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42 comments
Snowball Analytics Sale 30% discount now until May 21: https://snowball-analytics.com/register/professor
“If you had $500,000.00……” LOL, LOL,LOL!
12 percent every month is a red flag
My 401K has horrible investment options.. no high-dividend ETF!
Is a good option to do a ROTH conversion (assuming the math makes sense), this way you have more control, and can invest in a dividend fund (MGV, DGRO, SPYI, BTCI, SCHD, etc)?
For example, if you have 2M.. is there an advantage of living completely off the dividends, OR, doing regularly scheduled withdrawals ? (assuming the 401K was completely converted to a ROTH… such that no interest is paid on the dividends or the withdrawals)
Do longer adverts mate. We still don't know how great those useless products are
But u need to be careful when you old there is room for mistakes because person old enough to recover
SCHD has underperformed almost everything else the last several years…Avg of ~7% the last three years vs ~14% for DGRO as an example
My man, you left out the best benefit SPYI has. You need to look up return of capital dividends. SPYIs dividends are about 97%-99% return of capital. Once you look that up and understand it, make another video on SPYI and give me a shoutout.
Are you also protected in how you are taxed in the traditional IRA?
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BTCI from the end of November 2025 looks very funny 🙃
5:49 a P/E ratio of 20 is not nice and low.
What about dividend erosion?
20% dividend yield? You’d have to be utterly insane to believe that that is sustainable.
I just sold SCHD and SCHG in my brokerage. I just start about 1 yr ago. The reason I did that is because I use Vanguard and cannot auto invest into those funds. So I sold them and went with VUG. I’m not sure what my goals are or even how to start figuring out goals. My brokerage is more of a just incase I need to retire early for health issues or something. I started really late at 39yrs old so I don’t think retiring early is an option unless I don’t have a choice. Is it still worth it to buy a dividend etf? I now have VOO VGT VUG. But that’s kinda risky and should probably get something less risky, so would VYM be a good option? Not sure what else to research
MAGY
All the SCHD pros make me laugh. The NAV appreciations is no better, actually worse, than a covered call fund like SPYI and that fund produced 3X more monthly cash. And lets not forget all those who said SCHD was much better than VWM and look at how they both faired to date. This is why I say do not take investment advise from a youtuber. They are just trying to grab you viewership to line their pockets for adsense revenue.
Very helpful video and good explanations
IGLD is a good income fund. It yields over 16% and is up over 8% over the year and almost 25% ytd. Sincr inception on 3/21, its up alost 19%.
Prof. G, need you thoughts please….I have a significant amount of cash sitting on the sidelines (almost 50%) waiting to be deployed, but markets continue to make new highs even with all this uncertainty. What is the best strategy at this point? What would you do at this point in time if you had cash sitting like this?
I am invested in 6 CEFs. The average yield is 13.43% with very little NAV decay and ROC.
SCHD has been trash this year. I went with FDVV, QQQI and SPYI. They been doing better than SCHD, and 2 of them pay monthly instead of having to wait 3 months
I notice you haven’t mentioned GPIQ
What do u think of PEY
Buy in a roth or individual porfolio?
I choose SPMO, PFIX, SPHD, SPYD as standout ETFs to buy in 2025. By investing in equal parts of each stock, you can expect to earn a 3.8% yield — which is roughly 3 times higher than the S&P 500 yield of 1.2%. I'm seeking ways I could divest some of my portfolio, maybe around 150k, to include digital currencies. What's your take on that?
Before you invest in cover call ETF’s make sure you understand the downside in a down market. Plenty of ETF’s like this with history
I am 44 years old and new to self investing. I am currently in Fidelity Roth as follows: FXAIX 30%, SCHD 27%, SCHG 32%, and FZROX 4%, with 7% in cash that I still have to invest. I am thinking about getting some VOO as well, but is it better to just throw it into what I already have instead. BTW, the FZROX was the first purchase when I set up my account. Not sure if its worth it to buy more or just leave it.
It would be great to see an in-depth video on ULTY. I ran the div calc on Marketwatch and had a conversation with AI about it and bought 6000 shares. Am projecting to get my initial investment back in about 8 months. after that, it's all gravy. DRIPping gravy.
Best pick a growth ETF- the vast majority of fund managers can’t beat the SP500 index funds.
I was wondering what I should do. I have 26,900K in my Roth IRA and have 100% VOO and I’m 21 years old. Should I just stick to 100% VOO or is it a good idea to add DGRO and if I do what % should I do to split the Percentage of the 26,900K
besides rule 55 and roth converting 401K to Roth every year, are there any other tax strategies to access pre-tax accounts early and without the 10 % penalty? thanks
My 4 largest holdings are: APPL stock, SCHD, SCHG and VOO. I love SCHG. It's been very good to me since I added it to my portfolio. I frequently add to all of my positions but am more focused on adding SCHG shares lately.
XOEF Etf Best
I stumbled on Caren Janelle Jacobs during a late-night search for budgeting help. Her approach was so refreshing, I actually felt motivated to start saving.
on Motley fool i read, that investing is not just about the stocks you choose; it's about the community and guidance you surround yourself with. I’ve been sitting on over $545K equity from a home sale I’m not sure where to go from here, is it a good time to buy into stocks, diversify or do I wait for another opportunity?
Rate my portfolio JEPI 25%, JEPQ 20%, XYLD 15%, QYLD 15%, SVOL 15%, SDIV 10%
A healthy portfolio needs three essentials: ETFs for diversification, cash-flow assets like dividend stocks, and leading tech stocks such as NVDA, GOOGL, and AMD. While I can't provide personalized advice, consulting a reliable advisor is crucial for proper investment planning.
Quarterly paying dividends suck
I’ve been dollar-cost averaging into the S&P for a while now, but lately it feels like it’s just treading water. Starting to wonder if it’s still the best spot to park long-term money or if I should diversify more aggressively.
Could you do a video discussing the tax consequences of SPYI and QQQI’s distributions being “return of capital”? The funds’ fact sheets state that recent distributions have been 98 or 99% return of capital. Could you explain how we would determine our ever-changing cost basis and how it affects our taxes if we sell shares?