones failed and people lost all their money.
SVOL has protection against volatility spikes, Look at this week as a perfect example, the fund only is down half of a % while volatility is up over 20%! Week ending 9/22/2023
@@d.s.5807 yes it’s an improvement over the old funds. It will be interesting to see how it’s distributions hold up.
What would be your recommendation on an ETF that is good for taxes a good dividend appreciation low volatility for someone close to retirement that wants extra income that has an already established retirement portfolio
Thanks great channel
interesting, wouldn't the depleting NAV make SVOL ideal for a dollar cost averaging?
I bought the ekster wallet and I love it! Thanks for the info
They're AMAZING I know! 😊
you have to measure the risks to rewards, no matter what you invest in. Stocks are inherently more risky than other investments. market and economy is ever changing. Nobody has a crystal ball so there is always some risk of principal. One size fits all does not exist in any investment.
Victoria! Thank you for another inspirational video! I have some success in a dividend investing, that I shared in my new video and just posted on my channel! Can’t wait to hear your feedback.
It is misleading to call covered call based distributions as dividends. They are not. The distribution results from a (Capital) sale of an option that gives away upside. In no way is this a dividend it is in effect a capital distribution
I’ve always said SVOL is the only ETF you can time it when to buy in.
I like the information you provide but your titles and thumbnails are very misleading and clickbait. Just saying 😊
@ViktoriyaMedia I also see this, what amount do you need to have invested to get $17k/mo? Could you put this info in your videos somewhere?
They r the best part
Wish Simplify would show back test results for time periods like Feb. 2018 (aka Volmageddon) and the COVID Crash of 2020. I saw XIV evaporate to nothing in Feb. 2018. A trader in XIV lost $4M in 1 day, probably the last hour of the day
Im actually working on a video that goes through what happened to those funds, but the main difference was that XIV was 100% short the VIX, SVOL on the other hand is around 20-30% short the VIX, plus SVOL has tactics to hedge against volatility spikes, but xiv never did, it would be interesting to see backtested results though! :)
@@ViktoriyaMedia 💯😉👍 Looking forward to seeing your backtest results
the sound is very echoey. like the mics aren't working
Love svol
We hold SVOL but as you say the declining NAV is a concern along with the risk of a spike in volatility pushing down the value and seeing short term holders get out.
JEPI dividend payout has been nearly 50% of what it was for same month of 2022 which is going to greatly cut that 10.1% return it has. only a matter of time before JEPI now gets the clickbaity titles
So how much would you have to invest in SVOL to make $17k from SVOL Monthly ?
1,250,000
Ask a 5th Grader.
For real?
When volatility drops this ETF’s dividend collapse?
is just a dividend trap!
I own JEPI. And Fidelity (my brokerage) reports the same 10.X% yield that you do. But when I take the monthly dividend...multiply by 12...then divide by the price I get a 6.5% yield. What am I missing?
JEPI's dividend yield fluctuates, its not an exact math where you multiply the dividend of one month by 12. Last month it was 0.29 per share, this month was 0.338 per share, months before that were 0.35, 0.36, and 0.42. The covered call strategy results in an inconsistent monthly yield, the same goes for JEPQ as well :)
@@ViktoriyaMedia I realize that. I own others, as well, but for the entire time I've had JEPI it has NEVER gotten to 10% so I'm still at a loss as to why both Fidelity (my brokerage) and pundits all claim 10%+. Some fluctuation, sure,, but the difference between 6.5% and 10% is more than normal fluctuation.
The dividend amount paid out hasn't changed in two years. It started at 32 cents and it is still there. A good dividend stock should increase their payment slowly over time.
It was reduced to .30 recently
except its not a dividend stock.
Not a dividend ..it is income from volatility.
This instrument is really starting to impress an volatility has gone up substantially this week with the S&P down 1.72% just today and SVOL is down like .5% for the week!
I KNOW!!! Ive been watching it everyday, all my other positions, including JEPI have suffered much more! If you haven't seen Pt.2 of SVOL yet, I suggest you do, I go over the theoretical MAX drop the fund would be subject to (100% Volatility Spike) :)
@@ViktoriyaMedia Thank you, I will look that up
SCHD is down this year.
yeghods you gotta take care of the echo chamber :)
Please all keep in mind this is for entertainment purposes and should not be considered financial advice.While some of the information is accurate she is cherry picking some and misrepresenting others. Please seek advice from properly trained people.
Misrepresenting/ please share an example?
Exactly...i was thinking the same...elaborate without handwaving
@@denysglushkov7066 Generally, I don't respond to troll comments. Still, I will humor this one since neither you nor the other one would like to do their own research on how SVOL operates but would instead get your info from some RUclipsr that has a track record of promoting high-income low total return investments. 60+ % of SVOL's holdings are treasuries to inflate its dwindling distribution and NAV. A NAV is dropping due to increased volatility in the market. That is declining due to This is an alternative investment, not whatever term she is trying to promote. She chose to cherry-pick info for a fund that is over 2 years old, coming out after a 100-year event crash. Most of the funds' exposure is not at in these shorting the Vix contracts. To put that in perspective, let's say the exposure was 25%, shorting the Vix. If the Vix went up 100%, SVOL goes down 25%, the Vix generally goes up when the market is crashing, and investors will pay a higher price to get a payout for that. When the market isn't crashing, they are receiving a profit from its stability. This is just another alternative income fund that has its own strategy. There could be some form of diversification between SVOL and the S&P500, but the Vix determines the volatility of the S&P500. There is a correlation there, but it is not 1 to 1 by any means. Investors will pay higher premiums during timeframes of higher volatility due to trying to hedge. Now, if volatility is high, SVOL would not be making a profit or losing money. Now the big thing is if volatility spikes with insane numbers twice within the last 20 years (with the 2008 recession and with the 2020 pandemic), they are in serious trouble; they do attempt to hedge with calls in case of a blue moon event as she somewhat states but leaves out a lot of details. Now, I will leave you with two parts from their Fund's page, "active management risk. The Fund is subject to the risk that the investment management strategy may not produce the intended results and may negatively impact Fund performance. The Adviser's overlay strategy will not fully protect the Fund from declines in the market." "An investor in the Fund can lose all or a substantial portion of their investment within a single day. The longer an investor's holding period in the Fund, the greater the potential for loss." In layman's terms, the don't sue me bro.
@@denysglushkov7066besides the "hol up guys new best thing" thumbnails, she's not giving us the big picture.
Example: this fund is only 2 years old. Nav comment aside, she doesn't seem to think it's important to point out that doing relatively OK in a flat year doesn't mean they'll keep doing this because it was just one flat year. Talk about small sample size lol
I invest in LQDW and TLTW.
You're playing with fire as interest rates go up. Plus funds like these have less than 4% dividends
I would never buy anything with JP Morgan's or Blackrock's name on it, it is covered with the blood of innocents on it, I presume he owns or has something to do with these etfs and i do not want their money or dividends. i do have BITO and it is paying out well. SVOL sounds interesting, you do a good job investigating investments. I guess I would not buy svol either.
JEPI yield is 6.27% not 10% according to TD Ameritrade app
Thumbnail is clickbait
Why always that thumbnails?
You need a different room or mic, you've got too much echo so while I enjoyed your info I couldn't finish the video.
I was thinking she should hang a rug or 2 lol :D
Thanks for letting me know! My Editor forgot to de reverb & De noise the audio, but let me know if the others have too much echo, definitely want to fix that!
These dummy RUclipsrs posting a video about a different etf every month claiming is the new trend.
Reported this channel, good bye!
Why??
@@middle-agedgamer7375cause some people have no life.