How To Build An 8% Yielding SWAN Portfolio With 10 Blue Chips 

Yeah that’s a good way of looking at it. Not so ideal in a taxable account but that’s one way to grow your monthly income with it. I personally prefer allocating a lower % to CC ETFs and use all the income by combining them with dividend growth ETFs.

@@DividendGrowthInvesting agreed. Not perfect but a mitigation. I still like pairing with div growth positions

That’s one way of looking at it. I’d rather have a smaller yield but more growth. But then it’s no longer 8% and you need more invested.

Hey!!! So glad to hear other middle aged folks are watching my videos :) My dad is turning 73 this year. I talk about stocks with him all the time.

@@Alphahydro lol sounds like a dream

Depends...

@@LifeInvestor999 yeah they are performing as expected. As a passive income/dividend growth investor they are my favorites. Add in JEPQ and DGRO and you have a match made in heaven.

Very good balance of growth and income!!

Well depends on the company I guess. Perceptions can be wrong in either direction. Appreciate you watching and commenting!!

Well it sounds like you have a few options. You have a long term capital gain so if you were to sell it at a gain, you would pay lower taxes due to long term cap gains. It depends on you. I just wouldn't add anything more and focus on other ETFs like SCHD/DGRO and then you could add JEPQ later.

@@DividendGrowthInvesting Yeah that is what I am doing at the moment. I have a 40% of my worth split into a pie consisting of DGRO, SCHD, VGT, and VOO. I am focusing a bit more of VGT and VOO at the moment since I want the market growth over the dividend gain.

Hey there! JEPI and PIMIX are not apples to apples. They are completely different asset classes. I think JEPI is a good addition to lower volatility to your portfolio and increase your yield. JEPQ is also a really good option.

Yeah with a 30% tax rate that’s rough. I think you are smart to focus on growth for now and look to rebalance in the future. Thanks for watching!!

Yeah that is a good topic. The longer JEPI is around, the more we can backrest. Jepq and JEPI have performed very differently. Covered call ETFs can be great to boost your yield.

Hey!!!! 🙌🙌

Yeah it’s hard to say. I guess we have to accept that it’s trading for a reason that’s public or not public and the timeline doesn’t have to make sense. In the short term anything goes

I really like Dividend Sensei! Yeah I am actually reconsidering writing SA articles. I considered it last year but didn't have the time. I'm thinking I may give it a try... lol maybe I can throw some memes in the articles :D

Hey Eva!!! Happy 4th!! I hope you are doing well!

@@DividendGrowthInvesting got a new job. I was 4 months on sick leave due to stress and an extremely toxic work place.

@@evasanz3466 glad to hear you are doing better! Work can be the worst kind of stress :(

Glad you like them!

Hey Mike! Happy 4th! I’m always reading SA articles and sometimes I just want someone to talk about them with. lol I figured my RU-vid friends would enjoy talking about them. Yeah my dad always talks about EPD. He owns a good amount of EPD and ET.

@@DividendGrowthInvesting I figure now is a good time to start getting into schedule K companies. If all goes well and I can retire in 5 years getting that income as return of capital for a while will be nice.

@@mikesurel5040 yeah it will help while you’re still working and in a higher tax bracket

Exactly!!! I was thinking the same thing. It’s a bit more tax efficient but I would quite call this a SWAN compared to what you mentioned. But to each their own. I think if you had a lump sum to invest and wanted to retire today you could consider what he suggests in the article. I personally prefer SCHD/DGRO and VYM and JEPQ to boost my income.

​@@DividendGrowthInvesting I agree that investing is so much of a personal preference, but really the method makes me scratch my head with the why aspect. The tax efficient aspect depends on the individual's circumstance, if their income is low when they retire, all is good, if they are a high earner, completely understand using high-yield stocks compared to a cover call ETF. No method is perfect, not saying he is wrong and I could have missed something in the video, but my two biggest issues are that you have to be 100% convinced that value companies "do" revert to the mean and perform well in the next 10 years (which you already alluded to with Brexit and the war hindering BTI) and I think on the risk management side you could quickly be in situations where you are caught with your pants down unless you allocate the "Swan" to a low percentage to boost your portfolios income. There is no guarantee that the stocks will revert to the PE level and keep their high dividend for when you retire and use the income for the next 10-30 years which is my biggest red flag.

Hey there! I made a video on it here: Should you invest in SPYI and QQQI as a dividend investor? ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-hFDHIPFocS8.html

Yeah but only a small percentage. You still want dividend growth.

Not all covered call ETFs are created equal. You want to make sure that the CC ETF has an Out of the money strategy and NOT a AT the money strategy. Also you want to look and see where the distributions are coming from. There can be destructive return of capital. A lot of covered call ETFs are just pigs with lip stick.

@@DividendGrowthInvesting Very nice, Thanks :)😀

@@norttorres happy 4th!!!

@@19Rinka86 happy 4th!!! 🦅🦅🦅🦅

Nice!!! We’re about to put some burgers on the grill.

​@@DividendGrowthInvestingGot the burgers and hotdogs going right now watching this. I decided not to do chicken this year.

@@TrapZeroEX Burgers and hotdogs!!! Sounds like freedom to me!

High income for sure!

I think he was referring to the book and its method of building a portfolio of 8% plus dividend payers …

@@Lawyerup904 ohh gotcha

Yeah I prefer that as well