I own every single etf on this list equally weighted. Plus also maxi and btci. That might be over kill for some people but I like owning them all since it's so hard to pick a fave 😂
This is actually a good idea. Yes, they all track the same indexes, but the key is, you’re diversifying across different management styles with each different company. I’m invested in 8
Nav erosion? Excellent video. Thank you. Could you rank these by least Nav erosion risk first? How do I go through the 11 to quantify nav erosion risk? Why did you leave this out of your video? Could you please address this next one? Thank you 👍
please see his other video where he googles up the term erosion and shows that its best applied to rocks, rivers, etc which erode in nature. Then google up the logical fallacy known as Straw Man
*Introducing "Single Stock Buy of the Month"* As we shift our focus away from split share funds, its gd time to introduce a new segment highlighting exceptional individual stocks poised for growth. Each month, to identify an undervalued gem, analyzing its financial health, growth prospects, valuation metrics, industry trends, and competitive advantage
@PassiveIncomeInvesting Yea I'm using this strategy for swing trade as well in on of my account because now we have much more space for single stock ETFs like harvest, purpose , kurv, which cover 7 -10 top quality stocks and in which price return profits can be used to invest in core positions like hyld and uscl, thnks
Great review! You forgot to mention that SPYI & QQQI are tax advantaged, which I also think is an advantage over the competitors. Also, surprised you didn’t give an honorable mention of some kind to IWMI. Anyway, another great video, thanks!
Hey Adriano, as a fellow Canadian, I would love to invest in these ETFs, but do you think it’s worth it with the Canadian dollar being so low right now or should I just invest in the Cdn version of these if available? Thanks again for the great content.
Impressive reasoning for each. You mentioned IVVW would do well in a down market. Could you do a video with your top 10 most defensive Income ETFs if we get into a bear market?
I was able to determine the portfolio weighting of the Great 8, considering I have most of these ETFs in my TFSA. I was wondering, Adrian, if you would comment on how you would weight these US ETFs, in a portfolio.
Yes - a surprise Adriano, that FEPI did not make the cut - (even in the group of second tier ETF’s) - It’s somewhat ‘Diversified’ with 15 of the largest and most significant Tech corporations selling software/hardware/services in to a huge % of SP500 and outside corporations! This ETF is still at its original Nav Price - so from inception one year age - so stable Nav - and consistently paying 25% monthly Distributions every month since inception! Not sure of your rationale for leaving this one out of the list?
its not diversified. its one sector so it did not make the cut as explained in the intro. also the returns are nothing special almost all N100 etfs are beating it.
this statement tells me you do not understand this fund. the fund will always go down over time . its has to.... look at the yield . look at the returns, not the stock price its the ultimate truth
I understand fees are high but why do people act like they have to right a check for the fee and mail it to the etf? The distribution/dividend you get after the fee has been already paid so really why care
@@dkyrtata6688 Yes, however, SVOL is an ETF that follows the VIX, and the market has experienced a lot of gains lately. Therefore, SVOL will also change, and in this case, dropped a bit in share price. SVOL is a long-hold ETF that has performed well in my portfolio. Plus, SVOL pays dividends monthly which does affect the share price.
Except that SPYI does their covered calls on the index with 1256 contracts, which gives a better tax treatment to the distributions.
Right on. Also, a lot of their distributions are classified as ROC, which isn’t taxable.
@@DividendDork return of capital is eventually taxable when you sell or when your cost basis goes down to zero
Excellent research and appreciate your commentary!
Is SVOL tax efficient if it's hold on a non-registered account?
I own every single etf on this list equally weighted. Plus also maxi and btci.
That might be over kill for some people but I like owning them all since it's so hard to pick a fave 😂
This is actually a good idea. Yes, they all track the same indexes, but the key is, you’re diversifying across different management styles with each different company. I’m invested in 8
Interesting! Why not stick with say QDTE? How do you monitor for NAV erosion? What sort of returns overall are you getting vs S&P?
Confused what 8 do u have?@@Strike_Three
Nav erosion? Excellent video. Thank you. Could you rank these by least Nav erosion risk first? How do I go through the 11 to quantify nav erosion risk? Why did you leave this out of your video? Could you please address this next one? Thank you 👍
please see his other video where he googles up the term erosion and shows that its best applied to rocks, rivers, etc which erode in nature. Then google up the logical fallacy known as Straw Man
nav erosion is a myth, see my nav erosion myth videos
Adrian what about FEPI?
not diversified, check the intro
NAV erosion will happen during bear market, non diversified as well
Thanks for the update Adriano! Appreciate it. Please cover AIPI and FEPI as well.
th-cam.com/video/40m7k1k8ezk/w-d-xo.htmlsi=4tyjeCU7sBkFoBC2
*Introducing "Single Stock Buy of the Month"*
As we shift our focus away from split share funds, its gd time to introduce a new segment highlighting exceptional individual stocks poised for growth. Each month, to identify an undervalued gem, analyzing its financial health, growth prospects, valuation metrics, industry trends, and competitive advantage
that's an idea. not into stock picking however
@PassiveIncomeInvesting Yea I'm using this strategy for swing trade as well in on of my account because now we have much more space for single stock ETFs like harvest, purpose , kurv, which cover 7 -10 top quality stocks and in which price return profits can be used to invest in core positions like hyld and uscl, thnks
awesome work ! Thank You!
Great review! You forgot to mention that SPYI & QQQI are tax advantaged, which I also think is an advantage over the competitors. Also, surprised you didn’t give an honorable mention of some kind to IWMI. Anyway, another great video, thanks!
OK I’m an idiot, I didn’t listen to the end when I wrote that comment about IWMI. Anyway, enjoyed the video!
many of them are as most CC ETFs will have ROC
Would you sell SCHD or GOF for BIGY. BIGY sounds like the perfect income, massive capitol growth with 12 percent. Perfect!
Awesome video thanks Adrian.
is there any mix ETF div pay Nas, S&P, DOW. very balanced one? even russell, would buy it in a hart beat.
Hey Adriano, as a fellow Canadian, I would love to invest in these ETFs, but do you think it’s worth it with the Canadian dollar being so low right now or should I just invest in the Cdn version of these if available? Thanks again for the great content.
I also am curious to know this!
you need to listen to the entire video my friend th-cam.com/video/RI0RT1TqLus/w-d-xo.html
you need to listen to the entire video my friend th-cam.com/video/RI0RT1TqLus/w-d-xo.html
Impressive reasoning for each. You mentioned IVVW would do well in a down market. Could you do a video with your top 10 most defensive Income ETFs if we get into a bear market?
Great Job. Thanks a lot 👍👍👍
I was able to determine the portfolio weighting of the Great 8, considering I have most of these ETFs in my TFSA. I was wondering, Adrian, if you would comment on how you would weight these US ETFs, in a portfolio.
this is where there is no right or wrong answer. what "i would do" is shown every single month in my portfolio update
@@PassiveIncomeInvesting
Thank you for your response...
Super video! Thanks for sharing your expertise in reviewing these.
FEPI
Great info. Thanks for all you do!
Giax maybe a good choice as well Adrian.
I like Rex funds, not the better for total performance but a better yield mean more in your pocket every month.
YOUR OPINION ON HIGH YIELDMAX ETS PLEASE
Very helpful. Thank you.
what do you think of Hamilton ETFs?
is that saba cefs fund expense ration nearly 6 percent? if so, that is a rip off.
Look at the returns . Returns are net of all fees . Still think it’s a rip off ?
Very helpful. The very information I was looking for .Thank you.
Amazing! Need to study these. But off to work I go, in the meantime...LoL.
Thoughts on Neos BTCI to diversify this portfolio?
It can work. Also could try MSTY
Yes - a surprise Adriano, that FEPI did not make the cut - (even in the group of second tier ETF’s) - It’s somewhat ‘Diversified’ with 15 of the largest and most significant Tech corporations selling software/hardware/services in to a huge % of SP500 and outside corporations! This ETF is still at its original Nav Price - so from inception one year age - so stable Nav - and consistently paying 25% monthly Distributions every month since inception! Not sure of your rationale for leaving this one out of the list?
its not diversified. its one sector so it did not make the cut as explained in the intro. also the returns are nothing special almost all N100 etfs are beating it.
I like ivvw. All great funds tho.
Do you think the dividends will continue to be consistent in bear market? 20% is simply unsustainable in the long run.
these are not single stocks my friend ...
Right now i just have JEPI JEPQ and TLTW do i really need anything else?
Hehe not really . But I would reconsider tltw for svol
@@PassiveIncomeInvesting That etf seems slightly convoluted what about a LQDW?
What are your thoughts on cornerstone as a closed end fund? CLM
th-cam.com/video/KbOj7k1u4us/w-d-xo.html
@@PassiveIncomeInvesting Thank you for the response! Looking forward to watching this!
Defiance QQQY it's price is going down considering we are in bull market. When will its price go up?
this statement tells me you do not understand this fund. the fund will always go down over time . its has to.... look at the yield . look at the returns, not the stock price its the ultimate truth
Where is YMAX
YMAX can definitely have been an Honorable Mention at the very least
its down 15.8% since inception, if thats what you meant.
GIAX
AIPI
RDTE
IWMI
I’m taking my 8% and DRIP the rest so in a bear market we will be good
God willing
you missed AIPI and FEPI
I'm guessing most people that invest in the Russell 2000 covered call funds can't name five small cap companies... 😂😂
Efaa is global
Swap svol and jepi to qqqi
Thanks for the video
Interesting stuff.
U went into depth in your research.
Why don't u hold hdiv from Hamilton anymore
💯 svol > those other etfs
I like PCEF better. CEFS has 37% in just 2 holdings.
look at the returns. its not even in the same ballpark
Expense fee are high.
I understand fees are high but why do people act like they have to right a check for the fee and mail it to the etf? The distribution/dividend you get after the fee has been already paid so really why care
expense fees should always be considered in terms of overall total performance of the fund.
returns are high and returns are NET of expenses. did you not know that?
All these people will disappear when the impending correction finally comes
SVOL Total return very low
SVOL has a 16% dividend yield.
Valveman, I believe he is saying that the return is much lower than the yield which is what is most important to most investors
@@dkyrtata6688
Yes, however, SVOL is an ETF that follows the VIX, and the market has experienced a lot of gains lately. Therefore, SVOL will also change, and in this case, dropped a bit in share price. SVOL is a long-hold ETF that has performed well in my portfolio. Plus, SVOL pays dividends monthly which does affect the share price.
Show us your broker acct . We want to see balances
Why?
Look for it, he's making a video every month about it.
First!
Great way to erode your capital. Take a look at all of these recommendations carefully before investing.
Brain erosion . Look at returns instead of stock prices to prevent brain damage
the problem with this guy is that he keeps swapping out his investment vehicles
If a better investment vehicle comes out : why wouldn’t you switch to it ?