NVIDIA

Apple

Microsoft

Amazon

Broadcom

Tesla

Costco

Alphabet

Global X NASDAQ 100 Covered Call ETF

QYLD tracks an index that holds Nasdaq 100 stocks and sells call options on those stocks to collect the premiums.

Invesco S&P 500 Equal Weight ETF

VanEck Vectors Semiconductor ETF

Energy Select Sector SPDR Fund

After two years of annual gains topping 20% for the S&P 500, Wall Street experts anticipate a moderate performance in 2025.

How to Play Wall Street Stocks in 2025? ETF Strategies in Focus

JPMorgan Nasdaq Equity Premium Income ETF

The JPMorgan Nasdaq Equity Premium Income ETF is recommended as a buy, offering upside potential amid increased volatility and strong recent performance. JEPQ generates income by selling options and investing in US large-cap growth stocks, aiming for high-income returns with reduced volatility. JEPQ's assets under management have grown significantly, and its dividend yield is primarily driven by option premiums, not traditional cash flows.

JEPQ: Tech Volatility Perking Up, Stick With This Nasdaq 100 Covered Call ETF

Ares Capital

BlackRock Science & Technology

Crescent Capital BDC Inc

Calamos Dynamic Convertible & Income Fund

Calamos Global Total Return Fund

Eaton Vance Enhanced Equity Income Fund II

Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Eaton Vance Tax-Advantaged Dividend Income Fund

Fidus Investment

Guggenheim Strategic Opportunities Fund

John Hancock Tax-Advantaged Dividend Income Fund

JPMorgan Equity Premium Income ETF

Barings Corporate Investors

PIMCO Corporate & Income Strategy Fund

PIMCO Dynamic Income Fund

John Hancock Premium Dividend Fund

PIMCO Corporate & Income Opportunity Fund

Cohen & Steers Quality Income Realty Fund

Royce Value Trust

Global X Russell 2000 Covered Call ETF

Special Opportunities Fund Inc

Credit Suisse X-Links Crude Oil Shares Covered Call ETN

Cohen & Steers Infrastructure Fund Inc

Closed-end funds are special income vehicles, with many positive aspects and just as many weaknesses that take time to be properly understood and evaluated. I discovered their existence about ten years ago, and over time, I became convinced of their worth by developing a personal method of selection based mainly on NAV performance. This is an analytical, data-driven approach which I then extended to other types of securities in my portfolio, namely ETFs and BDCs.

My 9.5% Income Portfolio CEFs And Classic Cars

Schwab US Dividend Equity ETF

High yield covered call funds like QYLD appeal to retirees with lower required savings and promising dividends to cover living expenses. But, QYLD's 12% yield looks unreliable for retirement due to inconsistent and non-growing distributions when adjusted for inflation, making monthly budget planning a nightmare. SCHD provides a much better deal with consistent dividends growing at 11% a year, beating inflation long-term.

QYLD Vs. SCHD: Only One ETF Is A Good Option In Retirement

VanEck Vectors BDC Income ETF

SPDR Bloomberg High Yield Bond ETF

Are you a yield hound?  It's becoming more challenging to find quality investments with high yields.

Yield Hounds Will Love These 3 ETFs

Blackstone Secured Lending Fund

Enterprise Products Partners

Energy Transfer LP Unit

Hercules Capital

Morgan Stanley Direct Lending Fund

Cohen And Steers Total Return Realty Fund

Reaves Utility Income Fund

Western Gas Partners

In this article, I explore the potential path on how one could achieve $10,000 of annual portfolio income in just a 5-year period by accumulating a capital base from zero. I provide a sample portfolio with specific investment picks, which warrant a portfolio weighted average yield of ~ 9.5%. I remain agnostic to price volatility, but focused on avoiding income cut. I hope that this article will provide a source of inspiration or ideas on how to enhance your income-driven portfolios.

Path To $10,000 Of Annual Income In 5 Years Through SWAN Dividend Investing

Neos S&P 500 High Income ETF

Global X S&P 500 Covered Call ETF

Active Exchange Traded Funds (ETFs) are booming, with companies like JPMorgan, Goldman Sachs, and Global X fighting to gain market share in the industry.  Data shows that these active funds, which often have a higher expense ratio than their passive peers, have taken over 70% of management fee income this year.

Are dividend ETFs like QYLD, XYLD, and SPYI worth it?

My portfolio includes CEFs, ETFs, a few BDCs and an ETN, for whose selection I have developed over the years a criterion based mainly on NAV performance. In this article, however, I decided to focus on the price of each security in my portfolio, comparing it with the lows and highs touched throughout its history. An overview of the path each one has taken from launch to current market quotation with a personal assessment of the possible room for maneuver from those values.

My 9.5% Income Portfolio-Fifty Shades Of Blue

REX FANG & Innovation Equity Premium Income ETF

Roundhill Innovation-100 0DTE Covered Call Strategy ETF

Neos Nasdaq-100 High Income ETF

Covered Call ETFs like QYLD, FEPI, QQQI, and QDTE offer high yields by selling call options on Nasdaq 100 stocks, appealing to income-focused investors. FEPI, launched in October 2023, owns shares of top tech stocks and yields about 25%, outperforming QYLD in recent bull markets. QQQI, launched in January 2024, offers a 14% yield with a tax-efficient income stream, while QDTE, launched in March 2024, provides weekly distributions with a 31% yield.

Comparing 3 New And 1 Older Covered Call ETFs Offering High-Yield Income From Tech Stocks

Nuveen Preferred & Income Opportunities Fund

Typically, retirement income-seeking portfolios are about accessing high and defensive yields that are also subject to decent growth. There could be justified instances when income growth becomes less important and instead access to abnormal yields plays an even more critical role. In this article, I present two high dividend picks, which could be included in retirement portfolios with an intent to boost the current income streams without assuming excessive risks.

2 High-Yielding Dividend Picks To Fund Your Retirement

QYLD ETF writes ATM call options on the Nasdaq 100 Index to generate high distribution yields. However, its strategy is flawed and underperforms over the long run. Compared to QYLD, QQQI's flexible mandate to vary overwritten percentages and use call spreads offers superior performance and higher distribution yield than QYLD. QDTE's 0DTE call options strategy may capture more day-to-day returns and generate significantly higher income than QYLD.

QYLD: More Alternatives To Consider (QQQI And QDTE)

The JPMorgan Nasdaq Premium Equity (JEPQ) and the Nasdaq 100 Covered Covered Call ETF (QYLD) have grown substantially in the past few years, helped by the rising demand for growth and dividend income.  JEPQ has gathered over $17 billion while the QYLD has attracted $8.1 billion in assets, and the trend will likely continue.

JEPQ and QYLD are good Nasdaq ETFs: here's a better alternative

This article upgrades my early Sell rating on Global X NASDAQ 100 Covered Call ETF to Hold. The key considerations involved in this upgrade is the improved return/risk profile thanks to the Fed rate cuts and the return of market volatility. QYLD's yield spread relative to 10-year treasury rates has widened to 7.7% since my last writing.

QYLD: Rate Cuts Improved Its Attractiveness (Rating Upgrade)

TappAlpha SPY Growth and Daily Income ETF

A covered call strategy is an investing technique that saves one from market selloffs to a large extent.

Tap Covered Call ETFs to Earn Higher Income

Eagle Point Credit

Oxford Lane Capital

Total Return is a percentage measure reflecting the total performance of a fund, incorporating both capital gains and the effect of dividends reinvested over a specific period. Net Asset Value is the value of an investment fund, determined by subtracting liabilities from assets. The fund's per-share NAV is found by dividing NAV by number of shares outstanding. A positive Total Return with a negative NAV performance creates dissonance in my opinion, whereas having both values positive gives a favorable indication of the quality of a fund.

My 9.5% Income Portfolio-The View From The Top

InfraCap REIT Preferred ETF

High-yield funds offer retirees passive income, diversification, and reduced need for active management, allowing them to avoid selling stocks during market downturns. However, not all high-yield funds are created equal. We discuss two that we think should be avoided right now and two that are worth buying.

2 Very Overrated And 2 Very Underrated Big Dividend Funds

The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) and the Global X Nasdaq 100 Covered Call ETF (QYLD) ETFs are some of the most popular covered call funds in Wall Street. QYLD, launched in 2013, has attracted over $8 billion while JEPQ has almost $16 billion in assets under management.

QYLD vs JEPQ: which is a better Nasdaq covered call ETF?

QYLD is a strong income-generating ETF but has limited upside potential due to its covered call strategy, leading to a perpetual share price decline. I am now neutral on QYLD, preferring ETFs like QQQI and JEPQ that allow for some capital appreciation while generating income. Despite QYLD's price erosion, it has achieved its goal of consistent monthly distributions, producing 98.82% of its initial share price in income.

QYLD Is Great For Income, But I Have Turned Neutral On This 11.63% Yielding ETF

Covered call ETFs have become highly popular among income-focused investors in the past few years, such that the industry now has over $80 billion in assets.  The JPMorgan Equity Premium Income ETF (JEPI) leads the industry with over $33 billion.

JEPI, JEPQ, XYLD, and QYLD ETFs have failed 2 key tests

Innovator Equity Bond-Alternative ETF

Cambria Core Equity ETF

iShares Core Dividend Growth ETF

iShares Russell 1000 Value ETF

Global X U.S. Infrastructure Development ETF

SPDR Portfolio S&P 500 Value ETF

Vanguard Health Care ETF

Vanguard Dividend Appreciation ETF

Vanguard Value ETF

Consumer Staples Select Sector SPDR Fund

A defensive investment minimizes risk and protects your portfolio during market downturns. It involves investing in stable, low-volatility stocks that have a history of consistent performance, even during economic downturns.

5 ETF Strategies to Follow Amid the Current Market Turmoil

My Long QYLD / Short Nasdaq 100 Futures combination remains viable for enhanced income, but has delivered mediocre results over the past three months due to big stock price moves. Implied volatility increases the return potential of this strategy, but reduced contango in the futures curve will nullify some of that. Investors who remain bearish, or who don't foresee material stock market upside, may wish to consider this unique income combination strategy.

15% Yield Remains Possible By Mixing QYLD With Futures - Hoping For Milder Stock Price Action

This fund is well positioned to benefit from increasing volatility, and the VIX should rise significantly in the back half of the year for multiple reasons. QYLD ETF has an expense ratio of .61%, $8.8 billion in assets under management, and a trailing yield of 11.50%. The fund holds 51.58% in technology, 15.49% in communication, and monthly payouts are generated by selling at-the-money call options against the Nasdaq 100.

QYLD: The Payouts Should Begin To Rise Significantly

A covered call strategy saves investors from occasional selloffs to a large extent.

Time for Covered Call ETFs?

Aptus Drawdown Managed Equity ETF 

Manager Directed Portfolios - iM DBi Managed Futures Strategy ETF

Simplify Hedged Equity ETF

Invesco S&P 500 Downside Hedge ETF

Volatility has risen in recent weeks amid the tech sell-off and upcoming elections. Investors should apply some hedging techniques to their equity portfolio to reduce the overall volatility or protect against significant market downturns.

5 ETFs to Bet On Amid Tech-Driven Market Sell-Off

Yieldmax Tsla Option Income Etf

Income-focused investors have flocked to covered call Exchange Traded Funds (ETFs) that promise higher distributions while limiting potential downside. These funds also promise to benefit from the rally in the stock market.

News for Global X NASDAQ 100 Covered Call ETF ETF (QYLD)