The return of capital explanation was great to hear. There's a lot of misinformation about how NEOS handles return of capital. Thank you for this video.
Patrick, glad you liked it! Are you using the “Buy, Borrow, Die” strategy so you never sell and always reinvest all dividends? And only borrow (tax-fee) to invest or pay expenses …
Hello Mark, just a simple observation, run your channel side by side, you vs the guest instead of jumping back and forth. You get a better view of your reactions, as well as the guest, and we don't get PTSD flashing back and forth between the two people. A third guest, I would try to add them in as another side by side by side. Otherwise, great review, I'm also an investor too so the info helps my knowledge so much on NEOS world. Thank you
Just curious... in a down market or recession will the average investor and/or institution exercise more options.. or likely to hang on to their money for safe lower yields and returns? All these covered call ETFs are great at present.
You can only carry losses forward for a certain amount of time before it all comes crumbling down? What ur doing is using the balance of the fund to payout premiums of the calls you’re selling against the fund. The methodologies is extremely interesting and obviously been constructed from experience but has it been fully tested in a 20% correction environment with high market volatility?
Hello, not sure what you are referring to. If 10k were invested into SPYI Aug 31st of 2022, the portfolio would be worth $12,548 assuming reinvesting all dividends. If you invested in the Vanguard Balanced fund you would have $12,318
@@P2Wealth SPYI "tracks" SPY, which is not balanced ETF. Please compare apples to apples. SPYI to SPY or VOO or SPLG. Since 2.09.22 SPYI did 6.636% SPY did 48.81% VOO did 48.85%
The return of capital explanation was great to hear. There's a lot of misinformation about how NEOS handles return of capital. Thank you for this video.
Patrick, glad you liked it! Are you using the “Buy, Borrow, Die” strategy so you never sell and always reinvest all dividends? And only borrow (tax-fee) to invest or pay expenses …
Hello Mark, just a simple observation, run your channel side by side, you vs the guest instead of jumping back and forth. You get a better view of your reactions, as well as the guest, and we don't get PTSD flashing back and forth between the two people. A third guest, I would try to add them in as another side by side by side.
Otherwise, great review, I'm also an investor too so the info helps my knowledge so much on NEOS world. Thank you
Jake, thanks for the tips!
Are you using “Buy, Borrow, Die” for all your investments?
Love this. Long Live SPYI
Are you also using a “Buy, Borrow, Die” strategy?
@@P2Wealth yes I am. I’m selling naked puts on spyi. 50 every month. If I get assigned, I sell covered calls…
Just curious... in a down market or recession will the average investor and/or institution exercise more options.. or likely to hang on to their money for safe lower yields and returns?
All these covered call ETFs are great at present.
Premium increases with volatility so when the VIX is spiking these funds should hold up well.
I just subscribed and I am glad I found your side thank you
You are very welcome! If you want more information on the course, please go to ThePerfectPortfolio.com
You can only carry losses forward for a certain amount of time before it all comes crumbling down? What ur doing is using the balance of the fund to payout premiums of the calls you’re selling against the fund. The methodologies is extremely interesting and obviously been constructed from experience but has it been fully tested in a 20% correction environment with high market volatility?
Hello, not sure what you are referring to. If 10k were invested into SPYI Aug 31st of 2022, the portfolio would be worth $12,548 assuming reinvesting all dividends.
If you invested in the Vanguard Balanced fund you would have $12,318
@@P2Wealth
SPYI "tracks" SPY, which is not balanced ETF.
Please compare apples to apples.
SPYI to SPY or VOO or SPLG.
Since 2.09.22
SPYI did 6.636%
SPY did 48.81%
VOO did 48.85%
@@P2Wealth
Compare apples to apples man.
SPY should be compared to SPY, not to balanced etf.
SPYI now has $1.6B AUM it's immensely popular for good reason and is growing like a bamboo shoot!
Yup! I own it myself. And AMZY is pretty cool too!
And, these work better when you NEVER sell them and always reinvest and compound the dividend. Just borrow to access cash
#BuyBorrowDie
Nice. 1256 Contract Tax Benefits.
Even better when you use a “Buy, Borrow, Die” strategy. Thanks for watching :)
A great interview - just subscribed.
Thank you! Please let us know how else we can help you.
- Mark
Good interview! 👌👌
Thank you!
This is peoples start up. I would give it a few years before i jump in
This fund is pretty simple. Covered calls are safe, effective and proven. This one has tax advantages!
Priceless content! 💪👑💰✈️ GTFO the matrix!
What happens when RoC that reduces cost to zero?
The fund appreciates plus dividends. You obviously ignored the video and didnt do your reseach.