Відео

I have been excited about adding SVOL to my portfolio. How do you think they will hold up in a tech crash?

How about one on why MSTR is a ponzi scheme?

Fellow CFA Charterholder here. It's very refreshing to see content like this on YT. Keep up the good work.

Any thoughts on the change on SVOL holdings recently? As of 11/30/24 Simp Volatility Prem Cay 40.50% iShares Core S&P 500 ETF 18.18% Simplify MBS ETF 9.44% Simplify Treasury Option Income ETF 8.89% Simplify Aggregate Bond ETF 8.82% Simplify National Muni Bond ETF 6.53% Simplify Intmdt Term Trs Futs Stgy ETF 4.12% Simplify High Yield PLUS Credit Hdg ETF 2.46% United States Treasury Bills 0.51%

He used to advise Warren Buffett and he showed Elon Musk how to build rockets

Looking forward to seeing all of these asset classes underperform US equities... again.

I'm surprised you're promoting timing the market rather than investing for the long term as most CFAs do.

Great video! I’ve been investing in ETFs for a while and would love to see your analysis of JEPQ. I’m considering adding 30k of it to my portfolio. What are your thoughts?

I'm not sure I would be this certain. BRICS alone had a lot of heft, and now it is BRICS+ with a projected 40+ nations with at least some participation with key petrodollar participant Saudi Arabia and NATO ally Turkey. It can happen in the medium term if uncertainties continue. Hedging is really attractive to governments and people alike.

AVSC AVUV

Make a video on RYLD and what's going on with it.

Hi, I have a question: How would I get a 5-year and 10-year CAGR for a dividend stock and also how can I get the number of consecutive years a stock has been growing dividends and the growth rate (YoY) for each year? I mean a free way of getting this data, *not* a paid subscription. Thanks!

Excellent analysis ❤

Recently found your channel, subscribed and watching some interesting older content. Curious to see if you revisit outlook videos like this one and discuss how it matched (or not) your expectations and how that informs your 2025 outlook. A lot of indicators a year ago were pointing towards a significant correction, but the opposite happened. Bulls seem to significantly outnumber bears at the start of 2025 so we’ll probably get that correction this year.

Imagine listening to this guy on investing advice. It wont end well

This guy is a professional investor but give advice on TRASH etfs

If there is more inflation, dividend stocks may not increase dividends right? At anytime a dividend stock could decrease the dividend right?

I love SVOL!

Another good informative video! Thanks!

Awesome video.. can you talk about the book - “the income factory” by Steven Bavaria .. what are your comments on that type of investing approach .. can you make a video on that

What about Iraqi Dinar, MarkZ says it is going to revalue over 1000%🤣🤣🤣🤣🤣

Awesome video! Thank you for the amazing content as usual!

You don't care for SCHD ?

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Im the first!

Great comparison. Thanks.

Still holding a ridiculous amount of SCHD. I have zero plans to ever sell. I just keep buying more on these larger dips

You are WRONG....useless certificates

If it doesn’t revalue, I can always exchange it and get my money back

If it doesn’t revalue, I can always exchange it and get my money back

Consider it on sale and keep buying.

I hope u see this comment. Your argument against covered call ETFs makes a lot of sense, especially since even if you go with "conservative" DIVO its yield is in the mid 4%. At that point your yield is only about 1% or less above an equity dividend ETF which will easily beat DIVO in dividend growth overtime and without limited upside capital growth. DIVO's 5 year dividend growth rate is negative, compared to equity ETFs that have 10% or more. I also agree with your point drawing down from total return vs dividend ETFs EXCEPT during periods of long downturns. Imagine a pure draw down stategy after the tech bubble burst and thru the 2000s - i think you could be left screwed this way. Back then youd be selling shares whos value has bottomed out at 30% or 40% or more down. Granted this strategy can just be buffered by holding large cash buffer or treasuries. Dividend payouts may suffer during this time too but a broad dividend ETF will still pay. I think my ideal setup Im working towards is a portion in broad dividend ETF enough to cover nearly my basic essentials + a broad total market like VTI. excess dividend income will get reinvest back into VTI. Eventually VTI may grow large enough that its <2% yield is enough dividend income itself.

if schd goes down 10 percent, likely it wont still be making 5 percent, it will be higher than 5 percent given it doesnt get cut. The dividend growth is the most import piece to this whole puzzle in my opinion. if that keeps up, price appreciation will naturally follow.

This video is 1 years old I wonder if he feela the same?

Been DCA for years now every bleed out creates a brighter future if you DCA

Fairly new to ETF’s. This explanation was broken down very well and super easy to understand. Thank you!

Wow the ignorance and arrogant stupidity on display here would get you fired as a first year analyst at a bucket shop. 1. Today's interest rates at the short end of the curve are a direct competitor to div funds for those with an intermediate horizon. 2. Growth companies are protected against rates much more than low growth dividend companies because the WACC has a higher risk premium attached due to risky growth. That's all I'll write here because your basic mistakes and arrogant stupidity indicate you're immune to learning. Please everyone, this guy is a grade-A moron.

The more it drops the more I’ll buy

Excellent Thank you for the clear and concise explanation

Right lol

It's almost 100% controlled by algorithms. I prefer my ETFs controlled by humans with decades of market experience and actual wisdom to think long term

You statement is like saying SCHD dropped because its constituents dropped. That's a trivial & obvious explanation.

Dont put all eggs in one basket, how about a portfolio that consist of 33% schd, 33% schg, and 33% voo.

retail investors were panicking in late 2022 from the bear market and piled into safer assets. the treasury website crashed due to I-bond purchases. people were "stacking cash" in their HYSAs. and the flavors of the years were JEPI and, of course, SCHD. many retail investors were just looking to stop the bleeding, thus they herded into SCHD as the market bottomed, which is the last place you want to be unless you're extremely scared and risk-averse. what followed was, if you were still optimistic going into 2023, pretty predictable.

Why do you sound like AI ? Can i use you on my videos ?

Would you include QYLG or XYLG along with DIVO , as less risky with a better dividend yield ?

Thank you for the level headed response. I wish people would cut with the drama!!! SCHD is NOT dropping like a rock!!! Its down a little bit! Remember... NOTHING goes straight up!!

While I acknowledge some valid points in your video, I am concerned that it might be instilling unnecessary fear among the audience. As someone well-versed in AI, I believe it's premature to dismiss AI advancements and label them as just a bubble.

I like you

Investing in SCHD is *always* a mistake. Better to invest in something better like MSTY or OONY.