17% Monthly Dividend ETF - Is SVOL the Best for Monthly Income?

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  • Опубликовано: 4 ноя 2024

Комментарии • 137

  • @dominiquetheeasyminimalist
    @dominiquetheeasyminimalist Год назад +52

    What I really appreciate about your channel is the fact that many of your videos are still relevant years later. You’re a solid reference in terms of understanding income investing, while not “bashing” or discrediting other forms of investments. I always do my own research, but I thank you for the hard work and valuable content 👏

  • @dodlegion
    @dodlegion Год назад +79

    I own 106 shares and gotten paid $34 a month for the past 15 months

    • @gabriellobo25
      @gabriellobo25 Год назад +2

      That good bro . I hope to invest in to svol untell I’m making 20K a mouth

    • @luciofernando10
      @luciofernando10 Год назад +1

      That is 17.48% yearly, counting the todays value of $22.88 per share.

    • @latishiabedwards1423
      @latishiabedwards1423 4 месяца назад +1

      .30 cents per share

    • @raidersacdc4892
      @raidersacdc4892 3 месяца назад

      And the expense ratio is 1.16

    • @alcantwell
      @alcantwell 2 месяца назад

      ​@@raidersacdc4892because no other fund does what SVOL does. If you know of a different fund at half the cost, please share the ticker with the rest of us. Thanks.

  • @armchairincomechannel
    @armchairincomechannel Год назад +7

    The SVOL dividend has been surprisingly consistent recently.

  • @adamlancellotta391
    @adamlancellotta391 Год назад +10

    Great video as always! I’m currently earning about $73 per month from SVOL and I’m reinvesting the dividends. I appreciate it’s a young fund and I keep a close eye on it while reaping the current benefits.

  • @jameskilcoyne1955
    @jameskilcoyne1955 Год назад +8

    I opened a small position (50 shares) to "test drive" it. It's part of a large portfolio I hold. I will add to it or liquidate it based on its performance.

  • @paulsantori8920
    @paulsantori8920 Год назад +3

    SVOL makes up 10% of my portfolio!

  • @SteveJim-pg3fv
    @SteveJim-pg3fv Год назад +2

    I didn't become financially independent till I was in my mid 40s after having a major financial setback during the covid , Thank God i'm now on my feet . In addition to buying my second house, I'm also making money on a monthly basis through passive income, and I've also met some of my goals. I really hope this motivates someone to know that it doesn't matter if you don't have any of these things yet; no matter your age, you can start today. Investing can help you change your future!

  • @lieutenantpi
    @lieutenantpi Год назад +6

    one thing worth noting is that they buy VIX calls with the 50 strike, so the most the funds price can dip (assuming the calls cover all of the futures contracts they sold) is however much it would dip if VIX goes to 50, so this fund should avoid the fate of the XIV in that case.

    • @Fighter4Street
      @Fighter4Street Год назад +1

      yes that is smart. I realized after blowing up my account in SVIX that you always need to buy those far out dated options just in case for insurance. I keep smaller position sizes now but need to start doing this with shorting UVXY.

    • @lieutenantpi
      @lieutenantpi Год назад

      @@Fighter4Street please never short uvxy, long svix has capped risk and you won't get the shares called away from you in a volatility spike, also svix has less leverage

    • @alcantwell
      @alcantwell 2 месяца назад

      SVOL passed August 5th with flying colors, but dividends have had a lot of ROC since September last year.

    • @lieutenantpi
      @lieutenantpi 2 месяца назад

      @@alcantwell VIX futures had an insane carry and it only was 60 for an hour, normally a spike would have costed SVOL about 2-3x as much if it lasted for any amount of time

  • @shaneomack5018
    @shaneomack5018 Год назад +14

    I’ve been on board with svol since Oct of 2022.. this is a absolutely brilliant etf.. 1/5 of our portfolio as of today

    • @garryweller7819
      @garryweller7819 Год назад +2

      Does SVOL offer a DRIP?

    • @peoriaos6627
      @peoriaos6627 Год назад +3

      Wow! That's a lot in one position! Best of luck to you.

    • @Fighter4Street
      @Fighter4Street Год назад

      @@peoriaos6627 Well, he started it at the right time, you need to get into this fund when VIX is over 30 to maximize your return.

    • @shaneomack5018
      @shaneomack5018 8 месяцев назад

      @@peoriaos6627I’m up 22%… so it’s working well man

  • @fizr3564
    @fizr3564 Год назад +9

    SVOL has been great so far for me... consistent monthly divs and ETF price has gone up since I bought it. My current plan is to push SVOL to be about 15% of my portfolio. You talk about extreme cases in the video like 2008 and 2020... but in reality, everything is Fd in those scenarios.

    • @lieutenantpi
      @lieutenantpi Год назад +1

      they only track .2-.3x short vix futures, so its price moves should mimic .2-.3x the old XIV fund. additionally, they hold 50 strike VIX calls so the most they can loose is what they would loose if vix spikes to 50, so its a lot safer than svix or other short volatility holdings

    • @ivantsanov3650
      @ivantsanov3650 11 месяцев назад

      ​​@@lieutenantpi
      Also it doesn't short the first 2 months of vix futures like most of the others do, it is short 5th and 6th month which is much safer (gives it more time to recover losses)

  • @sobo679
    @sobo679 Год назад +5

    I'm holding small position, waiting for a spike in VIX before going in hard. Right now it's higher risk BC VIX at lows.

    • @ivantsanov3650
      @ivantsanov3650 11 месяцев назад

      VIX can stay low for a long time (its long term average is 14) , look what it did in 2017.

  • @jonsmith9728
    @jonsmith9728 Год назад +3

    i've got SVOL and SARK ETF's specifically for when the market is plummeting as a way to have some coverage during a bear market

    • @MarkLearns
      @MarkLearns Год назад +1

      you know that "short vol" means when market is plummeting, VIX is shooting up, therefore "short vol" gets poked in the arse, right? The entire video talks about SVOL's uncertainty during a bad market due to it being too young... This fund is supposed to do well during bull and flat markets, but the risk is very uncertain for down markets, especially "flash-crashes", so I'm leaving this comment as a word of caution in case you think this fund is a "protection" for potential crashes, which it is totally not... However, if you meant that you are buying SVOL specifically when volatility spikes, then it is a different story.

  • @emcardleinvest
    @emcardleinvest Год назад +2

    Great review - please do HIGH next!

  • @sdrs95a
    @sdrs95a Год назад +2

    Excellent video and summary. I own, looking to add more when VIX spikes.

  • @StevenDragoo
    @StevenDragoo Год назад +1

    You are a prince for sharing so much good detail. Thanks...

  • @thomask5038
    @thomask5038 Год назад +10

    Given the track record of previous short VIX etfs (XIV), we need to wait and see how SVOL performs in "volmageddon" environments to truly get an understanding of how it's strategy will hold up. I'm skeptical that a 0.3% weighted hedge will be enough to compensate from the losses of a roughly 20% short position. I need to wait and see. If we get a VIX spike over 40, and SVOL doesn't crap the bed too bad, and it recovers with relative consistency, then I'd say SVOL is worth the hype.

    • @BuceGar
      @BuceGar 11 месяцев назад

      Agree. We really need to see how much principal it loses in extreme VIX scenarios to see if it's worth long term investment.

    • @ivantsanov3650
      @ivantsanov3650 11 месяцев назад +1

      SVOL is a different animal, it doesn't short the front 2 months of vix futures like XIV did. It's short 5th and 6th month which makes it much less susceptible to 'volpocalypse'.

  • @jeremycabrera3707
    @jeremycabrera3707 Год назад +2

    Love the channel, definitely wait for you to cover an ETF before I buy 😂

  • @natespnwadventures
    @natespnwadventures Год назад +1

    Question. Are any monthly dividend stocks "qualified" dividends? I cannot find information on this.

  • @thebes118
    @thebes118 Год назад

    Do you like any tax free? I'm in three myself. Although the dividend is a little lower, I add a point in my mind since there is no tax.

  • @rebeccaartgallary
    @rebeccaartgallary Год назад +96

    The bullish sentiment is justified, we just came out of the bear Market. Both bullish and negative markets have the same high-yield potential; the key is understanding where to seek. I've been pursuing aggressive trading through an advisor while diversifying into the stock market. I continue to make money from my investments despite all the temptations around me; $300,000 was made last year.

    • @purplebliss6875
      @purplebliss6875 Год назад +3

      My hubby and I were following this same trajectory. Last two years, I pulled out my money and invested with her wealth manager. Not catching up with her profits over the years, but at least I earn more. Haha.

    • @Bobhenry-c7z
      @Bobhenry-c7z Год назад +2

      The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.

    • @roberttaylor662
      @roberttaylor662 Год назад +2

      @@Bobhenry-c7z Is there any chance you could recommend who you work with? I've wanted to make this switch for a very long time now, but I've been very hesitant about. I'll appreciate any recommendation.>

    • @Bobhenry-c7z
      @Bobhenry-c7z Год назад +2

      @@roberttaylor662 "AMY JEAN ANDERSEN", is my adviser and she is highly qualified and experienced in the financial market. She has extensive knowledge of portfolio diversity and is considered an expert in the field. 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.

    • @roberttaylor662
      @roberttaylor662 Год назад +1

      @@Bobhenry-c7z Impressive, i’ll most definitely check her out. I buy the idea of employing the services of a Financial Advisor because finding that balance between saving and living requires counsel.

  • @elkcircle7245
    @elkcircle7245 Год назад

    Good summary of the risks and rewards from SVOL. We have a few thousand shares in our portfolio and it has been a good earner, but are cautious about a sudden jump in the VIX as you describe.

  • @MaryOlson7
    @MaryOlson7 11 месяцев назад +126

    Nobody can become financially successful over night. They put in background work but we tend to see the finished part. Fear is a dangerous component, hindering us from taking bold steps we need in other to reach our goals.

  • @donnabursey1457
    @donnabursey1457 Год назад +5

    Bought 25 shares as a toe-dip to see what the water is like...

  • @rb13818
    @rb13818 7 месяцев назад

    I must admit,i held svol since 2019 and kept me up float, 1 of my income focused holdings that never took a nose dive

  • @BuceGar
    @BuceGar Год назад +4

    Buy it after it loses value following a VIX spike.

  • @KlownDreamin
    @KlownDreamin Год назад +8

    Dear @DividendBull, Long time listener, first time caller. What do you think about various BDC picks like ARCC, HTGC, CSWC and others putting massive stock dilution on their latest proxy votes? How will this effect our returns and stock prices? Can you address this with a video please?

    • @absurdnerd7624
      @absurdnerd7624 Год назад

      @DividendBull. Only a very naive person would believe this is thel real dividend bull channel owner.

  • @Financial-Education101
    @Financial-Education101 Год назад +2

    very valuable content, thanks for your effort

  • @homersreluctantodyssey2508
    @homersreluctantodyssey2508 Год назад

    holding it in my roth and have been happy

  • @Jancoley23
    @Jancoley23 Год назад +8

    Hey I was never taught anything about money, I am praying and working to change that. I am 46 no retirement no savings because I made a lot of mistakes when I started investing that I am trying to correct now. Listening to you gives me inspiration and wisdom. I appreciate you.

    • @Jancoley23
      @Jancoley23 Год назад

      Could you please PM me that person's name ? I’ve been trying to hire a pro after all it’s what really wealthy people do, they hire more experienced persons to do the job.

    • @lucaswhite5704
      @lucaswhite5704 Год назад

      She’s sec verified and an ISDA member. Do your research on her.

    • @Jancoley23
      @Jancoley23 Год назад

      Found her website easily it was like the frist thing that came up when I searched on her name and also her mail address I will surely touch bases with her to see what's the best step for me to take rn. THANK YOU.

    • @liamwalker200
      @liamwalker200 Год назад

      #1. Don't take risks you can't afford
      #2. Don't invest more than you can afford
      # 3. Don't invest the money of you'll need within 5 years
      #4. No one can time the market. If you try, you will fail and loose money..
      #5. Remember that if your companies baseline/fundamentals haven't changed then the loss of the stock price WILL go back up.

    • @tylersmith7528
      @tylersmith7528 Год назад

      Thanks for the recommendation, this is a much safer and easier way for me to get back in this volatile market. am 62 years just want to make enough to retire me and family no idea on trading but all i can do is buy

  • @gengarphantom6967
    @gengarphantom6967 Год назад +1

    Prefer Jepi. 🎉

  • @Jefferyadams210
    @Jefferyadams210 Год назад +40

    I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Maria Reyes.

    • @ELenaGarcia-jy5co
      @ELenaGarcia-jy5co Год назад

      wow.. amazing to see others who trade with Maria Reyes, i'm currently on my 5th trade with her and my portfolio has grown tremendously.

    • @ibrahimbarakat5872
      @ibrahimbarakat5872 Год назад

      I invest with Maria Reyes too, she charges a 20%commission on profit made after every trading session which is fair compare to the effort she put in to make huge profits.

    • @melissagreen2727
      @melissagreen2727 Год назад

      As a first time investor I started trading with her, with just a thousand bucks. my portfolio is worth much more that now within just weeks of trading with her.

    • @Kareenwood8738
      @Kareenwood8738 Год назад

      With the consistent weekly profits I'm getting investing with Maria Reyes, there's no doubt she is the most reliable in the market. such a genius

    • @Jefferyadams210
      @Jefferyadams210 Год назад

      she often interacts on Telegrams, using the user below.

  • @jimh4167
    @jimh4167 Год назад

    Sounds like when the VIX spikes
    time to buy SVOL

  • @gatorhomie21
    @gatorhomie21 5 месяцев назад

    Thoughts a year later?

  • @derekbionelli1049
    @derekbionelli1049 4 месяца назад

    It has been very consistent lately. Would you ever consider margin to boost monthly income? The spread seems to be attractive.

  • @konglee2899
    @konglee2899 Год назад

    hi can you evaluate UAN?

  • @moneymanfernando1594
    @moneymanfernando1594 Год назад

    I will put it on my watchlist.

  • @DavidO.2001Cobra
    @DavidO.2001Cobra Год назад +1

    Own it

  • @GrandPrix46
    @GrandPrix46 Год назад

    I have 72 shares I'm going to hold onto and see how it does, might take it up to 100 but I'll probably stop there and let it drip a while.

    • @iptvclub1575
      @iptvclub1575 Год назад +1

      Have over 300 shares bought 5 months ago and been dripping it. Including dividends reinvested it’s up 14.8% in 5 months.

    • @GrandPrix46
      @GrandPrix46 Год назад +1

      @iptvclub1575 Hell yeah man, glad to hear it.

  • @NinoNlkkl
    @NinoNlkkl Год назад +1

    buy this and do covered calls😊

  • @michaelc1138
    @michaelc1138 Год назад

    I’m heavily invested in svol but I also hedge 10% against it in case of price drops.

    • @Derekzparty
      @Derekzparty Год назад

      Instead of a 10% hedge you could instead reduce your holdings and diversify into other stocks/etf.
      Hedging against svol is essentially hoping chaos happens in the markets.
      You will most likely get paid well when it happens but until then it's wasted premiums.

    • @Derekzparty
      @Derekzparty Год назад

      Svol is only about 6% of my portfolio ... not high enough to warrant a protective put.
      Having said that i do take about half it's dividend and put (no pun intended) into another etf ... schd this month.

  • @DarkBullCapital
    @DarkBullCapital 7 месяцев назад

    nice one

  • @dominickolas
    @dominickolas Год назад

    I am looking for a income producing hedge on what I believe is an overpriced market. This looks like a good fit for that purpose. RUclips community, am I understanding this correctly?

  • @Vnix
    @Vnix Год назад +1

    Cool cool cool

  • @miguelmejia1073
    @miguelmejia1073 Год назад

    To all stock holders and banks the way. Your operations are currently with all companies are going to be investigated even portfolio management as you must have approvals by every single portfolio owner to have or be using their portfolios and more to all those that say you know how things work I challenge anyone to fight this issue because I'm about to shut the old world system and stock market and how money is created I'm changing it all

  • @davesites
    @davesites Год назад

    My question for you are you considering owning it?

  • @dans9228
    @dans9228 Год назад

    Thank you for these great videos.

  • @vleong94
    @vleong94 Год назад +2

    Can you do a video on slg

  • @RemydeRuysscher
    @RemydeRuysscher Год назад

    Has anyone a broker in the Netherlands or EU where I can buy these ETFs?

    • @TotallyRegWhatelse
      @TotallyRegWhatelse 6 месяцев назад

      Check *Freedom24* as an EU broker being entitled to offer (non UCITS) US ETF as well. Or open an account at *Interactive Brokers (IB)* (well, IB's fee models are a bit tricky), maybe it's sufficient to have an account at an "introducing broker" of IB like *CapTrader* or *LYNX,* open an account at a broker/bank in *Liechtenstein* or *Switzerland* (although fees on trades and depots are quite high) or... there are many choices.

  • @powertainment181
    @powertainment181 4 месяца назад

    for the algorithm

  • @christmas10023
    @christmas10023 Год назад +1

    I 0wn it.

  • @ralleralofsky3454
    @ralleralofsky3454 Год назад

    Sadly we can't buy most US ETFs in Germany.

    • @TotallyRegWhatelse
      @TotallyRegWhatelse 6 месяцев назад

      Klar kannst du: Melde dich bei *Interactive Brokers* an (ja, das ist vielleicht ein wenig umständlich), evtl. reicht es auch bei einem der "introducing broker" von IB einen Account zu haben (z.B. CapTrader oder LYNX oder...) oder beim Broker *Freedom24* (darf als europäischer Broker auch US ETF anbieten!), eröffne einen Account bei einem Broker/einer Bank in *Liechtenstein* oder in der *Schweiz* (ja, die greifen höhere Gebühren für Depot und Trades ab)... 🎉 Viele Wege führen nach Rom (zu non UCITS ETF), der eine einfacher, der andere etwas beschwerlicher.

    • @60sekundenpolitik
      @60sekundenpolitik 5 месяцев назад

      Mit dem Freedom 24 broker geht das.

  • @ReconPro
    @ReconPro Год назад +1

    Have a great weekend everyone

  • @604nation
    @604nation 8 месяцев назад

    All Finfluencers pushing SVOL this week….must have been some promo push

  • @uponthisrock1555
    @uponthisrock1555 Год назад +2

    I own 17 shares of TSLY and am receiving 17.72 this month in dividends. I'm only holding this for a maximum 3-5 years because of it's high expense ratio of.99%. I'll stay in while my investment is low.

  • @michaelbacile8439
    @michaelbacile8439 Год назад

    These new etfs I think need time to make self adjustments. After 4-5 years it’ll probably stabilize, divs I’m assuming will be cut a little as time goes on but as long as they’re consistent that’s all I care about. Look at e YLD’s. They did the same thing. Price tanked and divs dropped but are now at least fairly consistent. I think Svol is a good price and payout. I’m looking for 150-200 shares then I’ll wait. About every 10-15 years something crazy happens in the economy so if it proves to be stable I’ll buy more after the fact

  • @riverdogsavioroftheunivers978
    @riverdogsavioroftheunivers978 Год назад

    I'm loading up on TLTW but as soon as the day comes that SVOL gets beaten down by a massive VIX spike I'll sell half my TLTW and jump into SVOL

    • @absurdnerd7624
      @absurdnerd7624 Год назад

      I have my eye on TLTW but am waiting for the next fed increase. We are near the end of rate increases but not there yet.
      Powell said at least 2 more increases. But people seem to not believe it.
      And it is unlikely that anytime soon we will get the pivot that the irrational bulls are drooling.and dreaming. Not this year nor next.

  • @kathyconway8312
    @kathyconway8312 Год назад +72

    What is the possibility of making decent returns for short term investing? I've been reading success stories of people that make a total return of upto $75,000 monthly profit from their investments and I'd really love to know how to go about investing to make huge 5figure returns monthly

    • @carolg.burrage6479
      @carolg.burrage6479 Год назад

      Use a risk management strategy when trading with hard stop losses and clear targets of when to take your profits. Or just buy ETFs every month for long term, similar to saving but it’s rather boring

    • @absurdnerd7624
      @absurdnerd7624 Год назад +2

      Scammers usually make the same set of fatal flaws with their attempts. But they are not intelligent enough to realize it.
      This thread just screams *scammer alert*

  • @mikeyman1974
    @mikeyman1974 Год назад +2

    Genuinely curious what anyone’s thoughts are on TGIF ETF i have it in Roth and it pays $.07 every week i’ve got it set to Drip and I like how well it compounds. For context this isn’t a position i’m going heavy in just about $300 worth and letting it compound.

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 Год назад +1

      It is a waste of time. You could buy a high yielding ETF and set your brokerage to paying you weekly. Same difference.

    • @mikeyman1974
      @mikeyman1974 Год назад

      @@wewhoareabouttodiesaluteyo9303 what brokerage lets you do that mines limited to what i can even Drip

  • @polarbearoughey
    @polarbearoughey Год назад

    *Clutches knees*
    Di-dividends are irrelevant, dividends a-are irrelevant...

  • @grimmthefallen
    @grimmthefallen Год назад +1

    First...

    • @wewhoareabouttodiesaluteyo9303
      @wewhoareabouttodiesaluteyo9303 Год назад

      Like fourth by newest man.

    • @absurdnerd7624
      @absurdnerd7624 Год назад +1

      Really? I fail to understand the juvenile mindset that considers that as some sort of accomplishment.
      I suppose life is simple for folks still living in their parents basement. 🤣

  • @TheComedyChannel-oo5lk
    @TheComedyChannel-oo5lk Год назад +1

    You talk too fast.

  • @nickhurley2472
    @nickhurley2472 Год назад +1

    No thanks

  • @richardando7081
    @richardando7081 3 месяца назад

    Would appreciate your thoughts on $EQNR.

  • @Randy58-zn4ez
    @Randy58-zn4ez 7 месяцев назад

    When the market tanks this fund will drop hard. Not a good fund for long term investors.

  • @I_like_turtles_67
    @I_like_turtles_67 Год назад

    I remember when XIV blew up.

  • @JOHNHSMITH2
    @JOHNHSMITH2 Год назад

    I have 1650 shares of tsly.