My $1.54 Million Stock Portfolio Unveiled | $28,868/Month Passive Income - Monthly UPDATE #37
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- เผยแพร่เมื่อ 26 ก.ค. 2024
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00:00 Portfolio Value
03:18 Retirement Accounts
09:58 Main Portfolio
14:33 Main Portfolio Summary
Main Mission of this Channel:
Help everyday people to invest on their own; in order to create a source of Passive Income to enhance their quality of life and reach Financial Independence
Primary Content of this Channel:
1) To share my Personal Investing Journey & Strategy with the world by unveiling my entire Portfolio every Month
2) Educate you about Income Oriented Investing with a particular focus on Covered Call ETFs listed on the Canadian & U.S. Stock Markets
3) Keep you informed on the Income Oriented Landscape (new Products etc.) every Month
4) Interview Fund Managers to get you the correct information straight from the experts
DISCLAIMER:
The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adriano Starinieri is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adriano is not responsible for investment actions taken by viewers.
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Note: QQQT was NOT out yet when i swapped SPYT and during the recording of this video
I heard you saying that in the clip. I'm in the process of getting all my RRSP accounts consolidated to QT and I'll be going shopping soon. Thanks again.
I’m keeping SPYT and QDTE.
QDTE pays weekly and the yield is slightly higher than QQQT.
@@joannapatterson4625 I didn't even know about QDTE. I'll have to check it out. Thanks!
@@joannapatterson4625 big fan of QDTE and QQQY, Just bought some QQQT to see what it will look like.
Looking forward to your QQQT overview video.....
Great video! Man, I’m super curious to know what your current monthly yield on cost is for HYLD and the others in your main portfolio! I’ve built an investment tracker to start my journey and am interested to see the long term growth potential of ETFs like HYLD, as well as what the distribution increases will offer long term.
Correct me if I’m wrong, but my thinking on how to calculate it would be the below:
Average share price = (total contributions $)/(shares purchased from contributions + shares purchased from DRIP)
Where “total contributions $” does not include the $ reinvested from DRIP as we’re calculating yield on cost from what you had to invest from earned income or what you put into your account.
(Current distribution per share X 12)/(Average share price)
With steady increases to distributions and compounding shares purchased from DRIP, I can see the potential for the yield on cost to be quite amazing for these funds long term.
Thanks for the update !!
NYC clips were pretty cool, what an experience !!!
That portfolio is getting sweet! Thanks again for the information, Adrian.
Great video, Adrian. See you switch to SPYT, wanna ask whats your opinion on XDTE and QDTE? Thx.
Always look forward to these reveals. Very inspiring! Keep it up, dude!
Thanks Adriano! You’re a great role model that shows you don’t need millions to get started & yet with time you’ve built an impressive portfolio 🙌🏼
smart line from a smart lady
Adriano? 😆
Through your video I am able to learn what I really need in my type of investing. Thank you very much!
Hey no Hmax ?
I just saw the TD video you guys just did and that was awesome and very helpful.
Amazing channel! I am 1-3 years away from quitting my job. I like your content especially your detailed portfolio updates which I have downloaded for free. Keep them coming!
Thank you Adrian ❤❤❤❤❤. Wishing you more success🎉🎉🎉🎉. Thank you for changing my life and my family's life 🫡🤑🙏
Thanks for another update!
Another good portfolio unfold video ! Thanks for sharing !
If I could organize my passiv dashboard like that I might actually like passiv
Thank you so much as always and 🎉🎉🎉 I've been following you for years and I can see your hard work and achievements 😊
After many analysis and comparisons I also found that GDV, USCL and HYLD are the 3 best diversified income funds around.
Hi Adrian, just wanted to double check what you have listed for monthly income on Erica’s QDTE holding (RRSP). You show 2,534 shares with a *monthly* income of $2,572.01 USD. May’s dividend payout was .25 X 2534 shares = $506.80 per month.
Qdte pays weekly not monthly so there was 4 payments that month
@@jeromea412 weekly? Holy crap!
That’s weekly buddy
@@PassiveIncomeInvesting Wow! I wish I had spare cash in my RRSP. I’d pick some up! That’s amazing.
Qqqt is definitely out. Also starting to build an AIPI position
More power to you guys, Adriano and Erica 🎉
Just wondering if you're swapping your RS to RMAX soon Adrian?
Hey Adrian…..Saw a recent dive down video of gpix stating that it is not all the s&p an is out preforming spyi and JEPI because of greater capital appreciation because it does less percentage of covered calls as total return which makes it a nice mix with spyi or JEPI perhaps…… thoughts?
I did a gpix video . It looks like all the sp500 to me
Nice work
Next time you have your friends from Harvest on could you ask them why they shutdown HLFE and whether they are coming out with a replacement Canadian all in one leveraged covered call etf. When I get my proceeds from HLFE, expected July 5, I will either add to CNCL or perhaps a new position in Evolve ESPX. Disappointed Ted in Harvest😢
1.5 Tip of the hat!
2mill+ and I’m only generating 83k of dividends annually. Something is not right, teach me your ways sir
You could make more than that in a simple money market... With no downside risk...
You dont need high income funds if you focus on growth... for example if you bought dollarama 10 years ago you would have made hardly any dividends but the growth would have been fantastic.. You can then just slowly sell shares off for income.. There are lots of funds out there that have CAGR of 10% on average capital gains and some dividends.... for you that would be 200k+ growth per year. You have to be very active and watch these funds closely, they can be volatile and the income is fun, but its not without some risks in my opinion.. Some of these funds pay 15% per year but the share price is slowly declining (some not all of them)... so if you have 15% income and the shares drop 10% you really only made 5% if you see my point... it really depends on your objectives.
with a QQQY it is paying 50% dividend yield dose it mean over one year you can take a advantage of a tax deduction?
Any fund that has a yield of 50% will likely be worth less after a year. So if you sell it, you can declare a capital loss.
its really best in a tax sheltered accounts
Adri, I want to see the Questrade portal.
Why ? Passiv is better . If not , I would have to login to 2 separate questrade accounts and then go in each of the sub accounts. Too long
I have just started buying QQQY, I was waiting to get another ETF to DRIP.
Even with the 15% withholding tax it’s still an amazing return!
Long may it last 👍
What else can you say…wow, putting into practice what you preach, and reaping the dividends"pardon the pun", félicitation et continuer le bon de travaille de toi et ta conjointe, nous apprécions beaucoup vos vidéo…encore bravo
Congratulations on achieving $1.5 million 😎. Thank you for leading the way on income investing. Can't thank you enough for helping our family grow our investments towards financial freedom....Soon.
glad i was able to help!
Any thoughts on the Defiance ETF's 3-1 reverse split announced on the 18th?
Check my community post
Nice 👍
Hello sir , i am new to market and I want to invest some money but do not know where to start or not , i can invest 1k cad monthly , can you share what will be the good option for me to built the wealth in long term. Thankyou
Just found your channel. Thanks. Looks great but are these results net of US withholding taxes? I am being charged 15% WHTX02 by TD. Thanks again
th-cam.com/video/OWiFRPKhVC8/w-d-xo.html
Your strategy survived COVID btw and is now thriving, so whatever comes next is a walk in the park or do you keep a list of dos and dont's? Also, why do you track market value if money is in for life?
Curious, why take a position in SVOL with such a high expense ratio and lower yield relative to your other ETF's?. Same for MAXI with an outrageous expense ratio of 11.18%?
This expense ratio in SVOL is not the “true” expense ratio, because they have to follow some accounting measure. I think real MER is around 1.50%
Because I understand them and know the mer is not the “real one” . It’s complicated . But if you watch my interviews with the guys who manage the etf you would understand and answer your own question . Look are returns , not MERs …
🙌🙌
it was only a few years ago when I started watching you back then you were at 700K and 10K a month income!
well that jump was because i decided to include my retirement accounts as well. only on the main portfolio i went up about 350k or so
Why SVOL over HIGH?
HIGH has a lower yield.
look at the returns
Do you manage other peoples portfolio for a fee?
No
QQQT is out
And I’m in
Important to note your down 2.5% and your account value will continue to erode, are you considering that?
Don't think he cares. He lost 22k from his initial investment over the years but he's getting 133k a year in dividends.
Great Video
I strongly believe if you expand your USA portfolio to about 20 positions gradually your sub count may rise faster. Always remember that your USA audience could grow to a million subs eventually due to the larger population.
Maybe that’s not the goal?
There's no such thing as a free lunch, so here are a couple of important questions you should ask yourself: Where are the hidden risks in this portfolio? How will these funds perform in a down market? How much of your "income" is return of capital? Are any of these funds writing naked options? If so, they WILL blow up eventually.
I don’t think any of theses ETF trade naked options
What is the point of asking these questions if most people are unable to answer any of them? In particular the first two questions. If you have the answers, please share. The ROC question is answerable but it is as relevant as capital gains; the two are virtually the same thing.
Twice I have posted detailed comments on the ETFs mentioned in the video and the comments do not seem to be showing up. Any ideas?
@@dkyrtata6688I’m pretty sure return of capital is virtually the opposite of capital gains!
@@James_48 No, it is the exact;y same thing except the tax is deferred until you sell the investment. To understand why, you have to understand the math.
Consider these two cases: Let's say you invest $100 in a fund.
Case 1: Market value of fund goes up to $110 and you sell the fund.
Result: Your average cost (ACB) is $100; your capital gain is $10 (110-100) or 10%.
Case 2: Market value of fund goes up to $110, but $99 of your original principal (ROC) was returned to you. Then you sell the fund.
Result: The ROC causes the market value of the fund to go down to $11 (110-99); your new ACB goes down from $100 to $1 (100-99). The proceeds of selling the fund is $11; your capital gain from the sale is $10 (11-1) or 10% -- exactly like in the first case without ROC.
The key details to remember are:
1) a distribution always reduces the unit price of a fund by the distribution per unit.
2) ROC always reduces the ACB and defers capital gains taxes to the tax year of when the fund is sold. This is an important tax strategy as it is better not to be taxed on your distributions during your high income employment years
Nice update Adrian! I finally trimmed my EIT position and bought some BANK. I like that your High Yield ETFs video is getting longer and longer, but your own Portfolio Unveiled video is getting shorter. I am trying to consolidate my portfolio as well. Thanks Adrian!
glad i can give you some ideas Randal