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Yahoo
30-04-2025
- Business
- Yahoo
Dividend Investor Who Earned $18,000 a Month Despite 'Bloody' Selloff Shares His Top 6 Stock Picks
Defensive equities and safe-haven assets are gaining attention as recession warnings grow louder. JPMorgan Chase (NYSE:JPM) now believes there's a 60% chance that the world and US economy will face recession, up from its prior estimate of 40%. Dividend stocks are gaining appeal given their strong track record during market downturns. Don't Miss: Deloitte's fastest-growing software company partners with Amazon, Walmart & Target – Many are using retirement income calculators to check if they're on pace — Last month, an investor shared his detailed income report and progress on Reddit, and talked about the impact of the recent market volatility on his portfolio. The portfolio screenshots shared by the investor showed his dividend income in March stood at roughly $18,000, compared with $24,000 for February and $21,360 for January. The investor said he was aiming to reach $30,000 in monthly dividend income but was brought down to the "$10K club" due to the "bloody" March selloff. "Not sure when the recession of US economy is coming but pretty sure there is a recession in my monthly dividend income. It only takes one month to destroy a fully bull market, how amazing is that?" he said. The S&P 500 and the Nasdaq saw their biggest monthly percentage declines in March since December 2022 amid market uncertainty due to President Donald Trump's planned tariffs. Trending: It's no wonder Jeff Bezos holds over $250 million in art — The investor shared a week-by-week breakdown of his dividend income and portfolio holdings for March. Let's take a look at some of his key holdings that contributed to his overall income during the month. YieldMax COIN Option Income Strategy ETF YieldMax COIN Option Income Strategy ETF (NYSE:CONY) was among the top holdings of the investor who made about $18,000 in dividends in March. He had 5,500 shares of the fund in his portfolio in the first week of the month. The fund makes money by selling call options on Coinbase Global (NASDAQ:COIN). CONY has lost about 38% in value in 2025 through April 25. 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. It's been a wild ride for MSTY investors this year amid a decline in Bitcoin price. The fund is down about 13% through April 25. The investor had 4,000 shares of the fund in his portfolio during the second week of March. YieldMax NVDA Option Income Strategy ETF YieldMax NVDA Option Income Strategy ETF (NYSE:NVDY) makes money by selling call options on Nvidia (NASDAQ:NVDA). The investor had 3,820 shares of the fund. NVDY fell 40% this year amid a decline in Nvidia shares, which are down 20% so far this TSLA Option Income Strategy ETF YieldMax TSLA Option Income Strategy ETF (NYSE:TSLY) is a popular dividend ETF for income investors seeking high yields. With a distribution rate of 104%, TSLY generates income by selling call options on Tesla (NASDAQ:TSLA) shares. TSLY is down 38% this year. The investor had 1,842 TSLY shares in his portfolio. YieldMax Universe Fund of Option Income ETFs The YieldMax Universe Fund of Option Income ETFs (NYSE:YMAX) has multiple ETFs in its portfolio that implement options strategies to generate income. The investor had about 855 shares of YMAX in his portfolio as of the last week of March. Roundhill Innov-100 0DTE Covered Call ETF Roundhill Innov-100 0DTE Covered Call ETF (CBOE: QDTE) generates income via a zero-day-to-expiration options strategy on the Roundhill Innovate Index. This strategy involves selling call options that expire the same day. Read Next:Inspired by Uber and Airbnb – Deloitte's fastest-growing software company is transforming 7 billion smartphones into income-generating assets – Image: Shutterstock UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga? APPLE (AAPL): Free Stock Analysis Report TESLA (TSLA): Free Stock Analysis Report This article Dividend Investor Who Earned $18,000 a Month Despite 'Bloody' Selloff Shares His Top 6 Stock Picks originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved.
Yahoo
14-02-2025
- Business
- Yahoo
Dividend Investor Earning $20,000 a Month Shares His 7 High-Yield Stock Picks – 'You Just Need to Start'
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Dividend investing has long rewarded patient investors. Data shows that from 1998 to 2018, high-yield dividend stocks posted a compound annual return of 8.8%, compared with 6.6% for non-dividend companies. In May last year, someone asked income investors on Reddit to share their monthly dividend income goals. Many investors shared their current income and long-term goals, but one comment caught attention. An investor said he made about $20,000 a month in dividends and aimed to take this income to $30,000. In several comments on different posts on the social media platform, the investor advised others to start investing as soon as possible. Don't Miss: If there was a new fund backed by Jeff Bezos offering a ? Commercial real estate has historically outperformed the stock market, and "You just need to start, add where you can, re-invest divs and give it time. Consistency & patience is the key," he said. However, most of the investor's portfolio consisted of high-yield and risky covered call ETFs. Based on the information he shared publicly on Reddit, let's examine his portfolio holdings. YieldMax COIN Option Income Strategy ETF YieldMax COIN Option Income Strategy ETF (NYSE:CONY) was among the investor's largest holdings. The fund makes money by selling call options on Coinbase Global (NASDAQ:COIN). CONY is a risky investment since its upside potential is capped due to the covered call strategy, and its performance is linked to a single company operating in the volatile crypto industry. The fund has a distribution rate of 110% and pays monthly. CONY is down 42% over the past 12 months. Trending: Maker of the $60,000 foldable home has 3 factory buildings, 600+ houses built, and big plans to solve housing — 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 108%. The investor seemed highly bullish on the fund and said in various social media posts that he had fully recouped his investment in MSTY. "I bought MSTY at inception and it paid off in 10 months. I use my divs to accumulate more shares and generate higher divs. If you need to create income, then join the party and disregard all the naysayers who can't wrap their little heads around new investment vehicles," he said in a comment. YieldMax NVDA Option Income Strategy ETF YieldMax NVDA Option Income Strategy ETF (NYSE:NVDY) makes money by selling call options on Nvidia (NASDAQ:NVDA). Recently, the ETF has gained popularity amid the buzz around Nvidia. The fund has a distribution rate of about 52%. NVDY suits investors who believe in Nvidia's long-term potential but want to hedge against possible declines in the chipmaker's shares. The Redditor said his investment in the fund has already paid for itself. "NVDY has turned into a nice steady payer. When I first entered it paid $2+ multiple times," he said a few days ago. The YieldMax SMCI Option Income Strategy ETF The YieldMax SMCI Option Income Strategy ETF (NYSE:SMCY) generates income by selling call options on Super Micro Computer Inc (NASDAQ:SMCI). The fund has a distribution rate of about 86%.Roundhill Small Cap 0DTE Covered Call Strategy ETF The Roundhill Small Cap 0DTE Covered Call Strategy ETF (BATS:RDTE) generates income by holding small-cap stocks and selling call options with zero expiration days. Its distribution rate is 27%. YieldMax MARA Option Income Strategy ETF The YieldMax MARA Option Income Strategy ETF (NYSE:MARO) generates monthly income by selling call options on crypto mining company MARA Holdings Inc (NASDAQ:MARA). The fund has a distribution rate of about 82%. Its value has been down 29% over the past 12 months. REX AI Equity Premium Income ETF The REX AI Equity Premium Income ETF (NASDAQ:AIPI) invests in top AI companies and generates income by selling call options on stocks. Some of the fund's top holdings include Palantir (NASDAQ:PLTR), CrowdStrike (NASDAQ:CRWD), ARM (NASDAQ:ARM), Nvidia (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Qualcomm (NASDAQ:QCOM) and Alphabet (NASDAQ:GOOG). Wondering if your investments can get you to a $5,000,000 nest egg? Speak to a financial advisor today. to decide which one is right for you. Lower interest rates mean some investments won't yield what they did in months past, but you don't have to lose those gains. Certain private market real estate investments are giving retail investors the opportunity to capitalize on these high-yield opportunities. , which provides access to a pool of short-term loans backed by residential real estate. The best part? Unlike other private credit funds, Looking for fractional real estate investment opportunities? The features the latest offerings. This article Dividend Investor Earning $20,000 a Month Shares His 7 High-Yield Stock Picks – 'You Just Need to Start' originally appeared on © 2025 Benzinga does not provide investment advice. All rights reserved. Sign in to access your portfolio
Yahoo
31-01-2025
- Business
- Yahoo
77-Year-Old Dividend Investor Earning $270,000 a Year Shares Top 6 Stock Picks – 'I Now Sleep Much Better at Night'
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Dividend stocks are in focus as concerns for a higher-for-longer interest rate scenario rise and investors turn to stable companies to offset potential volatility. Dividend stocks also perform well when interest rates are going down. Ed Clissold, Chief U.S. Strategist at Ned Davis Research, said on CNBC a few months back that dividend stocks outperforming non-dividend-paying companies during the Fed's easing cycles has been a "pretty consistent" trend over the past few decades. But which dividend stocks can help you reach a stable and significant income? Let's see a case study for ideas. Don't Miss: Unlock the hidden potential of commercial real estate — 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 — Last week, someone asked old, experienced dividend investors for investment advice and ways to reduce tax liabilities and risks during income investing on r/Dividends, a Reddit discussion forum with over 660,000 followers. The post received over 90 comments, with many investors sharing their success stories and advice. An investor said he had 50 years of experience in stock investing and shifted to dividend income about five years ago. He, 77, revealed in a separate comment that he raked in about $270,000 in retirement income. "I now love actively managing my nest egg portfolio and sleep much better at night. I believe investment return, risk mitigation and minimal tax's are directly proportional to investment knowledge and experience. Five years ago I was yielding about 8% with COVID discounted preferred dividend stocks. They appreciated and B grade or higher have not yielded 8% for several years so, researched other dividend stocks," he said. Trending: 'Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. Let's discuss some of his portfolio's notable dividend stocks and funds. YieldMax NVDA Option Income Strategy ETF The 77-year-old retired investor said he had YieldMax NVDA Option Income Strategy ETF (NVDY) in his portfolio "for fun." He recommended the ETF to Redditors who have a higher risk appetite. "I am doing a test investment with NVDY to learn more about YieldMax, their trading strategy and technology. Hoping for some longevity and no decay, not just short term speculation worries. NVDY is about the longest offering of their funds at two years, with the most assets at $1.3B," he said in a separate comment. YieldMax NVDA Option Income Strategy ETF (NVDY) makes money by selling call options on Nvidia. Recently, the ETF has gained popularity amid the buzz around Nvidia. The fund has a distribution rate of about 52%. NVDY suits investors who believe in Nvidia's long-term potential but want to hedge against possible declines in the chipmaker's shares. Altria Altria (MO) was a high-yield stock in the portfolio of the investor who collected about $270,000 a year in retirement income. Altria has a 7.8% dividend yield and over 50 years of consecutive payout increases. Last month, Bank of America increased its price target on the stock to $65 from $55. The firm believes lower corporate taxes, tariffs and tighter border controls under the new U.S. administration could bode well for the tobacco company. JPMorgan Nasdaq Equity Premium Income ETF The investor said he was "very happy" with his dividend ETFs, including the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ). JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is a covered call ETF that distributes monthly dividend income. It invests in Nasdaq companies and generates extra income by selling call options. The fund has a dividend yield of more than 9%. In the December quarter, the JPMorgan Nasdaq Equity Premium Income ETF outperformed its benchmark, the Nasdaq 100 S&P 500 High Income ETF NEOS S&P 500 High Income ETF (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. SPYI has a dividend yield of over 12%. Some of SPYI's biggest holdings include Apple, Nvidia, Microsoft, Amazon, Meta Platforms, Tesla, Alphabet and Broadcom. Guggenheim Strategic Opportunities Fund Guggenheim Strategic Opportunities Fund (GOF) exposes investors to fixed-income and debt securities. It invests in various credit instruments, including corporate bonds, asset-backed securities, mortgage-backed securities and other high-yield debt. However, it's a risky investment because it invests in ungraded bonds, also known as junk bonds. Cornerstone Strategic Investment Fund Cornerstone Strategic Investment Fund, Inc. (CLM) is a closed-end management investment company that seeks capital appreciation through investment in U.S. and non-U.S. stocks. The fund has a dividend yield of 16%. Wondering if your investments can get you to a $5,000,000 nest egg? Speak to a financial advisor today. to decide which one is right for you. The changing interest rate environment has created an incredible opportunity for income-seeking investors to earn massive yields, but not through dividend stocks... Certain private market real estate investments are giving retail investors the opportunity to capitalize on these high-yield opportunities and Benzinga has identified some of the most attractive options for you to consider. For instance, the from EquityMultiple targets stable income from senior commercial real estate debt positions and has a historical distribution yield of 12.1% backed by real assets. With payment priority and flexible liquidity options, the Ascent Income Fund is a cornerstone investment vehicle for income-focused investors. First-time investors with EquityMultiple can now invest in the Ascent Income Fund with a reduced minimum of just $5,000. . Don't miss out on this opportunity to take advantage of high-yield investments while rates are high. Check out Benzinga's favorite high-yield offerings. This article 77-Year-Old Dividend Investor Earning $270,000 a Year Shares Top 6 Stock Picks – 'I Now Sleep Much Better at Night' originally appeared on
