GPIX & GPIQ - NEW Covered Call ETFs from Goldman Sachs. Move over JEPI and JEPQ?

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  • เผยแพร่เมื่อ 31 ธ.ค. 2024

ความคิดเห็น • 136

  • @Reza16888
    @Reza16888 11 หลายเดือนก่อน +9

    Another great introduction video. Thanks, Dave! I like your explanation of how the mechanics of these ETFs work.
    I guess I do similar things as these funds do, with some extra. I own SPY and sell covered calls on it. Then, I also do the 50/50 approach. 50% cash, 50% SPY. With my cash, I also sell puts for lower prices. This way, I'm collecting two premiums and the interest on my 50% cash. With most of the time, my calls not getting exercised, I also collect the dividend on the SPY every quarter.
    Boy, I love this options trading. For sure, it should postpone the alzheimer/dementia 😊

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน +1

      I still do most of my own income portfolio myself. SQY, QQQ and a host of stocks using puts and calls.

  • @snoopdogAZ
    @snoopdogAZ 10 หลายเดือนก่อน +2

    Congrats, you're the only financial guy on Utube I don't immediately turn off when they try to be funny. I really enjoy your videos.

    • @wealthadventures
      @wealthadventures  10 หลายเดือนก่อน

      Ha thanks.

    • @whodidit99
      @whodidit99 4 หลายเดือนก่อน +1

      @@wealthadventures But if you introduce those cheesy stock videos I'm out.

  • @David-lp1mj
    @David-lp1mj 11 หลายเดือนก่อน +7

    Nice video once again. I liked the chart showing the range of outcomes. There's getting to be a lot of players in this space. It will be interesting to look back in ten years to see which one had the best return. Mahomes had a worse year statistically than before but he finds a way to win when it counts. Have a great time next week.

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      Thanks! Mahomes is a winner. I appreciate his game but pulling for the 49ers!

  • @g.ajemian4968
    @g.ajemian4968 11 หลายเดือนก่อน +12

    I will be entering dividend space in retirement very shortly , I will be monitoring this closely, but I definitely love jepi and Jepq the play might be to buy some of each for a period of time. Anytime you can get a 10% dividend with minimal NAV erosion. I’m all for that.

    • @chickencharlie4539
      @chickencharlie4539 11 หลายเดือนก่อน +5

      SPYI has been doing well. That's an option too.

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน +1

      Almost there! Congrats.

  • @coachkropp1
    @coachkropp1 10 หลายเดือนก่อน +1

    thanks for covering these new etfs! I'm retired so I need the income. JEPI and JEPQ dividends have been lacking so far this year, so I'm going to move half my holding into these. The ETF strategy's similar but I like spreading this out between 2 companies now. competition will be good :)

    • @wealthadventures
      @wealthadventures  10 หลายเดือนก่อน +1

      I certainly support the idea of making a soup with the best of these. Toss in the good and toss out the bad!

  • @jimt3014
    @jimt3014 9 หลายเดือนก่อน +1

    Just started watching your video's Dave. Great job on explaining the mechanics for all. Relaxing and educational, don't get the feeling someone is trying to blow smoke. Thanks, and keep making more videos.

  • @chipnorris2504
    @chipnorris2504 หลายเดือนก่อน +1

    Great stuff thanks for reviewing these.

  • @armchairincomechannel
    @armchairincomechannel 10 หลายเดือนก่อน +4

    Thanks for another great overview of a new fund. It will be interesting to compare total returns for all these covered call funds in a year or 2 when we have more data.

    • @wealthadventures
      @wealthadventures  10 หลายเดือนก่อน

      Thanks! We will see which hold up in the long run. Some of the originals should be seeing outflows with similar strategies and lower expenses. Adapt or move aside! Lol.

  • @normansimonsen1203
    @normansimonsen1203 11 หลายเดือนก่อน +3

    I have looked at them. I have JEPI and SPYI. I just sold half my JEPQ, I'm going into QQQI with that. I also have some FEPI. I'm thinking that is enough options.
    Glad you will be enjoying a good time in Vegas. 🎉

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน +1

      Thanks! I keep hearing about QQQI. Guess I need to take a look.

  • @ClintonSiegel
    @ClintonSiegel 11 หลายเดือนก่อน +1

    Loved the video. Especially the 'boring' OTM versus % ATM section.. Greatly appreciated. Thank you!

    • @ClintonSiegel
      @ClintonSiegel 11 หลายเดือนก่อน

      Enjoy the Super Bowl!

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      Thanks! Appreciate the feedback.

  • @ronaldreagan6756
    @ronaldreagan6756 11 หลายเดือนก่อน +5

    SPYI and JEPQ have done very well for me, but I will definitely watch these two to see where things go... it seems like this high dividend options space is getting very crowded... "too many options" :)

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      Lot and lots of products hitting the market. Good for us I suppose.

  • @bigjj974
    @bigjj974 11 หลายเดือนก่อน +2

    Dave
    Nice shirt and great dry humor lol!
    Suggestion:
    Sort of bringing all of the info together that you produce on the CC ETF's.
    Would you produce 1 video ranking the top 5 covered call ETF's based on total return compared to the S&P500 in 3 different market environments? Video 1- Upmarket, Video-2 Down market and Video 3-Sideways market (5% change). Markets could be evaluated on a quarterly basis. I believe that these products are needed by a lot of people however the direction of the markets does affect their returns tremendously. Given this information your subscribers could move from ETF to ETF as meets their needs.

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      Appreciate the idea! Let me think about it.

  • @finiteloops8610
    @finiteloops8610 11 หลายเดือนก่อน +1

    Thanks so much for the elegant explanation of the option strategy. It's renewed my interest in these funds. Thanks!

  • @tessjones5987
    @tessjones5987 11 หลายเดือนก่อน +1

    "Professor" Thank you for sharing your knowledgable research. You are smart/wise magnanimous.

  • @pyramazekeyboardist
    @pyramazekeyboardist 11 หลายเดือนก่อน +2

    Have fun in Vegas dave! I own both of these in my income portfolio. I do appreciate that low expense ratio

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      Will do! I'm ready for some blackjack!

  • @UrbanArtCentral
    @UrbanArtCentral 2 หลายเดือนก่อน +1

    Hi newbie here, appreciate your content! How world these new funds stack up against Yieldmax in general and specifically in the worst case scenario of a stock market crash?

    • @wealthadventures
      @wealthadventures  หลายเดือนก่อน

      Hi. Yieldmax has many funds. Is there a particular one that you want to compare? I like these 2 since the expense ratio is low and they can pair up nicely with the underlying index. So you could buy a little GPIX for income and also buy some VOO for growth. Just my opinion!

    • @UrbanArtCentral
      @UrbanArtCentral หลายเดือนก่อน

      @wealthadventures I like all their option income funds since I don't have the time, skill, or capital to do option trading myself.

  • @genelayton9621
    @genelayton9621 11 หลายเดือนก่อน +2

    Thanks for the review. I'm looking for a ETF call strategy that captures more of the upside so I picked up a few shares of these. So far so good, I wonder how they will do in a down market.

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน +1

      Good question! Time will tell.

  • @Jamie-dz8dg
    @Jamie-dz8dg 11 หลายเดือนก่อน +1

    Well done on the t-shirts sir...LOL!!! Have a great time in Vegas!

  • @danfive9696
    @danfive9696 10 หลายเดือนก่อน +2

    I’m intrigued by these etfs

    • @wealthadventures
      @wealthadventures  10 หลายเดือนก่อน +1

      Put them on the watch list!

  • @363361329
    @363361329 6 หลายเดือนก่อน

    @6:20 when they sell 37% at the money. dose it mean we will have 63% appreciation or we will get 37% appreciation ?

  • @NormNike-dw5hg
    @NormNike-dw5hg 10 หลายเดือนก่อน +1

    Love it. Except I can’t get 5% on my cash. Can you hold tbil or something till you get assigned?
    Or does it have to be in cash?

    • @wealthadventures
      @wealthadventures  10 หลายเดือนก่อน

      I'm thinking this is for the video on LQD?... If so, depends on your broker. Might be good to call and see if they have any options.

  • @JohnD-yg3nc
    @JohnD-yg3nc 9 หลายเดือนก่อน +1

    I'm in both!

  • @DP52001
    @DP52001 11 หลายเดือนก่อน +2

    Great job- you rock man!

  • @hitomikagewaki31
    @hitomikagewaki31 11 หลายเดือนก่อน +1

    Wish they had the ex dividend info on the site. NVM, I found it the next upcoming ex date is Monday 3/4/2024. The previous ex date was 2/2.

  • @mikeconnell698
    @mikeconnell698 11 หลายเดือนก่อน +1

    Dave, I see they did an at the money call option for February '24. I don't think they are *limited to at the money calls*. The prospectus just says they sell calls.

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      Yes. Not sure if that will always be the plan. Previous month was also ATM but may change.

  • @DP52001
    @DP52001 10 หลายเดือนก่อน +1

    Re-re-re-watching this video. :)
    It gets close to addressing (or maybe it does address and I'm just dumb) the question of "forget the stock price - just go for premium". What if I did this in my personal portfolio? Simply sell ATM, collect premium, take assignment on CSPs and/or have shares called away on CCs. Does it matter if I step in and out of ownership being, again, agnostic to the actual underlying? I ask this from a standpoint of simply wanting income in the 12% range annually. My portfolio has grown to a point where, with a ~12% income/yield, I could live comfortably. Maintaining NAV would be ok, and I would still be selling CSPs and CCs only on high value companies or ETFs that I like (HD, XLV, AAPL, GOOG, SPY, VOO, QQQM, etc).
    Thoughts?
    Thanks again! Sorry I've posted so many times on this single video! :)

    • @wealthadventures
      @wealthadventures  10 หลายเดือนก่อน +1

      Hi. I understand where you are coming from. I would sign up for 12% as well. It can work IMO but I would not "forget the stock price". What has helped me was learning patience when wheeling stocks. Those whipsaw moves in stocks/etfs can eat up gains from options quickly. Also be aware of wash sale rules and lean toward ETFs versus single stocks. Again just my 2 cents. Maybe start with a portion of your portfolio to test your game plan?

  • @reddragon3518
    @reddragon3518 11 หลายเดือนก่อน +6

    Dave we need your top ETFs in this space for dummies and what role they would have in a portfolio for dummies!

    • @DP52001
      @DP52001 11 หลายเดือนก่อน +1

      Agree!

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      Ha! Ok. A lot of these need time IMO. Hard to tell based on such a short history.

    • @whodidit99
      @whodidit99 4 หลายเดือนก่อน

      @@DP52001 Agree, this one sells at the money but in varying quantities, one sells at the money, one sells out of the money, some vary distance from strike price. some sell month out, some sell daily...... I'm getting confused. A video on which would be better in varying market condition - up, down, sideways would be very useful.

  • @ericcarr7557
    @ericcarr7557 11 หลายเดือนก่อน +3

    I have some JEPQ in my ROTH. Tax free dividends

  • @normancarbajal5154
    @normancarbajal5154 11 หลายเดือนก่อน +1

    Like how consistent income and capital appreciation is handled depending on market conditions. Opening a small position on GPIX. Going for the Niners also 🏈 …

    • @wealthadventures
      @wealthadventures  10 หลายเดือนก่อน +1

      Good luck! I will be watching.

  • @louiswelrod
    @louiswelrod 11 หลายเดือนก่อน +1

    I like the videos on the CC ETF's, but I think you may make the wrong comparison. If an investor buys, say JEPI, for income, they will likely replace another investment that had the same purpose, namely bonds. I keep some JEPI in the "income" portion of my portfolio along with Bond funds, Preferred stock funds, Reits and a few dividend stocks. I am more interested in how JEPI performs compared to bonds and other income investments than compared to growth investments. I think the more relevant comparison is JEPI to BND. I don't necessarily require the same growth from an income investment as a growth investment. I have another large portion of my portfolio for growth.

    • @wealthadventures
      @wealthadventures  10 หลายเดือนก่อน +1

      Good points. Thanks for contributing! Always good to hear how others approach these products.

  • @osvaldopena6629
    @osvaldopena6629 11 หลายเดือนก่อน

    In your opinion do you think dividend investing will outperform leap call options, repurchasing leaps once the original expires?

  • @RP-bk1sj
    @RP-bk1sj 11 หลายเดือนก่อน +1

    Informative video. Can you please cover FEPI (higher dividend & higher performance than GPIQ & JEPQ) & No cost S&P Etf BKLC in your next video. Thanks.

    • @wealthadventures
      @wealthadventures  10 หลายเดือนก่อน

      Hello. I have covered FEPI:
      th-cam.com/video/xgUAp4-naUE/w-d-xo.html

  • @JohnsFishTales
    @JohnsFishTales 11 หลายเดือนก่อน +1

    Bought into these last week. Also YBTC for an option strategy on bitcoin futures.

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      YBTC... That should be a fun ride!

  • @ericthornton5252
    @ericthornton5252 10 หลายเดือนก่อน +1

    Could you do a video on MLPA and MLPX. Especially the tax treatment. Seeing conflicting info on whether the ROC from an MLP carries through when in an etf.
    Thanks. Love the channel.

    • @wealthadventures
      @wealthadventures  10 หลายเดือนก่อน

      Sure. I will take a look. Always appreciate ideas!

  • @DP52001
    @DP52001 10 หลายเดือนก่อน +1

    You endlessly nail it…good content and some solid laughs along the way…keep it up! 😊

  • @mikepopa-c2x
    @mikepopa-c2x 11 หลายเดือนก่อน +1

    Go 49ers! I'm a Bengals fan so honestly don't care but I never cheer for the popular kid. It's interesting how a lot of these call option ETFs are all slightly different. I'm retired so I like em all (JEPI, JEPQ, SPYI, FEPI, BALI, TUGN, BST). I can cost average and buy at a reasonable price. Given the only risk is nav depreciation and someone else manages it for a low fee what's not to like. Saves me a lot of time and worry in managing my own call options. Great time to be an income investor!
    I do wonder how they will manage capital gains and when they take them, how they rebalance.... Probably in the prospectus somewhere.
    I appreciate the example you gave. When I hear at the money it makes me nervous in terms of nav depreciation (global x covered call ETFs like qyld). I think this one is a wait and see. Have fun at the game!

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      I'm a Bengals fan! Grew up in Dayton and went to games in Cincy. However, have to pick a side for the Super Bowl so going with the 49ers.

    • @mikepopa-c2x
      @mikepopa-c2x 11 หลายเดือนก่อน +1

      I grew up/live in Cbus and my dad was a Cinci fan so followed suit. Haven't been to a game since my wife and I had kids but hoping to get to one when they are older. Have fun! Appreciate all your videos.

  • @whodidit99
    @whodidit99 4 หลายเดือนก่อน +1

    So many of these covered call funds being introduced. Do you think the value of the premiums will decrease over time as more are being sold to these ETFs? I'm a bit worried about this.

    • @wealthadventures
      @wealthadventures  4 หลายเดือนก่อน

      I'm not concerned about that myself. Premiums are driven by expected volatility.

  • @mikek3124
    @mikek3124 11 หลายเดือนก่อน +2

    I’m waiting to buy qqqi

  • @andreattai7481
    @andreattai7481 11 หลายเดือนก่อน +1

    Do covered call goes up when stock market goes up or down? i.e: If msft goes up, does it pull up GPIQ or pulls it down?

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน +1

      Selling a call is a bearish position. If the S&P goes up, the cost to close an S&P call would increase from what you sold it for initially. You would pay more to close it and lose on the option.

    • @andreattai7481
      @andreattai7481 10 หลายเดือนก่อน

      @@wealthadventures thank you for the clarification, very helpful

  • @carstenfleischer
    @carstenfleischer 11 หลายเดือนก่อน +3

    In the very short period to date, the GPIQ has outperformed the JEPQ. I will probably split my JEPQ position between the two. Have you already had a look at the QQQI and perhaps even have an opinion on the new Fund?

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน +1

      I have not looked at QQQI but it is on the list. I do think a nice soup made from the best of these is a good way to go if you want to own these products.

  • @harsharao3555
    @harsharao3555 11 หลายเดือนก่อน +1

    ATM option writing means loss of underlying assetts in a bull market. Can you do one on SPYI and ISPY please? Between Those above and Goldmans and JEPI and JEPQ which ones stand out with regards to less NAV erosion and overall total returns? Though GS etfs have been around only for few months

    • @wealthadventures
      @wealthadventures  10 หลายเดือนก่อน +2

      Hard to say with some of the new products. My largest holdings in this area are JEPI, JEPQ, and DIVO. I have covered SPYI a couple times and ISPY is on the list.

  • @user-jv4nc2bi6u
    @user-jv4nc2bi6u 8 หลายเดือนก่อน +1

    Which do you think uses a better strategy? GPIQ/X or JEPQ/I?

    • @wealthadventures
      @wealthadventures  8 หลายเดือนก่อน +2

      They both have some merit. I lean toward JEPI/JEPQ but still think that mixing several together is a good option.

  • @Jeguia85
    @Jeguia85 11 หลายเดือนก่อน

    What I’ve been looking at now besides expense ratio and yield is the way they distribute dividends. Are they qualified, ROC, and any special tax treatment like SPYI. I’ve been looking at ISPY as some distributions will be ROC. Would be cool if you take a look at it 👍🏽

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน +1

      Hi. I'll take a look at ISPY. Thanks!

  • @toystoryyeselliotmooseno7014
    @toystoryyeselliotmooseno7014 2 หลายเดือนก่อน +1

    Would you suggest GPIQ for an HSA account? Thanks

    • @wealthadventures
      @wealthadventures  2 หลายเดือนก่อน +1

      Maybe... What are you trying to do long term with your HSA?

    • @toystoryyeselliotmooseno7014
      @toystoryyeselliotmooseno7014 2 หลายเดือนก่อน +1

      Spend it lol. I have around 130k in it so I'm looking for best strategies to utilize it. I've never spent from it.

  • @clownworld33
    @clownworld33 11 หลายเดือนก่อน +3

    Why not buy the underlying stocks and write your own call and put options? When you sell a call option and in case it looks like you are going to get stopped out buy the call options back to close position so you do not lose your stock.

    • @g.ajemian4968
      @g.ajemian4968 11 หลายเดือนก่อน +2

      That involves a lot more capital to employ that strategy

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน +3

      Certainly an option and what I do myself with the majority of the funds I earmark for this area. However, it can be cost prohibitive and the feedback I get is that many don't want to handle options themselves.

    • @clownworld33
      @clownworld33 11 หลายเดือนก่อน

      Yep playing around with covered puts and calls looks like it could turn into a full time job and stress. @@wealthadventures

  • @brettdeluca3166
    @brettdeluca3166 8 หลายเดือนก่อน +1

    Just watch. I’m waiting for your recommendation.

    • @wealthadventures
      @wealthadventures  8 หลายเดือนก่อน +1

      I own a few shares of GPIQ. Watching it and mixing it in with JEPQ. Performance has been similar and both are lagging QQQ slightly since GPIQ was launched. What do you think?

    • @brettdeluca3166
      @brettdeluca3166 8 หลายเดือนก่อน

      @@wealthadventures then I feel it’s doing it’s job when the market flat.

    • @brettdeluca3166
      @brettdeluca3166 8 หลายเดือนก่อน +1

      @@wealthadventures these type funds good in a recession or sell off market?

    • @wealthadventures
      @wealthadventures  8 หลายเดือนก่อน +1

      @@brettdeluca3166 They can help. For example, if you are reinvesting the distributions it will lower your cost basis MORE versus a classic stock ETF that does not sell calls.

    • @brettdeluca3166
      @brettdeluca3166 8 หลายเดือนก่อน

      @@wealthadventures jepq is going in my ira account 30k I’m keeping Jepi in my taxable at this time. Any suggestions? Right now I’m getting 5.17 in my money market. Should I wait until they lower interest rates or buy now jepq.

  • @CorinaSachar-b5i
    @CorinaSachar-b5i 4 หลายเดือนก่อน

    Hagenes Spring

  • @peterholmes2089
    @peterholmes2089 11 หลายเดือนก่อน +1

    These funds are like Pokemon to me....I gotta collect them all:)

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      Haha! Make a big covered call soup.

  • @sksec
    @sksec 11 หลายเดือนก่อน +3

    I like them better than jepi and jepq because they own all the stocks in the index

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      Yes they do! Forgot to mention that as a difference.

  • @WW-34
    @WW-34 11 หลายเดือนก่อน

    Interesting! Thanks for the video. Any fellow rHENRYs here?

  • @probst9999999999
    @probst9999999999 11 หลายเดือนก่อน

    Sounds comparable to QYLG then but a little more dynamic? QYLG has been pretty good imo better than QYLD for sure and maybe better than JEPQ so could be pretty good maybe

    • @wealthadventures
      @wealthadventures  10 หลายเดือนก่อน

      That is a fair comparison I think. Lower fees will help these as well.

  • @ValenciaPeacher-q1j
    @ValenciaPeacher-q1j 3 หลายเดือนก่อน

    Lakin Island

  • @Reza16888
    @Reza16888 11 หลายเดือนก่อน +2

    As with your sports comments, after almost 40 years living in the US, I still don't understand that sport which has hijacked the name of the sport that I, and the rest of the world, call football. I guess if it were called bullsball or forceball or some name like that, I wouldn't feel the negativity of my favorite sport's name getting stolen and would actually follow it. 😅

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน +1

      Ha! My #1 sport has always been "soccer" but I still enjoy American football.

    • @Reza16888
      @Reza16888 11 หลายเดือนก่อน +1

      @@wealthadventures "soccer"? I take that "American Football" and Football... "soccer"? No Thanks 😁

  • @SandraHall-m5s
    @SandraHall-m5s 3 หลายเดือนก่อน

    Vincenzo Fort

  • @mikepinzine7791
    @mikepinzine7791 11 หลายเดือนก่อน +1

    Qqqi plz

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      Wow so many of these! QQQI.

  • @brendanquinn6894
    @brendanquinn6894 11 หลายเดือนก่อน +1

    They are babies ! 30 million ! Thats tiny mate !

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      True! Adding it to the watch list.

  • @trooprelation-y8j
    @trooprelation-y8j 2 หลายเดือนก่อน

    Paige Courts

  • @ConnieWright-q4x
    @ConnieWright-q4x 2 หลายเดือนก่อน

    Metz Crossroad

  • @RaadYacu
    @RaadYacu 11 หลายเดือนก่อน +1

    watch

  • @paulfiedler6820
    @paulfiedler6820 10 หลายเดือนก่อน

    Sounds like a MAGA guy. Too bad.

  • @jimdixon6688
    @jimdixon6688 11 หลายเดือนก่อน +1

    Should this be in a retirement account

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน

      They can work in a retirement account but they can also be used in a taxable account. Depending on your use case I suppose. Certainly want to account for your tax situation.

    • @jimdixon6688
      @jimdixon6688 11 หลายเดือนก่อน +1

      @@wealthadventures Appreciate your thoughts. Been sitting on the side lines with a big pile and waiting but no major drop yet. February is always interesting.

    • @wealthadventures
      @wealthadventures  10 หลายเดือนก่อน +1

      @@jimdixon6688 I have a cash stash as well but slowly adding to positions. Higher for longer will still pay 5% while we figure it out.

    • @jimdixon6688
      @jimdixon6688 10 หลายเดือนก่อน

      ​@@wealthadventuresI sat way too long buying 30 day T-Bills. T-Bills were safe while I waited for the big correction that never came. I have SCHD and Oil stocks but sold all the others for a profit. Cash is making 4.98 in Fidelity SPAXX. Was looking to buy a big mix of JEPI, JEPQ, SPYI and more Oil stocks. Ps great videos

  • @spain77777
    @spain77777 11 หลายเดือนก่อน +2

    Will retire in 4 years and i am looking to live off the income. As long as i can spend all the income and no nav erosion i am good thats why i have this in my portfolio, hopefully it works , i would appreciate your opinion
    Jepi
    Jepq
    Spyi
    Qqqi
    Gpix
    Gpiq
    Divo
    Utg
    Utf
    Bst
    Rqi
    Rnp
    Bali

    • @wealthadventures
      @wealthadventures  11 หลายเดือนก่อน +2

      Hi. I'm not a fan of most CEFs. I think some of those will distribute income and hold their value or grow. It just depends on what your distribution % needs to be so be sure to look at total return.

    • @spain77777
      @spain77777 11 หลายเดือนก่อน

      @@wealthadventures awesome in your opinion would those CC etf would hold better? For example If you compare Jepi and utg , Jepi performed better. I think it would be a good example