Podcasts about covered call etf

Regelmäßige Ausschüttungen statt maximaler Kursgewinne - genau diesen Ansatz verfolgen Covered-Call-Strategien. Anton Gneupel erklärt, wie Anleger mit ETFs und ETPs laufende Erträge erzielen können, warum die Strategie besonders in Seitwärtsmärkten ihre Stärken ausspielt und welche Nachteile sie in starken Börsenphasen hat. Außerdem geht es um Risiken, Kosten und die passende Rolle im Depot.

Most investors think they understand what they own — Devin Anderson and Zed Francis of Convexitas are here to prove they don't, and to show what the next generation of derivative investing actually looks like.Pierre Daillie and Mike Philbrick welcome Devin Anderson and Zed Francis, Co-Founders of Convexitas, for a masterclass in derivative investing that challenges everything advisors and investors think they know about covered calls, buffered ETFs, and options-based income strategies. Drawing on deep institutional backgrounds — Devin from two decades at Deutsche Bank's equity derivatives structuring desk, and Zed from UBS credit trading, distressed hedge funds, and Legal & General — the two founders lay bare the hidden complexity lurking inside "simple" yield products that dominate today's wealth management landscape.The conversation pulls no punches: the hockey-stick diagrams used to explain covered call ETFs at point-of-sale actively mask real-time risk exposures that can shift dramatically intraday. A product sold as "half the risk of equities" can quietly become nearly full equity exposure within hours of a 1% market move — and most advisors and clients have no idea. Devin and Zed argue this isn't a reason to abandon these products, but a powerful case for active, continuous derivative management that delivers what the product actually promised.The founders introduce Convexitas's philosophy: that the options market is structurally mispriced, and that most yield-seeking investors are sitting on the wrong side of that mispricing. They walk through the SMA-based approach — designed to generate accessible liquidity precisely when markets crash, enabling advisors to rebalance into distressed assets rather than being frozen by tax friction, behavioral paralysis, or trapped capital in fund wrappers. From the mechanics of short volatility to the case for unfunded overlays, return stacking, and Warren Buffett's alpha decoded through Fama-French factors, this episode is essential listening for any advisor navigating the derivative income revolution.Chapters00:00 — Introduction: The income wave reshaping wealth management04:52 — Meet Devin Anderson & Zed Francis: Career arcs and the founding of Convexitas12:16 — What investors actually own: The hidden complexity inside covered call ETFs16:18 — Real-time risk exposure: How moneyness shifts dramatically intraday19:17 — The silent danger: Stacking short volatility across multiple products28:00 — Structural mispricing in the options market: Why sellers face a systemic disadvantage38:00 — Investment products vs. trading instruments: A critical distinction for advisors43:08 — The income stack: Gaining Gold and Bitcoin exposure with capital efficiency50:43 — First-gen vs. next-gen: From buffered ETFs to actively managed derivative overlays57:08 — Tax efficiency, rebalancing, and the SMA advantage01:18:06 — Why accessible capital is the biggest benefit of risk mitigation — not mark-to-market01:23:53 — Buying when there's blood in the streets: Liquidity, structure, and Warren Buffett's alpha01:26:37 — Final outlook: Inflation, financialization, and the binary tail risks ahead#CoveredCallETF #BufferedETF #DerivativeInvesting #OptionsTrading #WealthManagement #VolatilityHarvesting #ReturnStacking #TailRiskHedge #FinancialAdvisors #IncomeInvesting #PortfolioConstruction #AlternativeInvestments #RiskManagement #TaxEfficientInvesting #SMAInvesting #RaiseYourAverage #Convexitas #InvestmentStrategy #OptionsEducation #AdvisorAlpha Copyright © AdvisorAnalyst

Covered call ETFs like JEPI, JEPQ, SPYI, QQQI, and the YieldMax single-stock funds (TSLY, NVDY) advertise huge yields — sometimes 12%, 30%, even 80%. But there's no free lunch with covered call income ETFs. In this video I walk through the new covered call ETF ratings from Simply Safe Dividends and break down what every dividend investor needs to understand before buying a high-yield ETF: how covered calls actually work, what NAV erosion means, why total return matters more than yield, the truth about return of capital distributions, the tax drag in a taxable account, and why TSLY has dramatically underperformed Tesla stock since inception. I also share which two covered call ETFs I personally own — DIVO and IDVO — and why their tactical 20-25% call-writing strategy makes them different from the funds that quietly erode your principal.If you're a dividend investor researching JEPI vs DIVO, considering YieldMax ETFs, or trying to understand whether high-yield covered call ETFs belong in your retirement portfolio, this video is for you. [⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Link to YouTube Video⁠⁠⁠⁠⁠⁠]

The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I talk about building a portfolio with XEQT, HDIV and ZDB. Can this work at retirement? It's all about dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/

The  Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I analyze the covered call ETF Hamilton Utilities YIELD MAXIMIZER (UMAX.TO). It's all about dividend growth investing! Subscribe to the best free dividend investing newsletter: https://thedividendguyblog.com/newsletter Get the 20 income products guide for retirees: https://retirementloop.ca/income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap

Freedom24: Genereer maandelijkse cashflow met Covered Call ETF's

The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Today, I'm discussing the popular covered call ETF - MSTE that cut its distribution by 18%. 6 Retirement Upgrades Webinar (tax optimization, reduce fees, best withdrawal strategies): https://retirementloop.ca/webinar It's all about dividend growth investing! Get the 20 income products guide for retirees: https://retirementloop.ca/income/ Get your Investment roadmap: https://dividendstocksrock.com/roadmap

Wir nehmen den JPMorgan Global Equity Premium Income Active ETF unter die Lupe

In dieser Folge berichte ich begeistert vom überraschend frühen Start des Bullenmarkts und den enormen Schwankungen an der Börse. Mein Depot hat sich stark erholt und kratzt wieder an der 1,1-Millionen-Marke, obwohl es vor wenigen Wochen noch deutlich tiefer stand. Ich habe gezielt in günstige ETFs wie den Global X Nasdaq 100 Covered Call ETF investiert und meinen Cashflow erhöht. Langfristig zeigt sich, wie stark der Zinseszins wirkt – deshalb investiere ich weiterhin regelmäßig und diszipliniert.

Live-Stream zur Dotcom-Blase: https://www.youtube.com/@scalable.capital/streams Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Chip-Aktien: besser. Deutsche Aktien: schlechter. Luxus-Aktien: schlecht wie immer dank Salvatore Ferragamo. Schlecht geht's auch Stefano Pessina nach dem Walgreens-Deal. Sonst so: Krypto-Reserve, Bayer-Kapitalerhöhung, Costco-Bewertung, McDonald's Rekord. Alibaba (WKN: A117ME) steigt und steigt. Im Vergleich zu Amazon ist die Aktie immer noch sehr günstig. Aber ist sie das wirklich? Stabile 10% Rendite jedes Jahr? Das könnten Covered Call ETFs liefern. Sie könnten aber auch ganz andere Dinge liefern. Wir klären auf. Nasdaq 100 Covered Call ETF (WKN: A2QR39) Diesen Podcast vom 10.03.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

In dieser Folge vergleiche ich zwei Covered Call ETFs – den Global X Nasdaq 100 Covered Call ETF und den JP Morgan Nasdaq Equity Premium Income ETF – und analysiere ihre Performance. Der Global X ETF hat mit 11,32 % Rendite seit Oktober 2024 besser abgeschnitten als der JP Morgan ETF mit 9,42 %, obwohl beide eine ähnliche Strategie verfolgen. Auch im langfristigen Vergleich (seit 2022) hat der Global X ETF den Vanguard FTSE All-World ETF mit 42,77 % vs. 38,44 % übertroffen, was mich positiv überrascht hat. Aufgrund der stabileren Historie und der besseren Performance überlege ich, diesen ETF als Cashflow-orientierte Beimischung in mein Portfolio aufzunehmen.

In dieser Folge zeige ich euch mein Depot-Update für Januar 2025, in dem ich mit 44.000 Schweizer Franken Gewinn eine starke Performance erzielt habe, auch wenn ich leicht hinter meiner Benchmark, dem Vanguard FTSE All-World ETF, lag. Besonders gut haben sich mein Krypto-Bereich sowie mein neuer Global X Nasdaq 100 Covered Call ETF entwickelt, in den ich 100.000 USD investiert habe, um den Cashflow zu steigern. Zusätzlich erkläre ich meine Strategie mit Covered Calls, meine aktuelle Asset Allocation und teile einige spannende Zukunftspläne, darunter neue Videos zu Bitcoin-Sparplänen und langfristigen Investitionen.

Drei neue Investments mit 10 % Dividende für das Double Digital Dividend Depot. Mit dabei: Der beste Covered Call ETF auf den S&P 500, ein Asien-Fonds mit fast 8 % Dividende und ein Emerging-Markets ETF, der den iShares EM Dividend weit hinter sich lässt. Mein 10 % Dividende-Depot setze ich in Zukunft hier um: https://tinyurl.com/4et4a624 (Partner-Link)Bei Freedom24 profitiert ihr von: ✅ Große Auswahl an Hochdividenden-Werten ✅Europäische Regulation ✅ Günstige Ordergebühren an globalen Börsen

The Daily Business and Finance Show - Tuesday, 21 January 2025 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: TikTok to restore service in US after assurances from Trump Meta announces new video editing app on TikTok ban day MongoDB added as 'top pick' due to generative-AI in 2025: Morgan Stanley Virtus InfraCap U.S. Preferred Stock ETF declares $0.17 dividend LVMH is once again the largest company in Europe by market cap Beacon Roofing may see other takeover interest, Lowe's most compelling - analyst Marvell, Nvidia lead AI semiconductor picks in 2025: Barclays Global X NASDAQ 100 Covered Call ETF declares $0.1877 dividend Ford faces U.S. probe over collisions involving hands-free driving tech Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

With peak earnings season approaching, the industrial sector is poised for significant insights as major companies prepare to report. Today's Stocks & Topics: Moving Averages, SVM - Silvercorp Metals Inc., STLD - Steel Dynamics Inc., Market Wrap, Industrial Sector Spotlight: What to Watch This Earnings Season, UFPI - UFP Industries Inc., Covered Calls, RYLD - Global X Russell 2000 Covered Call ETF, Election Potential Outcome, MU - Micron Technology Inc., XYL - Xylem Inc., Social Security Withdraw, Commercial Real Estate.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

July CPI clocks-on on-target for the Federal Reserve to cut rates, as it indicate inflation is trending downward. This would set-up the Fed for up to four rate cuts by the end of the year, but not so great for stocks. Watch for seasonal adjustments to Retail Sales reports. Markets will challenge 50-DMA, and could end its correction today. Your personal experience with inflation is not the same as Government calculations, which is what markets look at. CPI was on the money, and the trend is lower. Economic data can fluctuate monthly. Focus on trends for a clearer picture! Lance and Michael answer an email question about investing in Dividend Stocks; what does the Yield infer? Looking at the Peg ratio, and what indicators about a company matter. Dividend stocks vs growth stocks. What makes for a better bond: Coupon vs Yield (how did the yield get there)? Lance and Michael address YouTube Chat question about Covered Call ETF's vs Dividend ETF's. SEG-1: CPI On-Target for Fed Rate Cuts SEG-2: Why We Have to Live with Government Numbers SEG-3: How to Evaluate Company Dividends SEG-4A: What's a Better Bond - Coupon vs Yield SEG-4B: Covered Call ETF's vs Dividend ETF's Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=GpYHGC8wAvg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Stealth QE Or Rubbish From Dr Doom?" https://realinvestmentadvice.com/stealth-qe-or-rubbish-from-dr-doom/ "Are Mega-Caps About To Make A Mega-Comeback?" https://realinvestmentadvice.com/are-mega-caps-about-to-be-a-mega-buy/ "Market Crash – Is It Over?" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Is This Correction Over?" is here: https://www.youtube.com/watch?v=azi3cmQKk54&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Looking for Rate Cut Clues in CPI Data" https://www.youtube.com/watch?v=wYcQKsvQ1W0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PPI #CPI #Inflation #EconomicData #SeasonalAdjustments #Trends #YearOverYearGrowth #ThreeMonthAverages #SixMonthAverages #DataFluctuations #StateReporting #DataGlitch #EconomicAnalysis #UnderstandingTrends #MonthToMonthData #AccurateInterpretation #EconomicIndicators #DataInterpretation #DividendStocks #CoveredCallETF #DividendETF #BondYield #BondCoupon #FinancialAdvice #StatisticalMethods #CarefulAnalysis #Markets #Money #Investing

July CPI clocks-on on-target for the Federal Reserve to cut rates, as it indicate inflation is trending downward. This would set-up the Fed for up to four rate cuts by the end of the year, but not so great for stocks. Watch for seasonal adjustments to Retail Sales reports. Markets will challenge 50-DMA, and could end its correction today. Your personal experience with inflation is not the same as Government calculations, which is what markets look at. CPI was on the money, and the trend is lower. Economic data can fluctuate monthly. Focus on trends for a clearer picture! Lance and Michael answer an email question about investing in Dividend Stocks; what does the Yield infer? Looking at the Peg ratio, and what indicators about a company matter. Dividend stocks vs growth stocks. What makes for a better bond: Coupon vs Yield (how did the yield get there)? Lance and Michael address YouTube Chat question about Covered Call ETF's vs Dividend ETF's. SEG-1: CPI On-Target for Fed Rate Cuts SEG-2: Why We Have to Live with Government Numbers SEG-3: How to Evaluate Company Dividends SEG-4A: What's a Better Bond - Coupon vs Yield SEG-4B: Covered Call ETF's vs Dividend ETF's Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=GpYHGC8wAvg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this report: "Stealth QE Or Rubbish From Dr Doom?" https://realinvestmentadvice.com/stealth-qe-or-rubbish-from-dr-doom/ "Are Mega-Caps About To Make A Mega-Comeback?" https://realinvestmentadvice.com/are-mega-caps-about-to-be-a-mega-buy/ "Market Crash – Is It Over?" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Is This Correction Over?" is here:  https://www.youtube.com/watch?v=azi3cmQKk54&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1  ------- Our previous show is here: "Looking for Rate Cut Clues in CPI Data" https://www.youtube.com/watch?v=wYcQKsvQ1W0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #PPI #CPI #Inflation #EconomicData #SeasonalAdjustments #Trends #YearOverYearGrowth #ThreeMonthAverages #SixMonthAverages #DataFluctuations #StateReporting #DataGlitch #EconomicAnalysis #UnderstandingTrends #MonthToMonthData #AccurateInterpretation #EconomicIndicators #DataInterpretation #DividendStocks #CoveredCallETF #DividendETF #BondYield #BondCoupon #FinancialAdvice #StatisticalMethods #CarefulAnalysis #Markets #Money #Investing

In dieser Folge stelle ich einen ETF vor, der über 10% Dividendenrendite bietet, und vergleiche ihn mit dem Vanguard FTSE All-World ETF. Es handelt sich um den Global X Nasdaq 100 Covered Call ETF, der Prämien durch den Verkauf von Covered Calls erzielt und diese regelmäßig ausschüttet. Der ETF ist relativ neu, hat eine höhere Gebühr von 0,45% und eignet sich besonders für Investoren, die ein regelmäßiges passives Einkommen anstreben. Obwohl ich den ETF spannend finde, habe ich ihn noch nicht in mein Portfolio aufgenommen, beobachte ihn aber weiterhin.

Themenschwerpunkt: Zehn beliebte Zehnprozenter Die älteren unter uns erinnern sich eventuell noch an das Fernsehformat "Die dicksten Dinger". Parallel zur Dotcom-Blasenbildung beglückte die von ihren Fans mit DDD abgekürzte Sendung ihr Publikum mit den lustigsten Werbespots aus aller Welt. Zumindest das Akronym steht gleich in zweifacher Hinsicht Pate für das Thema der aktuellen Folge des Einkommensinvestoren-Podcasts. Zusammen mit Anton Gneupel vom YouTube-Kanal „D wie Dividende“ durchforste ich das Anlagespektrum der Double Digit Dividends und gehen den dicksten (Dividenden-)Dingern mit zweistelligen Ausschüttungsrenditen auf den Grund. Dividendenstrategien erfreuen sich seit vielen Jahren hoher Beliebtheit. Und das auch nach dem vorläufigen Ende der Null- und Negativzinsära. Ein Grund hierfür ist sicherlich, dass kaum eine Anlageklasse das Ideal des passiven Einkommens so treffsicher bedient. Die Grundgleichung mehr Ausschüttungen gleich mehr Einkommen geht allerdings nicht immer auf Dauer auf. Das gilt insbesondere für zweistellige Dividendenrenditen, die auf Begeisterung und Argwohn gleichermaßen stoßen. Daher haben wir beliebte Hochprozenter unter die Lupe genommen, von denen wir fünf wie folgt besprechen, bevor es wie immer die Hochdividendenwerte des Monats (HDWDM) gibt: Wann sind hohe Dividenden problematisch, wann nicht? Woher rührt die Faszination hoher Dividendenrenditen? Weshalb ist ein Blick in die Bilanz dringend erforderlich? Warum schütten BDCs so überdurchschnittlich viel aus? Was unterscheidet eine gute von einer schlechten BDC? Wie generieren Mortgage REITs so hohe Ausschüttungen? Was sind Vor- und Nachteile von Schifffahrtsgesellschaften? Welche Sammelanlagen schütten nachhaltig und hoch aus? Was für Hochprozenter haben wir beide selbst im Depot? Unsere Hochdividendenwerte des Monats: Die Alphamin Resources (AFM) sowie der Amplify International Enhanced Dividend Income ETF (IDVO) und damit ein Zinkproduzent mit Sitz auf Mauritius sowie eine Covered-Call-ETF auf Basis globaler Aktien ex USA, präsentiert vom monatlich ausschüttenden FU Fonds Bonds Monthly Income der Vermögensverwaltung Heemann. Unser Sponsor: Der Onlinebroker CapTrader aus Düsseldorf bietet Privatanlegern den Zugang zu mehr als einer Million Wertpapiere an über 150 Börsenplätzen. Und das zu äußerst niedrigen Gebühren, vor allem an den für Einkommensinvestoren interessanten angelsächsischen Börsen. Kosten für die Verbuchung von Dividenden fallen ebenso wenig an wie laufende Depotgebühren.

Our guest this week is our colleague, Bryan Armour, who is director of passive investment strategies research, North America, for Morningstar Research Services. Bryan is also editor of the ETFInvestor newsletter. Before joining Morningstar in 2020, Bryan spent seven years working for Finra, the Financial Industry Regulatory Authority, conducting trade surveillance and investigations specializing in exchange-traded funds. Prior to Finra, he worked for a proprietary trading firm as an options trader at the Chicago Mercantile Exchange. Bryan holds a BA in Economics from the University of Illinois and the Chartered Financial Analyst designation.BackgroundBioPassive Investing and ETFs“Index Funds Have Officially Won,” by John Rekenthaler, Morningstar.com, Feb. 13, 2024.“Active Funds Fell Short of Passive Peers in 2023,” by Bryan Armour, Morningstar.com, March 12, 2024.“It's Official: Passive Funds Overtake Active Funds,” by Adam Sabban, Morningstar.com, Jan. 17, 2024.“ETFs vs. Mutual Funds: The Benefits That Really Matter,” by Bryan Armour, Morningstar.com, Feb. 6, 2024.“2023 Model Portfolio Landscape,” Morningstar.com.“Markets Are ‘Fundamentally Broken' Due to Passive Investing, Says David Einhorn,” by William Watts, marketwatch.com, Feb. 9, 2024.“How Fund Fees Are the Best Predictor of Returns,” by Russ Kinnel, Morningstar.com, Jan. 12, 2026.“Cage Match: Traditional Index Funds vs. ETFs,” by Christine Benz and Margaret Giles, Morningstar.com, Oct. 20, 2023.“Global Fund Flows: 2023 in Review,” Morningstar.com, Feb. 6, 2024.“A Closer Look at Vanguard's Newest Core Bond ETFs,” by Dan Sotiroff, Morningstar.com, Feb. 12, 2024.“3 New ETFs That Stand Out From the Pack,” by Ryan Jackson, Morningstar.com, Aug. 30, 2023.“Converting Mutual Funds to ETFs: What to Make of the Trend,” by Daniel Sotiroff, Morningstar.com, April 11, 2023.“How to Choose a Great Dividend ETF,” by Dan Sotiroff, Morningstar.com, May 17, 2023.“The Best and Worst New ETFs of 2023,” by Bryan Armour, Morningstar.com, Dec. 19, 2023.Bitcoin and Covered-Call ETFs“Spot Bitcoin ETFs Are Here. Should You Invest?” by Bryan Armour, Morningstar.com, Jan. 11, 2024.“Grayscale's Victory Over the SEC Doesn't Mean a Spot Bitcoin ETF—for Now,” by Bryan Armour, Morningstar.com, Aug. 30, 2023.“Should You Buy a Covered-Call ETF?” Video interview with Bryan Armour and Ruth Saldanha, Morningstar.com, June 14, 2023.Securities MentionediShares ESG Aware ETF ESGUiShares MSCI USA Quality Factor ETF QUALARK Innovation ETF ARKKGrayscale Bitcoin Trust (BTC) GBTCJPMorgan Equity Premium Income ETF JEPIGlobal X Nasdaq 100 Covered Call ETF QYLDVanguard's High Dividend Yield ETF VYMBlackRock Flexible Income ETF BINCSchwab High Yield Bond ETF SCYBT. Rowe Price Capital Appreciation Equity ETF TCAF2x Bitcoin Strategy ETF BITXYieldMax AI Option Income Strategy ETF AIYYOther“The ETF Rule: What It Is and Why It Matters,” by Irene Huhulea, Investopedia.com, Jan. 25, 2024.

How should investors construct their portfolios? Rob Isbitts on playing offense and defense in the market (0:47). Treasuries, T-bills and portfolio staples (7:30). Issues with covered call ETFs (17:30). Show Notes:TLT Is Turning Bond Investing Into A Casino! I Prefer GOVIHere's What My Option Portfolio Looks Like Now, And WhyBLOK: When The Bear Dust Settles, This ETF Will Be On My Short List To BuyUTWO: Short-Term Bond ETF In Ideal Spot For Income And Capital Gains - How I'm Using It NowEpisode transcriptFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

In simple words, Covered Calls are contracts made on options to create income. But it's a little more complicated than that... How are they performing? Do they provide the income you need? Are they safe? What are the tax implications? We've received so many questions about them this year that we've decided to gather the answers in a full-length episode. Download the Dividend Income for Life Guide. Save your spot for the Nov 2nd 2023 Free Webinar. For the complete show notes, make sure to check out our website: thedividendguyblog.com/146 Twitter: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über das Konjunkturparadoxon an den Börsen, herausragende Zahlen bei der chinesischen E-Commerce-Holding PDD und den großen Befreiungsschlag im Krypto-Sektor. Außerdem geht es um Evotec, VinFast Auto, JM Smucker. Vonovia, Adler Group, Grand City Property, Nvidia, Apple, Patrizia Immobilien, 21Shares Bitcoin ETP (WKN: A2T64E), CoinShares Physical Bitcoin ETF (WKN: A3GPMN), Invesco Physical Bitcoin (WKN: A3GU8J), VanEck Crypto and Blockchain Innovators (WKN: A2QQ8F), Global X Nasdaq 100 Covered Call ETF ausschüttend (WKN: A2QR39) und Global X S&P500 Covered Call ETF ausschüttend (WKN: A3DC8Q). Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Kick-off Politik - Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. Mehr auf welt.de/kickoff und überall, wo es Podcasts gibt. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

A diversified portfolio is essential and a certificate of deposit ladder, or CD ladder, can capture higher yields amid interest rate uncertainty.Today's Stocks & Topics: Rate Increases, Banking Deposits, Home Prices, RHHBY - Roche Holding AG ADR, CDs, IIPR - Innovative Industrial Properties Inc., PYPL - PayPal Holdings Inc., ATKR - Atkore Inc., BC - Brunswick Corp., QYLD - Global X NASDAQ-100 Covered Call ETF, XYLD - Global X S&P 500 Covered Call ETF. Justin's PERSPECTIVE today will look at the history of central banks.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

VettaFi's vice chairman Tom Lydon discussed the Global X Russell 2000 Covered Call ETF (RYLD) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

Our holiday themed Christmas Eve program of "Your Financial Future" includes income ideas, year-end planning, and an illustration of the power of dollar cost averaging for long term investors.  Merry Christmas!

Income ideas to weather the storms of 2022, including Bond Ladders, Top Tier Dividend Stocks, and Covered Call ETF strategies.

A reckoning for China's domestic real estate bubble may be imminent. Today's Stocks & Topics: Retirement Plan, Buffer Funds, Globalization, AMZN - Amazon.com Inc., VRTX - Vertex Pharmaceuticals Inc., PCG - PG&E Corp., GOOG - Alphabet Inc. Cl C, XYLD - Global X S&P 500 Covered Call ETF, ALLY - Ally Financial Inc., ZIM - ZIM Integrated Shipping Services Ltd., LUMN - Lumen Technologies Inc., CWCO - Consolidated Water Co. Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

QYLD, the Global X Nasdaq 100 Covered Call ETF has received some heat recently for its decline in share price and lack or growth compared to the NASDAQ. It continues to pay out 1% in dividends every month but that dividend has decreased as the share price has gone down. Many in the income ETF community are now starting to turn their back on QYLD. I explain why there might be better days ahead for the massive monthly dividend paying ETF. Follow me on YouTube: CitizenoftheYear! Disclaimer:This is not financial advice and I am not a licensed financial advisor. Always do your own research before investing and work with a licensed financial advisor. These are my opinions for informational purposes only and not to be taken as investing advice.

Today's guest is Kevin Kelly, the founder & CEO of both Kelly ETFs and Kelly Intelligence. In today's episode, we start with Kevin's entrance into the ETF space years ago with a Covered Call ETF, ticker QYLD. Then he shares what he's been up to lately with Kelly ETFs. We talk about some thematic offerings around genetic editing, residential real estate, and hotels, and the bull case for each. As we wind down, Kevin shares his thoughts on the future of the ETF space and what other products he's thinking about offering in the future, and if you're wondering about how China invading Taiwan may effect your portfolio, you won't want to miss what Kevin has to say. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, top podcasts and the entire research library. Subscribe for free here. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

Yields are important, but so are liquidity considerations and guarantees. Today's Stocks & Topics: Economic Indicators, COUP - Coupa Software Inc., QYLD - Global X NASDAQ-100 Covered Call ETF, ZTS - Zoetis Inc., Export Bans, TSN - Tyson Foods Inc. Cl A, SAFM - Sanderson Farms Inc., Tesla.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Before you act, you need to weigh the pros and cons, including upfront taxes, and how boosting your income may trigger other consequences. Today's Stocks & Topics: SM - SM Energy Co., TSLA - Tesla Inc., The Dollar, SBUX - Starbucks Corp., DIS - Walt Disney Co., QYLD - Global X NASDAQ-100 Covered Call ETF, URNM - Sprott Uranium Miners ETF, APPS - Digital Turbine Inc., AAPL - Apple Inc., The Crypto Market: TERRA, O - Realty Income Corp., Commodities.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

For investors, a rising interest rate environment may increase correlations between stocks and bonds. Today's Stocks & Topics: INMD - InMode Ltd., NUE - Nucor Corp., QYLD - Global X NASDAQ-100 Covered Call ETF, VMW - VMware Inc., SDS - ProShares UltraShort S&P 500, GM vs. Tesla, AMRC - Ameresco Inc. Cl A, Nasdaq, GPRK - GeoPark Ltd., Oil Supply.TRIVIA QUESTION: "Can you define what a FIDUCIARY is-- in SIMPLE terms? AND-- how long has the term been around?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Brokerage platform Redfin is seeing slightly more home listings with price cuts and fewer bookings for home showings. Today's Stocks & Topics: FTNT - Fortinet Inc., SCCO - Southern Copper Corp., Russian Oil, I-Bonds, QYLD - Global X NASDAQ-100 Covered Call ETF, WBD - Warner Bros. Discovery Inc. Series A, T - AT&T Inc., TECK - Teck Resources Ltd. Cl B, BIG - Big Lots Inc., Retail Sales, Value Stocks, CINF - Cincinnati Financial Corp., GNRC - Generac Holdings Inc., BEN - Franklin Resources Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The market is pricing in three rate hikes, but remember we are coming from a 0% interest-rate policy. Today's Stocks & Topics: AZO - AutoZone Inc., ZI - ZoomInfo Technologies Inc. Cl A, IRS & Face Recognition, Inflationary Risk, Eastern Europe, Investing Strategy, Dividends, RENT - Rent the Runway Inc, 401k Rollover, ADM - Archer Daniels Midland Co, BABA - Alibaba Group Holding Ltd. ADR, Saving for Kid's College, BGFV - Big 5 Sporting Goods Corp., PYPL - PayPal Holdings Inc., QYLD - Global X NASDAQ-100 Covered Call ETF. TRIVIA QUESTION: "Can you name a glaring example of how the "limit cap exclusions"--- for capital gains--- have not kept up with inflation?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

ETFs mentioned:OUSA - O'shares US quality dividend ETFIWM - ishares Russel 2kIUSM - ishares USD treasuryOEUR - O'Shares Europe Quality dividend ETFEZU - ishares eurozoneNETL - Netlease corporate real estateXLRE - Real estate select sector SPDR Fund---------------------------------------------Bond alternatives (not mentioned, shown on screen) HYLB - Xtrackers USD High Yld Corporate BdSRLN - SPDR Blackstone Senior Loan ETFCWB - Bloomberg convertible securities ETFPGX - Invesco Preferred ETFXYLD - Global X S&P 500 Covered Call ETF

Half of the cited group specified inflation (now at a 39-year high) as the barrier to a better money situation. Today's Stocks & Topics: POOL - Pool Corp., Consumer Tech Confidence, The Yield Curve, Unique Investments, AZO - AutoZone Inc., I-Bonds, WMB - Williams Cos., SONO - Sonos Inc., RYLD - Global X Russell 2000 Covered Call ETF, Roth I-R-A Allocation, RDSA - Royal Dutch Shell PLC ADR Cl A. TRIVIA QUESTION: "Can you name, or guess, 3 or 4 of the so-called Hard Truths About Retirement?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Discussion of several investing topics:- The Polaris Plan: When and how to build The Cushion- How does a Covered Call ETF work- YTD investment performance numbers.Bonus Audio:Annie Druyan on Science and the UnknownLewis Black on ReligionClosing Music:"Not Dead Yet by Ralph Covert and the Bad Examples.

Global gas prices have tripled this year alone, sending ripples through markets and raising concerns that prices of the commodity will only continue to rise. Today's Stocks & Topics: SAM - Boston Beer Co. Cl A, Consumer Confidence Index, Best Countries for a Comfortable Retirement, Ford Factories, INTC - Intel Corp., UAA - Under Armour Inc. Cl A, I-R-A Rollover, Treasury Rates, QYLD - Global X NASDAQ-100 Covered Call ETF, IHI - iShares U.S. Medical Devices ETF, ZG - Zillow Group Inc. Cl A, Companies Buying Shares Back, NLY - Annaly Capital Management Inc., Fannie Mae & Freddie Mac. TRIVIA QUESTION:  As we go to break, here is my trivia question: "Can you name the 7 things you may regret keeping in a safe deposit box?"Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Not all consumer discretionary stocks will perform equally, but some could be setting up for a strong end to the year. Today's Stocks & Topics: NSRGY - Nestle S.A. ADR, Crypto Firms, Estate Planning, SSSS - SuRo Capital Corp., RJF - Raymond James Financial Inc., Investing Strategy: The Wash Rule, BSRTF - BSR Real Estate Investment Trust, JEPI - JPMorgan Equity Premium Income ETF, TEVA - Teva Pharmaceutical Industries Ltd. ADR, NAPA - Duckhorn Portfolio Inc, CAG - Conagra Brands Inc., QYLD - Global X NASDAQ-100 Covered Call ETF, Roth I-R-A.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The pandemic put millions of people out of work and onto government aid, but now more than half of Americans say they are in financial recovery mode. Today's Stocks & Topics: Buying a House and Taxes, PYPL - PayPal Holdings Inc., U - Unity Software Inc., DRKTF - Darktrace PLC, LEN - Lennar Corp. Cl A, JAGGF - Jaguar Mining Inc., QYLD - Global X NASDAQ-100 Covered Call ETF, TPC - Tutor Perini Corp., CODI - Compass Diversified Holdings, Buying the Dip, Inflation.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Monday's aggressive stock market rally occurred despite fears that investors still are not appreciating how quickly the Federal Reserve could start raising interest rates. Today's Stocks & Topics: SAM - Boston Beer Co. Cl A, CRLBF - Cresco Labs Inc., K - Kellogg Co., DE - Deere & Co., TSN - Tyson Foods Inc. Cl A, VZ - Verizon Communications Inc., T - AT&T Inc., RMD - ResMed Inc., TOT - Total Energy Services Inc., QYLD - Global X NASDAQ-100 Covered Call ETF, Market Cap and Stock Price, Non-Fungible Token – TFNs, PLBY - PLBY Group Inc.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Saving for a down payment on a house or car is difficult when low interest rates encourage borrowing-- because debt has to be repaid at some point. Today's Stocks & Topics: T - AT&T Inc., OMF - OneMain Holdings Inc., QYLD - Global X NASDAQ-100 Covered Call ETF, College Saving Plan, HUN - Huntsman Corp., VALE - Vale S.A. ADR, SNAP - Snap Inc., CHX - ChampionX Corp., Jobs Report, Selling Real Estate. TRIVIA QUESTION: "Can you name at least ONE stock-traded manufacturer of human body thermometers? AND--looking back in time, WHEN (which YEAR) do you think the earliest known-- but crude-- configuration of a human thermometer was invented?" Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode we analyze QYLD, the Global X Nasdaq 100 Covered Call ETF, using David Stein's Ten Questions to Master Investing:1.  What is it?2.  Is it an investment, a speculation, or a gamble?3.  What is the upside?4.  What is the downside?5.  Who is on the other side of the trade?6.  What is the investment vehicle?7.  What does it take to be successful?8.  Who is getting a cut?9.  How does it impact your portfolio?10.  Should you invest?Additional links:QYLD Fact Sheet:    QYLD-factsheet.pdf (globalxetfs.com)QYLD Summary Prospectus:   Global X ETFsQYLD Correlation Analysis:  QYLD Asset Correlations (portfoliovisualizer.com)   QYLD Comparison Backtest in Golden Butterfly:  QYLD Backtest (portfoliovisualizer.com)

Several factors led to a surge in Bitcoin buying last year and a purchase in March 2020 would have increased its net worth substantially. Today's Stocks & Topics: QYLD - Global X NASDAQ-100 Covered Call ETF, FLGV - Franklin Liberty U.S. Treasury Bond ETF, CANG - Cango Inc. ADR, Inflation, Moving Average, SPKE - Spark Energy Inc., NLY - Annaly Capital Management Inc., REITs, XOM - Exxon Mobil Corp., EGO - Eldorado Gold Corp. Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy

Wharton School finance professor Jeremy Siegel predicts, "the hottest economy we’re going to see in a long time". Today's Stocks & Topics: UVXY - ProShares Ultra VIX Short-Term Futures ETF, QYLD - Global X NASDAQ-100 Covered Call ETF, GRBK - Green Brick Partners Inc., TRQ - Turquoise Hill Resources Ltd., ULTA - Ulta Beauty Inc., Investing, Portfolio Management, TGT - Target Corp., GNOG - Golden Nugget Online Gaming Inc., Stock Evaluation, LUMN - Lumen Technologies Inc., ETFs. Support this podcast at — https://redcircle.com/investtalk-investment-in-stock-market-financial-planning/donations Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy