Income-Oriented Fund Managers EP7: Horizons ETFs | Refreshed Covered Call ETFs QQCC = QYLD?!

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  • เผยแพร่เมื่อ 21 ธ.ค. 2024

ความคิดเห็น • 37

  • @jacquesfournier4616
    @jacquesfournier4616 2 ปีที่แล้ว +3

    Hi, good video. I prefer the USCC one because it gives the best overall returns in top of the excellent yield. 😀

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 ปีที่แล้ว

      aren't we blessed with all these options? QYLD, QYLG QRMI, QQCC. ahhhhhh what a time to be an income investor.

  • @kashyap.vikram
    @kashyap.vikram ปีที่แล้ว

    Hi! The Horizon’s etf’s are a corporate type of ETF’s and as per their website they do not hold the stocks underlying their ETF’s rather than a guaranteed agreement with third parties, normally banks. Do you think this structure is safer than iShares or vanguard? What if these third parties don’t honor the agreement?

  • @seanstours3913
    @seanstours3913 2 ปีที่แล้ว +2

    ENCC is interesting as well 👌

  • @PerryJohnsonInc
    @PerryJohnsonInc 2 ปีที่แล้ว +3

    I've learned so much from this channel, nothing else like it. Thank you for another great review Adrian!

  • @michaelurban2815
    @michaelurban2815 2 ปีที่แล้ว

    Always enjoy your update!

  • @eseskay99
    @eseskay99 2 ปีที่แล้ว +1

    This was an excellent video. Thanks for teaching us, Adriano.

  • @belovedsurfing7210
    @belovedsurfing7210 2 ปีที่แล้ว

    10:10 QQCC from Horizon writes their Calls "Out of the Money", while QYLD from Global X writes their Calls "At the Money". Do I have it right Adrian that in your opinion QQCC is superior because QYLD's ATM Call Strategy has a much higher chance of Calls being exercised and having the underlying Assets sold off diminishing the overall value of the QYLD fund.
    In other words, the OOTM Call Strategy is superior to the ATM Call Strategy for the reason i outlined above, in your opinion. Would that be a fair assessment?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 ปีที่แล้ว

      good question. I would never say one is "superior" than the other. They are simply different and which is better really depends on YOU and what you are looking for. one advantage of QQCC is that it is Canadian listed so there is no 15% withholding tax in a TFSA or cash account and its in CDN currency so there is no currency exchange headache. Stay tuned for the Q&A w/ the Fund Manager (video should be out on the 21st) we discuss QYLD vs QQCC at length.

  • @dhawal7476
    @dhawal7476 ปีที่แล้ว

    What are your thoughts on HUN and HUC for long term investing?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  ปีที่แล้ว

      investing in commodities is much riskier than companies IMO, but it could payoff if you understand commodities and macro stuff. i don't... i like to play video games hehe

    • @dhawal7476
      @dhawal7476 ปีที่แล้ว

      @@PassiveIncomeInvesting Haha thank you

  • @vicmiklausic5415
    @vicmiklausic5415 2 ปีที่แล้ว

    Thanks Adrian for answering my questions from before with this video.

  • @jasonstupak4535
    @jasonstupak4535 2 ปีที่แล้ว

    Watched and liked, thanks Adriano!

  • @veneetbansal8559
    @veneetbansal8559 2 ปีที่แล้ว

    Do all ETFs have NAV's or only split share funds?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 ปีที่แล้ว

      all, but since ETFs are "open ended funds" the NAV is always neck in neck with the market price. So its not even worth "checking"

  • @xGiantsweatersTshirtx
    @xGiantsweatersTshirtx 2 ปีที่แล้ว

    Is the low volume something to be scared of or no?

    • @RickRyck
      @RickRyck 2 ปีที่แล้ว

      Exactly what I was wondering ! I think an Income oriented should'nt be woried ( since we buy , hold and never sell ;) ) but I agree that if you compare Hamilton's HDIV to CNCC and HYLD to USCC, their volume is really low

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 ปีที่แล้ว +1

      well said. either way, i personally never had an issue selling or buying low volume ETFs, i just use limit price. it could take a bit longer to fill the order but that's about it.

  • @BigGroupHug
    @BigGroupHug 2 ปีที่แล้ว +2

    I think it's important to compare the 2 year performance of the Covered Call index and the underlying index that they track.
    Example: The ENCC performance+yield compared to the Index (XEG) it follows has been less than impressive performance.
    I don't know who they hired to run that ETF, but they're not a good underwriter

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 ปีที่แล้ว

      typically CC ETFs will always under-perform the corresponding long term . its completely normal as they are defensive products and have higher fees. BUT. they will always OUTPERFORM during a flat or down market.

  • @piyushgaglani5255
    @piyushgaglani5255 2 ปีที่แล้ว +1

    thank u for keeping it short. your videos are like Bible to us- thanks

  • @stevenwestman
    @stevenwestman 2 ปีที่แล้ว +5

    Why are you recommending ETFs with bad historic returns? I know you are an income investor that focuses on the distribution but what good is a high distribution if the ETF doesn't have an underlying yield that matches the payout. Your favourite ETF you mentioned is the Horizons Nasdaq 100 ETF (QQCC) and it has a 1% compounded return over the last 10 years. You could have got more return keeping your money in a savings account without the volatility. Sure you got a high income but you lost half of your capital.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 ปีที่แล้ว +1

      i do not recommend anything to anybody, I try to review and educate people on income oriented funds. How you invest if up to you. i find QQCC interesting if you are an income oriented investor. Your comment shows that you are most likely a total return oriented investor. nothing wrong with that but maybe you are on the wrong channel?

    • @stevenwestman
      @stevenwestman 2 ปีที่แล้ว

      @@PassiveIncomeInvesting Thanks for responding. You are likely right in that I'm more of a total return investor now but I'm looking for ways to create an income from my portfolio when I retire and that's where I found your channel and facebook page. I think it's great that you are doing the videos and informing us of our options. I just have a hard time understanding how PII investors can only look at the yield paid out and not care about their capital/account value. It's still part of the picture. Getting a 10% income is great but if my account value goes in half then they really just paid me back my capital to generate that higher income. I would think most PII investors expect to at least maintain their capital over time but maybe I'm wrong. Keep up the good work.

    • @ca3812
      @ca3812 2 ปีที่แล้ว

      That would be great if @Steven Westman you can watch from 10:24 to 11:24. Adrian made it very clear why the numbers were irrelevant. It is also a good accounting exercise for the DD specialist Mr. Reid.
      Let me just make this clear. This ETF (used to use HEJ as its ticker) was so broke that the NAV fell like a rock. Refreshing the ETF is definitely a nice move for Miare.

  • @ryanreid5859
    @ryanreid5859 2 ปีที่แล้ว +1

    What's number 1 in your books ? If you only allowed 1 investment to live off.

    • @henryhonda8408
      @henryhonda8408 2 ปีที่แล้ว +2

      His top holding in his portfolio is HYLD. It's a Hamilton ETFs fund of funds with 7 ETFs in its portfolio & a very nice high yield.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 ปีที่แล้ว +1

      I would never have a number 1 no matter how good it is 😉

    • @ryanreid5859
      @ryanreid5859 2 ปีที่แล้ว

      Passive Income Investing top 3 ? Lol

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  2 ปีที่แล้ว +4

      For income ? Def . The “all in ones” hyld , hdiv hdif bmax .

    • @ananditagangwar9988
      @ananditagangwar9988 2 ปีที่แล้ว +1

      No one is willing to answer- if there was a gun to your head and you have to invest in just 1, which would it be?