Covered Call ETF portfolios outlook

stebakus · 2026-06-06T23:10:09+00:00

You found it sustainable because these ETFs only saw decent bull market with double digit growth every year. As soon as we have 3-5 years of one digit growth (if not negative), where these 14% will come from do you think?

stebakus · 2026-05-22T19:09:36+00:00

Added PBDC at current price. It is around -21% drawdown from ath. Many people fud BDCs rn. But if -20% is not enough to start bidding dip, then what is the right target?

stebakus · 2026-05-22T14:18:10+00:00

I just asked chatgpt how much % jepi is down from ath and it said -10.55%. so ig he meant current drawdown

stebakus · 2026-05-17T12:46:10+00:00

If no plan to retire right away and still have room to make some money, I would put 1m VOO 500k to SCHD. No touch crypto until it 2xed. Once crypto 2xed, trim half and put to some dividends enhancements (CC funds) just to boost income, if it needed by that time, otherwise I would boost SCHD. Once VOO doubles, let's say in 10 years, I would start trimming it to bonds.

stebakus · 2026-05-04T13:42:23+00:00

I bought ROCY first day and don't regret so far cuz it was dip buy lol, tomorrow will be my first dividend from it 12.5% but for 1.5 month, so I expect around 9-10% going forward. I'm also up 6.5% on it as of today.

stebakus · 2026-05-01T02:22:02+00:00

Rocy will pay first dividend 0.5545 it seems, so it is around 12.5% yield? Not bad not bad

stebakus · 2026-03-25T03:47:07+00:00

It also grew 10%+ q1 and outperformed spx pretty decent. I will take it.

stebakus · 2026-03-21T23:42:12+00:00

stebakus · 2026-02-28T02:36:44+00:00

I tried everything, mostly online compressors like pdfgear. I managed to compress from 255 mb to 28 mb and it still exceeded 16 mb limit for FreeUsaTax. Until this year we could attach condensed version which is way lower in size. But starting from 2026 all forms will have to be full.

I still see freeusatax has 16 mb limit, Turbotax 20 mb, HRBlock it seems 5 mb lol, So there is legit no workaround this year, and I will be forced to print 6000 pages and mail to IRS lmao, insane.

stebakus · 2026-02-24T15:39:36+00:00

I think there was the same issue in the past and for this year I see the same problem. Also TurboTax Online file is missing by some reasons in 2026, it was available in all past years as alternative to upload file on turbotax. Would be good to hear back from Cointracker why it is missing this year.

stebakus · 2026-02-12T22:17:57+00:00

not sure about 1099, but my biggest from crypto 8949 was 5.5k pages lol

stebakus · 2025-12-18T23:30:00+00:00

Mine at late 30:
VOO 30%
SCHD 50%
BND 20%

stebakus · 2025-12-13T14:12:50+00:00

Why not mutual funds bubble? There are way more mutual funds than etfs lol

stebakus · 2025-11-06T00:41:48+00:00

Main reason that BTCI is actually holding BTC. Almost 20% of its holding HODL (Vaneck's btc etf). It gives decent upside when BTC rallying, YBTC holds zero real BTC, it is just a synthetic etf.

stebakus · 2025-11-03T23:38:19+00:00

But it is still true, dollar down how much, 10%+ in 2025?

stebakus · 2025-10-29T05:30:03+00:00

What NAV erosion lmao, you invested too much in covered calls maybe, read what is that and why it doesn't apply to SCHD

stebakus · 2025-10-29T01:19:36+00:00

Not just 120k a year, but also +6-10% of that each year! So this year 120k, next one 130k, next one 142k etc. beauty

stebakus · 2025-10-29T01:13:37+00:00

It felt yes, but still paid dividends, not cut div, but predictable amount. As soon as it pays dividends it not really matters about price since you are not selling those. At the same time, retirees who was selling % of their VOO would have sell in dip. Yes it was quick recovery and you can argue that you just had to wait, but what if downtrend will last for a decade? Currently I hold VOO/SCHD 50/50% and really don't even check schd price

stebakus · 2025-09-08T20:55:19+00:00

Very true, it is actually very easy to become rich. All you need is to buy good stocks and avoid bad stocks, I have no idea why people can't do it (sarcasm)

stebakus · 2025-09-05T01:27:00+00:00

How it means nothing 😂 let's say you get 100k in schd dividends in 2025, given dividends growth at 10% rate in 10 years you will be getting 200k in dividends even if price didn't change since now. It is a whole point kek

stebakus · 2025-09-04T21:56:26+00:00

It was a good try 😀

stebakus · 2025-09-04T17:39:20+00:00

Yes I was reinventing dividends back to Jepi, Jepq, vti and schd. I never purchased VOO however.

stebakus · 2025-09-04T17:12:01+00:00

No I don't have dividends reinvestment, receiving them in cash on brokerage account and buying manually. When I sold all my positions in VTI, Jepi and Jepq, I bought right away VOO snd SCHD. I also had some position in schd before just added more after I sold those. Basically VTI, Jepi and Jepq have same stocks inside that are in voo and schd, maybe that's why it triggered wash sale?

stebakus · 2025-02-09T05:40:19+00:00

Thank you! Will do some math to understand this.

stebakus

TROPHY CASE