12.23% Dividend ETF - HIGH Income - TAX Efficient & NOT a Dividend Trap (SPYI is the BEST) скачать в хорошем качестве

12.23% Dividend ETF - HIGH Income - TAX Efficient & NOT a Dividend Trap (SPYI is the BEST)

SPYI is an ETF that provides a 12.23% Annual Dividend Yield! And No, it is not a Dividend Trap.. AND it is TAX efficient, PLUS it's better than JEPI! This ETF, which stands for the NEOS s&p500 High Income ETF works VERY similarly with other major covered call ETFs like JEPI... BUT it has a very effective trick up its sleeve, one that allows the fund to be MUCH more TAX efficient, and also allows its investors to have a better potential to benefit from upwards rally's in the stock market. These are the two main issues with high income covered call ETF's, and this fund provides the perfect solution to all of it! So essentially, the fund is still a covered call ETF, but rather then distributing all of its income generated through selling calls to its investors, it holds on to a portion of it, and instead, buys OUT of the MONEY call options on the s&p500. This allows the fund to have a much better potential for capital appreciation. Also the fund takes advantage of the tax efficiencies afforded to Section 1256 contracts by the Internal Revenue Code. This ETF has Outperformed the S&P500 since its inception, also outperforming JEPI, a very popular CC ETF, and not to mention XYLD, & QYLD which are other popular CC ETF. It has managed returns that not only beat JEPI in a downward trending market, but also outperforms it in a upward trending market. In this video i go over all the details regarding this ETF, and how it is now one of my all time favourite High income ETFs! SEEKING ALPHA LINK with a 14-DAY FREE TRIAL https://seekingalpha.me/ViktoriyaMedia CHAPTERS: 00:00 Introduction 00:25 Covered Call ETFs 00:55 The REAL Question 01:22 SPYI Introduction 01:52 SPYI Fundamentals - Inception, AUM, Yield, etc. 03:18 Strategy 03:34 Why Call Writing Strategies Underperform + Examples 04:11 SPYI Fixes this problem with a Call Spread Strategy 05:30 Chart Comparisons with JEPI & JEPQ 07:00 Volatility 07:42 TAX EFFICIENCY DISCLAIMERS & DISCLOSURES: This content is for education and entertainment purposes only. Viktoriya is not a financial advisor and does not provide any financial, tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves, risk, including the possible loss of principal. THUMBNAILS are created only for entertainment purposes, and act as art. They are NOT a direct quote from any financial/public figure. Below you will find links that will allow you to find items mentioned on my channel and receive free trials, perks and discounts. I may get a small commission at no cost to you. ETSY SHOP: T-Shirts & Digital Planners (Designed by me) https://www.etsy.com/ca/shop/VMediaSh... LINKS to my online brokerage accounts are HERE: WEALTH SIMPLE ( EARN UP TO $3000 WHEN YOU USE THIS LINK) https://my.wealthsimple.com/app/publi... INTERACTIVE BROKERS ( EARN UP TO $1000 IN IBKR STOCK (Interactive Brokers Stock)) LINK: https://ibkr.com/referral/viktoriya195 LINKS TO FINANCIAL LITERACY BOOKS MUST READ! Becoming Your Own Banker: https://amzn.to/3n7lqzw The Intelligent Investor: https://amzn.to/3FFPzMG The Simple Path to Wealth: https://amzn.to/40nRQnN THE OPTION WHEEL STRATEGY: (If you want to learn about the MOST POWERFUL TRADING STRATEGY IN THE WORLD!!!) https://amzn.to/4046nFf COVERED CALLS for BEGINNERS: https://amzn.to/42IsXoX Investing for Dummies: Original - https://amzn.to/3Ju9bVc 9-in-1 Books- https://amzn.to/3FGu3r3 Rich Dad Poor Dad: https://amzn.to/40qLzYw LINKS TO RESOURCES & MY EQUIPMENT: Get 1 month FREE to Epidemic Sounds, where I find all of the sound tracks for my videos! https://share.epidemicsound.com/o2qwz0 CANVA: I create thumbnails & ALL marketing material with Canva https://partner.canva.com/c/3898670/6... Tubebuddy: for SEO https://www.tubebuddy.com/ViktoriyaRe... MY EQUIPMENT: CANON EOS RP Mirrorless Camera: https://amzn.to/3LKGmXg CANON 24-105mm f/4 LENS https://amzn.to/42sqLSa CANON LENS Adaptor: https://amzn.to/3JVhWZY Microphone: https://amzn.to/40rn3qg TRIPOD: https://amzn.to/42xbwHO LED Lights: https://amzn.to/3TAE7Yz LG 29" ULTRA WIDE Monitor: https://amzn.to/3lv6L0y 14" Portable Monitor : https://amzn.to/3TOeYdb Apple Magic Track Pad: https://amzn.to/3yXu1Yk Apple Magic Keyboard: https://amzn.to/3JXEOYH