ISPY High Income ETF CHANGES EVERYTHING - MORE Returns (10% yield)
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- čas přidán 7. 06. 2024
- High-income ETFs have become extremely popular, and these are investment instruments that use the options market to generate exceptionally High dividend yields upwards of 9 to 10%.
Majority of these ETFs are relatively the same, they all use a covered call strategy.
But I just came across a new high-income ETF that has put an entirely new twist on a covered call strategy and may potentially be a superior investment for retirees and income investors.
In this Video I go over ISPY, which is the ProShares S&P500 High Income ETF!
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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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📚BOOKS TO READ📚
THE OPTION WHEEL STRATEGY:
amzn.to/4046nFf
COVERED CALLS for BEGINNERS:
amzn.to/42IsXoX
Investing for Dummies:
Original - amzn.to/3Ju9bVc
9-in-1 Books- amzn.to/3FGu3r3
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..."And next week I'll be saying Forget ISPY and buy SPYI."
She is just Youtuer looking for The number of viewers
ISPY started breaking away from SPYI mid-March and has continued to do so. It's the better choice.
...until it isn't.
Dump this, buy that.
Dump that, buy this.
Dump those, buy these
Dump these, buy the one I told you to dump 😂😂😂😂😂😂
right? I came here to say this...her thumbnails are all the same...dump this! buy this! Can't keep up.
I certainly like the videos but if anyone was to follow her advice - you would be jumping in and out of stocks and in and out of ETFs like there is no tomorrow. One week she is pushing dividend ETF number 1 and then the following week she is now pushing ETF number two instead.
Have begun to notice that as well, I suspect it has to do with publishing as many videos as possible.
That's exactly what I commented on her previous dividend video. It almost feels like she creates these videos to get a click and increase CZcams algorithm for her page. Everyday there is a new ETF or a combination of some that surpass the previous video
You have to buy what's good for you, everything in the market has to fit what's good for you. Be responsible. Be disciplined.
Exactly. She has no conviction.
Well said. I completely agree.
Great analysis! Also important to keep in mind that ISPY is taxed normally where SPYI is taxed in a 60/40 manner. I own both, but lean towards ISPY in a Roth and SPYI in a taxable account.
Cheers!
That’s why I sold ISPY and kept SPYI
I believe it is also taxed same way as they are using SPX index for option selling
@@jbond008 makes sense, but the fact that their prospectus doesn’t mention any tax-efficient strategy makes me think it’s not tax friendly as SPYI
@@jbond008 I sure hope so, but until I get a brokerage statement or they update their website, I'll stick with SPYI in taxable accounts. ISPY does generate higher capital appreciation and SPYI generates more income. A mix of them both brings me to ~10% with some growth to ward off inflation!
Love your videos to get better understanding of technical details behind the scene. Wish you share your portfolio though in coming days to see what you practice practically.
Thank you for your insights and knowledge; thank you for the book recommendations.👍
Thank you very much! 😊 My pleasure!
Wow …nice jog finding this etf I’m putting it on my watch list …thanks
Thank you! 😊
Thanks for this one. Do you have SPYT on your radar? Another newish daily CC ETF with a spread twist.
Thank you that is good idea for index investor
Quick question, As you mentioned in your previous videos, Is this Return on Capital or Return of Capital? Thank you
It's return of capital 😊
Just buy the S&P..
I like to listen to your videos but when you do that typing I can't read the text and listen to my phone while I'm driving.
I think it’s interesting … the daily covered call. And with that daily analysis comes a higher fee
Difference between JEPI and ISPY is 0.20%
Hi Viktoriya, I like to watch your channel very much because I am interested in high interest rates. However, if you have time, can you briefly introduce BITO and QYLD
Thank you for watching! 😊 I will take a look for sure! I've already talked about qyld, here's the video if you'd like to check it out! czcams.com/video/kNajr7qHV14/video.html
Does this etf pay a annual divided?
Wonderful
Might you be willing to review USOI? It has a very high yield and seems to track USO (which is low right now) pretty closely. Might USOI offer an opportunity to diversify for income-oriented investors?
I'll definitely take a look, thank you for pointing it out! 😊
your breakdown proves these proshare etfs ispy and iqqq to be the best long-term high yeild etfs.
I stay with SPYI and QQQI
I’m up big time on both spyi and qqqi. Every time I see a dip I load up !!!!!!
Buy all the good ones she advise.. keep your eye 👁️ on them dump when necessary..
FEPI has 25% yield with no NAV erosion.
Nice find - I hadn't discovered that one yet. Pretty much neck-and-neck with ISPY on price, but like triple the yield. I'm in JEPQ, which is arguably more comparable, performance-wise and in terms of sector exposure, albeit a different strategy. Looks like FEPI is outperforming it in every way, though. I need a little more research, but looks like I'll probably be switching. Thanks!
@@ScottAllenTVH The really interesting thing is that the dividends are - so far - and pretty much intended to be to the extent possible, tax free, as they are treated as Return of Capital. DYOR.
@@bart_seavey Good to know, although I'm putting this in my Roth IRA portfolio, so...
@@bart_seavey Hmm... so if it's a "return of capital", doesn't that then affect your cost basis in the position? So if/when you do sell, your profit is higher? So it's just a tax deferment? Which is fine (great, actually) if you're planning to hold it basically forever. I'm just wondering if that gets reflected in your broker's portfolio view as far as your cost basis.
You can do the equivalent trades on your own and save the .55 fee. Or even better with a daily wheel. start with a Naked put of spy 1to days out maybe 5 percent otm if assigned then covered calls. The reason so many of these are people tend to not understand them and are willing to pay these crazy fees.
On a $10K investment, that fee is only $55 a year. Not even remotely worth my time to manage those options trades vs. this being totally passive. That doesn't seem "crazy" to me, especially relative to almost $1000 capital growth and almost $1500 dividend income.
@@ScottAllenTVH You think small if you are only thinking $10K. but at 100K its $550 every year. You want to continue thinking $10K investments, go ahead and spend needlessly out of "your time being so valuable."
Want another reason to do it yourself? So I analyzed AMZY vs AMZN and somewhat surprisingly, determined that you actually made more with AMZY from a total portfolio value in 24. (Of course the AMZY paid ordinary dividends that got taxed while AMZN's growth was going to be LT )
But as I desired some immeadiate cash I did decide to sell a few low probability short term covered calls on my AMZN position. (on a minority portion of the positoin). Today, when AMZN dipped I bought back, and made a profit, now that it is recovering I have an order to sell them again. This time 5 points higher and one week later. If you just bough AMZY you would NEVER have been able to do this. (And AMZY IS a single stock ETF of exaclty the same stock.)
So, the lesson if you want to learn it is this. If you don't need cash now, keep to the growth stock and you will be better off. If you DO need the cash now, learn how to SELL and trade options on your positions
.
LOL, as I wrote this, the trade got executed.
Lets hope that AMZN doesn't get to 195 by July 12 (about a 15% probability), or this could have cost me some. Although my basis on those shares are under $10. That is why you hold growth stocks a long time. To let them GROW)
I have 5% of this etf ispy in my portfolio ♥️
👌
How is the daily expiration different from monthly if you are doing it every day. You are limiting your upside by the strike price daily. This should be close to a monthly strategy.
its relatively close, but on the uptrend, comparing ISPY with SPYI, you'll see the daily covered call captured more of the uptrend (ISPY appreciated more than SPYI)
Jepq is still a bit better - no?
Jepq does outperform strictly because of its underlying holdings, it tracks the NASDAQ 100. But with more growth potential you do have more downside risk so keep that in mind 😊
Call it "Eye Spy".
Please do BOXX Etf!!!!!!
There is only YMAX.....one to rule over all
The Growth potential of 10% per month, is very unrealistic. Has the S&P ever gone up by .5% for 20 straight days? Since 1950, the S&P 500 has gained an average of 0.7% per calendar month. This puts the odds of gaining .5% for 20 straight days into perspective. I do however feel limiting the call options to 1 day generally limits downside, but on a true market "1-day" crash like in 87', it could be a negative as it could lock in a large portion of the loss.
Let me clarify, what I meant was that similarly to a typical covered call ETF that would sell 10% out of the money calls, this ETF would be allowing the same ROOM for capital appreciation. The key here is just the room for growth not actual growth potential. And yes absolutely, but that applies to every single stock or ETF.
Is this for real or is this one giant ad.
Dear queen of ETFs, thank you for sharing your knowledge with us.
You definitely have my sub. This content is next level. For me Eledator was the turning point. Please keep doing what you do and keep being you, love it.
is wierd how this stocks have the same name all they have to do is making it backward ispy n spyi m i the only one that see this i think they r the same just working opposite from each other n see who perform better
It can get pretty confusing for sure
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Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal broker and also a personal broker in many families in United States, she's a licensed broker and a FINRA AGENT in United states
You trade with Michelle Stewart too? Wow that woman has been a blessing to me and my family.
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You have his information but you’re your click bait for me is too much…$9,999 monthly income??!
#Unfollow
ISPY looks a lot like JEPY doesn’t it?
No they are very different, JEPY is selling 0DTE Puts on the S&P 500 index to collect premium income
That’s true but isn’t the P/L graph very similar to one another?
No the total return of JEPY is lagging quite a bit compared to ISPY, if we use ISPYs inception , it has returned 12.04% vs 7.69% for JEPY. JEPYs NAV since then has dropped by -12.3% vs ISPY which has appreciated by +7.3%. so the two funds are very different. Selling call options is a superior strategy for income ETFs in my opinion
Oh, ok that’s interesting. So ISPY’s returns are all profit from the premium and none of the income are return of capital?
Actually they are ROC, it's a little tricky how that works, I'll be making a video on it very soon because I know it's confusing. Just focus on total return, that is what matters the most
This channel is a waste of time. She changes her recommendations everyday!