How I Use Global X Funds To Max Out Monthly Income (XYLD Vs. JEPI & CLM etc) скачать в хорошем качестве

How I Use Global X Funds To Max Out Monthly Income (XYLD Vs. JEPI & CLM etc)

Global X Funds (QYLD, XYLD, RYLD, & XYLG) are covered call funds that sell options on their holdings to generate double digit yields that are paid to investors in the form of a dividend. On a Morningstar test, XYLD did not come close to beating the S&P 500. Same goes for QYLD, it doesn't come close to beating QQQ (that graphic is seen in the video thumbnail). STK seems to be a better replacement for XYLG, but I sold it for a gain a few weeks back to make way for higher yield plays like OARK. Plus, it pays quarterly, not monthly, which I don’t like with my high margin levels. That's why I just sell puts and lower margin with QYLD. My cost basis is also lower than the current market price, now, so risk is mitigated some through selling options. RYLD also won't outperform the Russell overtime, but it is the only small cap fund I could find with a large enough dividend worth my while. However, now it is on the chopping block, ready to make way for more OARK if further dips in “small caps” ensue. Days realized losses, btw, were from selling PFFA to add more to KLIP. Won't affect my performance as those losses were already baked in. PFFA was in our lower quality section (5K section of the portfolio), so I have been waiting to part ways with it on any strength in the share price (which we got recently). JEPI, STK, and C's also have lower maintenance than most Global X funds, as well as equal or higher yields. So, I prefer investments like these as my predominant holdings, since they allow me to squeeze more income out of my margin strategy. However, Global X funds still act as solid diversification to my portfolio, as well as provide qualifying income to banks for loans, maintaining a lifestyle of financial independence.