My $1.68 Million Stock Portfolio Unveiled | $31,081/Month Passive Income - Monthly UPDATE #41

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  • Опубліковано 22 лис 2024

КОМЕНТАРІ • 142

  • @ChuckHolland-i4b
    @ChuckHolland-i4b 26 днів тому +22

    Incredible. I'll crack 100k in dividends and options premiums this year. I still work full time, but once I crack 300k, I'll just start working for myself full time.

    • @THEBTCSTACKER
      @THEBTCSTACKER 26 днів тому

      Nice! Don't forget the Bitcoin ❤

    • @LV-ei1ce
      @LV-ei1ce 26 днів тому

      What’s your total portfolio worth now ?

    • @SamJerry-v4z
      @SamJerry-v4z 13 днів тому

      Nice. So in 20 years?

    • @ChuckHolland-i4b
      @ChuckHolland-i4b 13 днів тому +2

      @@SamJerry-v4z Not if TSLA goes to 1500 in 5 years. One can only dream man, but yeah. Maybe 20, hoping for 10. I still have 15 years to retirement age. Ever heard of shooting for the stars, but landing on the moon? You got to have goals. When I started investing 30 years ago, I never thought it would be possible to make 100k in investment income.

    • @SamJerry-v4z
      @SamJerry-v4z 13 днів тому

      @@ChuckHolland-i4b good luck man!

  • @gush5465
    @gush5465 26 днів тому +5

    Thanks for the video Adrian! I only have a small position in hyld and HDIV and a bigger position in EIT but the bulk of my portfolio is in dividend growth companies but as I'm approaching retirement I'm starting to add to those and this kind of contents really enforce my conviction more and more in your style of investing.

    • @Master-bp8pd
      @Master-bp8pd 24 дні тому +2

      Before you invest any material amounts in very high yielding instruments of any kind, be prepared for capital decay. Just look at long time charts for those "high yields" and you will see. Those distributions are not the same as dividends. You have to time those. If your capital amount allows, just buy Canadian financials as they will grow their dividends AND will grow in value (as opposed to decaying from distributing its own capital).

    • @Prime72
      @Prime72 11 днів тому

      in addition, the tax implications are different with dividends vs capital gains

  • @ricardo1400
    @ricardo1400 6 днів тому

    Hey man, I wanted to know, when do you trim your stocks? I normally just keep my stocks forever and don't really touch them, but notice that you like to trim them and wanted to know if you have any advice on when to do so and how much to trim. Thanks a lot, your videos help me out so much!

  • @Yves-321
    @Yves-321 26 днів тому +13

    I would be curious to see you parents accounts again, wahat has changed since last time .

  • @missingmirror
    @missingmirror 20 днів тому +1

    I still have SVOL in my RRSP but starting to worry about the performance at the moment.
    Will you ever get back into it? I think I will hold onto it for awhile and see what happens......just subscribed

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  20 днів тому

      its still a great fund! what i do with my portfolio is for my own taste and objectives. everyone is different. in case you missed it, check out this video: ua-cam.com/video/bGTy6SFIoZg/v-deo.html

  • @ShirleyHuang-x7h
    @ShirleyHuang-x7h 3 дні тому

    hi thank you very much for your information. One question: should we buy YTSL or YNVD in TFSA or RSP? Are we going to deduct 15% if in TFSA.? Thanks

  • @randalxu4889
    @randalxu4889 26 днів тому +1

    Thanks for the Portfolio Unveiled video Adrian! Nice to see your portfolio is doing so well. Since I basically invested the same ETFs as yours which means my portfolio must also be doing well.

  • @dkyrtata6688
    @dkyrtata6688 26 днів тому +3

    How did you manage to have such high yields in your RRSPs? The annual income shows about U$71,000 or C$97,000. Based on a book value of C$145,000, the yield comes out to 67% Or if I use the market value of C$286,000, the yield comes out to 34%. Any way you calculate it using the numbers in the spreadsheet, the yield is exceptionally high.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому +1

      well i own 3 etfs. look at the number of shares i have and then you can calculate the income. its simple math :)

  • @Marcg359
    @Marcg359 26 днів тому +2

    Hi Adrian.. very well done.. just found you this weekend.. going to follow ... thank you

  • @anthonyc7214
    @anthonyc7214 22 дні тому

    Looking back at its performance, would you have wanted to have kept HDIV and held a bigger stake in it?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  22 дні тому

      i sold it for non resident tax reasons , same with HDIF. they are both good funds

  • @hoanvo3767
    @hoanvo3767 23 дні тому

    Hi Adrian, what do you think about BITO? and why you chose MSTY over BITO. Thank you

  • @JulioMoscoso39
    @JulioMoscoso39 26 днів тому +8

    What happened to qqqy and all those yieldmax etf? 😅

    • @ChuckHolland-i4b
      @ChuckHolland-i4b 26 днів тому

      @@JulioMoscoso39 I got smoked on tlsy. Down 68% and they did a stock reverse split and now I own half the shares I bought. I think with dividends I'm down 50% in 2 years. The only people making money is yieldmax with their high fees.

    • @dkyrtata6688
      @dkyrtata6688 25 днів тому +1

      @@ChuckHolland-i4b Lesson learned: yield does not equal return. People who believe that it does will flock into these high-yielding funds and discover what happens as you have.
      I am not saying these funds are not good, but they serve a different purpose of what people think they do. I think they are really for a small niche of investors like those who need a means of melting down their capital knowing their life expectancy is nearing the end. So people need to know what they are buying by understanding how these types of funds work.

  • @abha801
    @abha801 26 днів тому

    Thank you Adrian for your consistency Sunday 4pm PST waiting for your Video 🫡🤝🤑🙂

  • @natebecker2573
    @natebecker2573 23 дні тому

    Can you make a video of a selection of stocks that have staggered dividend dates to provide weekly dividend income?

  • @joefalcone4762
    @joefalcone4762 25 днів тому +1

    Great information. Your thoughts on UMAX for a defensive play.

    • @jumbothompson
      @jumbothompson 25 днів тому +2

      Utilities are a safe sector but they are interest rate sensitive as we've seen in the last couple of years.

  • @Laneylicious7461
    @Laneylicious7461 8 днів тому

    Correct me if I’m wrong, but I won’t be able to use/live off any dividends from my LIRA’s or RRSP, right? Even the dividends needs to stay locked in?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  8 днів тому +1

      that's wrong. you can pull out anything from the RRSP/RRIF. LIRA/LIF is a little more restrictive. you need to master how those accounts work as a top priority

    • @Laneylicious7461
      @Laneylicious7461 7 днів тому

      @ this is good to know. I’ll add that to my list for when we have our 1:1 next month 👍👌

  • @ddelmarsmith
    @ddelmarsmith 26 днів тому +2

    I think moving MAXI to MSTR is a smart move. Moving the rest to one ETF is brave and I hope it works out for you.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому

      why? you give an opinion which is great but no reasoning :(

    • @ddelmarsmith
      @ddelmarsmith 25 днів тому +1

      @@PassiveIncomeInvesting Not sure which of the 2 opinions you wanted reasoning for so I will provide both. I think MSTR has way better upside and distributions than MAXI (i do think you will need to time the selling later in 2025 if prior cycle dynamics play out). Moving all your eggs into one fund manager basket (re: QDTE) is gutsy because if they start screwing up or making bad decisions you may not be able to get out in time. Not something I would choose but you may make out quite well in the short term at least. I look forward to seeing how it goes.

  • @quintonlove8306
    @quintonlove8306 24 дні тому

    Curious which of these ETFs would do better in TFSA vs Non registered? In terms of eligible dividends/ tax implications. I heard Utes and encl you have strictly in your TFSA.

  • @TraderRob-b8h
    @TraderRob-b8h 8 днів тому

    Hi, trying to understand this. He said that he's making $31,000 in dividends, but he's just rolling it back into his stocks through drip. Annualizing that yield works out to about $22 or 23%. I'd be interested to understand how the portfolio as a whole is growing including the underlying assets and adding the dividends to that to see what the annualized game is because the dividend itself is misleading

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  8 днів тому +1

      i forgot to show it but ill show it next time. the 1 year return . not trying to mislead anyone. - this might help

  • @aldoaldo2274
    @aldoaldo2274 26 днів тому +3

    What about Ymax ???
    Perform better than qdte

  • @Asstronauts93
    @Asstronauts93 26 днів тому

    Right now I just have Jepi jepq and Tltw. What should I add for cc etfs. I’m thinking a weekly

  • @CC64YT
    @CC64YT 22 дні тому

    Hi Adriano thanks for all the info you give us. You probably manage to live off your channel but it would be interesting to see how your portfolio would be doing if you had to live off of it. TIA

  • @anomanderrake8693
    @anomanderrake8693 24 дні тому +1

    well done Adrian!

  • @coldflu
    @coldflu 23 дні тому +1

    I suppose speculation (leverage and debt) is real wealth to you?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  23 дні тому +2

      90% of my portfolio is in either indexes or blue chip stocks. what speculation are you talking about? i have no debt. had none since 2018. are you ok?

  • @GrossePennnis-k1o
    @GrossePennnis-k1o 26 днів тому +1

    What could be compared to MAXI and MSTY on the Canadian side?

  • @davidmleblanc39
    @davidmleblanc39 26 днів тому +3

    Instead of SVOL, I switched to ZIVB for more leverage on the VIX. So far, so good. Higher yield and holding its NAV.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому

      higher risk. its SVOL with no protection if VIX spikes. look what happened in august.

  • @garybala000
    @garybala000 26 днів тому +1

    You said you only like single stock covered call ETFs such as TSLY in a stock you love, that offers at least 18% yield and is “leveraged”. Not meaning to sound ignorant, but what exactly do you mean by “leveraged”? Thx for video.

    • @dkyrtata6688
      @dkyrtata6688 26 днів тому +3

      Leverage is a financial term which usually means borrowed money to buy more shares for higher returns. So when you buy such a fund, your money is growing faster from the leverage because you buy $100 of the fund but have $125 working for you.
      Leverage can also cause your fund to decline faster when the market declines.
      Borrowed money is the usual way of accomplishing leverage. Spilt funds are highly leveraged with no borrowed money. Investors achieve leverage from another group of investors who invest in the same fund but forfeit all their returns to them in exchange for the dividends the fund earns.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому

      etfs that use some leverage canada has many

    • @Master-bp8pd
      @Master-bp8pd 24 дні тому

      I tried TSLY and holding it since June 2023, down 66% on capital, with dividends, 12 months return is 9%. Very poor performance. I just hold it until it self erodes to zero, to see it happen.

    • @garybala000
      @garybala000 24 дні тому

      @@Master-bp8pd Sounds like the risk of capital and NAV erosion is so high in these single stock covered call positions that even with the high-yield dividends, they are only worth buying at or near 52 week lows.

    • @dkyrtata6688
      @dkyrtata6688 24 дні тому

      I suspect that if you hold on to it until it erodes to zero, it will have paid you back all your capital and then some.
      But you should really look at the return of the underlying stock from the time you bought your fund. If the stock is down, your fund will be down even more because of its leverage.
      Also don't forget to add your payment amounts when you calculate your Total Return because, as you have discovered, those amounts contain much of your original capital used to help melt down the fund. Indeed, that's what such high returns are meant to do; its not free money coming out of nowhere like poof.
      Hopefully, Tesla will fly soon and take your fund for a prosperous ride. Tesla has the potential to do so in order to prevent the meltdown of your fund.
      Cathie Wood, fund manager of ARKK predicted earlier this year that Tesla will triple in the next 6 years. Elon Musk says, that would be a challenge but manageable.
      From the 20% yield my YTSL fund is earning, I'd be happy for a 50% growth of the fund, let alone 200%!

  • @MichaelCairns-fv2vi
    @MichaelCairns-fv2vi 24 дні тому +1

    Congratulations on your passive income from poverty wages and conditions

  • @SummitMan165
    @SummitMan165 18 днів тому

    Thanks for sharing your portfolio with us Adriano!

  • @g59490155
    @g59490155 25 днів тому +2

    You really like to buy stuff at all time highs, that's really playing with fires. NVDA? Now?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому +3

      #1 it has covered calls, #2 look at the % it makes up #3 i dont time the market, i buy every month till i die.

  • @londreshomme
    @londreshomme 26 днів тому +1

    MSTY is going to be super volatile. I like MSTU better but you might end up doing better with MSTY if you have the stomach for it. I think ETHY will do you well if you hold onto it for the next 12 months. The annual dividend is higher than BTCY but it shows lower on your spreadsheet... but I guess that's because you bought ETHY when it was higher. In any case, thanks for your work!

  • @-DRFHall-
    @-DRFHall- 25 днів тому

    I have a Question about your RS holding. You mentioned that it's not tax efficient in a non registered account. I was thinking of ADDING RS to my portfolio because it pays almost all dividends as ROC. Is ROC not tax efficient in a non reg account?

    • @billdickey7064
      @billdickey7064 25 днів тому +1

      it's not tax efficient if your residence is not in Canada

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому +2

      its a special case. its because im a non resident and there is a specific rule for Real Estate and Energy stocks

  • @billmitchell9136
    @billmitchell9136 24 дні тому

    Hi Adrian. I hold QDTE in my RRSP, which I hold in RBC Direct. When I look up QDTE, it says it's not DRIP eligible but you say you have it in a DRIP in your RRSP. How were you able to accomplish that? Did you make some special request?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  24 дні тому +1

      no, this is an RBC issue, not a QDTE issue. Questrade DRIPS EVERYTHING

    • @billmitchell9136
      @billmitchell9136 24 дні тому

      ​@@PassiveIncomeInvesting Thanks so much. Would you consider it safe for someone to retire with a portfolio of QDTE and XDTE, exclusively, safe?

    • @hoanvo3767
      @hoanvo3767 23 дні тому

      It happened the same with CIBC most of the US ETF is not eligible for DRIP program

  • @van7354
    @van7354 25 днів тому

    Do you have similar postions, in US market, on those funds, i.e. HYLD, QQCL, USCL, GDV. Thanks,

    • @ronrocheleau3035
      @ronrocheleau3035 25 днів тому

      Thats the bummer here

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому

      yes plenty of of U.S. options. i only have QDTE personally but i cover U.S. funds every month in my monthly series. latest episode: ua-cam.com/video/EOBHPEmsAMA/v-deo.html

  • @valveman12
    @valveman12 26 днів тому +1

    Well done, Adrian...👍👍

  • @Paul-yk7ds
    @Paul-yk7ds 21 день тому

    He doesn't have a video on the MSTY Bitcoin ETF does he?

  • @jeanchapa6041
    @jeanchapa6041 25 днів тому

    FYI, most of yield max will have 13 distribution per year.

  • @jeffewing8475
    @jeffewing8475 25 днів тому

    Thank you for you do on presenting and good education for me. :)

  • @arielquiabang9257
    @arielquiabang9257 23 дні тому

    Hello adrian! Im new to your YT. I am new to investing and i just started few months ago. I do really want to learn how to invest. I do have my TFSA Account a balance portfolio. Im looking for someone to coach me. Looking forward to hear from you adrian.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  23 дні тому

      i offer coaching sessions, check my video description and watch the end of my video

  • @andrewwalker9216
    @andrewwalker9216 26 днів тому +3

    Msty big payer this month!!!

  • @jasonstupak4535
    @jasonstupak4535 26 днів тому

    Congrats Adriano. Appreciate the video. Thanks.

  • @gladstoneh9170
    @gladstoneh9170 25 днів тому

    I live in USA。 can you share the equivalent USA market tickets?

  • @masonholl3384
    @masonholl3384 19 днів тому

    Why do you have a withholding tax on RS? Ur Canadian aren’t u?

  • @YoungN1040
    @YoungN1040 21 день тому

    Hi Adrian, what happened to MSHE and AMHE?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  21 день тому

      i decided i did not need them, already have big exposure to them in HYLD, USCL QQCL

  • @Raptor235
    @Raptor235 23 дні тому

    Hey Adrian, quick question... are the distributions consider capital gains or dividends from QDTE? Do we have to consider the 15% hit to the returns?

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  23 дні тому

      depends if you are Canadian or American and which account you are talking about. the tax breakdown for distributions are on the funds website.

  • @Sk3pT1kal82
    @Sk3pT1kal82 26 днів тому +5

    I can't see the logic in owning QQCL with 100 stocks and a 13.48% yield when USCL has 500 stocks (including all the 100 in QQCL) and has a yield of 13.57%. Why not just own USCL? I'd much rather own 500 stocks and earn a higher yield than own 100 stocks and earn less 🤷

    • @Fabio-pe4mh
      @Fabio-pe4mh 24 дні тому

      @@Sk3pT1kal82 The benchmark for each ETF is different, QQCL tracks NASDAQ-100, while USCL tracks S&P-500. The strategies and percentages in each ETF are not the same, so the performance will be different. Owning both QQCL and USCL is a way to concentrate more in the technology sector, while still being exposed to a broad market. It depends on the person's strategy.

  • @olgaovtsyn2129
    @olgaovtsyn2129 26 днів тому

    So stange, checked UTES on TD platform shows yeald 2.79%, monthly per share 0.14, what is it, is anyone knows?

    • @TomTom-ks2ol
      @TomTom-ks2ol 26 днів тому +1

      $0.138 per share on Evolve website, check under distributions, works out to 16.36 percent at the current price.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому

      not strange, its normal. they are basing the annual yield on 1 month lol . ALWAYS calculate yields yourself. ALWAYS

  • @londreshomme
    @londreshomme 26 днів тому

    Appreciate the overview. I find it a bit confusing though. Where does the $31k a month come from? Okay, I see it now... it's a combination of the different spreadsheets you've shown. Thanks

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому

      yup its all 6 accounts combined. but remember it can vary based on distributions and USD to CAD currency

  • @swenpintat7331
    @swenpintat7331 25 днів тому

    When ist the great 8 usa 🇺🇸 is coming ?

  • @prashantdhotre
    @prashantdhotre 26 днів тому +2

    Great portfolio

  • @rhoelg
    @rhoelg 26 днів тому

    over 20% yield per annum, not too bad!

    • @mstefa007
      @mstefa007 25 днів тому +1

      no, only trails 12% S&P 500 for the year. and no youtube video :)

  • @saustinredsox
    @saustinredsox 26 днів тому

    Glad to see you took my msty recommendation.Also you might think of moving some of the qdte position into ymax to save on nav degradation and increased divs since they went weekly. Best regards, Steve.
    p.s. out of SVOL

    • @blanksy_-
      @blanksy_- 26 днів тому

      looks the opposite to me .. QDTE has no nav drop after it pays ??

    • @TonyMontanaDS
      @TonyMontanaDS 25 днів тому

      @@blanksy_- Slight drop, and then it goes back up again.

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому

      no. you have no idea what you are talking about. i mean that with much respect honestly. your statement scares me . here is a tip: do a total return YMAX vs QDTE and then get back to me.

  • @bgt54rfvcde32wsxzaq1
    @bgt54rfvcde32wsxzaq1 25 днів тому

    MSTY! 😮 What About The NAV? 👀

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому

      www.dividendchannel.com/drip-returns-calculator/ do MSTY vs MAXI and tell me what you see?

    • @kellyinPH
      @kellyinPH 25 днів тому

      I am up almost $5 a share on my MSTY so id say NAV is good

  • @ronrocheleau3035
    @ronrocheleau3035 25 днів тому

    I enjoy watching and getting advice BUT unfortunately I’m American

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому

      Ron, i have plenty of American content. my retirement accounts are in U.S. funds

  • @mikel4035
    @mikel4035 11 днів тому

    New money added in the main portfolio ~16300 what do you guys thing?

  • @CyrusTheGreat-b3k
    @CyrusTheGreat-b3k 25 днів тому

    20% yield?! Bernie promised 13% and couldn’t deliver

  • @ophirmayer1
    @ophirmayer1 13 днів тому +1

    Why are you bothering with a YT channel then? Curiosity only

  • @mikel4035
    @mikel4035 День тому

    I don't get it nobody thinks that he adds new money to the account?? review his spreadsheets the math just doesn't add up......

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  День тому

      umm yes, of course i add more money. i add more money (invest more) every month. dont you think this is good general practice? . here is more info: ua-cam.com/video/txyA5usp1Eo/v-deo.html

  • @piethermanus8777
    @piethermanus8777 25 днів тому

    Now subtract nav erosion

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому

      ok no problem.... it's still 1.68 million. 1.71 today actually

    • @piethermanus8777
      @piethermanus8777 25 днів тому

      @@PassiveIncomeInvesting now do the comparison to only a qqq investment, without all the BS 😂😂🤡😂

    • @piethermanus8777
      @piethermanus8777 25 днів тому +1

      Now do what it would’ve been if you only invested in QQQ without all the unnecessary bullshit

  • @piethermanus8777
    @piethermanus8777 25 днів тому +2

    Now do what it would’ve been if you only invested in QQQ without all the unnecessary bullshit 😂

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому +5

      ok.... here it is:
      - i would have a much higher return but....
      - i would not have reached financial freedom at 35
      - my wife would not have had the option to quit her job
      - i would not have had time to start a YT channel
      - i would not have had the option to quit my job
      - i would not have left Canada and move to panama for a much better life
      - i would not be running a successful business making more money than our jobs with less taxes
      - i would not be responding to you at 1 am since i dont have to wake up to go to work tomorrow morning

    • @piethermanus8777
      @piethermanus8777 25 днів тому

      @@PassiveIncomeInvesting
      Ok, so a much higher return.
      Got it…
      Perhaps state that in your videos,
      and by the way if you think $1.7 million will be enough for the next 60 years,
      good luck..
      What about recommending a mix between non income and income..
      What about looking at low beta and higher beta blends and rebalancing to take advantage of higher and lower volatilities and return…..
      And stating that Nav erosion is BS is BS and you know it…
      Otherwise, there is merit for those who cannot tolerate capital growth and need the security blanket of monthly income (which comes at a cost)
      Also for young people in their high income years to invest in dividend taxable paying stocks does not make much sense

    • @roman_r-q2u
      @roman_r-q2u 23 дні тому

      @@PassiveIncomeInvesting bravo

  • @HasanRifino
    @HasanRifino 24 дні тому

    ❤🖒

  • @p.c.h.6721
    @p.c.h.6721 26 днів тому +1

    How much of the $31,081 is your own money being returned to you?

    • @TonyMontanaDS
      @TonyMontanaDS 25 днів тому

      There is always one!

    • @p.c.h.6721
      @p.c.h.6721 25 днів тому +1

      @TonyMontanaDS
      Answer the question, please!

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому

      maybe this can help: ua-cam.com/video/OWiFRPKhVC8/v-deo.html . this is a common question i get from newer watchers .

    • @PassiveIncomeInvesting
      @PassiveIncomeInvesting  25 днів тому

      lol yes . i realized a long time ago it will never stop. the only thing i can do is keep going. hopefully at update 100+ i won't get this anymore.