ThanX Ethan... Well done video and description of DIVO... I do hold DIVO as well as SCHD and some JEPQ as a retiree.... Thanks again. Have great holiday....
Hi Ethan. Could you compare DIVO to QDPL please? QDPL pays a higher dividend and looks like it outperforms in price appreciation and total returns. What do you think of their approach? Sustainable? Thank you.
Excellent review (earned a new sub), but I think “blindly” at 5:20 is a bit insulting to NEOS and JPM. I do like (and hold) their products but balance it out with SCHD and IDVO and will probably add DIVO and/or DGRO. Building up my income stream approaching retirement in 2026.
Well, I guess that's just semantics. When you do something no matter what without any consideration, I would call that doing it blindly. Not trying to be insulting, it's just the difference between doing something systematically vs tactically
I know we just talked in the discord but generally it's fine and I like dividends payers going forward. I just prefer cgdv for the reasons laid out in the video (schd and fdvv are fairly similar).
There's no reason you couldn't own both but they're not that good of complements. Too similar to really provide much diversification imo. Something international, growth-oriented, small cap, or fixed income would be a better complement (though not all right for everyone's investment objectives, of course).
I don't make videos reporting monthly dividend payouts. I'm sure they would get lots of views and take me very little time to make, but I'm not sure how much value i would be adding. It's much faster to get that kind of information by googling it. My goal with this channel is to teach people how to become better investors, make better decisions with their money, achieve financial freedom, and build a better life.
A vast majority of these high distribution funds have been out for less than 2 years during a raging bull market. People are pouring money into them and bragging about the high yield with minimal to no nav decay. It's sad that they think that it will be sustainable. Some tough lessons will be learned when the next crash comes. I'm not referring to DIVO but rather the funds from Roundhill, YieldMax, Defiance, etc.
Not that I love yield max, but conys total return since inception is actually positive 61.71% according to dividend channel calculator. In contrast s&p total return during same time frame is 26.24%.
Right well it was launched at the beginning of a crypto rally and the actual coinbase stock is up over 100% in that same time frame. CONY has also given over half of its gains back in less than a month. The real coinbase stock is down 50% since its ipo, and that includes huge losses of about 90% and then a massive recovery. If CONY had been around this whole time it would likely be down significantly since inception, if it was even still around at this point.
I’m doomed. I need to make a smaller amount of investment savings last a long time. Forced to retire at 59. Was hoping to find a legit high dividend etf to allow me to live off the dividends Guess that’s just a pipe dream
Yeah unfortunately. Let's say the market returns 10%/yr on average. How are you going to take out more than that and maintain the size of your investment? Or and for each percentage you lose, you need to make a higher percentage to get back to even, and losses (in portfolio value) are exacerbated by taking out income, as are future gains. So really even 10% withdrawals in an investment that returns 10% on average (but not 10% every year) is not sustainable. Then you factor in that these investments give up most of the upside potential of the underlying investments and... yeah I just think that mathematically a withdrawal rate of 8+% is highly unlikely to be sustainable in the long run no matter what you invest in. Maybe you could consider a part time job to supplement your income? This is definitely a conversation for a financial advisor who can dive into the specifics of your situation.
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Your explanation of graph comparing the DIVO JEPI SCHD is ingenious . I have never heard someone explain it like this before . Thank u.
Great channel! Love DIVO
ThanX Ethan... Well done video and description of DIVO... I do hold DIVO as well as SCHD and some JEPQ as a retiree.... Thanks again. Have great holiday....
Thanks!
Hi Ethan. Could you compare DIVO to QDPL please? QDPL pays a higher dividend and looks like it outperforms in price appreciation and total returns. What do you think of their approach? Sustainable? Thank you.
Good stuff and well said about covered calls thanks
Thank you!
Excellent review (earned a new sub), but I think “blindly” at 5:20 is a bit insulting to NEOS and JPM. I do like (and hold) their products but balance it out with SCHD and IDVO and will probably add DIVO and/or DGRO. Building up my income stream approaching retirement in 2026.
Well, I guess that's just semantics. When you do something no matter what without any consideration, I would call that doing it blindly. Not trying to be insulting, it's just the difference between doing something systematically vs tactically
Great review. Would you be able to review SVOL as well? Thanks in advance
Yes, been getting a few requests for this one so I will bump it up towards the top of the list. Probably will be able to get it out in ~1-3 weeks
Great video. How about one on FDVV? If not, what is your opinion on it?
I know we just talked in the discord but generally it's fine and I like dividends payers going forward. I just prefer cgdv for the reasons laid out in the video (schd and fdvv are fairly similar).
The performance is so simialr to SCHD. Are they complement each other or too much overlap just pick either?
There's no reason you couldn't own both but they're not that good of complements. Too similar to really provide much diversification imo. Something international, growth-oriented, small cap, or fixed income would be a better complement (though not all right for everyone's investment objectives, of course).
How much is my monthly dividend?
I don't make videos reporting monthly dividend payouts. I'm sure they would get lots of views and take me very little time to make, but I'm not sure how much value i would be adding. It's much faster to get that kind of information by googling it. My goal with this channel is to teach people how to become better investors, make better decisions with their money, achieve financial freedom, and build a better life.
A vast majority of these high distribution funds have been out for less than 2 years during a raging bull market. People are pouring money into them and bragging about the high yield with minimal to no nav decay.
It's sad that they think that it will be sustainable. Some tough lessons will be learned when the next crash comes.
I'm not referring to DIVO but rather the funds from Roundhill, YieldMax, Defiance, etc.
1000%. Well said.
Not that I love yield max, but conys total return since inception is actually positive 61.71% according to dividend channel calculator. In contrast s&p total return during same time frame is 26.24%.
Review Bali by black rock. Same strategy as divo with lower expense ratio and higher yield.
Right well it was launched at the beginning of a crypto rally and the actual coinbase stock is up over 100% in that same time frame. CONY has also given over half of its gains back in less than a month.
The real coinbase stock is down 50% since its ipo, and that includes huge losses of about 90% and then a massive recovery. If CONY had been around this whole time it would likely be down significantly since inception, if it was even still around at this point.
I will look into it, thanks!
I’m doomed. I need to make a smaller amount of investment savings last a long time. Forced to retire at 59. Was hoping to find a legit high dividend etf to allow me to live off the dividends Guess that’s just a pipe dream
Yeah unfortunately. Let's say the market returns 10%/yr on average. How are you going to take out more than that and maintain the size of your investment? Or and for each percentage you lose, you need to make a higher percentage to get back to even, and losses (in portfolio value) are exacerbated by taking out income, as are future gains. So really even 10% withdrawals in an investment that returns 10% on average (but not 10% every year) is not sustainable. Then you factor in that these investments give up most of the upside potential of the underlying investments and... yeah I just think that mathematically a withdrawal rate of 8+% is highly unlikely to be sustainable in the long run no matter what you invest in. Maybe you could consider a part time job to supplement your income? This is definitely a conversation for a financial advisor who can dive into the specifics of your situation.