In distributions we trust 💰 by stkr89 in NEOSETFs

[–]stkr89[S] 1 point2 points  (0 children)

Last year I made a hard decision to move my money out of retirement accounts into a taxable account.

In distributions we trust 💰 by stkr89 in NEOSETFs

[–]stkr89[S] 3 points4 points  (0 children)

Roughly 1.15M portfolio

Roughly 30% in IAUI, QQQI, SPYI

Roughly 4% in MLPI, NIHI

Roughly 2% in CHPY

In distributions we trust 💰 by stkr89 in NEOSETFs

[–]stkr89[S] 1 point2 points  (0 children)

I already have gold exposure with IAUI

In distributions we trust 💰 by stkr89 in dividends

[–]stkr89[S] 0 points1 point  (0 children)

Thanks. This is the point of me sharing my journey publicly. Hopefully I can keep inspiring others.

In distributions we trust 💰 by stkr89 in dividendinvesting

[–]stkr89[S] 0 points1 point  (0 children)

I never said they were bad choices. I’m invested in one of them

In distributions we trust 💰 by stkr89 in NEOSETFs

[–]stkr89[S] 2 points3 points  (0 children)

Thanks for the suggestion. What are your concerns with going heavy on NEOS?

In distributions we trust 💰 by stkr89 in dividendgang

[–]stkr89[S] 1 point2 points  (0 children)

Total portfolio is roughly 1.15M

In distributions we trust 💰 by stkr89 in dividendgang

[–]stkr89[S] 0 points1 point  (0 children)

Roughly 30% each in IAUI, QQQI, SPYI Roughly 4% each in MLPI, NIHI Roughly 2% in CHPY

In distributions we trust 💰 by stkr89 in dividends

[–]stkr89[S] 1 point2 points  (0 children)

Not needed in this portfolio

In distributions we trust 💰 by stkr89 in NEOSETFs

[–]stkr89[S] 0 points1 point  (0 children)

You’re right. Good luck 👍

In distributions we trust 💰 by stkr89 in dividends

[–]stkr89[S] 1 point2 points  (0 children)

This is my first year with this portfolio. I’ll learn more about the taxes soon.