MSTY and NVDY. I'm up huge on both plus have basically paid back original investment in dividends and both are up 5 to 10 from original nav price at launch.
Like all investments, you have to do your research. Also use total return on investment as a metric. That will include dividends/distributions in your calculations.
Great ETF and it is in the semiconductor sectors. SCHD just dropped a huge dividend and VGT has been going absolutely bonkers. I own XLK, VOO, QQQM. I also own individual stocks that I collect dividends and sell covered calls on. I like your insight. Well done!
When it comes to trading strategies, they can be pretty intense for the everyday investor. In reality, these tactics are often executed by the pros who have the expertise and experience to make those trades work. It's all about leveling up your skills and knowledge to play in the big leagues of trading.
Just gotta give props to LINA DINEIKIENE, my CFA, she's the real deal in the finance game. Dive into her background, this lady's a treasure trove of experience and knowledge for anyone navigating the financial jungle.
This dude is literally the definition of financial literacy he's not just giving you ideas picks like other UA-camrs he actually teaches you how to read the market and such. Good luck to everyone watching this, May your investment yield you outstanding profits. Spend less and invest more.
So Morgan Stanley announced it is to offer some clients access to bitcoin funds but is limiting your Bitcoin exposure to 2.5% of your portfolio. Seems like Morgan Stanley is treating their customers like children instead of letting them determine their risk tolerance. Many plebs who don't have access to these fancy 'wealth management' platforms are already heavily into crypto and are killing it.
In order to make profits from trading you need loads of experience and a well defined strategy, which most traders don't have. If you trade without the proper preparation, you're most likely to lose your money. Identify the buy/sell ratios and identify the market leaders and most importantly. Diversify! this will help you spread risk.
Best thing is to carry out extensive research and be on top of current events. Know how current events can alter share prices and apply logic over your emotions. This is what worked for me. Best of luck
"Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again."
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
I agree, working with a financial specialist has been the game-changer for me since 2020 pandemic. Helped with invaluable insights and tailored strategies that aligned perfectly with my goals and risk tolerance. As of today, I'm just about 10% shy of my $1m goal.
I've shuffled through a few advisors in the past, but settled with ''Karen Lynne Chess'' You'd most likely find her basic info on the internet, she's well established with over two decades of experience.
Karen Lynne Chess is my FA. Just google the name and you’d find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Despite the fact that the NAV decreases overall, I am fairly positive. In fact, the overall growth in value in my CC fund growth is outpacing the Indexed CC fund.
Thank you, great info! I didn't know GPIQ and GPIX, they sound like good picks. Apart from JEPI and JEPQ, I also own TXF, SVOL, and YTSL as high yield ETFs, but YTSL I'm also trading, it's very volatile. The other ETFs are purely buy and hold. Congrats on your great portfolio! 6000 USD per month is an awesome return!
Now, the election is over. DID you miss out on the bull run? Bitcoin is at it's ATH now. Some stocks have gained value. My portfolio is smiling and all I can say is thank you to this channel and Julianne Iwersen Niemann, for keeping me informed.
you are lucky, One of the most brillian investing advice i have ever gotten on youtube came from watching an interview with Julianne Iwersen Niemann. Indeed, A solid investment strategy is like a well-planted tree-it can withstand storms and still grow strong
I know this lady you just mentioned. Julianne Iwersen Niemann is a portfolio manager and investment advisor. She gained recognition as an employee of neuberger berman; a renowned investor she is. Julianne Iwersen Niemann has demonstrated expertise in investment strategies and has been involved in managing portfolios and providing guidance to clients.
My CFA Julianne Iwersen Niemann, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
I understand your feelings. In my own world I collect plastic off beaches, but that being said, once you get into ethics of large companies that is a deep, complicated rabbit hole.
Yup, these are solid div ETFs and may have some capitol appreciation. I have JEPQ and it has had 25000 capitol appreciation on a 100,000 invested plus the divs. Also have PDI and GOF for my steady eddies. Not really true about the Yieldmax, kind of depends when you buy in. Like my MSTY I invested 50,000 and have 21000 in capitol appreciation and got a 6400 div yesterday. My TSLY I bought in to high so i am 56,000 down in NAV depreciation but have collected 76,000 in divs over 1.5 years, so i am 20,000 ahead. Thats they way you have to value these funds, NAV depreciation but if you have collected more divs then you are ahead. Some like NVDY and CONY have great underlying and will give insane divs plus some capitol appreciation. Roundhill gives a good return and have very little NAV depreciation. You should go all in on the Yieldmax funds as they will give you the highest returns!
Can you please talk about some ETFs that have proven their performance during 10 - 20 years time range? I'd be very interested in the ETFs that survived 2007-2009 market crash. This was the real test for their performance. Thanks in advance.
I guess if you want to lose $. 10k invested on Jan 1 of this year and reinvesting all dividends, you'd have $9641 now. And this during a year with big market gains. No thank you.
Umm false? You’d be up over 100% including price appreciation and dividends. The yield alone right now is 120% and the price could very easily appreciate a bit more
None of these have been around long so they have not much track record to go on. I would bet over the long haul there will be some decay. They are too new
High yield funds are surrounded by opinions varying from best thing ever to avoid at all costs....one way to cut thru all the disinformation is to calculate your real world yield as (distributions you've collected LESS price losses since you purchased) Divided by your original capital invested.
As long as 30 to 40% of this etfs assets are treasury bonds you can garantee there will be a loss of NAV due to present and upcoming interest rate cuts.
@@lucassmith4636 Not good if the NAV is decaying based upon the purchase price one went in. Just as long as the distribution cover what I have loss in terms of the NAV then I am OK.
TSLY had a reverse split...Worthless to those that got stuck with that mess...I was in it brieflyand got out very quickly when I saw the nav sinking like a rock...Put it into NVDY and have never looked back...my cost average is under $10 pps...I also recently just bought MSTY...So far so good...
MSTY and NVDY. I'm up huge on both plus have basically paid back original investment in dividends and both are up 5 to 10 from original nav price at launch.
Just bought 100 shares of Nvdy
Like all investments, you have to do your research. Also use total return on investment as a metric. That will include dividends/distributions in your calculations.
MSTY is eating crap right now.
Great ETF and it is in the semiconductor sectors. SCHD just dropped a huge dividend and VGT has been going absolutely bonkers. I own XLK, VOO, QQQM. I also own individual stocks that I collect dividends and sell covered calls on. I like your insight. Well done!
When it comes to trading strategies, they can be pretty intense for the everyday investor. In reality, these tactics are often executed by the pros who have the expertise and experience to make those trades work. It's all about leveling up your skills and knowledge to play in the big leagues of trading.
Just gotta give props to LINA DINEIKIENE, my CFA, she's the real deal in the finance game. Dive into her background, this lady's a treasure trove of experience and knowledge for anyone navigating the financial jungle.
This is a scammer thread I would never use anyone recommended in this disingenuous way.
SPYT. Rock solid 20% and steady NAV.
QQQT seems to be pretty much on target as well.
This dude is literally the definition of financial literacy he's not just giving you ideas picks like other UA-camrs he actually teaches you how to read the market and such. Good luck to everyone watching this, May your investment yield you outstanding profits. Spend less and invest more.
So Morgan Stanley announced it is to offer some clients access to bitcoin funds but is limiting your Bitcoin exposure to 2.5% of your portfolio. Seems like Morgan Stanley is treating their customers like children instead of letting them determine their risk tolerance. Many plebs who don't have access to these fancy 'wealth management' platforms are already heavily into crypto and are killing it.
In order to make profits from trading you need loads of experience and a well defined strategy, which most traders don't have. If you trade without the proper preparation, you're most likely to lose your money. Identify the buy/sell ratios and identify the market leaders and most importantly. Diversify! this will help you spread risk.
Best thing is to carry out extensive research and be on top of current events. Know how current events can alter share prices and apply logic over your emotions. This is what worked for me. Best of luck
"Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again."
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
Moving from single stocks to ETFs, tired of the circus. Thoughts on your best possible strategies to diversify a 6-figure portfolio please.
The current market gives opportunities to maximize returns, but in order to execute such strategy, you must be a skilled practitioner
I agree, working with a financial specialist has been the game-changer for me since 2020 pandemic. Helped with invaluable insights and tailored strategies that aligned perfectly with my goals and risk tolerance. As of today, I'm just about 10% shy of my $1m goal.
@@justlikeasoldier this is quite encouraging for newbies like myself, i'm in dire need of portfolio management... think your advisor can help?
I've shuffled through a few advisors in the past, but settled with ''Karen Lynne Chess'' You'd most likely find her basic info on the internet, she's well established with over two decades of experience.
Karen Lynne Chess is my FA. Just google the name and you’d find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Subscribed!
the mentioned funds look good to me & I will review further for possibly adding to my portfolio .. thank-you!
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
Your advisor must be really good, how I can get in touch with them as my porfolio isn't doing well.
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
Are there limits to how much an etf will decay, then go back up?
PFFA and OHI have been great for me.
Does the 2.52% expense ratio on PFFA affect the returns and payout?
@@JP-iq7pu It hasn’t. No. It’s slowly gone up in value past year or so and has been paying dividend every month. Maybe impacts it in time.
@@JP-iq7puno. Payment is after ER
Despite the fact that the NAV decreases overall, I am fairly positive. In fact, the overall growth in value in my CC fund growth is outpacing the Indexed CC fund.
NONE of those ETFs you listed have been through a serious down market like 2008 or 2020.
very good perspective.
And it's coming again eventually
LQDW- FIXED income, CONY - Equity, CEFD - Asset allocation, USOY - Commodity, BITO - currency, PFIX - Alternative... The 6 heros
Thank you, great info! I didn't know GPIQ and GPIX, they sound like good picks. Apart from JEPI and JEPQ, I also own TXF, SVOL, and YTSL as high yield ETFs, but YTSL I'm also trading, it's very volatile. The other ETFs are purely buy and hold. Congrats on your great portfolio! 6000 USD per month is an awesome return!
At time 8:27... what software or webpage gave you that comparison?
I didn't see FEPI on your list?
Nice thank lot for this video question is their any etf with weekly divident and also growth and safe ??
Now, the election is over. DID you miss out on the bull run? Bitcoin is at it's ATH now. Some stocks have gained value. My portfolio is smiling and all I can say is thank you to this channel and Julianne Iwersen Niemann, for keeping me informed.
you are lucky, One of the most brillian investing advice i have ever gotten on youtube came from watching an interview with Julianne Iwersen Niemann. Indeed, A solid investment strategy is like a well-planted tree-it can withstand storms and still grow strong
I know this lady you just mentioned. Julianne Iwersen Niemann is a portfolio manager and investment advisor. She gained recognition as an employee of neuberger berman; a renowned investor she is. Julianne Iwersen Niemann has demonstrated expertise in investment strategies and has been involved in managing portfolios and providing guidance to clients.
I’ve heard of her
How can i reach her, if you don't mind me asking?
her name is 'JULIANNE IWERSEN NIEMANN'. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
My CFA Julianne Iwersen Niemann, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
I like FEPI. I would like to invest in JEPQ, but I’m trying my best to stay away from investing in companies that do testing on animals.
I understand your feelings. In my own world I collect plastic off beaches, but that being said, once you get into ethics of large companies that is a deep, complicated rabbit hole.
Yup, these are solid div ETFs and may have some capitol appreciation. I have JEPQ and it has had 25000 capitol appreciation on a 100,000 invested plus the divs. Also have PDI and GOF for my steady eddies. Not really true about the Yieldmax, kind of depends when you buy in. Like my MSTY I invested 50,000 and have 21000 in capitol appreciation and got a 6400 div yesterday. My TSLY I bought in to high so i am 56,000 down in NAV depreciation but have collected 76,000 in divs over 1.5 years, so i am 20,000 ahead. Thats they way you have to value these funds, NAV depreciation but if you have collected more divs then you are ahead. Some like NVDY and CONY have great underlying and will give insane divs plus some capitol appreciation. Roundhill gives a good return and have very little NAV depreciation. You should go all in on the Yieldmax funds as they will give you the highest returns!
FEPI??
Can you please talk about some ETFs that have proven their performance during 10 - 20 years time range? I'd be very interested in the ETFs that survived 2007-2009 market crash. This was the real test for their performance. Thanks in advance.
I don't think any of these type were available then. Most had a lot lower yield.
Great video. New subscriber.
They offer high expense ratios as well. Might as well just use an S&P 500 index/ETF, low expense ratio, good dividends, and diversified.
MSTY worked out for Sept. distribution, then selling higher. Underlying MSTR is at an interesting point in the last 4yrs....
GIAX looks intriguing
Xdte. Im up 6k+ with 100% drip in IRA.
QQQI + QQQ to bring the overall yield down to the same 9% of GPIQ is much better than holding GPIQ, especially after adjusting for taxes. 💡
Do a PYPY video!!!!
CONY allllllll day!!!
I guess if you want to lose $. 10k invested on Jan 1 of this year and reinvesting all dividends, you'd have $9641 now. And this during a year with big market gains. No thank you.
@@jeffploense1073 ya cause you bought at the high.
@@jeffploense1073. Scared money don’t make money.
Umm false? You’d be up over 100% including price appreciation and dividends. The yield alone right now is 120% and the price could very easily appreciate a bit more
Any chance you can slow down when talking?
You can always go up to the gear icon in the upper right of your YT window and watch at 75% speed!
Is it me or is this video totally out of focus for the first 1:30 ? Why do that?
also ISPY
Take a look at BALI
None of these have been around long so they have not much track record to go on. I would bet over the long haul there will be some decay. They are too new
Nice etf's but none of them are available in Europe. That sucks!
are you not able to buy American stocks in Europe?
JEPI and JEPQ are going to be available in Europe soon.
High yield funds are surrounded by opinions varying from best thing ever to avoid at all costs....one way to cut thru all the disinformation is to calculate your real world yield as (distributions you've collected LESS price losses since you purchased) Divided by your original capital invested.
DIVO
As long as 30 to 40% of this etfs assets are treasury bonds you can garantee there will be a loss of NAV due to present and upcoming interest rate cuts.
Most High Yield dividend ETFs are complete NAV erosion garbage like YieldMax and Definance.
Many funds from Yieldmax have given investors over a 100% return in the last year, Msty, nvdy and cony to name a few
@@lucassmith4636 Not good if the NAV is decaying based upon the purchase price one went in. Just as long as the distribution cover what I have loss in terms of the NAV then I am OK.
gpiq, gpix clearly better than qdte, xdte, rdte by 2x.
what a discovery!!!
weak
Scams
Stop trolling and go do some penny stocks weirdo
If you had 3000 to invest and wanted the most yield in the next 10 years with dividends and growth included. Would you buy JEPQ or NVDA?
Excellent video. High dividend, increasing NAV🎉. TSLY🤬
TSLY had a reverse split...Worthless to those that got stuck with that mess...I was in it brieflyand got out very quickly when I saw the nav sinking like a rock...Put it into NVDY and have never looked back...my cost average is under $10 pps...I also recently just bought MSTY...So far so good...
Tsly in the last year is up big