CGDV Dividend ETF to REPLACE the S&P500 in 2024 (DO THIS NOW)
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- čas přidán 4. 03. 2024
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What are some of the best dividend ETFs for 2024.
I know there's so many to choose from and it's almost as if every day I come across a new ETF.
But my goal is to find these gems that tend to get buried behind popular ETFs, and reveal how they work, so every type of investor, whether growth oriented, or income focused for retirement, can take advantage of these superior strategies.
Now typically investors would categorize dividend ETFs into two different sections. you have the very popular passive qualified ETFs like SCHD which follow an index, and simply collect and distribute dividends from their underlying holdings, and have yields between 2-3%.
And then you have the trending High income ETFs like JEPI, or JEPQ which are covered call ETFs, that use options to generate income which is then distributed to investors as a dividend yield. And these investments typically have yields upwards of 10 to 12%.
But there is a third category that many investors are not really familiar with. And I think it has the potential to become a core holding in every investors portfolio.
And these are actively managed dividend ETFs.
These are investment instruments that essentially give you access to your very own hedge fund.
And right now, more than ever, I think these ETFs are essential for everyone to consider, in order to maximize portfolio returns as they are able to constantly evolve and adapt to current market trends. like the current one we are in which is the boom of artificial intelligence and semiconductors.
In this video i go over CGDV in detail and breakdown why theis ETF is best positioned to outperform as a growth ETF and a Dividend ETF in 2024!
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Disclaimer:
I am not a financial advisor. Viktoriya Moskalyuk does not provide investing, tax, legal or accounting advice. This video is for entertainment and educational purposes only and should not be considered as financial advice. I am solely sharing my personal experience and opinions. I highly encourage you to do your own research- there is a risk of losing money in the market. You should consult your own tax, legal and financial/investment advisors before engaging in any transactions.
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You should make a quarterly recap of all the superior ETFs you discover, so that you can keep us updated on the performance and have all these great ETF ideas in one place. Love these videos, keep it up!
"DO THIS NOW !!" but not financial advice of course.....
Love the channel and content
Thank you, Victoriya for this ETF sounds very promising.
great analysis! already subscribed
Another well done video!! Thanks, Viktoriya!
I have this ETF in my Roth IRA and in my taxable account. It's been doing great really great. My son bought some too now. I'll be talking up on more thank you for this gem
Appreciate the qualified dividend aspect of this fund, same as SCHD. I may dip a couple of toes in this pond. Thanks for the great synopsis, it up to us to perform due diligence when investing.
Bought CGDV on your recommendation last year, great etf.
Just got in. Thank you very much.
Thanks!
Great video! Would like to see your thoughts on CGDV's sibling CGUS. Different objective, but also has great total return vs S&P.
I added heavily to my CGDV position earlier this year. No wonder that its AUM has increased so much.
How do you feel about IOO etf?
Ill buy CGDV on my next run. Just bought a bunch of JEPQ & SCHD
I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio of $450k dwindle away is such an eye -sore.
Holding both total stock market and S&P is way too much overlap of the companies that make both indexes go. I would choose one and perhaps consider a high growth dividend ETF like SCHD or the Vanguard equivalent. For more growth you might consider taking smaller positions in an individual growth companies. AAPL, MSFT, NVDA, GOOG, TSLA, etc.
I'm sure the idea of an expert might sound generic or controversial to a few, but ever since getting help, I've been investing better for a while, and I couldn't be happier. Now I can see how broad and profitable the stock market can be when you have the right proceedings.
I've actually been thinking of reaching a portfolio-adviser, my 401k and stocks been losing everything it's gained since 2019, mind if I tap in with the person helping you ?
I work with Camille Anne Hector. Investing with her has been a different ball game entirely so different from the stale methods of managers I’ve worked with in the past. last year was my best ever because I'm over 1m which I really never thought I could reach at the start of the year.
Very much appreciated. Searched her full name on my browser and found her site top search, no bs.. so many years of consistency like that is certainly striking!
I enjoy watching this series; I have implemented a Dividend ETF plan for income needs. I went to Seeking Alpha for a trial, which is very good. I used EFT screening for the USA market and made a selection. I then went to Canada and was disappointed that there is no feature for ETF screening for Canada, so with reluctance I cancelled the subscription. Do you know what is the best EFT screener in Canada?, thx. The 2nd question assumes the index is volatile of, say, +/-3% per day, which gives out the highest monthly distribution value. If the average is rising or flat or declining, does it impact the monthly value?.
Take a look at BST. I been in it for a few years and it has been solid with no NAV depletion.
very important point with all closed end funds like BST and for that matter, ETF's as well. What good is a very high yield if your capital is steadily eroding.
Hi Viktoriya, are there any ETFs in Canadian currency you recommend? I'm looking for one with high growth and another one with low-medium risk.
I will be looking into Canadian ETFs and they will likely be included in a video targeted towards international ETFs 😊
Victoria. You are imparting serious knowledge to us grateful ETF investors. Keep up the great content! Btw. Have you looked into the dozen brand new bitcoin ETFs. I bought BITB the day after it opened and obviously glad I did. But I think there may be some differences between the bitcoin ETFs that could be worth knowing about. Thanks for what you do. The Queen of the ETF space
Thank you very much! 😊 I'm very happy to hear you enjoy the videos! And yes I have, I'll be making a video on Bitcoin and Bitcoin ETFs very soon. Also worth noting the Ethereum ETF that will likely be approved! Keep an eye on that too!
you are perfect.
I am not sure how this etf differs from SPY?
Please share your thoughts on bitcoin, bitcoin ETFs, mining stocks, etc
Study and learn on your own.
I'm very impressed. I think they look amazing.
Both of them?
@@ppumpkin3282 Yes, they are quite lovely.
Even after today, STK is still pacing my portfolio for the year. 🙂
i bought stk right after the "2 weeks to stop the spread" crash
couldn't be happier with the purchace
CGDV vs DIVO please
Current yield is only 2.1%.
what website do you use to compare ETFs (eg in 6:00)?
I use Seeking Alpha! If you'd like, you can use my link to get $50 off their premium plan to access these features: seekingalpha.me/ViktoriyaMedia
I have seen too many of these managed funds doing really good for a few years, then regress to the mean after people pile in.
So many ETFs🥰 So little time😫
Hi, In your video, you never mention the equation for earning monthly income mentioned in the thumbnail. for example, this video has a $5,473 monthly income.
There will be a constant supply of new shiny ETF's that are performing better than the ETFs you have already chosen in the past. However, swapping them out year on year is a guaranteed way to pay taxes and fees. I would recommend finding and then sticking with quality ETF's over a longer period of 10 years or more only swapping them out with great deliberation.
$5,473? Based on how much principle
Value dividend etf would be a good investment to lesson the down fall affect.
😎
CGDV Dividend = $.66/yr? No thanks. That is a hard pass on a not good recommendation.
Double digit dividend growth, your yield will be your payment. If you hold your shares a long time.
@@rayb6852a really long time! Like 40yrs.. so again hard pass
Please remove WARREN BUFFETT from your ridiculous click-bate titles. WTF.
Don't worry about it. And mind your own business
And who might I ask are you?
@andrewsaunders2865 Who I am is irrelevant, just like who 'you' are is, Andrew.
@@DisinfoWatch No. You Shut Up.
Or…. Or don’t be a a&& hat huh?????😅
Too new to really assess performance. I'll watch for ten years then decide. Being managed and having fees are a yellow flag.
This channel had potential smh 😭
It’s one of the best
It’s click-bate.
Ya once I heard dividend growth on 2 years etf it was over lol
Her channel just is so cringe .