SPYT vs JEPY vs SPYI + Leveraged Covered Call ETFs | Q&A w/Jay - Part 3 of 3

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  • Опубликовано: 14 дек 2024

Комментарии • 60

  • @keithcooke5066
    @keithcooke5066 6 месяцев назад +15

    Very interesting to hear his perspective on leverage, never really thought about it that way. Total return on SPYT looks to be locked in with S&P, might be my favourite Defiance ETF to date, I just need a longer time frame before throwing my money in on this one.

    • @xtasktaste0
      @xtasktaste0 6 месяцев назад +1

      Jay could not finish what he was trying to say.

  • @finiteloops8610
    @finiteloops8610 6 месяцев назад +1

    Mr. Pestrichelli is always worth listening too. His answers to your questions, along with your own color commentary, about Direxion were most illuminating. Thanks!

  • @RoamingRealms02
    @RoamingRealms02 6 месяцев назад +3

    Bought 100 shares today. 🎉 We will see how it goes. Thanks again, Adriano!

  • @finiteloops8610
    @finiteloops8610 6 месяцев назад +2

    Jay Pestrichelli is always impressive. It was really helpful to hear his answer to your question about Direxion. Thanks for another insightful interview.

  • @mac41776
    @mac41776 6 месяцев назад +5

    Thanks, Adriano, Jay is excellent and doesn't mind answering any questions, even those related to competition. Your discussion is very insightful regarding IVV and the call spread, which helped me understand the dynamics of SPYT and the source of the 20% yield.

  • @joannapatterson4625
    @joannapatterson4625 6 месяцев назад +6

    I bought more JEPY recently for the cash flow to invest in SPYT. Long term SPYT will be a superior investment.

    • @boostedwrxscooby
      @boostedwrxscooby 6 месяцев назад

      So let me get this right as the price flgoes up the dividend goes up also 20% is 20% correct ?

    • @MGill-np6kz
      @MGill-np6kz 6 месяцев назад

      I use jepy, IWMY and qqqy as a feeder stream for fepi , spyt , dfn and hyld.
      And every month I rotate through

    • @joannapatterson4625
      @joannapatterson4625 6 месяцев назад

      @@boostedwrxscoobynot necessarily. This is a new fund so time will tell. They are aiming for 20 percent annually and a more stable share price.

  • @NathanielRyan9
    @NathanielRyan9 5 месяцев назад +2

    SPYT has performed similarly to XDTE according to seeking alpha total return comparisons since inception. That’s positive since capital appreciation is a secondary objective in the prospectus for XDTE which I believe means that Roundhill has designed XDTE (and QDTE) to rise/fall with their underlying indexes. Of the two options, weekly dividend payouts of XDTE/QDTE offer more opportunity for reinvesting/compounding, and so far they are paying a higher yield than Defiance’s target of 20% with SPYT/QQQT. Nevertheless, the high yield dividend space could benefit from further innovation in the direction of high-yield funds that are also designed for capital appreciation like these from Defiance and Roundhill.

  • @RichardAkin-qj6xt
    @RichardAkin-qj6xt 6 месяцев назад +3

    I have some SPYT in my traditional IRA. Thank you 👍

  • @catherinedesilets8960
    @catherinedesilets8960 6 месяцев назад +3

    Thanks Adriano! SPYT seems like a good one to add

  • @williamarbelaez5382
    @williamarbelaez5382 6 месяцев назад +5

    I think i am all in with SPYT

  • @InvestingSooner
    @InvestingSooner 6 месяцев назад +5

    Thanks Adriano! Great video. I’m a huge fan of SPYT and hope Defiance decides to roll out QQQT and IWMT. If I recall they were monitoring inflows to SPYT looking to exceed 40+ million $ in aum as that seemed to be a profitability milestone to hit before moving forward. I think SPYT is still a little under 15 million $ aum so are you hearing anything more or different?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  6 месяцев назад +1

      the way SPYT is going , i strongly suspect QQQT will be out soon. its growing fairly quickly for a niche ETF

  • @DingusCirc
    @DingusCirc 6 месяцев назад +3

    I like SPYT best of all the Defiance ETFs. Share price has been stable and nice 20 percent div. What more could you ask for?

  • @sonja8942
    @sonja8942 6 месяцев назад +1

    I really like the new weeklies especially QDTE for high and quick compounding! I know it’s a nightmare in accounting but hopefully Jay will come out with some competition in the weekly space. I am fast adding to QDTE constantly!

  • @nyacoustics8373
    @nyacoustics8373 6 месяцев назад +2

    interesting video. what would be good to pair with SPYT if you wanted a bit more cushion and down side protection to the downside?

  • @jjpandie
    @jjpandie 6 месяцев назад +2

    Spyt is something I'd invest in, more total return for the long run for my RRSP is fit more my individual needs. Appreciate the insights from Jay

  • @SummitMan165
    @SummitMan165 6 месяцев назад

    Great 3rd part of this interview! Always a good time listening at Jay! For the leverage part, I think he’s hesitant because his funds writes CC on 100% (or close to) of the underlying vs in Canada, the ETF are covering only 25-50% of their underlying. No daily and maybe not much weekly option trading in Canadian leveraged ETF. Maybe the YM and Defiance strategies would be more exposed to downside vs our Canadian providers.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  6 месяцев назад +1

      its the opposite if you are writing more: less exposed to downside, but capturing less upside

  • @jasonstupak4535
    @jasonstupak4535 6 месяцев назад

    Great interview, thanks Adriano!

  • @jacquesfournier4616
    @jacquesfournier4616 6 месяцев назад

    Hi, extremely usefull video. Great picture of the leverage etf. 😁

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  6 месяцев назад

      Glad it was helpful! but this is one thing Jay and I disagree on. I love leveraged funds!

    • @jacquesfournier4616
      @jacquesfournier4616 6 месяцев назад

      @@PassiveIncomeInvesting I strimline my portfolio to 15 etf and more than 50% of them are leveraged fund! When there is a drop in the market, it hits my nerves a little bit, but I know how much I can afford to loose by calculating the VaR and CVaR on it and know that I will catch up so in a sense leverage is good to me also. 😁

  • @ManTimeT.V.
    @ManTimeT.V. 6 месяцев назад +1

    Adriano, are you going to, or have you added SPYT to your portfolio?

  • @ShihabPersonalFinance
    @ShihabPersonalFinance 6 месяцев назад +1

    Do they sell ivv every day or hold on forever?
    Something feels wrong
    You could confirm several losses from the call spread when market is up, but never benefit from the appreciation if you never sell before market falls suddenly, can you make enough cap appreciation to compensate for the loss on the call spread being fully breached?
    Hard to visualize

    • @Tideo123
      @Tideo123 6 месяцев назад +1

      I think the SPYT fund will hold IVV forever and tactically selects which stocks in the IVV to sell options if that stock shows good time to sell. Similar to the way ULTY in YieldMax does but SPYT is less risky than ULTY because these stocks don't have very high IV like ULTY stocks therefore it captures less dividend to capture more appreciation.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  6 месяцев назад +2

      they hold IVV forever, its the daily credit spread that they do daily

    • @skipkapur1
      @skipkapur1 5 месяцев назад

      Leverage is NEVER a good idea. I'm long SPYT. Its my second choice after QDPL. I also like SPYI and own it.

  • @normancarbajal5154
    @normancarbajal5154 6 месяцев назад

    Great video! 👍…

  • @curse3279
    @curse3279 6 месяцев назад

    Is DFN safe?

  • @faridsaeedi585
    @faridsaeedi585 6 месяцев назад

    Adrian, any idea why KLIP and YYY aren't paying dividends this month?

    • @kevinrca
      @kevinrca 6 месяцев назад

      Where did you hear this? I’m in both

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  6 месяцев назад +1

      says who?

    • @faridsaeedi585
      @faridsaeedi585 6 месяцев назад

      @@kevinrca I checked Dividendhistory website but apparently its not correct.

  • @ophirmayer1
    @ophirmayer1 Месяц назад

    Already at 13% div yield

  • @CrylerPlays
    @CrylerPlays 6 месяцев назад

    Yeah 20% sounds great, but it probably will perform similar to the S&P 500. So there will be some nav drag and falling distributions over time...

  • @Rob-ob3sh
    @Rob-ob3sh 6 месяцев назад +1

    I thought this was the real spy ETF’s by State street but it’s not. I invest in SPYD which is State Street in my RSP.

  • @TD-lv1td
    @TD-lv1td 6 месяцев назад +1

    Thank you Adriano.
    Could you please share the full video as in the past, even if additionally to the edited shorted videos?
    It's frustrating to wait and also we missed the context to your portfolio change to your retirement accounts.
    Thank you

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  6 месяцев назад

      sorry, i dont understand the question? the new Portfolio video is out

  • @Whiskydanger
    @Whiskydanger 6 месяцев назад +3

    Dude just use leverage if you want it so bad

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  6 месяцев назад +1

      nah , i don't like being a slave in any way shape or form. ill let them handle that

  • @photoMorg
    @photoMorg 6 месяцев назад +3

    I have lots of leveraged ETFs but now that I’m retired I’m thinking that new purchases will be the non leveraged version of my ETFs

  • @Zyndarius
    @Zyndarius 6 месяцев назад +1

    It is good that the fund holds IVV instead of SPY, it is the same asset but with less expense ratio.

  • @bashirkhan5555
    @bashirkhan5555 5 месяцев назад

    JEPY - issue i see is the erosion of the NAV, I would not touch it.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  5 месяцев назад

      Nav erosion is a myth

    • @mrmaschinaadventures
      @mrmaschinaadventures 4 месяца назад +2

      Tha know you. Can you briefly explain why NAV erosion is a myth or link to a video in that? Thank you

  • @TheProjectOverload
    @TheProjectOverload 6 месяцев назад +1

    First