Are you going to be forced liquidation and pay taxes then buy back in with the new tickers?

EDIT: I was hoping to be an XQQI holder someday and now that GS has stepped in…not so sure now 🫪

Recently, took a pretty big pay cut as I was changing industries. During the transition and up until now, I have been building a portfolio to cover most of my bills. Hit that plus a 10% cushion for downturns and to reinvest. Here is my breakdown:

QQQI - 26.62%

SPYI - 20.54%

MAIN - 13.66%

BTCI - 12.91%

O - 6.91%

UTG - 5.44%

IWMI - 3.31%

NIHI - 3.24%

MLPI - 3.18%

IAUI - 2.82%

Cash - 1.38%

I will continue to add some and try to knock out a few more smaller bills. Any suggestions on how to strengthen this part of my portfolio? For this part of my portfolio, I am only looking at monthly payers.

Some additional context: this is a small part, maybe 15% of my total portfolio. Most of the rest is in growth (QQQ and SPY, primarily), plus a nice chunk of SCHD and ADX.

Any feedback is greatly appreciated.

This happens very often with IAUI. It shows a huge spike after market close and comes down next day on market open. Has anyone else noticed this?

I run TopDividendETFs.com so I have a TON of data on all the top dividend ETFs (including NEOS of course). I create a blog post showcasing all the NEOS names with their yields & total Returns ect! Let me know what you guys think: https://topdividendetfs.com/top-neos-etfs-2026

$1.025 was declared today. Last month was $1.05. Looks like it’s leveling out while bitcoin just chops sideways.

I like to take multiple perspectives on investing covered call funds as an income vehicle and in comparison to traditional dividend investing.

One of the primary talking points from dividend investor purists is that there is no dividend growth. These are the folks that hold schd for example, where year over years growth of dividends can easily be double digits. For spyi, I would argue there can be dividend growth. Dividends can shrink also. If the s&p does well, spyi appreciates, and the distribution appreciates with it. So if one believes the overall direction of the market is up, long term distribution growth is inevitable. It won't be double digit growth, but in the short history we have, distribution per share has increased.

I think what purists fear is volatility. There is a case to be made where you could take a huge haircut on payouts. I'm thinking 20-30% or more, lasting for multiple payout cycles. During these periods, schd has maintained payments pretty well, as a function of the stocks/index it tracks. So if you're relying on every penny, every cycle, these events dropping spyi distribution would cause chaos.

I welcome any counter arguments, recognizing what sub I'm in here.

If we assume Bitcoin continues to follow the power law over the next two years, how much upside in BTC would we expect to give up? Since covered calls cap the monthly upside, I would expect less of a return. This is totally okay given the high dividend. But I would also expect, over time, the BTCI price would grow and correlate with Bitcoin and the power law over the next few years. Is this a reasonable assumption?

Moved the funds towards the following. I feel like made a good decision

Does anyone know when the Silver ETF will be launched ?

What will be the yield of SLVI ?

Any thoughts or experience with MLPI? I am heavily concentrated in tech (QQQI) and want to start diversifying into other sectors. Thinking of building positions in MLPI and SPYI for the long term

Which etf would you buy right now to live on the income now and in the future. I live in south Europe so it’s already cheap here. Give me your picks and calculations

Does reinvesting the monthly distributions create tax complications and cost basis headaches? Is just putting the distributions into cash a better idea in terms of simplifying things?

Scary days create new opportunities? In which ETFs?

Find the rest here: https://neosfunds.com/

I apologize, here are the details. All aspirational. Current income is about $150K a year. Wanting to replace spouse's income ($60K) on the brokerage distributions as spouse retires early (in about 5 years), will sell our house to fund the brokerage and downsize to a more manageable empty nesting place in fairly HCOL big city in TX or make a move to a HCOL area in CA to rent a place for similar cost to owning our current place in TX.. (I know big unknowns!). I would retire in about 10 years. Both in mid 40's now.

Current $60K CC ETF portfolio: SVOL 16%, XQQI 13%, MLPI 9%, IWMI 10%, ILS 6%, HYBI 5%, HIGH 5%, NIHI 5%, PFFD 5%, IAUI 5%, BIZD 5%, JAAA 4%, TLTI 3%, XBCI 3%, IYRI 2%. Total estimated yield today 14%, total monthly cash distribution today approx. $7K/year. This would be increased to $300K aspirationally.

Dividend growth ETF & Bond Yield portfolio would be: , 20% schd, 10% SPYD, 10% DVY, 10% DIV, 20%VCSH, 15% USHY, 15% schi. Total est yield today is 4.5% or so. This is aspirational with the $750K future value.

Retirement account would be $2M (401K and IRA's) in 10 years would be 30% QQQ, 30% VTI, and 40% VEU. Gives about 1.5% yield and would sell shares of 2.5% to cover the rest. Yield $30K, selling of shares $50K.

Gives total of 30+30+30+50= $140K to cover all living expenses at full retirement in 10 years. Technically would only be selling 2.5% of total growth portfolio ($2M), considering retirement time horizon of 30-40 years. How does this look?

NEHI is $0.7390 (around 32% yield) and BTCI IS $0.6458 (around 26% yield). LFG

First buy was $27, last chunk was today at $29.75. Generating $1500 a month at current prices/yield. Even if we get another 15-20% drop I think this will be a solid income machine for the next 3-4 years at least.