The GREAT 8: High Income ETFs to BUY & HOLD Forever (CORE Positions) 10-13% Yield - Canadian Market

Поділитися
Вставка
  • Опубліковано 25 лис 2024

КОМЕНТАРІ • 196

  • @valveman12
    @valveman12 Місяць тому +23

    I think the *_GREAT 8,_* is a great way for someone starting out in investing.
    I think the *_GREAT 8,_* is a great way for anyone who wants consistent monthly dividends.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  Місяць тому +3

      i agree, i would add "GREAT 8, is a great way for someone starting out in INCOME investing."

  • @Investedarg
    @Investedarg Місяць тому +16

    Being a Canadian non resident, appreciate you think and support Canadian which is you and your youtube foundation ❤❤❤🎉

  • @TheBreamer999
    @TheBreamer999 Місяць тому +17

    Excellent video. I've mentioned this before on some of his previous posts. I've knocked five years off my retirement by passive income investing. I'm 61, retired at 60, generating 44k a year in dividends, not touching the principle. I'm dripping my TFSA with income ETF's as well, have not touched that income at all. And I'm up 8% on the capital purchase. BMAX, HDIV, HYLD, HDIF, EIT are my main holdings. Living comfortably.

  • @ardenbolton5992
    @ardenbolton5992 Місяць тому +5

    Glad to see more Canadian content again.

  • @catherinedesilets8960
    @catherinedesilets8960 Місяць тому +24

    HYLD & HDIV are my two favorites / biggest & best positions

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  Місяць тому

      in depth and exclusive Q&A with Hamilton will be out tomorrow. you will see who the guy is managing the ETFs. He looks like Clark Kent (Superman). i think he is.

  • @markbrown51
    @markbrown51 Місяць тому +7

    Thanks for focusing on the great 8. Love to see non-leveraged plus US ones.

  • @mikamitd9943
    @mikamitd9943 Місяць тому +6

    Thanks Adrian ! I believe the more you mention management fee on income ETFs the lower the MER will be !!! Your contribution on MER war across funds really benefiting us.
    Thank you again and keep up the great work !!! 🎉❤

  • @yeschuamaranatha2773
    @yeschuamaranatha2773 7 днів тому

    Fantastic video. Very very helpfull. Thank you very much.

  • @Brigitte619
    @Brigitte619 Місяць тому +13

    BMAX has done really well for me, this year. I am up 18% just in the price, plus dividend.

  • @jamesmc666
    @jamesmc666 Місяць тому

    Been following Adrian for a good while now. As a, soon to be (2025), Canadian ex-pat I appreciate some of the reasoning and logic behind some of his holdings from a non tax resident perspective. As a current resident his clear explanation behind his Canadian approach has been a real bonus to me.
    I have HYLD, USCL & QQCL as my core positions.

  • @dwaynecunningham2164
    @dwaynecunningham2164 Місяць тому +12

    Stellar video, G. Easily one of your best.

  • @abhikapoor858
    @abhikapoor858 Місяць тому +9

    Thanks Adriano. Yes please do a similar video on non-leveraged funds.

  • @blackgrandpa7652
    @blackgrandpa7652 Місяць тому +3

    I think the great 8 is great for anyone who needs the income for semi retired or retired income im about 5 to 10 years from retirement so for now I'm still focused on growth and for me is HXS which is beatings QQQ and VOO 😮

  • @williamarbelaez5382
    @williamarbelaez5382 Місяць тому +2

    My favorite ones HYLD - EQCL - BMAX

  • @seangreen8262
    @seangreen8262 Місяць тому +7

    I would be most grateful if you could do the same video for the USA ETF. Also, as a diversification, is it an idea to divide the portfolio into equity, gold bonds etc?

    • @ArnoldToporowski
      @ArnoldToporowski Місяць тому

      @@seangreen8262 for gold I use the Sprott PHYS. it doesn’t pay dividends, but it’s up over 50% from when I bought it a couple of years ago and I’ve just been been making withdrawals from it as gold hits new high(s).

  • @pjf93
    @pjf93 Місяць тому +14

    Excellent video as always! Would be great to have a video where you cover Canadian only ETFs where we can benefit from the Canadian Dividend Tax credit.

    • @Investedarg
      @Investedarg Місяць тому +1

      Yes appreciate you focus us Canadian that is your basic audience ❤❤❤

    • @netblue
      @netblue Місяць тому

      You wouldn't get this. This channel is focused on Covered Calls ETF'S which distribute in Capital Gains not Qualified dividents.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  Місяць тому +4

      that would be CNCL but remember that Canadian stocks always underperform U.S. stocks and more importantly these funds give mostly capital gains and roc. which is treated even better than eligible dividends . trading performance for a little bit of tax efficiency in a cash account is not worth it in my opinion.

  • @rr-vm6yd
    @rr-vm6yd 6 днів тому

    Great content- do you reinvest your dividends or build cash positions inside your Rsp?

  • @tonynes3577
    @tonynes3577 Місяць тому +1

    As most of my money is as a US resident , these funds are on the Canadian exchanges. Will go to your website to see which ones are equivalent for a US resident / brokerage.

  • @gerardclement3095
    @gerardclement3095 Місяць тому +2

    Thanks for this podcast. Please do the non leveraged version. Thanks again for your answer concerning the Income tax as a Canadian citizen but Panama resident. Also, I have been watching many of your podcasts and I notice that Ishare ETFs were rarely mentioned, if possible, can you provide the reason why.

  • @user-pm6mz3cg6r
    @user-pm6mz3cg6r Місяць тому +1

    Love BMAX, have it as my core holdings for income and return!

  • @lesliemcfarlane783
    @lesliemcfarlane783 Місяць тому +1

    Thanks Adrian. I'm starting to make some changes to my portfolio. I'd like to add a few of these. I have become emotionally attached to my ZWC. I'm going to sell half and put into new positions. I also have 5 of the great 8. Doing well.

  • @gagarwal
    @gagarwal Місяць тому

    I invest in all of these and all of them are far ahead and keeping my portfolio in Green…. While all yieldmax and defiance kept my portfolio dragging down

  • @swenpintat7331
    @swenpintat7331 Місяць тому +5

    Please Do it for the USA🎉

  • @dwights1024
    @dwights1024 Місяць тому +12

    Canoe EIT is literally buy and hold forever just buy this single one set and forget forever

    • @brianmason5500
      @brianmason5500 Місяць тому

      As EIT is getting more expensive it is now down to below 8% income yield for new purchases. Great growth but moderate income. They are falling behind and only time will tell if your thesis is correct.

  • @elsa-8788
    @elsa-8788 Місяць тому +4

    Being a snowbird, I'm in US most of the time and would prefer to invest in high income ETFs/funds that pay USD instead of exchanging my CAD to USD. I have HYLD.U in non-reg and TFSA. Any other high income ETFs you would recommend I buy and hold forever that will pay me USD? thx.

    • @Investedarg
      @Investedarg Місяць тому

      He needs to cover all if not majority of audience situation

    • @dkyrtata6688
      @dkyrtata6688 Місяць тому +1

      HYLD-U is probably all you really need. What more do you want than owning about 500 of the largest U.S. companies? If that one goes down, everything else is going down with it.
      However, if you want to add some diversification on the bond side, try HPYT-U from Harvest. Its yield is 16.57%; 100% covered calls; no leverage; Low-to-Medium risk. But as interest rates decline, expect the yield to drop closer to its target of 15%

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  Місяць тому

      HYLD.U is all you need :)

  • @Chessnut49
    @Chessnut49 Місяць тому

    One of your best videos Adrian 👌 .
    When people ask "what should I buy?"', i would recommend you tell them to watch this video 📹 .
    Very helpful and informative 👍

    • @dkyrtata6688
      @dkyrtata6688 Місяць тому

      I guess that is a good start, but people should first consider what their circumstances are and determine what they are trying to accomplish with their investments. Yes, making their money grow is everybody's nobble outcome but there is more to it than that.
      For example, if they are working earning $100,000 per year and living comfortably, do they really need to own income funds that attract additional income tax for the government to pocket? And do they really need to produce income in an RRSP? They won't spend the income until they retire. And so, the income would have to be DRIPed in order to continue to grow. That being the case, they just simulated a growth strategy. So why own an income fund? Is it because they are lured by the high yield, confusing it with total return? If so, they are making decisions with a faulty assumption.

  • @SummitMan165
    @SummitMan165 Місяць тому

    Very good presentation for helping to start in passive income investing!

  • @angelinachow1011
    @angelinachow1011 Місяць тому

    Excellent video,Adrian! Thanks!

  • @stevendiffin5625
    @stevendiffin5625 Місяць тому +2

    Good video. Great starting point.

  • @roneinarson6342
    @roneinarson6342 Місяць тому +1

    Thanks. What percentage of the portfolio do you think should be held in the core funds?

  • @samerrmr381
    @samerrmr381 Місяць тому +1

    Very appreciated! Thanks

  • @southernbanker1946
    @southernbanker1946 Місяць тому +2

    Thank you foe the presentation. Subbed.

  • @frankmycho
    @frankmycho Місяць тому +2

    Honest question here. Before retirement, what is the goal to have these kind of dividends ETF ? They seems to have a lower total return than the S&P500 or Nasdaq for example.
    If I don’t need Monthly income from my investments, why should I have income ETF in my portfolio?
    Thanks in advance!

    • @Firul4is
      @Firul4is Місяць тому +2

      Cashflow today without selling shares, growth will give you cashflow into the future, best for long time horizon

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  Місяць тому +2

      if you dont need income than you dont need these ETFs. but i think every person in the world needs income , do they not?
      their performance is still quite good. HYLD is beating the SP500 for example as of 2024. QQCL is holding up real good vs the -100 index . this common argument made against income investing (return argument) is valid, but is non existent on some stellar funds .

  • @joggerjapon6306
    @joggerjapon6306 14 днів тому

    Hi everyone. Is having all of these as an RRSP portfolio safe??? 30yr time horizon btw.

  • @markjohnston7004
    @markjohnston7004 Місяць тому

    hey man quick question you said in a older video vfv is better than xeqt would that also apply to uscl and eqcl? great video thumbs up!

  • @Jerry-ci5kc
    @Jerry-ci5kc Місяць тому +1

    Allo Adrain. Bonjour. Could you please do the non leveraged version. Good show.

  • @bonnaeap1294
    @bonnaeap1294 Місяць тому

    HDIV is my favourite

  • @randalxu4889
    @randalxu4889 Місяць тому +1

    Thanks Adrian! This feels like another portfolio unveiled video. Definitely a list for a worry free core position to live off ETFs. Hope you got coffee mug in your store. Can't always wear the t-shirt in the office. 😁

  • @oldschoolhousetraxx
    @oldschoolhousetraxx Місяць тому +1

    Another great video. Keeping it simple with these all in one income leveraged ETFs.

  • @jasonstupak4535
    @jasonstupak4535 Місяць тому

    Thanks as usual Adriano!

  • @mdroberts1243
    @mdroberts1243 Місяць тому +1

    Definitely want to see the non leveraged version of this video!

  • @robertmather6152
    @robertmather6152 Місяць тому

    Thank you for a most informative presentation. A presentation on your favorite US ETFs would be appreciated.

  • @efullname
    @efullname Місяць тому

    All of the PII stocks can be considered a hold forever depending on ones av cost, for example my DFN at 28% for me is a hold forever because swapping it doesn't make sense, though buying more at below my av cost makes more sense as I'm a PII for life. I own HYLD and GDV and the rest of great 8 in my watchlist.

  • @Papineau7614
    @Papineau7614 Місяць тому

    Great video. Thanks Adrian !

  • @rossmacdonald3880
    @rossmacdonald3880 Місяць тому

    Great video Adriano, clean and clear! Appreciate your hard work & sharing your insights. 👍

  • @chinu1gad
    @chinu1gad Місяць тому

    This is amazing info !! Good for newbies or people just starting as well! Thank you for doing this, Adriano!

  • @bradvdone
    @bradvdone Місяць тому

    Great video. Great timing as well and I'm overhauling my Canadian portfolios right now. Would love to see your U.S. version of this video as well!! 👍👍👍

  • @niks2013
    @niks2013 Місяць тому

    For covered call having US Stocks should we save in TFSA / RRSP

  • @originalthefriday
    @originalthefriday 16 днів тому

    Hi a question on a other video you did . What are the total fees on splt etf . I have seen some comments there are some hidden fees .

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  15 днів тому

      look at the returns. returns are NET of fees. Returns are the ultimate truth

  • @MohammadRafiq-kt8nj
    @MohammadRafiq-kt8nj Місяць тому

    What are great 8 for US retired investors for consistent dividend income plus growth.
    Thanks

  • @wondersofnature271
    @wondersofnature271 Місяць тому

    Helpful and a great guide for me. Thank you lots!

  • @Greatshamefamiry
    @Greatshamefamiry Місяць тому

    Would love to see a video that looks at these funds performance/total returns correlations to each other. I’m looking to add an income oriented fund to my RRSP with a long time horizon, but I’m wondering if I should just pick one rather than broadening out to a bunch of funds…I’m assuming they all move together?

  • @billioanidis3200
    @billioanidis3200 Місяць тому

    EQCL was the one I was most interested in. An all in one like XEQT but has a good solid income factor to it? Wow. That's going to be my next purchase

  • @Whitetiger127
    @Whitetiger127 Місяць тому +2

    ...someone has been watching Quentin Tarantino films. The GREAT 8 is a pretty good title and info. How about a sequel in next 6 mths.

  • @alro8345
    @alro8345 Місяць тому

    Thank you Adriano 🙏

  • @tanyamelo9846
    @tanyamelo9846 Місяць тому

    great info as always, thanks so much

  • @wyrdthane
    @wyrdthane 18 днів тому

    I would love a video on canadian dividend growth ETFs.

  • @evewhitehead6149
    @evewhitehead6149 Місяць тому

    Good one Adriano! Very clear & informative. Also ....The swag is a great idea.....more Passive income coming you way!! Good for you! 😁🙏

  • @SaigonSaloon
    @SaigonSaloon Місяць тому +1

    Love it!!!

  • @francisyoung3584
    @francisyoung3584 22 дні тому

    I would split this very good advice with maybe a BTSX portfolio.

  • @DynamiteD-vp
    @DynamiteD-vp Місяць тому +2

    This video belongs in the,,Adriano great 8 videos,, well done 👍

  • @notrealgerard
    @notrealgerard Місяць тому

    Thanks!

  • @g59490155
    @g59490155 Місяць тому +3

    Got some advice for you, never say never, and forever is not forever.

  • @SHHHMotoTravels
    @SHHHMotoTravels Місяць тому

    Well done. I like the focus topic of this video for us buy and hold investors.

  • @I-prefer-income
    @I-prefer-income Місяць тому

    Do you track Total Returns for the ETFs you track and if so, how important is it to you when buying and holding the funds?

  • @garybradley1510
    @garybradley1510 Місяць тому +1

    Excellent video!!! Could you do one for the US ETFs as well?

  • @mamatakobelekeita859
    @mamatakobelekeita859 Місяць тому

    thank you

  • @Beardinc
    @Beardinc Місяць тому

    Definitely do the 8 US holds. For my us rrsp 😊

  • @aubreygrandy170
    @aubreygrandy170 8 днів тому

    These are great returns. Are these safe? What are the risks?

  • @gericogalang4876
    @gericogalang4876 Місяць тому

    Will this be good in RRSP?

  • @camille2872
    @camille2872 Місяць тому +3

    I want the hat and shirt !!!!! Can I place the first order?

  • @Billsfan01
    @Billsfan01 Місяць тому +1

    Great video

  • @tylernowlin721
    @tylernowlin721 Місяць тому

    What’s the negatives when owning these high dividend stocks. Why wouldn’t everyone go in these instead of regular etfs that give you 4-6 percent ?

  • @davids2009
    @davids2009 Місяць тому

    Is there a quick way to understand the MER (%) and Managment fee %. Looking at Canoe website, I see 1.00 for Managment fee and 1.3 for MER. Is this 2.3% fee per year?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  Місяць тому

      MER includes the management fee
      EIT.un:
      MER Excluding Issue Costs & Interest (%) 1.28
      MER Including Issue Costs & Interest (%) 2.13
      Management Fee (%) 1.00
      my advice: look at the returns instead. returns are NET of all Fees

  • @Di-do4lx
    @Di-do4lx Місяць тому +1

    Yes to the non leveraged video

  • @paco_paradiso157
    @paco_paradiso157 Місяць тому

    Would like to see the core positions for high yield etfs for us stocks.. like jepq, jepi, spyi, qqqi...

  • @דראילוןוולף-הכיווןהכלכלי

    Eqcl has bery low aum. Is it not taking a risk that is will not sustain and have to close if it doesn't grow?

  • @aaronhall5715
    @aaronhall5715 Місяць тому +2

    6 out of 8 so but plan on adding the last two soon.

  • @Geddyfleaharris
    @Geddyfleaharris Місяць тому

    Great video. Thanks!

  • @gilbertpalanca4759
    @gilbertpalanca4759 Місяць тому

    Hi Adrian , pls do a video on non leveraged Great 8 or Great 10. Thank you .

  • @iptvclub1575
    @iptvclub1575 Місяць тому

    Hey Adrian. Are you planning on doing something similar for the US market ?

  • @andrewyan3768
    @andrewyan3768 Місяць тому

    What's the breakdown of USCL's monthly distributions for taxation?

  • @adam-oz1jo
    @adam-oz1jo Місяць тому

    do the etfs with US stocks get hit with withholding tax outside of rrsp?

  • @PDconsultancy
    @PDconsultancy Місяць тому

    Hi good video how about something similar on UK FTSE stocks and ETFS.

  • @francisyoung3584
    @francisyoung3584 22 дні тому

    I like all of these reco's, However...some of them have very low volume, which may make them difficult to sell if needed.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  22 дні тому

      its not a problem at all. the volumes are fine and there are market makers. low vol is never an issue for ETFs . you can always use limit price if you are worried. i never ever had an issue with low volume etfs

  • @Yves-321
    @Yves-321 Місяць тому +1

    you should consider a top 8 or 10 us listed funds to live off of ( for ever ) , Please .

    • @joehogan8234
      @joehogan8234 Місяць тому

      I'm pretty sure that is what he said he would do.

  • @giridaran123123
    @giridaran123123 Місяць тому

    Great video ❤

  • @303Estates
    @303Estates Місяць тому +1

    great video as always Adrian ! Please do a similar video for USA ;-). - keep up the great work! ~Svend, NH

  • @rajasekar-raj
    @rajasekar-raj Місяць тому

    A question for the purpose of learning please, does the fund charges by management fee or MER because QQCL MER is 2.33% compared to 0.85% of QQCC. If by MER then isn’t the fees for the QQCL is too high for the 2-3% higher yield than QQCC?

    • @terryfrancis9198
      @terryfrancis9198 Місяць тому

      Please note - Leverage costs $ - it’s not free - so you must factor / expect interest costs $ for funding the leverage - this is the main reason IMO for higher cost!!!

    • @rajasekar-raj
      @rajasekar-raj Місяць тому

      @@terryfrancis9198Thanks, I understand that there is an extra cost for leverage but in this case it looks too high compared to other leveraged covered call ETFs. 1.48% extra MER for a 2-3% more yield. Hence was trying to understand this.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  Місяць тому

      the best answer i can give you: look at returns, not fees. qqcl has leverage coasts and its beating qqcc.

  • @ColdHardToronto
    @ColdHardToronto Місяць тому

    Didn't you sell your HDIV awhile back?

  • @JoseBrito-x5q
    @JoseBrito-x5q Місяць тому

    What about qyld?😊

  • @davidchen253
    @davidchen253 Місяць тому

    Great video 👍

  • @realbeetlejuice
    @realbeetlejuice 5 днів тому

    Thoughts on HTAE????

  • @gpoli75
    @gpoli75 Місяць тому

    Greatest. Do it please for US market and Singapore stock markets

  • @EARLandPEARL-c3i
    @EARLandPEARL-c3i Місяць тому +2

    nice but I would wait for a pullback...markets are over bought

  • @DeanPalma
    @DeanPalma Місяць тому

    Would be very interested in an American exchange list!

  • @danderson5084
    @danderson5084 Місяць тому +2

    HBIE is only 6 months old and has only $4m AUM. I would like to see that get above $10m before putting any money into it. There are so many ETF these days, small ones that don't grow are at risk of getting wound up.

    • @MauriceBoulard
      @MauriceBoulard Місяць тому

      yes and all the ETF in this list are too new, the oldest if from 2021 and I prefer to invest in 5+ years old ETF

    • @user-pm6mz3cg6r
      @user-pm6mz3cg6r Місяць тому

      BMAX is a better multi-asset income option, larger AUM and better performance

    • @danderson5084
      @danderson5084 Місяць тому

      @@user-pm6mz3cg6r I have HDIF, HDIV and HYLD amongst others. I have BMAX on the wish list but a bit concerned about the higher leverage.

  • @moresugartradercc2744
    @moresugartradercc2744 Місяць тому

    Good core holdings

  • @gillesdeclerck
    @gillesdeclerck Місяць тому +1

    Do USA pls

  • @LaviBhairupa
    @LaviBhairupa Місяць тому

    do we have to pay withholding tax on HYLD?

    • @mmmyeahh
      @mmmyeahh Місяць тому

      no

    • @dkyrtata6688
      @dkyrtata6688 Місяць тому

      No, the fund itself pays the withholding tax. So for tax efficiency, you can buy it in your non-registered account so that at the end of the year, you get a T3 slip showing the amount of tax HYLD paid. That amount is refunded back to you through the foreign tax credit on you tax return. Your tax program does that for you automatically.