Covered call ETFs tied to the S&P 500 have become the default income vehicle for investors seeking monthly distributions without sacrificing large-cap equity exposure. Three funds dominate the conversation: JPMorgan Equity Premium…
A $66,000 annual income is roughly in line with the median U.S. household income and represents a common retirement target for investors who want meaningful cash flow from their portfolio. The challenge…
Retirees chasing the headline yield on covered-call ETFs often ignore what happens to their principal. That distinction is where the Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO) earns its place in the…
Retirees who want a monthly income without the wild ride of high-yield specialty funds often land on the Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO). The pitch is straightforward: pair roughly 25…
Bonds worked really well as a portfolio diversifier for more than four decades, and a huge part of that success came from the long-term trend of falling interest rates. When interest rates…
Tony Dong American investors have a long, painful history of underweighting international stocks. The pitch for IDVO is that it solves two of those underweight excuses at once. The income from foreign blue chips…
Covered-call ETFs like the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI), NEOS S&P 500 High Income ETF (BATS:SPYI), and Goldman Sachs S&P 500 Premium Income ETF (NASDAQ:GPIX) have been extremely popular, and they still are.…
Technically speaking, retirees should be just as comfortable selling shares to fund withdrawals as they are receiving dividends. From a total return perspective, there’s no real difference. For example, selling $10,000 worth…
The Schwab US Dividend Equity ETF (NYSE:SCHD) is one of the best-run dividend funds available. This is an easy statement to make when you consider its 3.44% yield, rock-bottom expense ratio of…
I’m a total return guy. All I really care about is after-tax performance with distributions reinvested. I couldn’t care less about how much yield an ETF throws off. Even in retirement, I’d…
The JPMorgan Equity Premium ETF (NYSE:JEPI) did not become the most widely covered call ETF by accident. The combination of JPMorgan’s active management, an 8.57% monthly yield, and a broad S&P 500…
Covered call ETFs took less than two years to start dominating headlines due to the prolonged tech rally. ETFs like the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI), JPMorgan Nasdaq Equity Premium Income…
If you’re an income investor like me, you’ll always be on the lookout for ways to make your money work for you. Every time I make an investment, I hope to see…
There’s a version of income investing that most people will never discover because it doesn’t get talked about the way growth stocks do. This income investing idea doesn’t have any of the…
Three monthly dividend ETFs split across a $300,000 portfolio can generate roughly $1,541 per month in passive income. That math matters to retirees because monthly payments align with how bills actually arrive:…
