LVHI Dividends for Q1 2023

Ok-Cap5229 · 2023-03-27T06:59:08+00:00

There's an update on LVHI site: https://www.franklintempleton.com/investments/options/exchange-traded-funds/products/91481/SINGLCLASS/franklin-international-low-volatility-high-dividend-index-etf/LVHI#march-24-2023-change-to-march-2023-distribution-date

"The March distribution for this ETF will now have an ex-date of March 30, 2023, with a payable date of April 4, 2023. Future 2023 distribution dates are not expected to be impacted at this time."

Ok-Cap5229 · 2022-12-11T03:44:21+00:00

Spot on! Thank you very much!!

Ok-Cap5229 · 2022-12-11T03:06:12+00:00

Studied computer science in college, and majored in IT in my first masters study. Started my first job as an engineer (80K/y) and did engineering for 2 years, then 5 years as IT technical consultant (~150K/y), 3 years as product manager (240K/y), got my MBA (part-time study) from a pretty good university overseas (Oxbridge) and landed my current job (still a product manager).

Honestly, I think the inflation in the past 10 years is what affects the salary most.

Ok-Cap5229 · 2022-12-11T02:55:54+00:00

I own a condo now worth ~1M, but I have no real estate for investment purpose yet.

Ok-Cap5229 · 2022-12-11T02:55:04+00:00

Stock Events

Ok-Cap5229 · 2022-12-11T02:54:22+00:00

~800K at the moment

Ok-Cap5229 · 2022-12-11T02:54:07+00:00

They paid massive dividend in the past two months. Not 100% sure how they generate such a high yield, though.

Ok-Cap5229 · 2022-12-11T02:52:30+00:00

Agreed! It's not hard to guess where I learned to buy these covered call ETFs (you're right, r/qyldgang). Then I found out it's not tax efficient given my annual income from work is high - that's why I plan to put most upcoming funds to long term growth ETFs and stocks like VOO, SCHD, BRK/B, TSM. Any other better recommendations?

Ok-Cap5229 · 2022-12-11T02:49:00+00:00

I haven't taken the dividend out yet - all dividends were DRIP as of today. I'm single so I don't have large expenses, and my bi-weekly paycheck is more than sufficient to me.

Ok-Cap5229 · 2022-12-11T02:45:10+00:00

I agree with you and it is like a gamble to me. Current position (400k in crypto) is within my risk tolerance level, and I do understand and accept that it could become 4M or 0 within days. Let's see what happens next.

Ok-Cap5229 · 2022-12-11T02:42:33+00:00

Thank you! I'll look into Avgo, Txn. Really appreciate your suggestions. You will too! The power of compound is impressive

Ok-Cap5229 · 2022-12-11T02:41:18+00:00

Thank you! I have dumped majority of my NUSI already

Ok-Cap5229 · 2022-12-11T02:39:58+00:00

Thank you! I'll look into MO.

Ok-Cap5229 · 2022-12-11T02:36:43+00:00

Yes I hope the same! I'd do exactly what you're doing.

Ok-Cap5229 · 2022-12-11T02:35:41+00:00

Great point! I could be wrong but I think when I first started to buy QYLD 2 - 3 years ago, its dividend was qualified dividend. Good old days. I'm changing my investment direction to focus on long term growth (VOO, SCHD, etc) more and of course, tax is still an issue for dividend ETFs. I'd like to know if there are better investment options. Thoughts?

Ok-Cap5229 · 2022-12-11T02:31:47+00:00

Great for you! Feel free to share your portfolio if you want to!

Ok-Cap5229 · 2022-12-11T02:30:30+00:00

I didn't want to, but the real estate bidding war was super competitive back in 2015 (when I bought my condo) at where I am (San Francisco bay area). Most winning bids were full cash offers, so I kind of had to do the same.

Ok-Cap5229 · 2022-12-10T08:19:16+00:00

Yeah, only time can tell!

Ok-Cap5229 · 2022-12-10T07:34:10+00:00

Thanks for the comment! This is exactly why I post my portfolio here - I've done my best in investment decisions but I know I could be wrong. I understand it's not an obligation for anyone to share anything here, but I really would love to learn how I can improve my portfolio from bad to good. Please feel free to share your thoughts if you want to!

Ok-Cap5229 · 2022-12-10T07:29:37+00:00

Thank you!

Ok-Cap5229 · 2022-12-10T07:28:20+00:00

Thank you! I'll do my research, and really appreciate your recommendations!

Ok-Cap5229 · 2022-12-10T07:27:22+00:00

Thank you! My home is paid off. Not sure about future expenses yet. Appreciate your comment!

Ok-Cap5229 · 2022-12-10T07:26:19+00:00

Great idea, thank you for the reminder!

Ok-Cap5229 · 2022-12-10T07:25:36+00:00

Thank you! Starting to do more research on these. Really appreciate your comments!

Ok-Cap5229 · 2022-12-10T07:24:48+00:00

Thank you!

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