When i look up these ETF's you mentioned here, (others too) i don't see dividend or interest income #'s to consider/tally/compare; why not? How is yield then determined accurately ?? Also, YTD return's look high when comparing NAV price movement over a 1yr time frame/graph. (thought i understood ETF's .......lol) I'll google around i guess to try and find answers but your reply would be greatly appreciated. (other peeps/newbs too?)
My rule: "over 1% monthly profit" Wirex private 11%+ Nexo private 15%+ Beefy crypto DeFi LP 30%++ Please, let me know other reliable source with over 12% p.a.
I’ve been looking for ways to generate passive income through dividends, and your ETF strategy sounds promising. With the market volatility lately, I’m curious how these ETFs hold up during economic downturns. Do you think they offer enough protection, or is there a risk of losing principal with those covered call strategies?
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
As a 60 yr old retired professional, my 4 are JEPQ, GPIX, GPIQ, and SCHG (to capture the upside lost with cc etfs). They are locked away in a Roth for another 4 years. Withdraw tax free and get that 65th happy birthday to me boat i want. :-)
@@RonBoychuk And none will get it's ass kicked downward when the crap hits the fan. This is a strategy for all markets. Who cares what beats it! NVDA beat the QQQ, big deal.
I would think that a major benefit of dividend investing is that calculating portfolio size needed is not relevant. We don't care about the value of the portfolio. We care about the sustainable income it pays. As you invest you can gradually see the income rise as you invest more and pull the retirement trigger when it's high enough regardless of the market sentiment.
By calculating how much additional income the contributions produce and estimating how that income rises. the capital value will fluctuate up and down over time so the amount of income new additions give you varies. so capital value being high with a market yielding 2% is no worse for retirement than the same portfolio at a different timepoints where the capital value is half and so the yield is 4%. so long as the yield is sustainable in real terms the capital value being half does not matter. its the same income stream at a different moment of low market sentiment vs high market sentiment.
I'm sure the idea of an investment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of 580k within 16-months from an initially stagnant Portfolio.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
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.
It's great to hear how beneficial working with a financial adviser has been for you! I'm definitely interested in working with a financial adviser myself to better manage my finances and secure my future.
I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, “ Judith B. Richards" turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.
She appears to be a true authority in her profession with over two decades of experience. I looked her up on the internet and skimmed through her site, very professional. already sent her an inquiry hoping for a response soon.
I really appreciate you explaining the details and giving examples in these videos. I do watch a few other similar channels, but you always seem to be a level above the rest when it comes to solid opinions and why. These recent videos showing sample portfolios and how they may preform have been very helpful to say the least. I do appreciate it Viktoriya. Take care young lady.
Wow great info! I am hearing investment advisors selling me on this concept to get me to let them manage my money but I think I can learn it from you and save the $20k per year advisor fees
I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying it’s ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.
Stocks like Tesla and NVIDIA still have some way up to go. It's always a good idea to go over it with a financial advisor. You might get new insights on how to go about it and that increases your chances of making huge profit.
Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 40% this year alone... maybe you should do the same.
Elisse Laparche Ewing is a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
I’ve been watching your video for the last couple months and catching up from like a year ago until now I enjoy your videos, break everything down and you explain everything in good detail
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?
Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.
*Marissa Lynn Babula* is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
*Marissa Lynn Babula* is the advisr I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
THANKS. Just what I needed to watch. My wife and I are administrators of our farming business and our own properties, as well as small pensions. I am almost 56, my Wife is 52. We have started saving for retirement from the farm and maybe live off rental income, I would really appreciate it if you would do a video on how to earn passive income online and retire comfortably let's say 1 million bucks.
It's recommended to save at least 15% of your income in a 401k. You can use online calculators to estimate how much you should save based on your age and income. Saving at least 15% of your income in a 401(k) can help ensure that you have enough money to retire comfortably. By saving this much, you can take advantage of compound interest and potentially grow your retirement savings over time.
Effective personal finance management is more important than the amount of money saved, regardless of whether income is earned through job or investment. Individuals can seek counsel from a certified financial advisor to optimize financial outcomes, who can provide specialized advice and methods to decrease expenses and maximize income.
I completely agree; I am in my mid 40s, approaching retirement, and have approximately over 2million dollars in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, the Fin-advisor can only be neglected, not rejected. Just do your due diligence to identify a fiduciary one.
'Carol Vivian Constable, a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Very well done Viktoriya. I’ve played around with dividend ETFs quite a bit in recent years and have been holding qyld and holding my nose for about 6 months. Will strongly consider reallocating as this is a very well thought out argument.
What's the difference between 'going down right to left' and 'going up left to right'? Strange to hear a trend expressed right to left (against the time scale)
Viktoria, this was a much better than average video. It was quite helpful and relevant to so many of us. Thumbs up and please keep bringing on the multiple ETF videos. They really help us put together great investments and you know much better than us how to combine non overlapping investments that compliment one another. THANKS
@@Yieldthiefit is! That’s why I invest in JEPG listed in the UK (instead of the amazing JEPI), where withholding taxes is zero. 😅 For US, I’m more into growth stocks
If you have equal weights in all three, the average dividend is about 10.8%. 1k per month is 12k per year. At a 10.8% apy, you would need about $111,111.
I love all three . I own a bit of all three. I have seen a lot of your videos. It’s been a roller coaster ride with you and svol. Love it, hate it, reevaluating it, selling my position in it, and now it’s part of your 3 portfolio. Make up your mind. Am I wrong ? Would love to hear your thoughts
I have also been disappointed with SVOL, but it does have that nice dividend to counteract that NAV depletion. I guess you have to look at the overall picture. But when volatility shows up, what will happen to it then?
Very useful video, thanks. The tip on using Yield On Cost to gauge NAV depletion is a nice addition to analytical tools. As as prank, I think you are the only person in the western world that reads charts right to left. 🤣
Viktoria thank u for your Greta videos always . May I ask if you have any further elaboration on this strategy since we had the post elevation rally last 10 days ? Thanks !
Have you back tested svol? I've read alot on in a downturn svol will get buried and more than likely not be able to recover. I really want to open a svol position but haven't been able yo find factual information around this
Cheers for publishing this! Hoping for some guidance: My crypto wallet on OKX contains some Tether, and I have the seedphrase: -clean- -party- -soccer- -advance- -audit- -clean- -evil- -finish -tonight- -involve- -whip- -action-. What’s the best way should I proceed with moving them to Bitget?
Interesting video! Have all of these three. I'm asking in general how much percentage you would stack into covered call etfs of your asset allocation when you are round about 10 years away from your (early) retorement?
I get this message when I tried to buy SVOL on vanguard Buy orders are not currently accepted for this security Securities may be unavailable for purchase at Vanguard due to a number of variables including regulatory restrictions, OTC status, leveraged or inverse strategy, cryptocurrency-related, corporate actions, or various trading and/or settlement limitations. Are there other ETFs that are somewhat similar where only that you can get on vanguard I think it's the volatility part of it. I could be wrong some of the stuff that they are a part of
Vanguard tries to protect clients from investments that are "too risky." So, maybe you should see this as a yellow light. However, recently the service at Vanguard has slid, and I have switched to Fidelity. I do not think Fidelity is as paternalistic as Vanguard, and it seems more advanced in regard to technology.
These use a covered call strategy so it’s not really a dividend, but rather a premium collected. Some dividends, but boosted by premiums on covered calls. These are not growth ETFs. As you get closer to retirement these ETFs can be great options to generate monthly income while maintaining some capital growth. I am 55 and use SCHD, JEPI, JEPQ and DIVO. Not sold on SVOL as its seems a little “ wonky”, but haven’t really researched it.
From what I can gather, since the stated goal was to make $1200 a month in dividends or 12%, you would require a Total investment of $120k, spread equally into the 3 investments.
I'm afraid I have to disagree with the SVOL, this ETF is dangerous when volatility starts rising over the next several months( Market Up, Vol Up) scenarios, plus it has an extremely high expense ratio, 1.16%
Now, the election is over. DID you miss out on the bull run? Bitcoin is at it's ATH now and all I can say is thank you to this channel and Julianne Iwersen Niemann, for keeping me informed.
you are lucky, One of the most brillian investing advice i have ever gotten on youtube came from watching an interview with Julianne Iwersen Niemann. Indeed, A solid investment strategy is like a well-planted tree-it can withstand storms and still grow strong
I know this lady you just mentioned. Julianne Iwersen Niemann is a portfolio manager and investment advisor. She gained recognition as an employee of neuberger berman; a renowned investor she is. Julianne Iwersen Niemann has demonstrated expertise in investment strategies and has been involved in managing portfolios and providing guidance to clients.
I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get
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When i look up these ETF's you mentioned here, (others too) i don't see dividend or interest income #'s to consider/tally/compare; why not? How is yield then determined accurately ?? Also, YTD return's look high when comparing NAV price movement over a 1yr time frame/graph.
(thought i understood ETF's .......lol)
I'll google around i guess to try and find answers but your reply would be greatly appreciated. (other peeps/newbs too?)
Serious question: are you being paid by a fund owner, marketing company, or other interested party to highlight JEPQ, JEPI, or SVOL?
@MiketheMeister likely....."do the math"
My rule: "over 1% monthly profit"
Wirex private 11%+
Nexo private 15%+
Beefy crypto DeFi LP 30%++
Please, let me know other reliable source with over 12% p.a.
I am invested since 2000 and only use passive investment and overtime its AAA+++ I always avoid Realestate and only invest in Technoloies!
I’ve been looking for ways to generate passive income through dividends, and your ETF strategy sounds promising. With the market volatility lately, I’m curious how these ETFs hold up during economic downturns. Do you think they offer enough protection, or is there a risk of losing principal with those covered call strategies?
I agree. Even with great opportunities, we should proceed cautiously. Seeking market analysis or advice from certified market strategists is important.
how can I get your advisor please, if you don't mind me asking? I could use help as of now.
Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.
SCAMMER, i want to say somethingg but i would get banned and censored
@@RebelMusic666SCAM
As a 60 yr old retired professional, my 4 are JEPQ, GPIX, GPIQ, and SCHG (to capture the upside lost with cc etfs). They are locked away in a Roth for another 4 years. Withdraw tax free and get that 65th happy birthday to me boat i want. :-)
I really do hop you get that boat. lol
Thx :)
None of these beat the QQQ
@@RonBoychuk $490 a share with 0.58% div yld for my short time investment goals? Nah Im good.
@@RonBoychuk And none will get it's ass kicked downward when the crap hits the fan. This is a strategy for all markets. Who cares what beats it! NVDA beat the QQQ, big deal.
I would think that a major benefit of dividend investing is that calculating portfolio size needed is not relevant. We don't care about the value of the portfolio. We care about the sustainable income it pays. As you invest you can gradually see the income rise as you invest more and pull the retirement trigger when it's high enough regardless of the market sentiment.
Calculating the portfolio size needed is very relevant. - How else do you know how much to contribute?
By calculating how much additional income the contributions produce and estimating how that income rises. the capital value will fluctuate up and down over time so the amount of income new additions give you varies. so capital value being high with a market yielding 2% is no worse for retirement than the same portfolio at a different timepoints where the capital value is half and so the yield is 4%. so long as the yield is sustainable in real terms the capital value being half does not matter. its the same income stream at a different moment of low market sentiment vs high market sentiment.
I'm sure the idea of an investment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of 580k within 16-months from an initially stagnant Portfolio.
this is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? i'm in dire need of proper portfolio allocation
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Melissa Terri Swayne” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Best pick a growth ETF- the vast majority of fund managers can’t beat the SP500 index funds.
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.
It's great to hear how beneficial working with a financial adviser has been for you! I'm definitely interested in working with a financial adviser myself to better manage my finances and secure my future.
I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, “ Judith B. Richards" turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.
She appears to be a true authority in her profession with over two decades of experience. I looked her up on the internet and skimmed through her site, very professional. already sent her an inquiry hoping for a response soon.
I own these 3 in addition to SPYI, ISPY, and FEPI. I'm still fine-tuning the allocation and considering adding more to either JEPI or SPYI.
Perhaps best wait for downturn right now all pricing is elevated
I purchased all three at the start of 2024. So far so good.
How much did you spend if you don't mind me asking? And how much profit you made ?
@@ctrl-alt-del0 if you follow the ratios provided, you can scale it down as needed, it still needs a decent bit of money to make any dividend income.
You're the best! Thanks Viktoriya!!😁
This is one of the very few that I have saved to my watch later folder. Thank you. 1 new subscriber, one new thumbsup
I really appreciate you explaining the details and giving examples in these videos. I do watch a few other similar channels, but you always seem to be a level above the rest when it comes to solid opinions and why. These recent videos showing sample portfolios and how they may preform have been very helpful to say the least. I do appreciate it Viktoriya.
Take care young lady.
YUP, I agree, these combination ETF videos that compliment one another are the best!
Wow great info! I am hearing investment advisors selling me on this concept to get me to let them manage my money but I think I can learn it from you and save the $20k per year advisor fees
JEPI, JEPQ and dgrw are solid 3 etf portfolio
I just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying it’s ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.
Stocks like Tesla and NVIDIA still have some way up to go. It's always a good idea to go over it with a financial advisor. You might get new insights on how to go about it and that increases your chances of making huge profit.
Agreed, It's essential to diversify your portfolio. While quality stocks are a solid foundation, you should also consider other assets to spread risk. Thankfully, I can attest to the success of this approach aided by professional guidance seeing my portfolio of $330k grow by 40% this year alone... maybe you should do the same.
Impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use this heads up as of now.
Elisse Laparche Ewing is a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you for the lead. I searched her up, and I have sent her a message. I hope she gets back to me soon.
I’ve been watching your video for the last couple months and catching up from like a year ago until now I enjoy your videos, break everything down and you explain everything in good detail
Thank you for your insights !
I own all three. Though I have to admit I just bought my first shares of SVOL lately
I think you messed up!
@@rickmccann4016 two of them I've owned for two years or more.
Your opinion contradicts my portfolio performance.
@@rickmccann4016 they've worked well for me so far.
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?
For a move like this, I suggest you seek expert assistance. The market is volatile, so professional guidance is so important..
Having an investment advisor is the best approach to the stock market right now. I was going solo without much success until my wife introduced me to an advisor. I've achieved over 80% capital growth this year, excluding dividends.
I could really use the expertise of this advsors
*Marissa Lynn Babula* is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
*Marissa Lynn Babula* is the advisr I use and i'm just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.
Really great video 👍 thank you . Also great portfolio w/growth & risks balanced. You saved me a lot of research time. A new subs by the way 😊
Thank you! Glad it was helpful! ☺️
THANKS. Just what I needed to watch. My wife and I are administrators of our farming business and our own properties, as well as small pensions. I am almost 56, my Wife is 52. We have started saving for retirement from the farm and maybe live off rental income, I would really appreciate it if you would do a video on how to earn passive income online and retire comfortably let's say 1 million bucks.
It's recommended to save at least 15% of your income in a 401k. You can use online calculators to estimate how much you should save based on your age and income. Saving at least 15% of your income in a 401(k) can help ensure that you have enough money to retire comfortably. By saving this much, you can take advantage of compound interest and potentially grow your retirement savings over time.
Effective personal finance management is more important than the amount of money saved, regardless of whether income is earned through job or investment. Individuals can seek counsel from a certified financial advisor to optimize financial outcomes, who can provide specialized advice and methods to decrease expenses and maximize income.
I completely agree; I am in my mid 40s, approaching retirement, and have approximately over 2million dollars in external retirement funds. I am debt free and have very little money in retirement funds compared to the total value of my portfolio over the past three years. To be honest, the Fin-advisor can only be neglected, not rejected. Just do your due diligence to identify a fiduciary one.
This is exactly how i wish to get my finances coordinated ahead of retirement. Can you recommend the financial advisor you used to get ahead?
'Carol Vivian Constable, a highly respected figure in her field. I suggest delving deeper into her credentials, as she possesses extensive experience and serves as a valuable resource for individuals seeking guidance in navigating the financial market.
Thank you so much, dear Viktoriya (the ETF Queen)! Your information is priceless.
Very well done Viktoriya. I’ve played around with dividend ETFs quite a bit in recent years and have been holding qyld and holding my nose for about 6 months. Will strongly consider reallocating as this is a very well thought out argument.
Okay girl gone get my portfolio right 🎉🎉😂🙏🏿❤️
What's the difference between 'going down right to left' and 'going up left to right'? Strange to hear a trend expressed right to left (against the time scale)
Thanx 4 sharing your knowledge. Gr8 2 hear Ur view.
Just subscribed TY
Thanks
great video. Thanks for sharing your knowledge.
Viktoria, this was a much better than average video. It was quite helpful and relevant to so many of us. Thumbs up and please keep bringing on the multiple ETF videos. They really help us put together great investments and you know much better than us how to combine non overlapping investments that compliment one another. THANKS
Nice video. what are the risks/downside with this strategy? there is always a catch when it sounds to good to be true.
Love your channel! 🇧🇷
Thank you! 😃
How much is your capital please?
Intreresting video. Good information with technical explain.
DCA into those or lump sum?
Best way to get wealthy..
Slow but sure long term with compound interest..
Love this combination of the 3 ETFs - pity that dividend payments from US to Singapore is subject to withholding taxes of 30%!
@@TheDividendUncle wow 30% that's massive... my withholding taxes are just 15%
@@Yieldthiefit is! That’s why I invest in JEPG listed in the UK (instead of the amazing JEPI), where withholding taxes is zero. 😅 For US, I’m more into growth stocks
Very Amazing ♥️
Thank You So Much for Sharing
My current top 3 in my income portfolio
What an incredibly informative video !!!. A balanced perspective on making gains, protecting capital along with income
Please, Make a video about REITs, and SCHD, then compare them all.
How much do you have to invest to get $1000 per month passive income? Where do you buy the ETFs - I’m in Canada.
If you have equal weights in all three, the average dividend is about 10.8%. 1k per month is 12k per year. At a 10.8% apy, you would need about $111,111.
Do these yields assume that dividends are reinvested?
Very interesting! If you were retired already, would you feel comfortable employing your strategy to live off the resulting income? Thank you!
Dang, you really break it down! 💯💯💯
You touched on it a little bit, but im surprised how many people dont understand that a stock drops by exact amount of the dividend.
I love all three . I own a bit of all three. I have seen a lot of your videos. It’s been a roller coaster ride with you and svol. Love it, hate it, reevaluating it, selling my position in it, and now it’s part of your 3 portfolio. Make up your mind.
Am I wrong ? Would love to hear your thoughts
I have also been disappointed with SVOL, but it does have that nice dividend to counteract that NAV depletion. I guess you have to look at the overall picture. But when volatility shows up, what will happen to it then?
Very useful video, thanks. The tip on using Yield On Cost to gauge NAV depletion is a nice addition to analytical tools. As as prank, I think you are the only person in the western world that reads charts right to left. 🤣
Yeah, I had to laugh when she said that I thought to myself.OMG she's so cute.
@@gary1518 I agree, she's been doing that for months and months. I didn't get it until 6 months ago after replaying that part of the video.
Thanks ❤it💯👍
This Trio is impressive, but wouldn’t inflation and interest rates impact this strategy long-term?
Thank you very much for making this video! I've been wondering forna while how these 3 ETFs would do if they would be in the same portfolio.
Are these best invested in a Roth IRA account or normal brokerage? Is there any maintenance that needs to happen once purchased?
Viktoria thank u for your Greta videos always . May I ask if you have any further elaboration on this strategy since we had the post elevation rally last 10 days ? Thanks !
Have you back tested svol? I've read alot on in a downturn svol will get buried and more than likely not be able to recover. I really want to open a svol position but haven't been able yo find factual information around this
what do you think about adding a little FEPI to get the income up? too much risk? thanks:)
I keep my investment very simple: VGT/SCHD! Done your welcome!!! 550 shares of VGT and 15k shares of SCHD!!!
fantastic 3%
Damn. Over 1M in SCHD? Well done.
@@supersteve8305 🤣🤣🤣🤣 I wish! It's only $440k NOT $1 million! But the dividends are juicy very juicy JR!
Cheers for publishing this! Hoping for some guidance: My crypto wallet on OKX contains some Tether, and I have the seedphrase: -clean- -party- -soccer- -advance- -audit- -clean- -evil- -finish -tonight- -involve- -whip- -action-. What’s the best way should I proceed with moving them to Bitget?
Thanks for a very informative video. I think I will liquidate schd, and add more to jepi and jepq.
Amazing we don't need advisor anymore thanks
Who reads a chart right to left?
In a Roth?
Hi. How do you feel about QDPL?
Can you compare IVVW w JEPI?
what is the best brokerage for investing in ETF?
All in on MSTY
Please do the same comparison JEPI Jepq and Voo! Thank you so much just joined ❤
Interesting video! Have all of these three. I'm asking in general how much percentage you would stack into covered call etfs of your asset allocation when you are round about 10 years away from your (early) retorement?
Both the JP Morgan etfs have equivalent European domiciled etfs. Do you know of an equivalent European based one for SVOL
What calculator are u using at minutes 11:38 to show the distribution of the etfs in the portfolio Victoria?
Do one on USOI!
What kind of allocations do you recommend for the 3 ETFs?
She mentioned that in the video at 11:35 time mark.
Are those to be held in TFSA or RRSP for Canadians?
U also can create your own ETF and manage it yourself . eliminate all fee"s
Nice
Is that the set for the office?
I get this message when I tried to buy SVOL on vanguard
Buy orders are not currently accepted for this security
Securities may be unavailable for purchase at Vanguard due to a number of variables including regulatory restrictions, OTC status, leveraged or inverse strategy, cryptocurrency-related, corporate actions, or various trading and/or settlement limitations.
Are there other ETFs that are somewhat similar where only that you can get on vanguard I think it's the volatility part of it. I could be wrong some of the stuff that they are a part of
Vanguard tries to protect clients from investments that are "too risky." So, maybe you should see this as a yellow light. However, recently the service at Vanguard has slid, and I have switched to Fidelity. I do not think Fidelity is as paternalistic as Vanguard, and it seems more advanced in regard to technology.
Svol dividend has a record of dropping dividends did you account for that?
I got mostly SCHD, some SVOL and RQI. Considering adding some JEPQ
I like SPYI or DIVO for CC ETFs
Why suggest SVOL when it has NAV depletion?
My thoughts exactly
Good Question
My SVOL NAV is the same as when I bought it.
She drew a straight line in red, buuuut. 😅
SVOL is brilliant.. total returns are what counts..never forget this 😎
What is the use of dividends as the stock drops by the price of the dividend
These use a covered call strategy so it’s not really a dividend, but rather a premium collected. Some dividends, but boosted by premiums on covered calls. These are not growth ETFs. As you get closer to retirement these ETFs can be great options to generate monthly income while maintaining some capital growth. I am 55 and use SCHD, JEPI, JEPQ and DIVO. Not sold on SVOL as its seems a little “ wonky”, but haven’t really researched it.
Hello
What is the name of the asset allocation platform that you are using in this video?
Viktoriya, is it $100K for each etf or $100k divided by the three etf's?
From what I can gather, since the stated goal was to make $1200 a month in dividends or 12%, you would require a Total investment of $120k, spread equally into the 3 investments.
I'm afraid I have to disagree with the SVOL, this ETF is dangerous when volatility starts rising over the next several months( Market Up, Vol Up) scenarios, plus it has an extremely high expense ratio, 1.16%
I wouldn't mind a lower dividend if she'd give us a replacement for SVOL in this portfolio. I'm also worried about that volatility.
Guys... These videos are only for entertainment. No one builds wealth from such. You are one market crash from funds being liquidated.
Result using what allocation? Equal 33% to each ETF?
It is a very good video however, buying dip moments are a big deal when it comes to increase valuation
Can you please do a video to compare JEPI and IYk?
Now, the election is over. DID you miss out on the bull run? Bitcoin is at it's ATH now and all I can say is thank you to this channel and Julianne Iwersen Niemann, for keeping me informed.
you are lucky, One of the most brillian investing advice i have ever gotten on youtube came from watching an interview with Julianne Iwersen Niemann. Indeed, A solid investment strategy is like a well-planted tree-it can withstand storms and still grow strong
I know this lady you just mentioned. Julianne Iwersen Niemann is a portfolio manager and investment advisor. She gained recognition as an employee of neuberger berman; a renowned investor she is. Julianne Iwersen Niemann has demonstrated expertise in investment strategies and has been involved in managing portfolios and providing guidance to clients.
I’ve heard of her
How can i reach her, if you don't mind me asking?
her name is 'JULIANNE IWERSEN NIEMANN'. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get
JEPQ 43% vs SPY 44%, finally acceptable security
What platform are you using to showcase the total drawdowns of all three ETFs versus the SPY?
What tool is she using to simulate performance base on history?
Thanks for your videos. How many portfolios do you have, to make so many different portfolio videos? 😊💜
Which broker can I buy these Yieldmax EFTs from ? Not professional trader .
I'm from Europe .
Are you still holding these, cuz in the video you said i"you held" and not hold, does that mean you no longer hold any of these?
Awesome advice and great analysis. Have a great weekend dear.
I like these combo and will put some add ons. 😅
How do you factor in the fact that price is above NAV? Thanks.
price return is after tax?
So buying these for $1000 a month dividends cost you how much for your initial investment?
100,000 usd initial investment
great.
Which site to use to do portfolio backtest
where is the Yield On Cost chart in Seeking Alpha (can't find it)?