Thanks for watching! Buy me a Sweet Tea:👉 ko-fi.com/incomearchitect Income Factory Book 👉 amzn.to/3ZCzp1p Affiliate link Seeking Alpha 👉 www.seekingalpha.link/3RJ5GCX/2QZRGT/ Link to the channel: 👉 www.youtube.com/@Income_Architect?sub_confirmation=1
Thank you Brad. The Cboe S&P 500 buywrite monthly index. Liking this etf more everyday especially knowing what the benchmark is and that I can look at it in any date and year range back to when it started. Definitely a keeper.
Buy and hold all Neos 4: SPYI, QQQI,IWMI and BTCI. DCA $100 a week into each ETF till retirement. No look, market up or down, keep Dripping dividends into them or using some, they are very very reliable. Great video Brad. 👍
finally! been asking for this one for a while lol! i'm in spyi, qqqi, iwmi, and recently started building a btci position (luckily before btc broke $88k). been loving how those positions have been treating me. i'm a younger investor (27) that just got started earnestly this year and your insights have helped me rapidly mature as an investor. here's my next wishlist video: investment advice for younger folks such as myself. for example, what to do, what not to do, major red flags to look for in funds, things that you personally would've done differently in your investment journey. thank you again brother!
Great video…love the back testing …I’ll be adding to these funds next year…I half to disagree with on market timing…I reinvest everything no matter what the market is doing…I also don’t trade in and out of stocks…this give me the opportunity to go back from day 1 of the purchase price and let’s me model out the next 20 years…the numbers are absolutely amazing…have a great one 🚀🚀🚀
Thanks for the video. I bought NUSI after covid crash early 2021 and was disappointed with 2022 performance. I have to admit since NEOS took over performance is way better. It was robotic fund before - they sold ATM calls or slightly OTM and also they bought about 5% OTM puts each month. However 2022 was that slowly moving down market when NUSI strategy simply is a waste. These puts expired almost each month worthless and fund dropped almost in sync with NDX. Most people got out bc their performance was not as expected! And I was disappointed too. Since NEOS took over they are managing this more actively and once they make the money for the distributions at some point they buy back the calls and open the fund on the upside. That changed performance in 2023 and 2024 with the bull market. Puts are still a hedge, but people need to understand that it provides a hedge in fast crash like Covid 2020 … if I remember NUSI lost about 10% only. When Market gradually moves down this strategy is a waste. It’s still a good fund that delivers 7-8% income and has upside of course. NEOS are doing great job managing the fund.
NUSI was one of the first CC ETFs I bought back in 2021. Sold it at a loss a in 2023. Market price still not back to where I would have bought it. Happy I sold it as I found better growth and income opportunities. I would need to see performance through another downturn with NEOs before buying again.
The managers of original NUSI got pushed out by Nationwide, so they started NEOS. Now they got it back. Might have greater latitude than under Nationwide.
Brad, what is the best way to utilize the 200-day and 10-month moving averages? Meaning is there a way to automate it? Are there particular websites that display/monitor both for the market? Are you using it for the S&P or also other indexes?
I did a whole video on the 200 and 10 month. There are multiple ways to use it depending on your needs or wants. TradingView and you can use it on everything. You can also write a bot to do it automatically but you would need to research it and implement it.
100%. NEOs is my largest covered call holding. They need more love. Yieldmax is just exciting for everyone to talk about. I want a lot more diversity to my content.
Now that I have them fully funded why buy on the way up with my monthly reinvestment. I still need my 8% to live, but just going to fund CLOZ for now with all the extra revenue until their is a draw back. Have a great day.
QQQI vs GPIQ - this is where I view a Sachs product as better for my risk vs income vs growth. Would like GPIQ to be included in your future comparisons. Great vid today.
Something looks different. I've looked until I'm blue in the face. I'll have to table it for now and figure it out later..but thanks for distrubuting this information. :)
The only reason I don’t invest in Neos is because of Nusi. I held on to that dog for almost two years just to break even after distributions.. So much for their protective puts.
Well it was not a NEOS fund until recently. We will have to see how it goes now that they are back in control. Sometimes its being controlled by others when you work for someone else.
I sold it off over a year ago. When neos came out I looked up on Morningstar who was managing it and it was the same people that had run Nusi. I was lime ah h no.
BTCI is better. BITO is a future holding ETF and has contango (i.e. when futures months rollover and the new month is higher in price, less shares can be purchased).
The guys at NEOS managed NUSI during its 2022 disaster. They were making horrible decisions actively managing the options. This is a big reason I have been hesitant to invest in their new ETFs
I do not. I have 500k plus invested in CC. I am fully vested in CC. I will invest everything over my 8%. Really everything over my 5% into other asset classes. Right now that would be CLOZ. I need my 5 to 8% to live on in retirement. No reason for me to average in when the market is going up.
Hmmm 2 of the largest Asset managers in the world tend to disagree, but there is 1 asset manager that does agree. Let's see what Microsoft does as that vote happens in December.
Thanks for watching!
Buy me a Sweet Tea:👉 ko-fi.com/incomearchitect
Income Factory Book 👉 amzn.to/3ZCzp1p
Affiliate link Seeking Alpha 👉 www.seekingalpha.link/3RJ5GCX/2QZRGT/
Link to the channel: 👉 www.youtube.com/@Income_Architect?sub_confirmation=1
I really like the NEOS funds. Thanks for covering these funds!
100%. Making that a monthly on their distribution day. To much focus on some of these other funds.
Thank you Brad. The Cboe S&P 500 buywrite monthly index. Liking this etf more everyday especially knowing what the benchmark is and that I can look at it in any date and year range back to when it started. Definitely a keeper.
Glad to help! When I saw the index with history I was like hmmm. I bet not everyone knows that.
Buy and hold all Neos 4: SPYI, QQQI,IWMI and BTCI. DCA $100 a week into each ETF till retirement. No look, market up or down, keep Dripping dividends into them or using some, they are very very reliable. Great video Brad. 👍
Very nice! 👍. So far that looks like a healthy bet.
@ BTCI will be very interesting into coming months, DCA ing into it weekly regardless of $100k or $180k or $69k
HODL forever BTCI
DCA saves life.
I agree. The yield should allow me to take 8% annually and reinvest the rest no matter the actual price of BTC.
I've looked into Nusi a while back. I recall it was one of the ones I liked. I'm glad you are covering it.
I liked and then not liked it. Now that its part of NEOS its time to look at it again.
finally! been asking for this one for a while lol! i'm in spyi, qqqi, iwmi, and recently started building a btci position (luckily before btc broke $88k). been loving how those positions have been treating me. i'm a younger investor (27) that just got started earnestly this year and your insights have helped me rapidly mature as an investor. here's my next wishlist video: investment advice for younger folks such as myself. for example, what to do, what not to do, major red flags to look for in funds, things that you personally would've done differently in your investment journey. thank you again brother!
Got you. Thanks let’s see what I can do.
Great video…love the back testing …I’ll be adding to these funds next year…I half to disagree with on market timing…I reinvest everything no matter what the market is doing…I also don’t trade in and out of stocks…this give me the opportunity to go back from day 1 of the purchase price and let’s me model out the next 20 years…the numbers are absolutely amazing…have a great one 🚀🚀🚀
As I am fully vested in the market. I just feel waiting to add to the positions is correct. Nothing wrong with a drip either.
Thanks for the video.
I bought NUSI after covid crash early 2021 and was disappointed with 2022 performance. I have to admit since NEOS took over performance is way better.
It was robotic fund before - they sold ATM calls or slightly OTM and also they bought about 5% OTM puts each month. However 2022 was that slowly moving down market when NUSI strategy simply is a waste. These puts expired almost each month worthless and fund dropped almost in sync with NDX. Most people got out bc their performance was not as expected! And I was disappointed too. Since NEOS took over they are managing this more actively and once they make the money for the distributions at some point they buy back the calls and open the fund on the upside. That changed performance in 2023 and 2024 with the bull market.
Puts are still a hedge, but people need to understand that it provides a hedge in fast crash like Covid 2020 … if I remember NUSI lost about 10% only. When Market gradually moves down this strategy is a waste.
It’s still a good fund that delivers 7-8% income and has upside of course.
NEOS are doing great job managing the fund.
Let’s see what NEOS does with it. But larger distribution is the first step.
Thank you Brad
Very welcome. At least I got the spelling right for sweetdividends.
CONY 🚀
Another move up is coming.
NUSI was one of the first CC ETFs I bought back in 2021. Sold it at a loss a in 2023. Market price still not back to where I would have bought it. Happy I sold it as I found better growth and income opportunities. I would need to see performance through another downturn with NEOs before buying again.
Correct. It is something to watch. Lets see what the NEOS team can do with it.
@ddelmarsmith We were both suckrs. Your story is my story. I’m never touching it again though.
Thanks Brad!
No worries!😉
The people at NEOS started with NUSI years ago they ran NUSI before they started NEOS
They the left and it all got screwed up? Lets see how it does.
The managers of original NUSI got pushed out by Nationwide, so they started NEOS. Now they got it back. Might have greater latitude than under Nationwide.
Loving the strategy to put the dividends at the highs into CLOZ, SEIX, HYBL, and XCCC that’s what I’ve been doing as well
CLOZ is my next one. I will look at the others.
Brad, what is the best way to utilize the 200-day and 10-month moving averages? Meaning is there a way to automate it? Are there particular websites that display/monitor both for the market? Are you using it for the S&P or also other indexes?
I did a whole video on the 200 and 10 month. There are multiple ways to use it depending on your needs or wants. TradingView and you can use it on everything. You can also write a bot to do it automatically but you would need to research it and implement it.
Thanks for putting out content that isn’t just Yeildmax, Defiance and Roundhill everything. It’s extremely annoying
100%. NEOs is my largest covered call holding. They need more love. Yieldmax is just exciting for everyone to talk about. I want a lot more diversity to my content.
Held nusi in past. Sold it. Nusi sank fast when market went on a downward swing. Will check if they changed their strategy.
I read that the reworked the collars but looking at them I am still torn as it has to a large fast dip and not a slow grind down.
Interesting video!
I like your 50 day ma strategy on buys.
Now that I have them fully funded why buy on the way up with my monthly reinvestment. I still need my 8% to live, but just going to fund CLOZ for now with all the extra revenue until their is a draw back. Have a great day.
QQQI vs GPIQ - this is where I view a Sachs product as better for my risk vs income vs growth. Would like GPIQ to be included in your future comparisons. Great vid today.
Not my comparisons as I took that from NEOS. I like both funds.
Something looks different. I've looked until I'm blue in the face. I'll have to table it for now and figure it out later..but thanks for distrubuting this information. :)
lol. 😂
The only reason I don’t invest in Neos is because of Nusi. I held on to that dog for almost two years just to break even after distributions.. So much for their protective puts.
Well it was not a NEOS fund until recently. We will have to see how it goes now that they are back in control. Sometimes its being controlled by others when you work for someone else.
I sold it off over a year ago. When neos came out I looked up on Morningstar who was managing it and it was the same people that had run Nusi. I was lime ah h no.
But I guess the other alternative would have been to not break even and sell at a loss.. I’ve certainly had one of those before.
a chapter for your book: MSTY and the Arabian at Delaware Park. LOL
Freddie’s revenge Great chapters.
I own several NEOS ETFs, considering adding BTCI vs BITO, Waiting for more history with BTCI.
Yes not much not to like about their funds.
BTCI is better. BITO is a future holding ETF and has contango (i.e. when futures months rollover and the new month is higher in price, less shares can be purchased).
The guys at NEOS managed NUSI during its 2022 disaster. They were making horrible decisions actively managing the options. This is a big reason I have been hesitant to invest in their new ETFs
They were the sub advisors from my understanding. Sub advisors don’t get to call all the shots. They have bosses.
So you don’t drip? And just hold that cash from the dividends waiting to pull the trigger
I do not. I have 500k plus invested in CC. I am fully vested in CC. I will invest everything over my 8%. Really everything over my 5% into other asset classes. Right now that would be CLOZ. I need my 5 to 8% to live on in retirement. No reason for me to average in when the market is going up.
are these funds sustainable over a 10 year period?
Did you not see the charts with over ten years of history?
❤🎉
Thank you
Too much work for non retired folks I'm just turning on drip .
LOL. Yes I have time on my hands.
Hey Brad, sorry but when you can't answer a simple question about one of your holding by deleting my question. I am unsubscribing!
Sorry Brad! Made a mistake! Please disregard this comment! I looked for your answer on the wrong page! I lost my temper! Sorry!
No issue. I hope I answered. You can always send me an email. I do answer all email. Have a great weekend.
All good. If I answered well then great if it needs more clarification send me an email. I answer all emails with a little more detail than comments.
I am 100% against using taxpayer money to buy imaginary internet money with no intrinsic value.
Hmmm 2 of the largest Asset managers in the world tend to disagree, but there is 1 asset manager that does agree. Let's see what Microsoft does as that vote happens in December.
I hold SPYI QQQI IWMI BTCI
I think they are great funds and well managed.