Smart Income. Clear Insights.
Photo by Markus Spiske on Unsplash With $1.84B in assets under management in just two years, SPYI, the Neos S&P 500(R) High Income ETF, has quickly grown in popularity as one of the premier S&P 500 covered call funds, and for good reason. In the two years since its inception, SPYI has beaten competitors like JEPI and XYLD with … Read more
About a year ago, I wrote two articles about SVOL, the Simplify Volatility Premium ETF. SVOL Currently Yields 17.68%; Is This Dividend Sustainable? SVOL’s Strategy Has Changed. Can It Maintain Its 16.53% Yield? As you can see from the two article titles, SVOL pays a sizeable monthly distribution and has consistently yielded above 15% yearly, … Read more
Given Nvidia’s recent success, my mother has often shown us how her $10K investment in the company a couple of years ago is now worth over $600K. Nvidia is single-handedly making my parents millionaires, and my brother often wonders why I didn’t have him invest in NVDA a few months back. Regrets like these are … Read more
If you’re an income investor, you’ve probably heard of YieldMax by now, with its massive yields from its individual stock synthetic-covered call strategies. For example, ETFs like TSLY, CONY, and NVDY are all funds from YieldMax, sporting respective yields of 48.00%, 99.36%, and 105.33%. Whether you like these funds or not, they certainly are popular. Since its inception in … Read more
When investors like Warren Buffett advise to invest in low-cost S&P 500 index funds, it isn’t necessarily because they think fund managers are incompetent. It’s that beating the market is already tricky, and even when you have a fund manager who beats it, it’s unlikely that you will beat the market after paying the management fees. … Read more
One of the hottest investment products in the new decade has been actively managed income funds. Many new ETFs have been launched in the last few years that employ an options strategy to generate ultra-high yields, often exceeding 10%. The most popular strategy has been selling covered calls, which have been applied to nearly every … Read more
Three days ago, I wrote an article titled “Reacting To This Redditor’s $93K Dividend Portfolio” as a mini experiment. Reacting To This Redditor’s $93K Dividend Portfolio My articles on stock investment portfolios have frequently garnered significant viewership, and I enjoy practicing portfolio construction using hypothetical scenarios. At the end of January, I published an immensely … Read more
Several investment companies have made a name for themselves in recent years through high-yield income-oriented funds like YieldMax, NEOS, and Defiance. The number of high-income funds being launched has grown significantly to the point that it has become overwhelming for me to cover them all and pick out the best few. I often wondered what … Read more
I wanted to write this article after my frequent reminders and discussions with my brother about controlling his emotions and expectations as an investor. Last year, my brother opened his first investment account and invested all the money he got. However, I had to guide him as he had spent zero time learning about investing and finances. He followed … Read more