This video should be taken down. The facts are wrong for the most important slot.
@laughuntilyoucryordie17 сағат бұрын
I own PFFA but thanks for all the hard work you put in your videos ❤
@user-gy4up6cd5oКүн бұрын
There is a CEF named ETJ doing the same thing since 2007. BTW, 8% yield is not "some" income.
@johnpatterson9219Күн бұрын
Watch again.
@babogataeКүн бұрын
I appreciate the video! CAGR tests are helpful, but what investors really need to understand is the hidden Return of Capital (ROC) in high-yield ETFs like YM. Too many people blindly invest, drawn in by the promise of high dividends, without realizing that a significant portion is just their own money being returned. And unfortunately, hardly any KZfaqrs are explaining this properly. I really hope more people catch on and stop falling for these tactics.
@klotus8885Күн бұрын
Very detailed analysis & excellent case studies. Thanks for doing the research.
@jdmartin6479Күн бұрын
Excellent video!! I own JEPQ (my #1 position), SPYI (#2), JEPI (#3) and VOO (#4)
@wesleypipelayer7627Күн бұрын
Seriously hope you do an update on this video
@Frankloredo-z9pКүн бұрын
I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.
@wisdommelody-b9wКүн бұрын
People believe their currency has the worth it does because they have no other option. Even in a hyperinflationary environment, individuals must continue to use their hyperinflationary currency since they likely have minimal access to other currencies or gold/silver coins.
@Soniajohn-e4gКүн бұрын
Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.
@Jamesdave-g6mКүн бұрын
This aligns perfectly with my desire to organize my finances prior to retirement. Could you provide me with access to your advisor?
@Soniajohn-e4gКүн бұрын
NICOLE ANASTASIA PLUMLEE is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
@Jamesdave-g6mКүн бұрын
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
@RobertDonald456Күн бұрын
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Katherine Storch for helping me achieve this.
@Josephbasta827Күн бұрын
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
@AmandaStewart0908Күн бұрын
The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.
@Scottweeier846Күн бұрын
You trade with Katherine Storch too? Wow that woman has been a blessing to me and my family.
@carolynvo7802Күн бұрын
I'm new at this, please how can I reach her?
@Rodriguezpaul-9Күн бұрын
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much.
@MarcellaRomero-vs4zvКүн бұрын
Perez Margaret Garcia Ronald Thomas Michael
@peterbell15802 күн бұрын
This is 0ne of the best explanation on SVOL that I've seen! Your explanation makes it very easy for me to understand and I really like that you walk through your thought process too. Thank you
@jessicaknoll47002 күн бұрын
This is very correct.
@peterbell15802 күн бұрын
Thank you
@john001232 күн бұрын
Ave Joe is the MAN.
@anthonypayne81062 күн бұрын
He's teaching is good!
@dineshmanivannan6532 күн бұрын
I have both: FXAIX in brokerage ac and FSKAX in Roth IRA ac.
@wangsing63062 күн бұрын
HI JOE NICE VIDEO, ALTHOGH I INVESTED ON QYLD, BUT YOU MADE IT CLEAR ON THE VIDEO, THE ONLY CONCERN THAT I HAVE IS CAN GLOBAL X COMPANY GO BANKRUPT & CLOSE QYLD, IF SO WILL I STILL ABLE TO SALE ALL MY SHARES ? IT IS A GOOD WAY TO COLLECT MONTHLY INCOME.
@Caldwell-c1n2 күн бұрын
As a fervent investor, I frequently ponder how successful investors manage to amass millions of dollars through their investments. I have over $545K in equity from the sale of my house, but I'm not sure what to do with it. Should I invest in stocks now or should I wait for a better opportunity?
@HarrisKmorreti2 күн бұрын
At that point, you employ someone to handle your finances. You require a (CFP) immediately! Personally, I enjoy investing in individual equities as well as ETFs.
@Katherine-o2r2 күн бұрын
I managed my portfolio well, but in 2022 I had losses. Upon realizing that a change was necessary, I consulted a fiduciary advisor. My $1.46million portfolio gained 28% annually through restructuring and diversification using dividend equities, ETFs, mutual funds, and REITs.
@ITem4-g3e2 күн бұрын
I think your adviser is excellent; how can I get in contact with them, since my portfolio isn't performing well?
@Katherine-o2r2 күн бұрын
*Layan Talia Chokr*, who is well-known and highly regarded among investors in Maryland, New York, and Washington, is the person I work with. My friend and former Chase coworker who is currently employed at LPL Financial recommended me.
@ITem4-g3e2 күн бұрын
Regards, I contacted her because I needed all the help I could get, having just looked up her complete name on Google and been ratnoher impressed with her qualifications. I just had a call arranged.
@fireonhair2 күн бұрын
buying as much schd and jepi as possible
@starr81112 күн бұрын
You are not clear on why you chose that $93 price. Please elaborate on how you pick the strike price
@Editing.Ediction2 күн бұрын
Pay Attention !! Time to Upgrade The difference between professional KZfaqr and basic KZfaqr have a line of Thumbnail only !!! I'll do thumbnails but that's not really important but the important is it increases the CTR of your videos, I work with many youtubers and i know what a youtube channel needs.. So i offer you 30 thumbnail at the price $99. That you use multiple times on your KZfaq video .Probably this is one of the best investment i here from my clients !!
@logicae40962 күн бұрын
Can you cover the difference between QRMI/XRMI and JEPI/JEPQ?
@SuzanneFleming-nj5cc2 күн бұрын
Davis Matthew Lopez Melissa Thompson Laura
@perry37702 күн бұрын
I prefer selling cash secured puts because for a certain investment im waiting for the price to go back down to buy 100 shares but that doesn’t seem likely to be happening, so I’m collecting the premium. If it does go down to my strike price then I’d be happy to buy the shares.
@djayjp2 күн бұрын
A good income fund must, at minimum, keep the NAV up with CPI.
@AverageJoeInvestor2 күн бұрын
Agreed! THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
@djayjp2 күн бұрын
All these collar funds would've been slaughtered in GFC or Dotcom lol. It's because they have to keep buying monthly increasingly expensive put options as the market gradually goes down over years, all the while selling calls far below cost.
@AverageJoeInvestor2 күн бұрын
THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
@thejesser5012 күн бұрын
I had both and I recently sold XRMI to buy a bond ETF and I Shares bond covered calls ETF. I didn't lose any money because I bought it after it declined and it had been steady payer for about a year. QRMI has a less price per share and pays slightly less than QYLD..... Thank you for your analysis. They seemed at the time like a better value due to the Risk Managed "Put" option.
@AverageJoeInvestor2 күн бұрын
Great comment. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
@mushroomcomic8973 күн бұрын
Tltw is a no brainer. Rate cute gonna happen. With a 15% dividend plus upside price when cut rates. Why not?
@Rachel-hm5ve3 күн бұрын
Citi simplicity card is currently doing 21 month 0% APR on balance transfers, but does have 3 percent transfer fee. I applied for this and was approved. Yes the transfer fee kind of sucks but that long period with no interest was what drew me to it- for anyone who is looking to do the credit card method.
@Constitution17893 күн бұрын
Kudos to all those individuals who took the risk in QRMI & XRMI. Interesting experiment.
@AverageJoeInvestor2 күн бұрын
THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
@thecollectiverisk3 күн бұрын
A bit unrelated but I’m still hype to see a QDTE and XDTE after the end of the year when the long calls expire to see how their nav holds up compared to the market
@AverageJoeInvestor2 күн бұрын
Noted. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
@kevdogg323 күн бұрын
Wow.... thats bad. Are you still doing the PMCC or is that been shelved after what happened in July?
@AverageJoeInvestor2 күн бұрын
Great Question. Shelved for now until a drop in IWM values. Currently operating traditional wheel strategy. THANK YOU for watching and for leaving your $0.02 in the comments! 👍😎
@AverageJoeInvestor3 күн бұрын
*Happy Friday everybody! THANK YOU In advance for leaving your $0.02 in the comments! I appreciate you! =)*
@joannemeeks7453 күн бұрын
I always appreciate your detailed analysis, presented in an easy-to-understand way. I never miss your YieldMax videos.
@AverageJoeInvestor3 күн бұрын
*AWESOME! Thank you Joanne for watching and leaving your $0.02 in the comments! =)*
@RandyShirley3 күн бұрын
I would really like to see the same analysis with the Yieldmax funds! Their distributions are not believable!
@roburb733 күн бұрын
These types of funds have become total garbage. Any person who was too make smart decisions and see their cash grow - stay away!
@AverageJoeInvestor3 күн бұрын
*Agreed! THANK YOU for watching and for leaving your $0.02in the comments! =)*
@bunkeyscow3 күн бұрын
some are really good for what they are worth like jepq, jepi, spyi.. they have some growth and a decent monthly return. I agree with you, they should be the last part of your life. Sell the growth stock then put into something like i said above and live off of the dividend.
@amolejoshua74523 күн бұрын
As a soon retiree, keeping my 401k on course is my top priority. I have been reading of investors making up to 250k ROI in this current crashing market, any recommendations to scale up my ROI before retirement will be highly appreciated.
@elegboozioma72673 күн бұрын
The current market might give opportunities to maximize profit within the short term but to execute such a strategy, you must be a skilled practitioner or be working with one.
@JuneTalley3 күн бұрын
@@elegboozioma7267 I deal with an investment advisor for this reason. I currently have over $800k invested in a diversified portfolio that has grown exponentially and is suitable for all market seasons. Our current project for this year is a more concrete ballpark target.
@amolejoshua74523 күн бұрын
@@JuneTalley Who is the coach who guides you? I urgently require assistance; my stock portfolio is stagnating, and I need investment advice for retirement.
@JuneTalley3 күн бұрын
@@amolejoshua7452 Victoria Carmen Santaella is the licensed advisor I use. Just search the name. You’ll find the necessary details to work with to set up an appointment.
@amolejoshua74523 күн бұрын
@@JuneTalley Thank you for the lead. I searched for her, and I have sent her an email. I hope she gets back to me soon.
@KarenDuncan-o5s3 күн бұрын
This is my fifth year after retirement. I’ve been following the 4% rule thing I saw on a KZfaq channel, but this isn’t really how hard I expected things to be. After I cashed out a lump sum, I still have about $760k left, but at this rate, and with how the market is (we were putting money away in an index fund), I’m starting to get worried.
@RhondaArmstrong-y4d3 күн бұрын
Amazingly, you were able to save that much during your active years. Not a lot of people can save that much in a lifetime. But now you are retired and depend on your investment, it’s best you redistribute your capital, so you are not left devastated during a market crash or recovery. To simplify the process, you could allocate your resources with the help of a financial advisor.
@MelindaMatsuda3 күн бұрын
@@RhondaArmstrong-y4d Yeah, I’m also closing in on retirement, and I have benefitted much from using a financial advisor. I didn’t start early, so I knew the compound interest of index fund investing would not work for me. Funny how I pulled in more profit than some of my peers who have been investing for many years.
@KarenDuncan-o5s3 күн бұрын
@@MelindaMatsuda Hey, this caught my interest. I worry that I have a couple more months before retirement, and I want to switch to using a financial advisor, but I don’t know how to find one.
@MelindaMatsuda3 күн бұрын
@@KarenDuncan-o5s Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Victoria Carmen Santaella for the last five years or so, and her returns have been pretty amazing.
@KarenDuncan-o5s3 күн бұрын
@@MelindaMatsuda Thank you for this tip. it was easy to find your coach. Did my due diligence on her. She seems very proficient and I'm grateful for your guidance.
@ALOHADAVEINVESTING-ls6xw3 күн бұрын
First of all the Fed just stated rate cuts are coming - that will benefit TLTW even if it's capped. Secondly if you sold options on SPY you'd have to hold onto the shares until expiration (or buy it back if you can) and if the market tanks fast you're too strapped in to bail quickly.
@roosenlodewijkwiggers45943 күн бұрын
I am maybe one of the few who did not find it informative in the sense that everybody knows that depending on economic situation sectors perform differently. So the last years was in favor of information technology, but when we are in recession (some say we are already), history has proven that utility will pick up and be the safe heaven, in your comparison it is near the bottom. It is cyclical between most sectors, that is why a head-to-head comparison without looking at bull vs bear market doesn't make sense to me. To optimize you rotate in and out of sectors depending on market sentiment. Interesting would be to see comparison of the sectors in bull periods and separate in bear periods. The last 5 years is overly bullish, giving growth types of sectors the gains, all good performers in bear markets are lost behind, it is logical. People give too much value to backtesting, thinking it will answer their question what is smart to do now so in 5 years I have max returns... Last note: VGT's stocks have grown so much already, you think it can grow again so much next 5 years? P/E ratios are already half way to the moon.
@awakenedmind99434 күн бұрын
Do you have a problem with JEPQ? I must of missed your review. They do out the money calls so way more appreciation plus 9.8% div?
@absurdnerd76244 күн бұрын
While there are exceptions, most people can come up with $20 per week if they are willing to make a simple life style change. Quit eating out at fast food every day for lunch. Bring your simple lunch from home. Take that difference (earung out - what you pay for food from home) and invest it. Quit whining and making excuses. Make an action.
@Paintboss-ld2hi4 күн бұрын
Question for you. I just recently started looking at ETFs. MSTY really peaked my interest so I started buy some shares. I have about 500 a month I can invest. Does it make sense to just keep buying MSTY and letting it grow? I have a 401k also but can’t pick it in there. The $500 is just extra I can invest on my own. Any advice would be appreciated. New to ur channel but really like it
@NettieRodriguez-r2y4 күн бұрын
Robinson Cynthia Gonzalez Thomas Hall Sarah
@user-rf6ie5vy3q4 күн бұрын
Thank you for such a thorough, detailed and informative educational video. This is by far the best video I've seen so far. Really appreciate you showing us the steps by steps actions inside your account.
@antimatter23804 күн бұрын
So we should just drip into QQQ. Got it.
@goonies_never_say_die4 күн бұрын
You should do a similar exercise for MSTY or QDTE.
@SvjeGehjdk4 күн бұрын
Miller Steven Thomas Jessica Lewis Karen
@mikesurel50404 күн бұрын
I think for my cash i will just stick with ibonds and high yield savings accounts.
@Muller_Andr4 күн бұрын
U.S. t bills are the same as junk bonds. In order to get buyers you need to keep raising yields as the national debt keeps going higher. things are not improving.
@AnkurYo4 күн бұрын
I'm looking at high-yield dividend stocks. Selling 200k worth of equities is stupid without reinvesting it. I might turn to cash soon if I don't invest it. Any particulars? (Buying bonds or CDs is not for me)
@EmmaFritz904 күн бұрын
Don't get any such ideas. If I were you, I would bother less and buy gold and bitcoin. There are more institutional investors in long bonds than individuals and they are all relinquishing their long term holdings.
@FranciszekPawal4 күн бұрын
I agree, while higher interest rates increase bond yields, they also hurt long-term bondholders who can't wait for their bonds to mature. IMO You are better off for next 5 years by buying the dip now.
@EmmaFritz904 күн бұрын
These institutions want to hold your money for the longest in the worst bond bear market in history.
@EmmaFritz904 күн бұрын
I think the commodities market is looking good, but consult with a planner like I do before putting your money into these markets.
@tamsin-f5g5 күн бұрын
As always, a great analysis. Newcomers often wonder if it's too late to navigate the financial market, but the market is always unpredictable. Trading has more advantages than simply holding, so it's important to learn before diving in. Active trades are necessary to ride the market's waves. Thanks to Loraine Souvenir’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!
@Ilia-h1u5 күн бұрын
I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this
@waldenjohn5 күн бұрын
It's unexpected to come across her name here. She understands every beginner’s intention and fix you to a trading course that matches your capacity, she knows her stuff! Her advice has been invaluable to my trading journey. Definitely worth giving a shot!
@Oriana21235 күн бұрын
It's truly refreshing to see a comment about Loraine Souvenir. I've also had the pleasure of working with her for several months after discovering more about her online. She has a knack for simplifying complex issues, whether it's a market surge or decline. Her approach consistently keeps you ahead of the curve. I'd call her a guru, for sure
@DavidBati-c2r5 күн бұрын
The beauty of her approach is her dual focus: while she aggressively pursues profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.
@Coreen07115 күн бұрын
Nice to see this here. A lot of folks downplay the role of advisors until they’re burned by their own emotions-no offense. I remember last year, I needed a good boost to help my business stay afloat, so I researched licensed advisors and thankfully came across Loraine. She’s helped grow my reserve, despite inflation, from $152k to nearly a 7-figure sum as of today..Her insights and daily siignals are worth following.
@nealremy66355 күн бұрын
I think investors should always put their cash to work, especially towards the ending of 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2025
@veronaconley19535 күн бұрын
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
@LuceWilliam-ir9mg5 күн бұрын
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
@AnthonyKilgore-u7r5 күн бұрын
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
@LuceWilliam-ir9mg5 күн бұрын
My CFA *Layan Talia Chokr* 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.
@AnthonyKilgore-u7r5 күн бұрын
I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you
@Sylvan_dB5 күн бұрын
Happen to know how the distributions are taxed? Probably ordinary income, but seems like it could be RoC and cap gains.