Latest news with #NEOSNasdaq-100HighIncomeETF
Business Wire
07-05-2025
- Business
- Business Wire
QQQI Awarded 'Best New Active ETF' at the 2025 ETF.com Awards
WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments is proud to announce that the NEOS Nasdaq-100 High Income ETF (Ticker: QQQI) was awarded 'Best New Active ETF' at the 2025 Awards, recognizing its standout approach to seeking high monthly income, tax efficiency, and upside potential within the rapidly growing segment of the options-based ETF market. The recognition from validates QQQI's early success in building investor confidence, with strong adoption and performance since inception. High monthly income through a data-driven call option strategy on the Nasdaq-100 Tax efficiency by utilizing index options classified under Section 1256 and actively implementing portfolio tax-loss harvesting Upside capture in rising markets, allowing investors to pursue strong total returns alongside the Fund's primary goal of tax-efficient monthly income generation 'This award highlights the differentiated value QQQI brings to income-focused investors,' said Garrett Paolella, Co-Founder and Managing Partner at NEOS Investments. 'In addition to seeking high monthly income and upside potential, QQQI stands out for its tax-efficiency — a critical yet often overlooked factor that can significantly enhance after-tax outcomes for investors looking to keep more of what they earn.' The recognition from validates QQQI's early success in building investor confidence, with strong adoption and performance since inception. The fund's strategy has resonated with investors looking for more than traditional covered call exposure to the Nasdaq-100. NEOS Investments, founded in 2022 and headquartered in Westport, CT, was established by a team of options-based ETF pioneers with decades of experience developing and managing some of the industry's most widely used options-based ETFs. NEOS offers a suite of ETFs designed to deliver the next evolution of options-based investing — where seeking income is the outcome. The firm's solutions aim to provide investors with core portfolio building blocks that offer monthly income, tax efficiency, and diversification through a data-driven approach. For more information about QQQI and the full suite of NEOS strategies, visit Important Disclosures: Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF's prospectus containing this and other important information, please call (866) 498-5677 or download QQQI's prospectus here. Please read the prospectus carefully before you invest. An investment in NEOS ETFs involve risk, including possible loss of principal. The use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. These risks include (i) the risk that the counterparty to a derivative transaction may not fulfill its contractual obligations; (ii) risk of mispricing or improper valuation; and (iii) the risk that changes in the value of the derivative may not correlate perfectly with the underlying asset, rate or index. Derivative prices are highly volatile and may fluctuate substantially during a short period of time. The use of leverage by the Fund, such as borrowing money to purchase securities or the use of options, will cause the Fund to incur additional expenses and magnify the Fund's gains or losses. The earnings and prospects of small and medium sized companies are more volatile than larger companies and may experience higher failure rates than larger companies. Small and medium sized companies normally have a lower trading volume than larger companies, which may tend to make their market price fall more disproportionately than larger companies in response to selling pressures and may have limited markets, product lines, or financial resources and lack management experience. The funds are new with a limited operating history. The Nasdaq-100 Index (NDX ®) defines today's modern-day industrials—comprised of 100 of the largest and most innovative non-financial companies listed on the Nasdaq Stock Market based on market capitalization. The information on this website or within this press release does not constitute investment advice or a recommendation of any products, strategies, or services. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions. NEOS Investments or its affiliates, nor Foreside Fund Services, LLC, or its affiliates accept any responsibility for loss arising from the use of the information contained herein.
Yahoo
19-03-2025
- Business
- Yahoo
Dividend Investor Earning $9,400 a Month Shares Top 8 Stock Picks — 'I'm 6 Years From Retirement'
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Dividend stocks are gaining ground as investors flock to reliable investments amid tariff-related uncertainties. A report from S&P Global estimates that US aggregated dividends are expected to increase 7% to $784 billion in 2025. About two months ago, a dividend investor shared his detailed income report and story on r/Dividends — a Reddit community with over 690,000 followers. The portfolio screenshots shared by the investor on the social media platform showed his monthly dividend income was around $9,400 per month with a portfolio value of roughly $617,000. "I'm about 6 years from retirement. I can push to 8 years but really would rather not. Love my job but like time off and travel more. This is a piece of my portfolio. Goal is to get this account to about 15000+ a month in the next 6 years. Using DRIP on all of these. Once I hit that on about $2.4M I'm out," the investor said. Don't Miss: , which provides access to a pool of short-term loans backed by residential real estate with just a $100 minimum. Many don't know there are tax benefits when buying a unit as an investment — The investor stated that he is debt-free, owns his home, and has two kids in college. "I have made good money for about 20 years and my wife didn't work for the last 5 years or so. She's back now which is nice for a few years," he added. Let's take a look at some of the top dividend stocks in his portfolio. NEOS Nasdaq-100 High Income ETF NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI) accounted for about 43% of the total portfolio of the investor making $9,400 a month in monthly dividends. NEOS Nasdaq-100 High Income ETF exposes investors to Nasdaq 100 companies and generates income by selling covered call options on its underlying index. NEOS S&P 500 High Income ETF The NEOS S&P 500 High Income ETF (CBOE: SPYI) is a high-yield covered call ETF that pays monthly dividend income. It invests in some of the top S&P 500 companies and generates extra income by selling call options on stocks, generating extra premium income for shareholders. According to the portfolio screenshots shared by the investor, he had 4,953 shares of the fund in his portfolio which earned him about $33,400 in annual income. Trending: CEO of Integris gathered a team of senior investment managers who have $34.22 billion in combined owned and managed assets in the West Coast — iShares Semiconductor ETF The iShares Semiconductor ETF (NASDAQ:SOXX) was the third largest holding of the investor. Broadcom (NASDAQ:AVGO), Nvidia (NASDAQ:NVDA), Qualcomm (NASDAQ:QCOM) and Advanced Micro Devices (NASDAQ:AMD) are among the top positions of the fund's portfolio. SOXX yields less than 1%. YieldMax Magnificent 7 Fund of Option Income ETFs The YieldMax Magnificent 7 Fund of Option Income ETFs (NYSE:YMAG) invests in YieldMax ETFs that use option income strategies related to the Magnificent Seven companies, which include Apple Inc. (NASDAQ:AAPL), Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc. (NASDAQ:GOOGL, GOOG)), Inc. (NASDAQ:AMZN), NVIDIA Corporation (NASDAQ:NVDA), Tesla, Inc. (NASDAQ:TSLA) and Meta Platforms Inc. (NASDAQ:META). The fund has a distribution rate of 48%. BP plc About 1.9% of the investor's portfolio was allocated to British oil and gas company BP plc (NYSE:BP). The stock has a dividend yield of over 5%. BP shares are down 11% over the past Select Sector SPDR Fund NYSEARCA: XLF The Financial Select Sector SPDR Fund (NYSE:XLF) gives investors exposure to the financial sector of the S&P 500. It has a dividend yield of about 1.4%. Nexstar Media Group Texas-based media company Nexstar Media Group Inc (NASDAQ:NXST) has a dividend yield of about 4.4%. The stock accounted for about 1.6% of the total portfolio. Over the past 12 months, NXST is up 7%. YieldMax MSTR Option Income Strategy ETF The YieldMax MSTR Option Income Strategy ETF (NYSE:MSTY) generates income by selling call options on MicroStrategy (NASDAQ:MSTR) stock. Its distribution rate is about 85%. MSTY is down 43% over the past year. . With over $1 million in dividends paid out last quarter and a growing selection of properties across various markets, Arrived offers an attractive alternative for investors seeking to build a diversified real estate portfolio. In October 2024, Arrived sold The Centennial, achieving a total return of 34.7% (11.2% average annual returns) for investors. Arrived aims to continue delivering similar value across our portfolio through careful market selection, attentive property management, and thoughtful timing in sales. Looking for fractional real estate investment opportunities? The features the latest offerings. This article Dividend Investor Earning $9,400 a Month Shares Top 8 Stock Picks — 'I'm 6 Years From Retirement' originally appeared on
