Build a $100/day passive income machine. Discover the top monthly dividend stocks and high-yield ETFs needed to replace your salary and escape the 9-to-5.
Bottom line.. Any of these plus QQQI are game changers within a Roth IRA.. zero taxes on these high dividends. Wouldn’t do these outside tax-protected accounts, since the taxes strip away most of the benefits.
That’s always the case - but for these investments can you estimate the risk vs profit and how it stacks with, let’s say, passive SP500 with reinvestment, so that you have a baseline at least.
SPYI is quite different. It actually holds the equities it writes options against and since the yield isn't overly generous, NAV erosion is very minimal.
Any option ETF with a yield above 12% is going to be prone to nav erosion
Build a portfolio that suits your goals and risk tolerance, then stick with it rather than constantly chasing the next “hot” investment. Interested? Leave a message.
EPR holds a lot of movie theater properties, and suspended its dividends entirely during Covid. Its current payout ratio is over 100% of earnings, which is a big red flag and usually means you’re gonna eat it in NAV drops.
So helpful! Hubby's portfolio can do more work than I thought! I needed this, thanks!
Bottom line.. Any of these plus QQQI are game changers within a Roth IRA.. zero taxes on these high dividends. Wouldn’t do these outside tax-protected accounts, since the taxes strip away most of the benefits.
Well said!
And what’s the risk you’re taking?
Equity risk. The value of the investments will change over time.
That’s always the case - but for these investments can you estimate the risk vs profit and how it stacks with, let’s say, passive SP500 with reinvestment, so that you have a baseline at least.
Have you checked out the REIT Millrose Properties? Lennar spin-off. 10% dividend right now
Thanks for putting it on my radar. I'll take a look at it today!
I have written a deep-dive on it. 30min read, 3k views. I think it’s worth your time. Let me know, if you have any questions.
https://gianniccc.substack.com/p/millrose-properties-mrp-remains-my?r=6mm4iv&utm_medium=ios
Do you have a recommended percentage of each of these three?
no recommendations here! Really depends on your preference, objectives, and age bracket.
I love it!
Appreciate you!
How does your model account for NAV erosion? Every time I chase dividends with ETFs using options strategies, I get burned by the NAV erosion.
SPYI is quite different. It actually holds the equities it writes options against and since the yield isn't overly generous, NAV erosion is very minimal.
Any option ETF with a yield above 12% is going to be prone to nav erosion
I wish $100 a day was enough but it no longer is.
maybe, maybe not. Either way, it's better than $0 a day!
I get what you're saying though
Facts something is better than nothing
Get out and work your butt off then, if it isn’t enough.😂
Build a portfolio that suits your goals and risk tolerance, then stick with it rather than constantly chasing the next “hot” investment. Interested? Leave a message.
I prefer MAIN to do the same thing you're asking EPR to do.
Great article, how does your portfolio allocation look like across those assets?
It’s def a strategy … as long as you’re comfortable underperforming the S&P 500
EPR holds a lot of movie theater properties, and suspended its dividends entirely during Covid. Its current payout ratio is over 100% of earnings, which is a big red flag and usually means you’re gonna eat it in NAV drops.
EPR's dividend payout ratio sits around 67%, which is healthy for a REIT.
The portfolio has 346 properties, with a third of that being theaters.
EPR's total return crushes Realty Income's total return over both a 3-year and 5-year period. You are incorrect sir
"unnecessary" is a bit disingenuous. Paying taxes for more income is a fine tradeoff. And the tax impact is minimal anyways for these