SVOL High Income ETF - REVEALING its SHOCKING performance in a RECESSION (100%)
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- čas přidán 4. 07. 2024
- A few days ago I made a video on my three ETF portfolio that will be able to not only capitalize on the current AI momentum but also help manage portfolio risk in case there is a potential recession around the corner
And the three ETFs I talked about was j e p q, j e p i, and TLT.
And the root my choices revolves around investments that produce a large amount of income as they can be a fantastic way for investors to protect their portfolios against an upcoming recession.
But immediately after posting that video I got a lot of comments asking about SVOL, which is the simplify volatility premium ETF.
In this video i will explain what we can expect from SVOL in a potential recession.
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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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Investing does not need to be complicated. In fact, the simpler the better in my opinion. I'm retired and did so at age 42 with about $1.1M for two people. We had an advisor from Morgan Stanley in our corner. Maxed 401k for many years and then saved additional in index funds in taxable account. Our rate of return has been around 10% percent per year in the taxable account over the last 10 years.
I have Fidelity and they offer financial advisors...met with them and I was already in line with my investment choices like above, and followed the flow chart....Have my Roths, IRA, Brokerage, and 401K.
I will go back soon to discuss rollovers to from IRA to Roth.
That's amazing congrats. I grew up in a cash only savings environment and a mother who has a small 401k saving. I’m just now learning about the stock market creeping towards 30 so I would appreciate more information about your advisor.
You have lost some compound strength but trust me you're still relatively early. I have a financial advisor for you. Her name is Nancy Magaret Delony. Look her up online, she has an extensive following.
I just Googled her name and her website came up right away. It looks interesting so far. I'm going to send an email to her and let you know how it goes. Thanks for sharing
I use vanguard personal advisor services. They charge 0.3% a year.
I could tell you what he has me invested in, but AGE matters so much. I am 52 and retired. So I have stocks and bonds. Stocks are in "Vanguard total stock market fund", and some in "Vanguard international fund". There might be a third similar one.
I'd have to look at my bond fund. For you at age thirty, mostly stocks is advised.
My strategy combines ETFs for dividends and growth, including JEPI, DIVO, QYLD, SCHD, and JEPQ. Last year, my dividends totaled $102K. but not sure how to mitigate risk for the rest of the year.
it's wise to redistribute your capital to mitigate risks during potential market fluctuations. Consulting a financial advisor can help simplify this process.
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
I've been considering getting one, but haven't been proactive about it. Can you recommend your advisor? I could really use some assistance.
*Sharon Lynne Hart* is the licensed advisor I use. Just search the name. You’d find her webpage and necessary details to work with to set up an appointment.
I appreciate this. After curiously searching her name online and reviewing her credentials, I'm quite impressed. I've contacted her as I could use all the help I can get. A call has been scheduled.
My biggest irk with ETFs is the lack of optimization. Large changes in any given stock in the ETF can drag your portfolio down. But in general, ETF or not, I think the stock market isn't showing any sign of slowdown and I want to invest about $60k but I'm not so confident about my abilities yet.
I have greatly grown more than 45% this year already, though my FA has advised we diversify going forward. But safe to say a growing market does not always mean that the economy is smooth-sailing, but yeah, we can as well enjoy while it lasts.
Certainly true. My $550K portfolio was diversified across several markets with the assistance of an investment advisor, and in a matter of months, I was able to generate over $950K in net profit from high dividend paying stocks, bonds, and ETFs.
Please can you leave the info of your investment advisor here? I’m in dire need for one.
Lauren Marie Ehlers is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an e-mail shortly.
Every month I try to allocate a portion of my income into high yield investments. But I’m curious, how feasible is it to make my yearly salary in just one month without jeopardizing my portfolio
It’s definitely possible but extremely risky. You’d have to dive into high risk, high reward investments like cryptocurrencies or penny stocks. The current state of the US economy, with its volatility makes it even riskier
Good thing they are being honest now, many portfolios could take a significant hit if not properly diversified
With the FED’s warnings, I’m moving a portion of my investments into precious metals and other commodities
They tend to perform better during the economic downturns and high inflation periods
I tried something similar last year and ended up losing a significant amount of my portfolio. With inflation and market fluctuations it’s better to stick with more stable investment unless you have a solid backup plan and can afford potential losses
I read a comment from someone who bought SVOL shares in 2021 based on Cramer's advice, which underscores the value of information and insight. I believe AI is on the verge of a new phase, and I plan to invest my $260k savings to capitalize on substantial gains.
Absolutely crucial in the stock market: information, insight, and predictability. As an early investor in SVOL, NVDA, AVGO, ANSS, and LRCX, my financial advisor guidance was invaluable.
People often underestimate the importance of financial advisors. Over 50 years of data reveal that those who work with advisors typically earn more than those who go it alone. I've been fortunate to work with one for 13 years, resulting in a $2 million portfolio, largely from early investments in AI and other growth stocks.
I have cash in the bank that I want to invest in the stock market, but I'm worried about choosing the wrong stocks. Could you refer me to your financial advisor?
I'm cautious about giving specific recommendations since everyone's situation varies, but I've worked with "Melissa Elise Robinson" for years and highly recommend her. Look her up to see if she meets your criteria.
Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.
Its worse here, our economy is like a flailing fish, fighting for its life. The normal state of the U.S. economy is actually very bad. Because of this it goes into convulsive spasms fighting to grow any way it can out of desperation. Tricks, gimmicks, rule changes try to stimulate the economy and prevent it from falling but they only bring temporary relief to people since, when you factor in inflation we are declining.
People believe their currency has the worth it does because they have no other option. Even in a hyperinflationary environment, individuals must continue to use their hyperinflationary currency since they likely have minimal access to other currencies or gold/silver coins.
Inflation is gradually going to become part of us and due to that fact any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire.
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
I love SVOL ! At the moment I own 10'000 shares of this ETF.
Damm you are beyond rich
Sounds like you're all-in on that ETF.
WOW! I can only hope.
Thanks, was looking for this type of explanation!
Thank you. Great insights!
Investing in this economy is a hell at times for the average person that wants full control of their finances, Even investing in ETF stocks can be risky
Well, I gotta admit, I took a hit in the profit department with my stock moves. But hey, every red chart has a chance to turn green, right? Time to step up my trading game and flip that chart for the better.
Investing broadly in low risk stocks just after investing in a high risk stock can yield good results. I can’t perfectly explain though I learned things like this from a CFA that provided a good Insights that suited me
That's a great strategy! Diversification is key to managing risk.
These stocks are normally risky to bet on so it’s not particularly smart investment till you make the profits
@jasonAmir-qo4uo I learned that from my financial advisor too. It's all about risk management. It's like hedging your bets. You minimize potential losses and maximize gains.
I was waiting for this one, Miss Vik👍 Thank You, Beautiful Lady❤
Thanks for your continued work. I find your videos very helpful and informative
I remember a video you did, previously, on SVOL. I distinctly remember you saying you had made a "mistake" because SVOL was a "return of investment" rather than a return on investment. Or basically, you said the payment one would receive is just the return of your own principle investment. As such, it wasn't taxed the same as other ETF's (good or bad I'll let each person decide for themselves).
So is SVOL a good investment NOW, or not? Maybe there was some vagueness that was not completely relayed. Thanks for all your efforts Viktoriya.
What a fantastic deep dive. I have minor amounts in SVOL currently but will be adding
Thanks for that. I’m new to the high yield
Investing and have been looking at this one for a while
JEPI is great for regular income with solid diversification.
Excellent explanation!
fantastic work ! Please talk about TECL , LABU and CURE as well
these funds are self explanatory. what do you need to know?
I think you're great! Can you do a video on Closed End Funds, specifically CLM and GOF ? 🎉
very nice thx.
Good detailed
Love this idea along with TLT seems like a get hedge . Add Jepi/Q and I’m all set.
Question, what percentage of the portfolio do you recommend or suggest?
nailed this one!!!!👍
I need this video.
Thank you
So I still do not know why SVOL was not included in the 3 dividen portfolio
Maybe because it's not dividends you're receiving yea?
She calls it a 'DIVIDEND' but it's not really a dividend, because it's not coming from a company's profits, in truth, from Fidelity - A derivative is a financial instrument whose value is derived from an underlying asset, commodity or index. A derivative comprises a contract between two parties who agree to take action in the future if certain conditions are met, most commonly to exchange an item of value. - This is more what the income is from SVOL.
Good job Vicky
Thanks!
I am an SA member and follow what you say, with holdings in most all the various income companies you talk about. I’m wondering what you think about any of these: PFFA, PDI, PDO, GUG, GOF, FOF, RIV, BTZ, FSCO….
Thanks dear friend ❤️
SVOL was around 28 for a while, and has moved to around 22. That's about a 30% drop to get 15%. It seems like losing battle if you bought in at the beginning, but maybe hold now, a while, for the dividend, if the investors became a bit wiser for their exorbitant fee.
Do you know how AGGH's high yield would be affected by a recession with rate cuts? Compared to AGG, AGGH's NAV has depreciated significantly more during the last couple of years.
have you reviewed GCOW and ICOW etf ?
Please how do you calculate monthly income??????
This kid could sell me the Brooklyn Bridge if she wanted to. Bought a position in SVOL last month, thanks to her. After seeing this video, I might hedge it with a little AGGH.
Hi Viktoriya, i have been following your CZcams, and has also been investing in ETF such as SVOL. Recently there is a ultra new ETF that is launched and protect 100% against the downside. The new ETF is call MAXJ.... can u help to conduct a review on this ETF ? Thanks....
Is there an equivalent for international investors who want to avoid US withholding tax?
Hi ehat about spyi?
No recession but SVOL is still good ❤❤
Do you have a detailed video explaining How to sell call options against an ETF that you own…? The Info will be highly appreciated…🙏👏👏🙏
In my opinion, and experience, options on ETF's really aren't worth the effort. Because you are trying to sell a derivative of a derivative the premiums offered are very small. Also there usually is not a lot of volume, so being able to buy and/or sell those options becomes more difficult. I won't say there are no good candidates out there but I haven't seen many as of yet. Good luck.
@@johnmaxwell1356 Thank you so much for the wisdom John, would you believe on straight investment through this ETFs financial vehicles…???
So to make 16,583 per month you would have to have a little over 1.2 million invested in this stock @ 22 dollars per share.
SVOL my #1 ETF
So you like the 1.16 expense ratio?
@@raidersacdc4892 I don't mind at all.
Svol and drip it back my friend.
FEPI is superior. Wish you would do the math and acknowledge this.
Why TLT as opposed to TLTW? One is yielding around 4% and the other around 18% so I don't get it!
TLTW is selling call option on his asser. So a step in bond price can mean a loss of opportunity depending on the strike price, because they will have to sell the stock at the strike price, instead of the market value.
Would be great if you focused on the tax treatment for all these ETFs.
She did a previous video on SVOL. But if I remember correctly she was saying that SVOL was a "return of capital" instead of a return on capital. Basically they pay you back your own investment over time. As a result, because it was already your own money the tax treatment is much different than other covered call ETF's. I'm not sure if she is saying that SVOL is now a good candidate for investing or if she has forgotten her previous deep dive. Good luck.
You keep referring to your other videos by waving in the air about a link that doesnt exist!!!
It is not smart to bet on volatility long term. It always wins in the end
What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.
There are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
I've been in touch with a financial analyst ever since I started investing. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
Non of these ETF were around in the big crash of 2008 which is likely to happen again.
Expense ratio is way too high and the performance sucks.
@@BW-kv9wj You are clueless
Zivb beats Svol does the same thing
And it’s expense ratio is 1.42…
@@raidersacdc4892 the performance Beats Svol covers the expence ratio
I know nothing about trading /investment and l'm keen on getting started. What are some strategies to get started with?
As a beginner, it's essential for you to have a mentor to keep you accountable. I'm guided
by a widely known crypto consultant
Mrs Mary Patricia Hester
This is correct, Mary's strategy has normalized winning trades for me also, and it's a huge milestone for me looking back to how it all started..
Isn't she the same Mrs Mary Patricia Hester neighbors are talking about, she has to be a perfect expect for people to talk about her so well.
Her platform is wonderful, and her services are exceptional
The expense is too high for SVOL.
Expense is paid before you calculate your total return. You don't even notice it
In addition to what Ironspear63 said, SVOL is expensive compared to what?
Less you are comparing 2 identical funds the expense ratio doesn't tell you anything and you can simply look at the fund's total performance.
But if you had, for example, two SP500 index funds and one charges 0.20% and the other charges 0.03% clearly the 0.03% is the one you would want since the funds are doing the identical thing.
@lavalizzard9535, Do you know of another reliable fund that pays 16% after expense? Please share
@@mplate1792 simple answer for me, maybe not for everyone is I am not putting money into anything with only a 3 year history that has an expenses ration over 1%. If you want to ride the short train go for it.
@@Ironspear63 over what time period? If you have been investing over 40 years you better notice it or you just gave away a lot of your money.
How will SVOL react if the VIX spikes ?
That's literally what she spends half the video talking about.
@@KristopherHesson You can't fix "Stupid."
🤣
@@dollarbill9073
I.asked before the video even started !
@janshuster1426, you are joking, right?
I hate to break it to you, this woman has no idea what she is talking about. She is just selling subscriptions to her sponsors and making money off the views.
Too long and confusing related To Losses 👎🏽volumes of losses 👎🏽she loves this description 👎🏽and she tries to sale her friends woke recourses 💔👎🏽
Thanks!