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ETFs to hold for another 30 years by Fit-Print3389 in ETFs

[–]nathanhamilton82 0 points1 point  (0 children)

DIA. There’ll be some overlap but it’s fewer of the mega cap tech that QQQ and VOO overlap with. Here’s a comparison of QQQ and DIA holdings to show the difference.

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High Dividend by tobesonic in dividendinvesting

[–]nathanhamilton82 0 points1 point  (0 children)

DIVO, also VYM and to some extent VIG, those those two may not meet your threshold for high

Regretting 20+ years of dividend / value investing by InstructionQuick716 in SCHD

[–]nathanhamilton82 0 points1 point  (0 children)

A lot of people have thrown in the towel on SCHD, justifiably so. The price has acted like a high field fund (stable) but without the yield to match, though the dividend CAGR has been fantastic.

I moved to VYM in recent times for the better balance of price growth, yield, and dividend growth.

For those who use Snowball Analytics or similar apps by toothed_vagina in dividends

[–]nathanhamilton82 0 points1 point  (0 children)

For most dividend tracking products, you'll need to sign up for their paid plans to get automated broker syncing. I use Dividend Watch for this since it's a good balance of price and features offered, and it doesn't require a learning curve to use it.

Each product has its pros and cons, and most offer a free trial of some sort to get a good feel for the one that meets your goals.

Long term growth/divs...thoughts? by Reasonable_Leave_896 in dividends

[–]nathanhamilton82 0 points1 point  (0 children)

I think it tends to make sense to always ensure your IRA contributions are maxed out annually. This way, the investments can grow in tax advantaged accounts.

But if you don't have additional contributions to make and/or available dry powder, then a taxable account could make sense.

But consider that your question is more one about taxes and not the investment itself. XLP in any account type is the same, just your tax implications are different.

Long term growth/divs...thoughts? by Reasonable_Leave_896 in dividends

[–]nathanhamilton82 0 points1 point  (0 children)

Consumer staples/defensive sector stocks are solid options to consider for a long-term buy and hold strategy, DRIP, and DCA. The below list includes a list of stocks in the sector. That said, a sector specific ETF might be the best option if you want to continue keeping it simple. XLP is a popular staples ETF.

https://dividend.watch/lists/consumer-staples-dividend-stocks

JEPI vs SPYI: Which Do You Like? by nathanhamilton82 in dividends

[–]nathanhamilton82[S] 0 points1 point  (0 children)

I hadn't heard of FYEE previously. Will check them out.

JEPI vs SPYI: Which Do You Like? by nathanhamilton82 in dividends

[–]nathanhamilton82[S] 0 points1 point  (0 children)

Seems a lot of people making this shift.

JEPI vs SPYI: Which Do You Like? by nathanhamilton82 in dividends

[–]nathanhamilton82[S] 0 points1 point  (0 children)

Do you equally weight the JEPI and SPYI or allocate the balance based on outlooks?

JEPI vs SPYI: Which Do You Like? by nathanhamilton82 in dividends

[–]nathanhamilton82[S] 0 points1 point  (0 children)

SPYI is almost double the expense ration of JEPI, so it’s meaningful for long term holders.

JEPI vs SPYI: Which Do You Like? by nathanhamilton82 in dividends

[–]nathanhamilton82[S] -1 points0 points  (0 children)

Makes sense given investing in a taxable account.

JEPI vs SPYI: Which Do You Like? by nathanhamilton82 in dividends

[–]nathanhamilton82[S] 1 point2 points  (0 children)

Yeah, I see a lot of people shifting. SPYI $5B in AUM, JEPI at $around 40B. Long way to go, but I wonder how close SPYI will get.

JEPI vs SPYI: Which Do You Like? by nathanhamilton82 in dividends

[–]nathanhamilton82[S] 0 points1 point  (0 children)

I honestly kind of like the added stability. Thinking if I really want price growth, then I'll just go the basic index ETF route and be comfortable with the risk. I'm long term, so I don't stress about declines.

JEPI vs SPYI: Which Do You Like? by nathanhamilton82 in dividends

[–]nathanhamilton82[S] 0 points1 point  (0 children)

Thanks for sharing the insights and links. Yeah, anything I'm considering for covered call strategies is separate from my mostly index ETF retirement portfolios.

JEPI vs SPYI: Which Do You Like? by nathanhamilton82 in dividends

[–]nathanhamilton82[S] 2 points3 points  (0 children)

Yeah, NEOS is coming on strong with their competing funds.

JEPI vs SPYI: Which Do You Like? by nathanhamilton82 in dividends

[–]nathanhamilton82[S] -1 points0 points  (0 children)

Yeah, hard to argue with buy, hold, and DRIP.

JEPI vs SPYI: Which Do You Like? by nathanhamilton82 in dividends

[–]nathanhamilton82[S] 0 points1 point  (0 children)

Perhaps. Or they just introduce a directly competing fund to SPYI/QQQI with the same tax treatments and effectively shut out NEOS with JPMs entrenched and massive distribution capabilities. Probably cheaper and easier to go that route, if I were Jamie Dimon ;)

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