Dividends are what got me into investing in the stock market. The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. Have over $600K in my portfolio as I bought a lot of dividend stocks before, I'm buying more now, and I will buy more when it drops further.
As a new investor it's always great to hear from a person who has gone through all the difficult times and come ahead of it. it's unnerving to see your portfolio go from green to red but as mentioned if you have invested in quality names just have to keep adding to them and stay the course.
the idea of a coach might sound generic or controversial to a few, but a new study found that demand far portfolio coaches skyrocketed by over 41.8% since the pandemic and based on firsthand encounter, I can say for certain their skillsets are topnoich, I've raised over $500k from an inilially stagnant reserve of $140K all within
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in stocks, which is pretty simple. On my portfolio, which has grown over 90% in a little over a year, my advisr chooses entry and exit orders
My CFA, Sophie Lynn Carrabus is 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.
Benevolence, this reference seems valid.. Just inputted her full name on my browser and found her site without sweat, 15 years of experience is certainly striking! very much appreciate it
I have been a dividend focused investor for a long time. This does not mean I don't own growth stocks, I do. A well rounded portfolio should be a mixture of both categories. One way to minimize the anxiety out of stock market investing, is to make sure you keep a large cash cushion. I invest in the market, but never put all my money in market.
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. That is how people are able to make such huge profits in the market.
I wholeheartedly agree, which is why I choose to delegate my daily investment decisions to a coach. Their specialised knowledge, research, and risk management skills make it challenging for them to underperform. They focus on utilising risk for its asymmetrical potential while mitigating downsides. I've been with my investment coach for over two years and have earned over a quarter-million dollars.
Thanks, 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 call.
I may eventually shift to 80% ETFs since I find managing individual stocks too time-consuming. Are there other strategies that might be more effective for retirement investing?
Sure..... There are always strategies that could be put in place regardless but then you need to have an in-depth knowledge of the market to get it mostly right or consulting with an expert who does
Working with an investment adviser is the best strategy for navigating today's stock market, particularly for those approaching retirement. After consulting with a coach, my initial $450K investment has grown to more than $800K since Q2 last year
Engaging an investment adviser is the optimal approach for navigating the current stock market, especially for those nearing retirement. I've been consulting with a coach and have seen my initial $450K grow to over $800K since Q2 last year
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
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
I'm cautious about giving specific recommendations since everyone's situation varies, but l've worked with "Sonya Lee Mitchell” for years and highly recommend her See if she meets your criteria.
My favourite part of your videos is the cute “byeeee!” at the end. Always cheers me up! And I appreciate your content too. But I want you to know that it makes for a good feeling then end-which is contagious!
BTW, it also catches upside during the overnight market, which furthermore helps the stability. This is my largest holding. Very please with its performance.
NAV erosion is such a misunderstood term. The reason the price of the ETF falls is because it pays weekly dividends on profits, thus lowering the ETF price. Soon after, the ETF starts moving back up. This is happening with both QDTE and XDTE.
@spooler24 , and yet it's not rocket science. There are plenty of ETFs that lose value when paying a dividend that NEVER recovers. If you give up Equity to get your Dividend, how else should you classify it? Because you are not actually making money.
@@CorwinPatrick No, it's not rocket science. Yes, Share price drops when paying a dividend. A great opportunity to buy more at a lower price, thus increasing monthly or weekly dividends. Your comment "Because you are not actually making money." I disagree. The majority of my portfolios are ETFs that pay monthly. I'm not losing money, in fact, I'm doing great as I re-invest most of the dividends. No NAV Erosion...
@@CorwinPatrick What happens when the NAV goes back up?? If something erodes, does it have the ability to reverse the erosion? I don't know if you know this, but once something erodes, IT DOES NOT COME BACK... and BTW, income funds will keep paying the distribution from the CC strategy no matter what...
Been trading this since April. While I love the weekly divs, I've been looking more at the erosion and thinking about getting out and buying more JEPQ which I also trade.
85% BIL- 5% XRMI- 5% SPYI and 5% individual mega caps dividends stocks only will be my portfolio. But dividends stocks will remain volatile with higher treasury rates. XRMI gives you puts protection
They can also modify the options during the day to help mitigate downside but yes ultimately the div eats the nav which can make it something less attractive.
Thank you for the informative video. Weekly dividends sound great, but the Roundhill Innovation-100 Covered Call Strategy ETF has gone downhill for a long time, and it is now -12.40% from the start. Not sure how safe my money would be if I were to invest in this ETF.
@ well right now it’s a little under my cost average, but the dividend the last two weeks were over $80, I’ll hang on to it a little longer hopefully it goes over my cost average.
There's always "THE BEST ETF/THIS ETF PAYS YOU THE MOST" videos out there, It gets cumbersome..people need to simplify their investment strategy. When content is sponsored, then people tend to overhype everything because they have incentive in doing so. Just buy into low-expense index funds, diversify and call it a day. I don't get worked up over new or overshadowed ETFs that have extremely high dividend yields. My goal as a young person is growth & stability.
Great analysis- any inverse versions of this? I am fairly overweight in a particular stock in the nasdaq 100, would love to have a bit of a hedge there that generates income similar to QDTE you covered. Thanks!
The stock market is more volatile than ever. recently went "all in" and bought up $150k worth of ETF's & individual stocks, my aim is to take advantage of this S&P 500 downtrend, what could be accurate predictions moving forward?
There are platforms that enable investors to invest in companies before they go public, unlocking potential gains that wouldn't be accessible after the IPO. That's the route I'm taking-staying away from the equities and bond markets, just my two cents.
Proper asset allocation is essential, with some investors incorporating hedging strategies or allocating a portion of their portfolio to defensive assets to navigate market downturns. Expert guidance is key to executing these strategies effectively. This approach has kept me financially secure for over five years, generating nearly $1 million in returns.
Proper asset allocation is essential, with some investors incorporating hedging strategies or allocating a portion of their portfolio to defensive assets to navigate market downturns. Expert guidance is key to executing these strategies effectively. This approach has kept me financially secure for over five years, generating nearly $1 million in returns.
QDTE 38% yield. Cap loss 1 year 6 pts!!! Current price 40. Dividends app16.15 average price @ 38% yield vs 6 loss on a one thousand share investment. Gain app:10 thousand. Dividends are taxable; cap loss is not deductible. QDTE roughly 20% before taxes.
New ETF? I find only short history and not really promising trend. But the idea of a PMCC in an ETF is great. I‘m doing a wheel strategy on my stock positions and plan to do also pure such call strategies. This ETF can save me a lot of effort.
Recently retired , trying to choose between 3 fund ETF SCHD , VOO and QQM VS satellite Portfolio SCHD ,VOO, QQQM ,JEPI , JEPQ and SVOL .. looking to create passive income .starting with 100,000 investment willing to put more in after monitoring for 3-6 months ..
SCHD and VOO and some JEPI are some great ones to start with they are all great mind, just remember to try keep your Cost per Avg as low as you can when buying more
Keen on invention in something like this but seems like it’s down 10.6% over 1 year which is eroding your capital? Why is this good over longer time periods?
You are not factoring in total dividend payouts. Simply put, if your initial investment + total dividend payout is greater than current market price, did you make money or lose money?
Yes but it’s misleading to say 28%. When the price drops due to erosion even a 28% is a smaller amount since now based on a smaller base price. Go check TESLY that was so much eroded that it did a reverse stock split. NAV erosion is real and unless it’s stemmed its race to the bottom. 28% of zero is still zero.
@@rmat007Since you mentioned TSLY, I'd recommend you to do a backtest on TSLY. If you bought TSLY at inception @ $40, and since today's closing price is $15.14, you are down about $25. Thou, total dividend payout is $29.99 since the inception. So, in total, $15 + $30 = $45, thus you actually profited $5, or 12.5% from TSLY. If you DRIP all of your dividends, then your return is about 45%. So, no. I do not see the NAV erosion you are talking about.
If you reinvested all your dividends qdte definitely did well. if you spent the dividends, then yes you are losing NAV and you capital is being spent (by YOU). No such thing as a free lunch- you can’t have your cake and eat it too
Come back in a year when it's crashed 50% and the dividend payouts have been severely cut. "Not a trap" my ass. It if sounds to good to be true, that's because it is.
Total Agree looking over that think will be less than half Div Yeild come end of Jan time will wait for it to bottom a little more and then maybe buy in if it stablizes some-what
Spot on. March 2024 $45.92 share -> December 2024 $40.70 share. Past 6 months -10.49% in value, past 3 months -4.33% and past week -1.33%. This is a sinking ship.
It only out performs if you reinvest 100%. The idea is INCOME not re-investing your earnings. Pointless! If I was going to do that, I would just buy Apple! Which will outperform QDTE all day long. JEPQ still a better investment by a long shot.
Last night QDTE had a dividend of 0.8039 per share. When my order was completed this morning the dividend was a disappointing 0.30 per share. What happened?
So she is wrong on the whole downturn thing. It doesn’t pay high dividends on a downturn. It did pay high dividends because the end of year though and it has done for two weeks in a row. I suspect that January will be back to its normal roughly 30% payout… really this does not grow all that much. It does grow a little bit, but it’s mostly flat.
I’m not gonna get used to the .80 cent distributions, because, like you said, it’s just the end of the year! I’m expecting 16 cents next month, maybe 20! Those larger payouts were nice though! 😅
I have over $10,000 in QDTE. I have noticed their share count has gone up by about 5 million shares in about 2 months. I don’t understand why they are diluting so much, anyone know?
People are buying? It doesn't really change anything as it provides them more capital to use to buy more contracts and make more premium which all then gets spread to more shareholders. The dividend and the dividend returns haven't really changed at all.
You have to factor in market capital. If share is increased along with market capital, then it means more people bought into QDTE. Only time you should be concerned is when number of shares increased but market capital didn't increase as much or stay the same, which will be reflected on NAV per share.
30% dividend yield sounds too good to be true... but this ETF seems to have some solid strategy behind it. Is it worth the risk? 🤨 What do you all think?
NVDY pays almost 83%, and that's a covered call ETF as well. Can you or someone explain to me why I shouldn't buy that one instead. And yes, it's obvious I'm a finance major or broker.
Covered call strategies expose you to nearly the full downside risk while capping your upside potential. But they cushion the downside with option income. When applied to a group of stocks, such as the S&P 500 or the Nasdaq 100 (QQQ), this strategy can work over the long term because indexes typically experience less volatility and fewer extreme price swings compared to individual stocks. For example, major indexes rarely see 10% price fluctuations within a month. In contrast, individual stocks, especially highly volatile ones like Nvidia, are much more prone to sharp price movements. This makes the strategy less effective at managing risk. For instance, a covered call on a volatile stock might cushion the downside by only 2-3%, but you could miss out on a potential 10-15% recovery.This is evident when comparing long-term total returns: NVDY: 172% (since inception) Nvidia: 405% (using NVDYs Inception) Meanwhile, covered call strategies on indexes perform more closely to their benchmarks over time: JEPQ (covered call ETF on QQQ): 50% (Since Inception) QQQ (uncovered): 60% (Using JEPQs Inception) In my opinion, covered call strategies are not suitable for long-term investing in individual stocks due to their inability to sufficiently minimize downside volatility while significantly capping potential upside. They work better when applied to diversified, lower-volatility assets like indexes (s&p500 or QQQ). So in my opinion, its better to buy NVDIA stock over NVDY. Hope this helps :) (This is just my personal opinion and is not financial advise)
@ViktoriyaMedia i bought 6k of NVDA summer of 23 and sold most of it to diversify, bought 10k of IBIT. I'm looking for something high paying dividend etf with minimal risk. If there's such a thing haha. What's your opinion on MNR? I was trying to buy limit at $15, and it's already up past $17.
its a great etf but .80 distribution is not the normal. Its more like .30 ish. The really high divie was the end of year cash left over and they have to pay out a certain percentage to avoid tax.
I saw no options that where LEAPS. This video was posted late December. Unless you recorded it last June. All the options you showed expire in less than 9 months, which does not make them LEAPS.
@@michaelrudolph7003chart show nav heading down and finishing negative for the year… that’s ok as long as the dividend gains % much higher than the nav price…
This ETF is a roll of the dice sort of play! I hope it’s wildly successful, cause it’s a cool concept and the weekly pay is great! Ex date every Thursday, and payout every Friday, just like a real job! 😂 I know the odds are against it, but seeing it succeed would be stellar!
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Dividends are what got me into investing in the stock market. The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. Have over $600K in my portfolio as I bought a lot of dividend stocks before, I'm buying more now, and I will buy more when it drops further.
As a new investor it's always great to hear from a person who has gone through all the difficult times and come ahead of it. it's unnerving to see your portfolio go from green to red but as mentioned if you have invested in quality names just have to keep adding to them and stay the course.
the idea of a coach might sound generic or controversial to a few, but a new study found that demand far portfolio coaches skyrocketed by over 41.8% since the pandemic and based on firsthand encounter, I can say for certain their skillsets are topnoich, I've raised over $500k from an inilially stagnant reserve of $140K all within
Can you share details of your advisor? I want to invest my increased cash flow in stocks and alternative assets to achieve financial goals.
Her name is Annette Christine Conte can't divulge much. Most likely, the internet should have her basic info, you can research if you like
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.
Your allocation looks solid. Consider dollar-cost averaging & dividend reinvestment. I suggest you consult with a financial advisor for guidance.
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in stocks, which is pretty simple. On my portfolio, which has grown over 90% in a little over a year, my advisr chooses entry and exit orders
Could you recommend who you work with? I really could use some help at this moment please.
My CFA, Sophie Lynn Carrabus is 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.
Benevolence, this reference seems valid.. Just inputted her full name on my browser and found her site without sweat, 15 years of experience is certainly striking! very much appreciate it
I have been a dividend focused investor for a long time. This does not mean I don't own growth stocks, I do. A well rounded portfolio should be a mixture of both categories. One way to minimize the anxiety out of stock market investing, is to make sure you keep a large cash cushion. I invest in the market, but never put all my money in market.
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. That is how people are able to make such huge profits in the market.
I wholeheartedly agree, which is why I choose to delegate my daily investment decisions to a coach. Their specialised knowledge, research, and risk management skills make it challenging for them to underperform. They focus on utilising risk for its asymmetrical potential while mitigating downsides. I've been with my investment coach for over two years and have earned over a quarter-million dollars.
Do you mind sharing info on the adviser who assisted you? I'm 39 now and would love to grow my stock portfolio and plan my retirement
Annette Marie Holt is the licensed advisor i make use of
Thanks, 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 call.
Headline: "NOT a TRAP"
At 10:33: "Heavy NAV depletion".
So trap or not?
I may eventually shift to 80% ETFs since I find managing individual stocks too time-consuming. Are there other strategies that might be more effective for retirement investing?
Sure..... There are always strategies that could be put in place regardless but then you need to have an in-depth knowledge of the market to get it mostly right or consulting with an expert who does
Working with an investment adviser is the best strategy for navigating today's stock market, particularly for those approaching retirement. After consulting with a coach, my initial $450K investment has grown to more than $800K since Q2 last year
Engaging an investment adviser is the optimal approach for navigating the current stock market, especially for those nearing retirement. I've been consulting with a coach and have seen my initial $450K grow to over $800K since Q2 last year
I'm considering a switch but haven't been actively pursuing it. Could you suggest your advisor? I'd appreciate some assistance.
Her name is Marissa Lynn Babula . I can't divulge much. Most likely, the internet should have her basic info, you can research if you like
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
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advisor? I'll be happy to use some help.
I'm cautious about giving specific recommendations since everyone's situation varies, but l've worked with "Sonya Lee Mitchell” for years and highly recommend her See if she meets your criteria.
My favourite part of your videos is the cute “byeeee!” at the end. Always cheers me up! And I appreciate your content too. But I want you to know that it makes for a good feeling then end-which is contagious!
Qdte,rdte, ymax, ymag - my favorite weekly payers.
rdte is down 9% in the past month
@@bostonfrank6739everything is down bad
AWESOMENESS 👌
Xdte is better than all those 🤌🏾
@@bostonfrank6739exactly xdte is better then all those
BTW, it also catches upside during the overnight market, which furthermore helps the stability. This is my largest holding. Very please with its performance.
Thanks for the review of this ETF. Appreciate your videos 😊
From a total return perspective YMAX, has performed twice as good as the other weekly payers but QDTE is definitely 2nd best.
I bought a few shares of XDTE for my IRA because it doesn't seem to have the problem of NAV erosion like QDTE.
NAV erosion is such a misunderstood term. The reason the price of the ETF falls is because it pays weekly dividends on profits, thus lowering the ETF price. Soon after, the ETF starts moving back up. This is happening with both QDTE and XDTE.
NAV erosion sounds like a term that someone came up with that does not understand what they are seeing...
@spooler24 , and yet it's not rocket science. There are plenty of ETFs that lose value when paying a dividend that NEVER recovers. If you give up Equity to get your Dividend, how else should you classify it? Because you are not actually making money.
@@CorwinPatrick
No, it's not rocket science. Yes, Share price drops when paying a dividend. A great opportunity to buy more at a lower price, thus increasing monthly or weekly dividends.
Your comment "Because you are not actually making money." I disagree.
The majority of my portfolios are ETFs that pay monthly. I'm not losing money, in fact, I'm doing great as I re-invest most of the dividends. No NAV Erosion...
@@CorwinPatrick What happens when the NAV goes back up?? If something erodes, does it have the ability to reverse the erosion? I don't know if you know this, but once something erodes, IT DOES NOT COME BACK... and BTW, income funds will keep paying the distribution from the CC strategy no matter what...
RUclips recommend me your video and soo soo thankful, really great stuff .
Btw
I am wondering do you need an editor for editing your video .
Fantastic information! Thank you!
Glad it was helpful! :)
Been trading this since April. While I love the weekly divs, I've been looking more at the erosion and thinking about getting out and buying more JEPQ which I also trade.
I love watching your channel, you expose me to so much I never would've found on my own. Thank you
85% BIL- 5% XRMI- 5% SPYI and 5% individual mega caps dividends stocks only will be my portfolio.
But dividends stocks will remain volatile with higher treasury rates.
XRMI gives you puts protection
Great job explaining it. 👏
They can also modify the options during the day to help mitigate downside but yes ultimately the div eats the nav which can make it something less attractive.
Thank you for the informative video. Weekly dividends sound great, but the Roundhill Innovation-100 Covered Call Strategy ETF has gone downhill for a long time, and it is now -12.40% from the start. Not sure how safe my money would be if I were to invest in this ETF.
Very informative!!! Thank your!
Very interesting. I learned a lot and am looking forward to following your journey. Thank you for sharing your work.
Thank you I enjoyed of it that video yards looking forward for the next one
❤ thank you and love what you do for the community
I think I'll stick with QQQ and JEPQ, thanks for analysis
Think you're right QDTE seems like a long term disaster
@@pauobunyon9791 i think the same ive been trying to make a 9% avg divedend portfolio with etfs and a couple high yielding companies
@@pauobunyon9791 title says not a trap... Yet it's blatantly a div trap...
@pauobunyon9791 why is that?!
Fair assessment on the risk of 0DTE call options. Subscribing ❤
Which low risk?
QDTE isn't bad but I prefer YMAX which is less than half the price and has similar dividends
Lower price allows for the possibility of a reverse split during a bear market or large correction!
@@gmv0553 except Jay from Yieldmax said they would never do a reverse split again after the outcry over TSLY's reverse split
@@gmv0553explain please
I grabbed 75 shares of this about 4 months ago at its low….i love seeing that weekly dividend. Are you telling us this is good, but don’t buy it?
Exactly...I was just wondering the same..... lol like what are we supposed to do?
@ well right now it’s a little under my cost average, but the dividend the last two weeks were over $80, I’ll hang on to it a little longer hopefully it goes over my cost average.
She's saying the stock price is dropping and will probably continue to drop cause some of the weekly payments are return of capital.
@ aaaand….. we should or should not buy it?
@@HeyMikeyLikesIt2 That's up to you. I bought 100 shares and with drip it grew by 5 shares in 3 weeks. I'll ride it for awhile.
I suggest everyone check out the risks of covered call ETFs to make an informed decision.
ALL INVESTMENTS INVOLVE RISK. ALL ,ALL ,ALL .
@@charlesgair8608 Coca Cola will have the same risk than a covered call ETF ?
Still prefer JEPQ but now I have to study MSTY , YMAX and now this one here QDTE
Well done!! I don't often hear of stocks and etf's that I am not familiar with.. Thank you much!!
I certainly enjoy your analysis of various funds.
How is that stock making any money, its always in the red?
There's always "THE BEST ETF/THIS ETF PAYS YOU THE MOST" videos out there, It gets cumbersome..people need to simplify their investment strategy. When content is sponsored, then people tend to overhype everything because they have incentive in doing so.
Just buy into low-expense index funds, diversify and call it a day. I don't get worked up over new or overshadowed ETFs that have extremely high dividend yields. My goal as a young person is growth & stability.
Good information
Prefer my monthly FEPI. FEPI owns the underlying stocks.
Thanks for another very useful analysis. No hype, just facts!
Great analysis- any inverse versions of this? I am fairly overweight in a particular stock in the nasdaq 100, would love to have a bit of a hedge there that generates income similar to QDTE you covered. Thanks!
Sticking with JEPQ. As you've mentioned before, yield on cost should go up, left to right. QDTE just doesn't. 😔
Own both see my reason on what I just posted.
Stay broke
What about the last ETF you recommended?
The stock market is more volatile than ever. recently went "all in" and bought up $150k worth of ETF's & individual stocks, my aim is to take advantage of this S&P 500 downtrend, what could be accurate predictions moving forward?
There are platforms that enable investors to invest in companies before they go public, unlocking potential gains that wouldn't be accessible after the IPO. That's the route I'm taking-staying away from the equities and bond markets, just my two cents.
Proper asset allocation is essential, with some investors incorporating hedging strategies or allocating a portion of their portfolio to defensive assets to navigate market downturns. Expert guidance is key to executing these strategies effectively. This approach has kept me financially secure for over five years, generating nearly $1 million in returns.
Proper asset allocation is essential, with some investors incorporating hedging strategies or allocating a portion of their portfolio to defensive assets to navigate market downturns. Expert guidance is key to executing these strategies effectively. This approach has kept me financially secure for over five years, generating nearly $1 million in returns.
I'm worried about my portfolio and could use some guidance. How can I get in touch with your advisor?
Joseph Nick Cahill is the licensed advisor l use. Just research the name. You'll find necessary details to work with to set up an appointment.
Viktoriya, what’s your opinion on Bitcoin??
What do you think of yield Maxx eft?
On 12/29/24, Google says QDTE price is down 12.36% for the past year. This etf invests in calls. What if stocks go into a bear market ?
Then you lose a lot of money and this RUclips creator keeps getting paid
QDTE 38% yield. Cap loss 1 year 6 pts!!! Current price 40. Dividends app16.15 average price @ 38% yield vs 6 loss on a one thousand share investment. Gain app:10 thousand. Dividends are taxable; cap loss is not deductible. QDTE roughly 20% before taxes.
Its floating around $40 a share. Last 2 dividends gave out 80 cents a share
Great video and analysis . Seems a bit too risky - too dependent on performance of the manager on a daily basis
So we just buy atm leap calls to collect?
Does the QDTE fund manager rules allow for it to do put diagonals when the market shifts to a bear market ?
New ETF? I find only short history and not really promising trend. But the idea of a PMCC in an ETF is great. I‘m doing a wheel strategy on my stock positions and plan to do also pure such call strategies. This ETF can save me a lot of effort.
That distribution was an anomaly. Let’s see if that carries into 2025
How will the QDTE do in a down-hill/down market, buying puts and selling calls ?
Do these ETF's participate in 60/40 tax treatment, the same as if you were to trade options on indexes on your own?
It was indeed a juicy week for my QDTE shares
2 weeks!
QDTE | Roundill charge any fees
8.98 is its dividend. I just checked. Am i missing something?
Please cover these two ETF
QRMI & XRMI
In order to earn $1500, how much has to be invested in this etf
Are there wind chimes in the background??? Haha
Recently retired , trying to choose between 3 fund ETF SCHD , VOO and QQM VS satellite Portfolio SCHD ,VOO, QQQM ,JEPI , JEPQ and SVOL .. looking to create passive income .starting with 100,000 investment willing to put more in after monitoring for 3-6 months ..
SCHD and VOO and some JEPI are some great ones to start with they are all great mind, just remember to try keep your Cost per Avg as low as you can when buying more
Include taxes on dividends, much less unqualified divvies, and you’ll have an extra bit of erosion that’s not captured by total return calculations.
These etfs have high correlation to equity performance and should be used as part of a holistic equity strategy and stay mindful on allocation.
I like the idea of QDTE, but the nav depletion worries me.
What good is it making a few hundred a week when you lose thousands in stock value?
what about tax?
HI why don't you ever mention gpiq which pays better than jepq?
Trust me she will get to it.
Keen on invention in something like this but seems like it’s down 10.6% over 1 year which is eroding your capital? Why is this good over longer time periods?
You are not factoring in total dividend payouts. Simply put, if your initial investment + total dividend payout is greater than current market price, did you make money or lose money?
Yes but it’s misleading to say 28%. When the price drops due to erosion even a 28% is a smaller amount since now based on a smaller base price. Go check TESLY that was so much eroded that it did a reverse stock split. NAV erosion is real and unless it’s stemmed its race to the bottom. 28% of zero is still zero.
@@rmat007Since you mentioned TSLY, I'd recommend you to do a backtest on TSLY. If you bought TSLY at inception @ $40, and since today's closing price is $15.14, you are down about $25. Thou, total dividend payout is $29.99 since the inception. So, in total, $15 + $30 = $45, thus you actually profited $5, or 12.5% from TSLY. If you DRIP all of your dividends, then your return is about 45%. So, no. I do not see the NAV erosion you are talking about.
If you reinvested all your dividends qdte definitely did well. if you spent the dividends, then yes you are losing NAV and you capital is being spent (by YOU). No such thing as a free lunch- you can’t have your cake and eat it too
I use the same strategy : )
Does the 1% expense come out of the dividends, thereby reducing what is paid? If not, why should anyone care?
I wonder what happens if I watch Viktoriya's videos and ended up buying $66 of each of the ETFs she recommended
Is this real? I am seeing that SPY vastly out performed QDTE since QDTE came into market. What are we missing here?
Come back in a year when it's crashed 50% and the dividend payouts have been severely cut. "Not a trap" my ass. It if sounds to good to be true, that's because it is.
Total Agree looking over that think will be less than half Div Yeild come end of Jan time will wait for it to bottom a little more and then maybe buy in if it stablizes some-what
Spot on. March 2024 $45.92 share -> December 2024 $40.70 share. Past 6 months -10.49% in value, past 3 months -4.33% and past week -1.33%. This is a sinking ship.
Probably worse than 50%
Wait weren’t you talking negative about this a few months bsck
This lady is unpredictable just like the weather
So what if it's a lady
It only out performs if you reinvest 100%. The idea is INCOME not re-investing your earnings. Pointless! If I was going to do that, I would just buy Apple! Which will outperform QDTE all day long. JEPQ still a better investment by a long shot.
Last night QDTE had a dividend of 0.8039 per share. When my order was completed this morning the dividend was a disappointing 0.30 per share. What happened?
Amazing and awesome
So she is wrong on the whole downturn thing. It doesn’t pay high dividends on a downturn. It did pay high dividends because the end of year though and it has done for two weeks in a row. I suspect that January will be back to its normal roughly 30% payout… really this does not grow all that much. It does grow a little bit, but it’s mostly flat.
I’m not gonna get used to the .80 cent distributions, because, like you said, it’s just the end of the year! I’m expecting 16 cents next month, maybe 20! Those larger payouts were nice though! 😅
I still get thousands each week.
@@null.ru.1337 yes you are correct so do I just with one less zero.. I just started
I have over $10,000 in QDTE. I have noticed their share count has gone up by about 5 million shares in about 2 months. I don’t understand why they are diluting so much, anyone know?
People are buying? It doesn't really change anything as it provides them more capital to use to buy more contracts and make more premium which all then gets spread to more shareholders. The dividend and the dividend returns haven't really changed at all.
You have to factor in market capital. If share is increased along with market capital, then it means more people bought into QDTE. Only time you should be concerned is when number of shares increased but market capital didn't increase as much or stay the same, which will be reflected on NAV per share.
Pretty complicated. I will stay with JEPI and JEPQ.. thanks.
We were in those; reallocated to MSTY.
I don´t like or subscribe to any channel that uses W. Buffet as a click bait.
Good for you! 🎉🎉
it's lost about 15% value since it's high point, which diminishes a 30% return to less than stellar
30% dividend yield sounds too good to be true... but this ETF seems to have some solid strategy behind it. Is it worth the risk? 🤨 What do you all think?
Idk
NAV is the most important info.
qdte has NAV erosion.. i have heard you speak against that many times???
It is a div trap. She isn't trustworthy
NVDY pays almost 83%, and that's a covered call ETF as well. Can you or someone explain to me why I shouldn't buy that one instead. And yes, it's obvious I'm a finance major or broker.
Covered call strategies expose you to nearly the full downside risk while capping your upside potential. But they cushion the downside with option income. When applied to a group of stocks, such as the S&P 500 or the Nasdaq 100 (QQQ), this strategy can work over the long term because indexes typically experience less volatility and fewer extreme price swings compared to individual stocks. For example, major indexes rarely see 10% price fluctuations within a month.
In contrast, individual stocks, especially highly volatile ones like Nvidia, are much more prone to sharp price movements. This makes the strategy less effective at managing risk. For instance, a covered call on a volatile stock might cushion the downside by only 2-3%, but you could miss out on a potential 10-15% recovery.This is evident when comparing long-term total returns:
NVDY: 172% (since inception)
Nvidia: 405% (using NVDYs Inception)
Meanwhile, covered call strategies on indexes perform more closely to their benchmarks over time:
JEPQ (covered call ETF on QQQ): 50% (Since Inception)
QQQ (uncovered): 60% (Using JEPQs Inception)
In my opinion, covered call strategies are not suitable for long-term investing in individual stocks due to their inability to sufficiently minimize downside volatility while significantly capping potential upside. They work better when applied to diversified, lower-volatility assets like indexes (s&p500 or QQQ). So in my opinion, its better to buy NVDIA stock over NVDY. Hope this helps :) (This is just my personal opinion and is not financial advise)
@ViktoriyaMedia i bought 6k of NVDA summer of 23 and sold most of it to diversify, bought 10k of IBIT.
I'm looking for something high paying dividend etf with minimal risk. If there's such a thing haha.
What's your opinion on MNR? I was trying to buy limit at $15, and it's already up past $17.
its a great etf but .80 distribution is not the normal. Its more like .30 ish. The really high divie was the end of year cash left over and they have to pay out a certain percentage to avoid tax.
I saw no options that where LEAPS. This video was posted late December. Unless you recorded it last June. All the options you showed expire in less than 9 months, which does not make them LEAPS.
what happened to the audio?
Why does no one know about CONY? Seems CONY outperforms everything you've mentioned
Does anyone have an opinion on OARK
Thumbs down!
Yeah I'm no expert on these ETF's but I see a downward trend in NAV...needs to stay at least even, right?
I Now Have 800 Shares QDTE I Love It.
How much do u get per pay out and is it weekly?
Yea, I’m curious about this too
Just look this ETF up and it shows a monthly yield of -.49% so not a weekly yield and not 28%
Everyday she finds a new best, genius 😅
She does not make videos every day
Why are my charts (ally) always so different? It shows QDTE trending down YTD
Is your chart including total returns or just share price?
@@michaelrudolph7003 just the share price
@@michaelrudolph7003chart show nav heading down and finishing negative for the year… that’s ok as long as the dividend gains % much higher than the nav price…
Dropped by 18% since inception.
Yeah i didn't understand any of that..
and it's down 13.12% YTD plus the 1% fee.
This ETF is a roll of the dice sort of play! I hope it’s wildly successful, cause it’s a cool concept and the weekly pay is great! Ex date every Thursday, and payout every Friday, just like a real job! 😂 I know the odds are against it, but seeing it succeed would be stellar!