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Time To LOAD UP On These 2 High Yield ETFs
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- เผยแพร่เมื่อ 18 ส.ค. 2024
- Investors seeking HIGH INCOME for their portfolios should check out the ETF offerings by NEOS Investments. Go to neosfunds.com
Investors love ETFs like SCHD, but if you are an investor looking for high-income right away, SCHD won't provide that for you. Instead, you need high-yield ETFs and in today's video we will cover 2 HIGH Income ETFs to play this high market at the moment.
In the comment section below, let me know which of these 2 high-yield income ETFs you like best. Also, LIKE and SUBSCRIBE.
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DISCLAIMER: Everything shared on this video is for educational & informational purposes ONLY. I am not a Financial Advisor, so please perform your own due diligence prior to investing. This video is not sponsored, some links are affiliate links and I may receive a small commission at no additional cost to you. Thank you for supporting my channel.
NEOS Disclaimer: Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF's prospectus containing this and other important information, please call (866) 498-5677, visit neosfunds.com, or click on the direct links below. Please read the prospectus carefully before you invest.
Past performance is no guarantee of future results. The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Investment return and principal value will fluctuate, so that shares, when redeemed, may be worth more or less than their original cost. For month-end standardized performance for each ETF, call (866) 498-5677 or visit the fund pages linked below.
SPYI Performance: neosfunds.com/...
QQQI Performance: neosfunds.com/...
CSHI Performance: neosfunds.com/...
BNDI Performance: neosfunds.com/...
SPYI Prospectus: www2.neosfunds...
QQQI Prospectus: www2.neosfunds...
CSHI Prospectus: www2.neosfunds...
BNDI Prospectus: www2.neosfunds...
An investment in NEOS ETFs involve risk, including possible loss of principal. The equity securities purchased by the Funds may involve large price swings and potential for loss. The use of leverage by the Fund, such as borrowing money to purchase securities or the use of options, will cause the Fund to incur additional expenses and magnify the Fund’s gains or losses. You cannot invest directly in an index. This information does not constitute investment advice or a recommendation of any products, strategies, or services. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions.
S&P 500 Index: An Index composed of selected stocks from five hundred (500) issuers, all of which are listed on national stock exchanges and spans over approximately 24 separate industry groups.
Nasdaq-100 Index: The Nasdaq-100 Index (NDX®) defines today’s modern-day industrials-comprised of 100 of the largest and most innovative non-financial companies listed on the Nasdaq Stock Market based on market capitalization.
NEOS ETFs are distributed by Foreside Fund Services, LLC.
Which of these is your FAVORITE High-Yield ETF?
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Buying of just any ETFs is easy, but buying the right one without a time-tested strategy is incredibly hard. Hence which is best to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $200K for sometime now, my major challenge is not knowing the best entry and exit strategies.
The best course of action if you lack market knowledge is to ask a consultant for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since 2023 January. I believe that is the most effective way to go about
Market behavior can be complex and unpredictable. Mind if I ask you to recommend this particular coach to whom you have used their services?
Sharon Ann Meny is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just googled her now and I'm really impressed with her credentials. I reached out to her since I need all the assistance I can get.
Im 33 thinking right now to start investing long term on ETFs. But everyone says market will crash after rate cuts begin so I’m thinking to wait and put all my money in a money market yielding 5% a year. At least it’s something and I’m sure it won’t go anywhere. What’s your thoughts should I start now or wait for a potential crash
I think you should at least start the process of dollar cost averaging into low-cost ETFs. The right time is always ‘now’. Perhaps put the money in the money market to begin. Then each week, take a set amount and sprinkle it into your ETFs. The market will, crash eventually. It always does. But pro tip, people will ALWAYS be talking about the coming crash :( Literally, always. It has been like this for a decade, and many, many people have lost juicy returns by listening to that advice.
Nobody has ever lost money in the US stock market history by dollar cost averaging into the market (S&P 500) each week or month with a set amount of money. Pick any 20 year stretch in history and it has been impossible to lose money with this method. That said, I say start ASAP and be a buyer only. Never sell, especially when the market crashes. Buy when others are running away.
This is nice, thanks for the detailed responses. But I’ll be taking baby steps gingerly.
Right on! There is so much to learn about this stuff. I’m up ~81K in the last two months and a half diversifying across different asset classes :) My CFP and I are shooting for a 6 figure ballpark goal before q3.
Congratulations on your approach and excellent job on your investments!
Nice video - i have been looking at both JEPI and JEPQ for a while now. Another etf which also uses options is SVOL, which has a yield of around 16%, but the price appreciation is not as high as JEPI / JEPQ.
Hello Mark,
JEPQ - This ETF is both for high income and Capital Appreciation, thus max 20% of the fund's money is Cover Called and the remaining 80% is letting the individual stocks ride.
The March 2024 dividend per share is $0.38037. Multiply $0.38037 by 12 = $4.56 annual dividend. Divide the $4.56 annual dividend by $52.91 (3/15/2024 share price) yields 8.63%. This is higher than the SWVXX 5.19%. For me, I am getting an extra 3.44% (8.63 - 5.19) PLUS stock price increases. Note: Dividend will fluctuate each month.
That is correct, the dividend will be based more off the success of the covered calls in the recent month.
Hello I use SWVXX as my emergency fund. Are you saying you feel safe to use JEPQ as an emergency fund over SWVXX?
@poopoopeepee4233 - you ought to sell that user name to an adult diaper company!!
Regarding your question - 80% of this fund is in high growth stocks. A large stock market pullback like 2022 would suck if you had an emergency and needed sell JEPQ shares.
Good video! I own all of these funds… JEPI, JEPQ, SPYI & QQQI. I like the contrarian nature of JEPI, the Tech focus of JEPQ and the higher, consistent yields with the NEOS funds. I don’t think you can go wrong with any of them.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Patricia Annie Brooks
As a beginner what do I need to do? How can I invest, on which platform? If you know any please share. I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
she's mostly on Instagrams, using the user name
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Most people are retiring this year and has nothing to show for. But I assure you it’s never late to get your financial life together again.. All thanks to Annie Brooks for I and my family
Both great funds. I had grabbed a little of each a while ago and sat on them just to see what they'd do and darn near forgot I even had them until I have seen a few videos like this one and a few others about them. Going to nibble a little more and possibly put a small amount in my Roth on DRIP.
Thanks for the recommendations. I will buy these for my high yield portfolio. What about some quality BDC’s, such as ARES Capital?
I do not have any BDCs within my portfolio
I LOVE BDCs and LOVE ARCC. You have to check out the management company itself, ARES. I have had great returns with it and am considering putting a chunk in my Roth. I also love asset managers so ARES fits in well with my own style.
Great video. Any comment on how these funds might perform in a bear market relative to the underlying indexes? Thank you.
I like JEPQ over JEPI only because their covered call strategy is "out of the money" calls where JEPI offers its covered calls "at the money". For that reason JEPQ offers more upside potential than JEPI. But they are both solid performers and I like them both.
What are your thoughts on floating rate funds? They invest mainly in bank loans.
do you like NEOS - QQQI or SPYI funds? those yields look too good to be true. Even though I read that they actually sell calls on Indexes NDX and SPX rather than the individual stocks and has a 60-40 tax incentive too. wanted to know if you have any exposure in this or if you could share some pros and cons on it?
With income ETFs, I prefer to wait until share prices drop. That would push yields higher.
The majority of JEPQ's yield is not from the stocks it holds. It's from the covered calls they hold. So, a lower price from pullback will not raise the dividend yield like a normal dividend stock or fund.
Many pundits think the higher volatility of the Nasdaq stocks will allow JEPQ to keep yielding higher payouts from the type of covered calls they own.
I'm still looking forward to a pullback to buy more shares when the tech sector takes a break.
Own and adding to both. Thanks for your insight. Cheers
SPYI is a new ETF but has some capitol growth and high div!
Can you do a video on SPDR Portfolio S&P Sector Neutral Dividend ETF (spdg)?
Great videos thank you Mark!
Hi Thanks for this video
Thanks, Mark, for your presentation on JEPI and JEPQ. Interesting investment ideas. Do you have any thoughts on how these two ETFs would fair in a downturn, correction or a bear market?
The share price could fall, but the income would be solid because the covered call premium success rate would increase in a downtun
JEPQ also does covered calls?
Jepq and Jepi will drop less than the overall market and during a sideways or down market dividend should go up
@@stevenziegler2523 YES
I've heard that index funds and ETFs provide diversified stock market exposure while spreading risk. I have over $800K in savings; What's the most effective strategy to allocate funds in my portfolio and generate profits?
I prefer VYM, VIG, DGRO, and SCHD
Just curious why you prefer SCHD to JEPI?
@@stk6mkt I strictly invest in passively managed funds
the problem is downside isn't capped, but upside is.
not too bad an issue IF the dividend can increase over time to keep up with inflation.
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Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal broker and also a personal broker in many families in United States, she's a licensed broker and a FINRA AGENT in United states..
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I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
DIVO could also be combined with those two, performed well in total return, plus it uses plain CALL options and not ELNs like JEPI/JEPQ do
FEPI, JEPQ, QQQI, SPYI, IWMW and IVVW
I plan to own both ETFs. Thanks for the vid.
No one ever talks about $SVOL which is weird since it pays 16%+ and is up 6.83% in the last year.
Hi Mark, what is your opinion on SVOL? The expense ratio is high. However, they pay a high monthly dividend.
Waaay too high expense ratio for my portfolio
@@MarkRoussinCPA Thanks for the feedback. 🙏
@@paulcosta8930SVOL has a 16.22% yield. You have a problem paying a 1.16% expense ratio for that. Do you prefer SCHD with a 3 42% yield and a .06% expense ratio?
I’ve been on board with svol for 14 months and it’s crushing every one.. the expense ration is huge but so is the divs and the stock price is staying flat which I’m 💯 ok with.. pass on it if ya want but imo it’s a massive mistake
There are other ETF have lower expense
My high income stocks are QYLD, RYLD, and CLM.
Don't those suck compared to JEPI/Q?
I want to invest $200,000 into JEPI and JEPQ. How would you proportional that capital between the two ETF'S?
could you talk about FDVV?
Been a consistent performer and cheaper then VYM.
Do u recommend to use Roth account for jepi n jepq
What happens to the NAV in a down market for SPYI and QQQI
Nice video 😊
Hello, dumb question. Is the kind of ETF where one loses principal? Like TQQQ?
SPYI , JEPI, & JEPQ are the three high dividend ETFs that I have in my portfolio. Now I need two more good ones that pay on the second week and the fourth week of the month to have weekly dividend income. Any suggestions?
FEPI or SVOL for fourth week.
JPEQ started in 2022 at $50, and went down the first year ....
Love these funds for Roth IRA, drip the dividends.
What's your favorite ETF that pays Qualified dividends?
SVOL and USOI are both great too -- I don't put much into USOI though because it could bite you
I own both Jeps
I own both
So the swr is now 8 percent?
Replaced Jepq with Spyi
Won't a fall in the market reduce the yield?
Svol expense high
Perhaps combine JEPQ with SCHD. Or JEPI with SVOL.
I've got SCHD with SPYI combo
I own JEPI, JEPQ, and SVOL.
GPIX and GPIQ
how about the tax impications.non-qualified dividends.
A big chunk will be taxed at your ordinary income rate. Best for most people to hold in a tax deferred account.
JEPQ blows away SPYI.
I like Jepi
Tltw good dividen
VYM IS THE 🐐 GOAT.
Love jepq
YIELDMAX
Hello Mark, I sent you an email regarding a paid partnership on your channel, looking forward to hearing back, your channel looks like a great fit
I feel that, as a CPA, you should not be suggesting that your listeners should consider JEPI or even JEPQ. Or, QQQI, JEPI and other risky investments. It is unacceptable, especially coming from you.
Care to elaborate?
@@MarkRoussinCPA I don't have to elaborate, Mark. From your videos, I have learned that you can do your research quite well. On a long term basis, have any covered call ETFs like QYLD or XYLD done well? Why are you making videos glorifying them? Others who are not knowledgeable can make stupid recommendations. You should be making videos on decent quality stocks like PG, JNJ and PEP like you have been doing, or, better still, very high quality stocks like COST, SPGI and MCO (which you have not been doing.)
@@rssharma9So JEPI and JEPQ should not be bought by anyone? So no CPA should ever recommend them? Haha
@@CraigandMandy1 So, are you fond of JEPI and JEPQ?
@rssharma9 I am. I am 55 and just retired. In my situation they are great for more income. I feel there are so many different situations and a lot of these products fit one person and not another. The younger you are the less I personally think JEPQ or JEPI would fit. Have a great day!
I'm growing JEPI and IJR as my core in my Roth Ira.
Gpiq
I've heard that index funds and ETFs provide diversified stock market exposure while spreading risk. I have over $800K in savings; What's the most effective strategy to allocate funds in my portfolio and generate profits?