Thanks for this. I love SVOL for the 2 years now I have had it. I am 77 years old, but I have an investment group I created for income, and in 9 months I have 8,000 members. I will be glad to share some of your videos if you can somehow keep me informed as to when a new one is released? Thanks
In addition to shorting the vix they have puts in place to protect against volatility I believe, so for me, I don’t mind having a lower yield for that protection. Adding a put to a vix product w/o the put would be expensive for me to protect (ZIVB for example).
Thanks for the video. I have SVOL in one of my accounts. In Canada we have two types of retirement savings accounts. One is like your ROTH and we are penalized if we take any money out of it before retirement and it gets added to our income when we file our taxes. It’s also classified as taxable income in our retirement. The other one is a tax free savings account TFSA and the American dividends we receive in this account have a 15% withholding tax but we do not have to declare the money as income when we start to use it as a retirement income.
I prefer JEPQ. It has a 9% dividend and good share price appreciation. The share price is up 8.5% in the last 12 months. That's a total one-year return of 17.5%.
Love SVOL and has been one of my favorite dividends. That 12 monthly payments of 30 cents equals $3.60 a year per share. I own 500 shares and has been a steady Eddie.
SVOL major price decline was in its first 12 months. Since May 2022, SVOL share price has been "steady Eddie" at around $22/share. So, I don't see a 5% price decline every year. This is a good ETF for retirees who want a higher yield over a bond fund with some risk but not the risk of a YieldMax ETF.
Are individuals still holding digital assets? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. Anna Dorris Arthur ,got me covered.
Hey, been watching you for a while on my TV so couldn’t comment. Keep up the great work. Ever think about strategies..I.e TSLY and CRSH together to offset price dips, but collect Dividend from both? Like hearing about your thoughts on options too…
Love this series thank you. Can you please cover CLM/CRF? Can you Retire with this fund long term? rights offering is discussed, but there has not been one (last N-2 filing was 2022), certain platforms allow you a special discount re purchase pricing (ie: Fidelity does it but Vanguard doesn't, etc) so you can grow the fund faster? or sell it to make more profit along with the dividend? low expense ratio? Are taxes reduced or none on this dividend ? is it becasue it's an all r.o.c dividend? some say that this fund will be down to zero on nav erosion & being a closed -end fund, but this fund has been paying since 2002.
If I recall, SVOL's "drop" was all at once with a massive VIX spike. I believe since then they've reconfigured the fund to have a better hedge against that happening again, though it of course can still lose some. I wouldn't retire on it, but I think it's a great supplement and diversification tool to any portfolio and the return is pretty good as well.
ROD- just started watching your Retire videos. Confused on why you use the Capital and the yield to determine the annual income? The income is based on the number of shares accumulate x the distribution . Which is most other retired calculators base the annual income on. perhaps you addressed this in another videos?
I have 10k in SVOL. I've had it for a year and with Divs reinvested I'm at a 20% return. The share price has remained pretty steady during that time and I have seen no depreciation like in your example. It's a diversification play for me. Yahoo finance shows the same performance as what I have.
After it did it’s changes which increased mer and they added more of their ETFs to help it as well. it’s actually trading within 1.5 to 2 dollar range since sept 2022.
Unfortunately, this video is flawed. You did not take into account the reconstitution of the fund nor did you take into account the unusual environment that SVOL began in. Also, note that the expense ratio is misleading as a result of a required accounting process. This makes SVOL appear weaker than it actually is. I recommend that you redo this video with those considerations. I assure you that you did not buy it based on an average 5% annual drop.
@@RavenHusky14 I see; I forgot not all are 62 like me and able to do whatever they want with their 401k 😊. But I think it’s still advantageous to have a 401k (e.g. company match, offset the taxes you’ll have to pay from gain in brokerage account, etc). And next you know even if you retire early , you’re 59.5 eventually and can start using that money left in your 401k that hopefully only grew over the years.
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SVOL Video:
ruclips.net/video/ROFgWZJElYo/видео.htmlsi=wm1bPn83jhEzip-4
Thanks for this. I love SVOL for the 2 years now I have had it. I am 77 years old, but I have an investment group I created for income, and in 9 months I have 8,000 members. I will be glad to share some of your videos if you can somehow keep me informed as to when a new one is released? Thanks
Thanks for the 500K. I just put nearly that amount into SVOL in my 401K. I won't be able to touch it for 5 years but 100K a year sounds good to me.
In addition to shorting the vix they have puts in place to protect against volatility I believe, so for me, I don’t mind having a lower yield for that protection. Adding a put to a vix product w/o the put would be expensive for me to protect (ZIVB for example).
Thanks for the video. I have SVOL in one of my accounts. In Canada we have two types of retirement savings accounts. One is like your ROTH and we are penalized if we take any money out of it before retirement and it gets added to our income when we file our taxes. It’s also classified as taxable income in our retirement.
The other one is a tax free savings account TFSA and the American dividends we receive in this account have a 15% withholding tax but we do not have to declare the money as income when we start to use it as a retirement income.
The best time to average into SVOL is after a VIX spike.
You are correct. It dropped to $20 during that recent VIX spike.
ECC and OXLC pay a little more and are very steady. I have all three of these plus a lot of high yielding YieldMax ones also
I prefer JEPQ. It has a 9% dividend and good share price appreciation. The share price is up 8.5% in the last 12 months. That's a total one-year return of 17.5%.
More how to retire series
Make video with GOOP and AMZP
Love SVOL and has been one of my favorite dividends. That 12 monthly payments of 30 cents equals $3.60 a year per share. I own 500 shares and has been a steady Eddie.
SVOL major price decline was in its first 12 months. Since May 2022, SVOL share price has been "steady Eddie" at around $22/share. So, I don't see a 5% price decline every year. This is a good ETF for retirees who want a higher yield over a bond fund with some risk but not the risk of a YieldMax ETF.
I was going to say the same thing. :-)
Are individuals still holding digital assets? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. Anna Dorris Arthur ,got me covered.
At first when a friend recommended Anna Dorris I was a bit skeptical but I really had to take the risk and it was really worth it love from Ohio❤️
At first when a friend recommended Anna Dorris I was a bit skeptical but I really had to take the risk and it was really worth it love from Ohio❤️
😊
Searched the name and found her full details
These numbers come out way better after they changed the way they operate the fund. Change the from 3 years to 2 years not nearly as bad
I’ll have to redo this video at some point and do it from the 1-2 year historical
Hey, been watching you for a while on my TV so couldn’t comment. Keep up the great work. Ever think about strategies..I.e TSLY and CRSH together to offset price dips, but collect Dividend from both? Like hearing about your thoughts on options too…
I have been covering the two and will continue to see how they compliment each other.
SVOL is capital flat.... 16 percent and capital flat is not joke for someone looking for a "safer" investment
Any idea where klip june dividend is?
0.4599
one has to be a fool to invest all his retirement in SVOL
ZIVB is much better
Love this series thank you. Can you please cover CLM/CRF? Can you Retire with this fund long term? rights offering is discussed, but there has not been one (last N-2 filing was 2022), certain platforms allow you a special discount re purchase pricing (ie: Fidelity does it but Vanguard doesn't, etc) so you can grow the fund faster? or sell it to make more profit along with the dividend? low expense ratio? Are taxes reduced or none on this dividend ? is it becasue it's an all r.o.c dividend? some say that this fund will be down to zero on nav erosion & being a closed -end fund, but this fund has been paying since 2002.
That’s one I haven’t looked into but I will
In due time
If I recall, SVOL's "drop" was all at once with a massive VIX spike. I believe since then they've reconfigured the fund to have a better hedge against that happening again, though it of course can still lose some.
I wouldn't retire on it, but I think it's a great supplement and diversification tool to any portfolio and the return is pretty good as well.
So the presentation is conservative to say the least
ROD- just started watching your Retire videos.
Confused on why you use the Capital and the yield to determine the annual income?
The income is based on the number of shares accumulate x the distribution .
Which is most other retired calculators base the annual income on. perhaps you addressed this in another videos?
I use it to determine capital which determines new yield which determines the new income each month.
I just learned about SPYT today. Maybe that could go to the bottom of your list of high yield dividend ETFs to retire in?
I have 10k in SVOL. I've had it for a year and with Divs reinvested I'm at a 20% return. The share price has remained pretty steady during that time and I have seen no depreciation like in your example. It's a diversification play for me. Yahoo finance shows the same performance as what I have.
After it did it’s changes which increased mer and they added more of their ETFs to help it as well. it’s actually trading within 1.5 to 2 dollar range since sept 2022.
Hasn't this been done before and the fund closed down after a market crash? SVOL is hedged, but will still be destroyed if the market crashes again.
Just like every other stock in a crash?
I vote for Spyt
Unfortunately, this video is flawed. You did not take into account the reconstitution of the fund nor did you take into account the unusual environment that SVOL began in. Also, note that the expense ratio is misleading as a result of a required accounting process. This makes SVOL appear weaker than it actually is. I recommend that you redo this video with those considerations. I assure you that you did not buy it based on an average 5% annual drop.
Steady eddys make bank 🤑🤑🤑
Love svol, one year in so far.
Why so against investing in a retirement account? I wished I had started my 401k investment and Roth IRA much sooner
Because that defeats the purpose of retiring early, when you can't touch the money until age 59.5.
@@RavenHusky14 I see; I forgot not all are 62 like me and able to do whatever they want with their 401k 😊. But I think it’s still advantageous to have a 401k (e.g. company match, offset the taxes you’ll have to pay from gain in brokerage account, etc). And next you know even if you retire early , you’re 59.5 eventually and can start using that money left in your 401k that hopefully only grew over the years.
Love svol.. we have 440 shares ….consistent divs payments for the last 16 months. Relative flat line stick price.. a constant arm machine
Check out SIVB. I just found it this week. If you like SVOL you might like it.
So it’s an annuity in reality. Take the pension lump sum and put it in SVOL for 3x yield over what you’d get with a pension payout.
nothing wrong with steady eddy, thanks for the breakdown
I love SVOL and will be moving a big chunk of my money into eventually.
$80k a year off of 500k is pretty good but this fund isn’t for me.
Pbdc pls
SPYI, TLTW, PUTW, IWMW, IVVW, CLM, CRF, GOF, TSLP, QQQI, & PDI.
Another one with FEPI please Thanks in advance 1👍
Why do u need more than one😢
Looking forward to the AMZY vid, and daydreaming about a Yieldmax TNA-based ETF.
Zivb beta Svol
I’m up 18.5% so far with dividends reinvested
Svol in a down market mot so good
Not after the new update. Research it man
@@shaneomack5018 lol what u think this crypto in less they plan on sailing puts along with there options trade
@@shaneomack5018with puts added sure but if not whats too stop it in a down
What is good in a down market?
@@scsu300 inverse etf like crsh from yieldmax will go up when theres a down market