Dividend Stockpile

In this video, I break down the world of Closed-End Fund (CEF) investing for income-focused investors. We’ll cover what CEFs are, how they work, things to look for before buying, and different ways to invest in them. I’ll also compare Closed-End Funds vs High-Yield ETFs, so you can decide which strategy might fit best in your dividend or income portfolio. Plus, I’ll walk through the Top 10 best-performing CEFs over the past 10 years and reveal all of my own Closed-End Fund investments. If you’ve been curious about CEFs and whether they belong in your portfolio, this is the ultimate guide.

I sit down with Michael Loukas, Principal & CEO of TrueShares, to explore their innovative ETF: ONEZ – the TrueShares Seasonality Laddered Buffered ETF.We cover everything investors need to know about ONEZ, including:✅ The background and philosophy behind TrueShares✅ What “buffers” are and how they work in an ETF✅ The role of hedges in managing downside risk✅ How ONEZ uses option strategies for both protection and growth✅ Why combining buffers with at-the-money call options creates a unique balance of downside protection and upside captureIf you’ve been looking for a way to invest in U.S. large-cap equities while smoothing out volatility, you won’t want to miss this conversation.Time Stamps:00:00 Intro to ONEZ00:25 Welcome to TrueShares CEO Michael Loukas00:50 Background of TrueShares03:31 Innovation in ETFs04:03 Overview of ONEZ05:46 What is a buffer?09:26 How the buffer works in ONEZ10:52 ONEZ's buffer strategy in detail12:56 Summary of buffer strategies15:10 ONEZ's portfolio strategy18:31 Summary of ONEZ18:42 Where can ONEZ fit into an investor's portfolio?20:15 Where to find more information on buffer products & ONEZ22:44 Wrap

GraniteShares YieldBOOST ETFs are brand-new high yield income ETFs designed to pay big distributions using a unique put spread strategy. In this interview with Will Rhind, Founder and CEO of GraniteShares, we discuss how YieldBOOST works, the truth about NAV erosion, and how these ETFs compare to YieldMax and NEOS. Perfect for dividend investors, income seekers, and anyone exploring high-yield ETF strategies.We cover:GraniteShares’ background and ETF philosophyHow YieldBOOST ETFs work and what makes them uniqueThe real truth about NAV erosion and why it mattersWho these high-yield ETFs might be right forHow GraniteShares plans to shake up the income investing spaceTime Stamps:00:00 Introduction & Overview of the YieldBOOST ETFs00:25 Welcome Will Rhind, Founder and CEO of GraniteShares02:15 Details of the YieldBOOST ETF lineup - TQQY, YSPY, COYY, NVYY, TSYY, XBTY04:58 Discussion on the recent boom in options and options selling ETFs07:12 How does GraniteShares' YieldBOOST differ than the offerings from other providers like NEOS and YieldMax?09:10 Deep Dive on TQQY and YSPY14:32 Where can these products fit into an investor's portfolio?17:25 Tax treatment of these ETFs & GraniteShare's strategy to avoid destructive ROC20:10 Where to get more info about YieldBOOST ETFs and GraniteShares21:10 Wrap upIf you’re an investor interested in high income strategies, covered call ETFs, or just want to understand how these funds compare to YieldMax and NEOS, this is a must-watch conversation.

I sit down with Adam Patti, CEO of VistaShares, to discuss their brand-new income-focused ETF: ACKY – the VistaShares Target 15 ACKtivist Distribution ETF! We dive into:✅ How the ACKY ETF is designed around activist investor-driven companies✅ The methodology behind ACKY and how it selects its top 15 holdings✅ Where ACKY fits into a dividend investor’s income strategy✅ What investors can expect in terms of distributions and yieldIf you’re looking for a high-income ETF with a unique activist-inspired approach, this is a must-watch! Time Stamps:00:00 Introduction to ACKY - VistaShares Target 15 ACKtivist Distribution ETF00:38 Welcome Adam Patti, CEO of VistaShares01:00 Overview of ACKY03:04 Why follow Bill Ackman and Pershing Square Capital?04:10 Details of the ACKY strategy06:29 Top Holdings in ACKY today09:42 How are the holdings in ACKY determined?12:50 Deep Dive on the options strategy to get 15% yield15:32 Where to get more info on VistaShares and ACKY16:10 Wrap upLet me know in the comments: Will you be adding ACKY to your portfolio? 👇

I sit down with David Nicholas, Portfolio Manager at XFUNDS, to discuss their 3 high-income ETFs: FIAX, GAIX, and BLOX.We break down each ETF’s investment strategy, portfolio holdings, options positions, and talk about the distribution yields investors can expect. David also shares the story behind why he started XFUNDS and what sets his firm apart from the competition in the crowded income ETF space.Whether you’re looking for steady income, smart options strategies, or new ETFs to watch, this interview gives you an inside look at one of the fastest-growing income-focused ETF managers.👉 Tickers covered: FIAX, GAIX, BLOX👉 Topics: income investing, ETF strategy, options, dividend yieldsIf you want to learn more about how to boost your income portfolio with ETFs, this is a must-watch!Time Stamps:00:00 Intro and Overview of XFUNDS ETFs - FIAX, GIAX, BLOX00:49 Background of David Nicholas & XFUNDS04:17 Why did you start XFUNDS?06:15 FIAX Overview09:40 GIAX Overview18:03 BLOX Overview23:48 Where to get more info about these ETFs?24:35 Outro

In this video, I’m pulling back the curtain and revealing my entire REIT portfolio. I’ll walk you through all 12 of my individual REIT holdings plus the one REIT ETF I own, breaking down all the metrics you need to know.We’ll cover a mix of residential REITs, commercial REITs, industrial REITs, data centers, and more, showing you how I diversify across the real estate sector for both dividend income and long-term growth.If you’ve ever wondered which REITs are worth owning for passive income, or how a dividend investor structures a real estate portfolio, this is the deep dive for you.Sign up for alreits today for the BEST REIT research tool: http://bit.ly/4mH5wWt👉 Make sure to hit subscribe for more breakdowns of my real-money dividend portfolios, updates on new dividend ETFs, and strategies to build sustainable income.

I sit down with Eric Beyrich from Sound Income Strategies to dive deep into their innovative high-income ETF – DIVY (The Sound Equity Dividend Income ETF). If you’re a dividend investor looking for consistent income, this is a must-watch.We cover everything you need to know about DIVY:✅ What Sound Income Strategies does and their investment philosophy✅ The objective and strategy behind the DIVY ETF✅ DIVY’s top holdings and key sectors in the portfolio✅ The current dividend yield and what investors can expect✅ DIVY’s unique payout schedule that distributes dividends every 2 weeks instead of monthly or quarterlyThe DIVY ETF is designed to generate high, consistent dividend income while giving investors exposure to high-quality equities. Whether you’re building a retirement income portfolio or just love steady cash flow, this conversation will help you understand if DIVY fits your investment strategy.Don’t forget to like, subscribe, and hit the bell for more deep dives into dividend ETFs, income strategies, and dividend growth investing.Watch now and learn how DIVY could play a role in your dividend income portfolio!

Join me as I sit down with author Jillian Johnsrud to talk about her brand-new book, Retire Often. In this inspiring conversation, we dive into the concept of mini-retirements—what they are, why they matter, and how you can take them without sacrificing your financial goals.We cover:✅ What a mini-retirement actually looks like✅ How to plan and pay for your time away from work✅ Ideas for what to do during a mini-retirement✅ Jillian’s book, podcast, and her personal journey toward financial freedomIf you’ve ever dreamed of stepping away from work—whether for travel, family, passion projects, or just to recharge—this episode will show you how it’s possible. Jillian’s wisdom and experience prove that retirement doesn’t have to be a “one and done” event—it can be a way of life.📚 Grab Jillian’s new book Retire Often here: https://lnk.to/retireoften🎙️ Check out Jillian’s podcast: https://retireoften.com/podcast/Time Stamps:00:00 Introduction00:30 Welcome Jillian Johnsrud, author of 'Retire Often'01:05 Background on Jillian's FIRE journey and how she built mini-retirements into her life04:07 Why take mini-retirements?08:32 What is a mini-retirement?10:54 How can taking a mini-retirement benefit someone?13:12 How do you think of the money aspect of mini-retirements?18:20 How to design your ideal life?20:00 6 Financial Pillars for mini-retirements24:22 Allow your money to benefit your life25:58 How can someone utilize dividend income for mini-retirements?28:35 'Retire Often' Book Review31:38 How can people connect with you?32:40 Outro

Are you leaving income — and safety — on the table? In this video, we break down why every income investor NEEDS a barbell strategy to protect wealth, reduce risk, and boost cash flow in 2025 and beyond.I am joined by David Sherman, CIO of CrossingBridge Advisors to discuss how low-beta, low-duration fixed income can balance out your long term income portfolio using a barbell strategy.The barbell strategy isn’t just for Wall Street pros. It’s a powerful, time-tested way to balance your portfolio between safe, stable income assets and high-growth, higher-yield opportunities. This approach can help you:✅ Protect your wealth during market downturns✅ Capture upside when markets recover✅ Generate steady income you can count onWhether you’re investing for retirement, building a dividend growth portfolio, or just looking for smarter ways to balance risk and reward, the barbell strategy is one tool you can’t afford to ignore.📌 In this video, we cover:00:00 Intro00:30 Welcome David Sherman, CIO of CrossingBridge Advisors02:13 Why investors should consider adding short duration income investments to their investment mix08:30 How your risk tolerance and risk capacity fit into your investment choices09:25 How to set up a barbell investment approach15:15 Example of a dividend company that may be a risk in the short term that could derail your goals17:30 When it makes sense to use an active manager over self-investing or a passive approach23:40 The mistake people make in fixed income investing25:10 David's view on the current market conditions, interest rates, and the economy32:15 The most important metric dividend investors need to watch33:18 Educational resources from CrossingBridge33:45 CrossingBridge's investment strategies39:35 Where to get more information on CrossingBridge40:07 Outro

Is it possible to make a living off options trading? In this video, I am joined by Erica Joan from Abundantly Erica, an options trading expert and coach, and we'll dive into the world of options trading and explore the realities of generating a sustainable income from this lucrative market. From understanding the basics of options trading to advanced strategies and risk management techniques, we'll cover it all. Whether you're a seasoned trader or just starting out, this video will give you a realistic view of what it takes to succeed in options trading and whether it's possible to make a living from it. So, can you really make a living off options trading? Watch to find out!

Join us as we dive into the future of AI infrastructure and explore the revolutionary changes it's bringing to the tech industry! In this exclusive interview, we sit down with the portfolio manager of Tortoise AI Infrastructure ETF to discuss the exciting developments in AI infrastructure stocks and how they're the "Picks and Shovels" of the AI Gold Rush. From understanding the inner workings of the Tortoise AI Infrastructure ETF to uncovering the secrets behind AI's rapid growth, we'll cover it all. If you're interested in staying ahead of the curve and capitalizing on the AI revolution, then this video is for you! Get ready to learn about the latest trends in tech portfolios and how they're shaping the future of market disruption.

I reveal my personal Dividend Stock Investing Universe – a carefully curated list of the 48 highest-quality dividend growth stocks selected from over 780 companies. These are the elite dividend payers I’ll be choosing from to build my long-term, income-focused portfolio.Each stock has been graded A+, A, or A- based on 18 key metrics, including dividend growth, earnings strength, ROIC, free cash flow, payout ratio, and more. What You’ll Learn:- How I narrowed 780 dividend stocks down to just 48 elite names- What criteria I used to evaluate dividend growth quality- The full list of A+, A, and A- ranked dividend stocks- How this universe will guide my portfolio-building decisionsWhether you’re a long-term investor, a dividend growth enthusiast, or looking to build passive income through quality stocks, this video is for you.Subscribe to Dividend Stockpile for stock breakdowns, portfolio updates, ETF analysis, and options strategies to boost your dividend income!Comment below: Which of the 48 stocks do YOU own or have on your watchlist?

Join us as we chat with Jeff Schwarte, Chief Equity Strategist at Simplify Asset Management, to dive into their exciting new Barrier ETFs: XV and SBAR! XV: Simplify Target 15 Distribution ETF and SBAR: Simplify Barrier Income ETF are groundbreaking funds designed to provide impressive monthly income with built-in downside protection — a game-changer for income-focused investors! Jeff reveals the magic behind barrier strategies, the inspiration for these ETFs, and their role in a modern income portfolio. 👉 Are XV and SBAR the key to the future of income investing?

BUCK and AGGH, two compelling ETFs from Simplify Asset Management to consider now!We sit down with Jason England, Managing Director, Portfolio Manager, and Fixed Income Strategist at Simplify Asset Management, to discuss these two 7%+ paying ETFs.Jason brings over 30 years of experience from top firms like PIMCO and Janus Henderson, and shares expert insights into why fixed income is becoming a powerful tool again in 2025.We cover:- Why fixed income deserves a place in your portfolio- How BUCK delivers monthly income with Treasury exposure + options- Why AGGH is outperforming traditional bond benchmarks like AGG- The innovative options strategies powering higher yields- How to position your bond portfolio if interest rates fall- Expense ratios, current distribution rates, duration, and moreWhether you’re looking for income, diversification, or smart interest rate plays, this is a must-watch deep dive into two ETFs that are redefining fixed income investing.BUCK: Treasury Income ETF: 7.60% Distribution Rate - Duration ~ 1 YearAGGH: Aggregate Bond ETF: 7.63% Distribution Rate - Duration ~10.6 YearsLearn more at Simplify.us

State Street Global Advisors just made a massive move in the income ETF space — launching 11 brand-new sector-specific covered call ETFs designed to deliver consistent monthly income. In this video, I break down each ETF, the GICS sector it targets, and how its covered call strategy works to generate high monthly payouts for investors.Whether you’re looking for tech covered call ETFs, energy covered call ETFs, financial sector covered call ETFs, or income from utilities, real estate, health care, industrials, consumer sectors, communication services, and materials, this new lineup from State Street Investment Management has you covered — literally.We’ll go sector-by-sector to see: • ETF tickers & sectors they track • How covered call writing creates monthly cash flow • How they compare to other covered call funds like YieldMax, NEOS' SPYI and QQQI, and JPMorgan's JEPI & JEPQ.If you want passive income, monthly dividends, and exposure to specific sectors of the stock market, this is one of the most exciting ETF launches of the year.

We deep dive into the brand-new KNRG ETF – the Simplify Kayne Anderson Energy and Infrastructure Credit ETF – with special guest Chris Getter, CFA, Portfolio Manager at Simplify Asset Management.With over 25 years of experience at Fidelity, PIMCO, and Lazard, Chris brings deep institutional knowledge to this discussion. In this interview, we explore:- What makes KNRG unique in the income ETF landscape- Why Simplify and Kayne Anderson are targeting energy and infrastructure credit- How KNRG delivers monthly income without issuing a K-1- The ETF’s strategy, holdings, yield expectations, and where it fits in a diversified income portfolio- The long-term growth tailwinds in energy and infrastructure sectorsKNRG seeks to combine higher yield and higher credit quality than traditional high-yield bond indiceswhile focusing on real assets in both fossil and renewable energy as well as core infrastructure sectors like transportation, utilities, and communication networks.Find more info at: www.simplify.usTo register for Simplify's free upcoming deep dive on KNRG: https://us02web.zoom.us/webinar/register/6517522467076/WN_5r1hJpxdTf-zz75fSgzXhA#/registrationDon’t miss this ETF spotlight – and discover if KNRG deserves a place in your income portfolio.Subscribe for more dividend and income investing content!Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join#KNRG #SimplifyETFs #incomeinvesting

Troy Cates, co-founder of NEOS Investments, stops by for a deep dive into NEOS’ Enhanced Income ETF suite—a powerful lineup of funds designed to deliver tax-efficient, options-enhanced yield through U.S. Treasuries, bonds, and credit exposure.We’ve covered NEOS’ High Income and Hedged Equity ETFs before—but today, we’re zooming in on four ETFs you may not have heard much about:CSHI – Enhanced Income 1–3 Month T-Bill ETFTLTI – Enhanced Income 20+ Year Treasury Bond ETFHYBI – Enhanced Income Credit Select ETFBNDI – Enhanced Income Aggregate Bond ETF- What makes Enhanced Income ETFs different from traditional bond funds- The role of SPX index options and tax-loss harvesting in boosting returns- How these ETFs fit into a portfolio from a risk and allocation standpoint- Why these may be ideal in today’s volatile market and uncertain rate environmentWith monthly distributions, attractive yields, and smart portfolio construction, these NEOS ETFs are designed to complement both income-focused and diversified strategies.Timestamps:00:00 Welcome Troy Cates, co-founder of NEOS Investments00:10 Introduction to NEOS Enhanced Income ETFs - CSHI, TLTI, HYBI, and BNDI02:03 Where can these ETFs fit into a portfolio05:44 Distribution schedule and scope of offerings from NEOS07:32 CSHI Deep Dive12:57 BNDI Deep Dive15:08 HYBI Deep Dive17:50 TLTI Deep Dive19:54 Summary of NEOS ETFs21:00 Upcoming ETF launches21:52 Wrap Up

We’re joined by Mike Venuto, Co-Founder and CIO of Tidal Financial Group, for an in-depth look at YieldMax's newly launched RNTY ETF — the YieldMax Target 12 Real Estate Income ETF.Mike and I break down everything you need to know about RNTY:✅ The ETF’s objectives and strategy✅ Its real estate holdings and covered call income generation✅ How the fund targets a 12% annual yield✅ Fees, risks, and how to use RNTY in your portfolio✅ The truth about NAV erosion and Return of Capital (ROC) in income ETFs✅ How YieldMax and Tidal work together to create innovative income solutions✅ And what new ETFs YieldMax is planning next!Time Stamps:00:00 Intro00:16 Welcome Mike Venuto from Tidal Financial Group and Intro to RNTY02:16 Details of YieldMax's RNTY - Target 12 Real Estate Income ETF04:52 Top holdings in RNTY07:07 How Tidal and YieldMax work together10:10 Deep Dive into RNTY12:38 NAV Erosion explained14:55 Return of Capital (ROC) explained18:21 Summary of NAV Erosion and ROC18:57 Recap of RNTY20:19 New ETFs from YieldMax ETFs21:25 Where to find more informationWhether you’re looking to boost income or better understand the inner workings of options-based ETFs, this conversation is packed with actionable insights.Don’t forget to LIKE, COMMENT, and SUBSCRIBE for more deep dives into dividend and income investing!Have questions or want to see a specific ETF featured? Drop it in the comments!Learn more about YieldMax ETFs: www.YieldMaxETFs.comLearn more about Tidal Financial Group: www.tidalfinancialgroup.com

I sit down with Austin Graff, Founder and Chief Investment Officer of Opal Capital Management, to dive deep into their flagship fund – DIVZ: The Opal Dividend Income ETF. This actively-managed ETF beats SCHD and DGRO!We talk about:✅ Austin’s background and how Opal Capital was founded✅ Why they focus on dividend growth companies✅ The advantages of active management over passive indexing✅ How DIVZ builds a concentrated portfolio with quality over quantity✅ Problems with traditional value investing models✅ The full breakdown of DIVZ’s strategy, top 10 holdings, turnover rate, fees, and total returns✅ A look at Opal’s second ETF, IDVZ – The Opal International Dividend Income ETF✅ Where investors can learn more about these funds and Opal Capital’s approachFor more, visit: https://www.true-shares.com/divz/https://www.true-shares.com/idvz/Subscribe to Dividend Stockpile for more interviews, dividend investing strategies, and portfolio insights.Like this video if you found it helpful!Comment below your thoughts or questions on active vs passive dividend investing!

Looking for undervalued dividend growth stocks even as the stock market hits all-time highs? In this episode of Dividend Stockpile, we uncover 5 high-quality dividend-paying stocks that are still trading at attractive valuations in 2025.As legendary stock analyst Chuck Carnevale says, “It’s a market of stocks, not a stock market.” And today, we’re proving it true by analyzing 5 undervalued companies based on PE ratio, Free Cash Flow, PEG, and Dividend Yield Theory.📈 Whether you’re a dividend investor or just looking for value stocks in an overheated market, these picks offer a compelling mix of income, growth, and long-term quality.✅ Watch now to see which of these 5 dividend stocks deserve a spot on your watchlist or in your portfolio!👇 Drop a comment: Do you own any of these names or have others on your radar?