GenExDividendInvestor | SCHD vs JEPI vs DIVO vs VTI… Who Wins? @GenExDividendInvestor | Uploaded 1 year ago | Updated 1 day ago
In this interesting video I cover the good, the bad, and the ugly of SCHD, JEPI, DIVO, and VTI, all of which are popular tickers to own amongst the dividend community.
My Seeking Alpha Affiliate Referral Link: sahg6dtr.com/2352ZCK/R74QP
Note: I've recently become a Seeking Alpha affiliate and they currently have a sale running where new people can sign up for their premium membership for only $99 for the first year (starting with a 7-day free trial that you can try and then cancel if you don't like it) versus the normal $239/year that I've paid for years. It's my favorite site for stock information out there, so I'm cool pitching it. They mentioned that they would probably be changing this offer soon, so verify what they are offering if you decide to try my link.
NOTE -- I mentioned IBM as an example stock that I personally wouldn't invest in (the point being some ETFs may hold certain positions you might otherwise not want) -- but that particular holding is no longer in SCHD after the reconstitution.. That's what I get for sometimes starting videos a while before I release them, haha. Also, on the DIVO site it mentions a 40%-90%ish return on capital from dividends in certain documents, which is different than the amount the person who did their taxes told me they had seen, so due your own due diligence :)
Note: I believe that SCHD uses their algorithm to do most of the stock filtering, and then their managers can tweak things as they feel makes sense.
0:00 Intro
0:52 VTI
2:15 Why I recommend VTI but I prefer my dividend stocks
3:39 Why I’m bullish about VTI & US stocks
4:08 VTI details
4:27 Quiz time!
7:01 VTI cont.
8:35 SCHD
9:51 Ideal person for SCHD
11:22 DIVO
13:33 International DIVO cc ETF aka IDVO
13:53 DIVO cont.
14:05 Economy & market predictions
14:37 JEPI
17:36 Who I think JEPI is ideal for
17:56 Equity-Linked Notes ELNs
19:11 Example JEPI taxes
19:34 ELN’s cont.
19:56 How much JEPI in a portfolio?
20:06 JEPI cont.
20:16 SCHD vs JEPI vs DIVO vs VTI winner
21:46 Outro
Chat with me on my free Dividend Discord chat server ➜ discord.gg/kkSr5FY
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
Support me & get Patreon perks ➜ patreon.com/join/genexdividendinvestor
To get access to my Spreadsheet 2.0 then please sign up as a Patreon Aristocrat or King (and double check my Patreon site to ensure I’m still offering access, as I only have limited seats available). You also get other perks for signing up including the ability to watch my videos on my Discord before I release them to the public, and the ability to vote on what thumbnail I’ll use in some of my future videos, and you gain more direct access to me.
Buy Some of my Fun Dividend Merch (10% donated to St Jude) ➜ teespring.com/stores/genexdividendinvestor
Please use my Amazon Affiliates Link ➜ amzn.to/2YLxsiW
Thanks! As an Amazon Associate I earn from qualifying purchases.
Please LIKE, COMMENT and SUBSCRIBE to support this channel - it helps me immensely! Also, please SHARE this video with your friends :) Thanks, I really appreciate it!
Get more great info - Subscribe! ➜ youtube.com/c/GenExDividendInvestor?sub_confirmation=1
Share this Video ➜ youtu.be/TeDeP0Wa7fQ
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
Listen to my Videos as Podcasts on iTunes ➜ podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
Listen to my Videos as Podcasts on SoundCloud ➜ soundcloud.com/genexdividendinvestor
Reddit ➜ reddit.com/user/GenXDividendInvestor
Investing Books to read (as an Amazon Associate I earn from qualifying purchases):
The Intelligent Investor ➜ amzn.to/2WPwgtj
Attributions/SEO/Useful Links:
schwab.com/learn/story/exchange-traded-notes-facts-and-risks
investopedia.com/terms/e/equity-linkednote.asp
finra.org/investors/investing/investment-products/exchange-traded-funds-and-products#:~:text=ETFs%2C%20the%20most%20common%20type,institution%2C%20similar%20to%20corporate%20bonds.
investopedia.com/terms/e/etn.asp#:~:text=Key%20Takeaways,the%20difference%2C%20subtracting%20any%20fees.
ETF 360: Hamilton Reiner with J.P. Morgan Asset Management on VettaFI: youtube.com/watch?v=K6AQp1rBDAQ
Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.
Copyright © 2023 GenExDividendInvestor. All rights reserved.
#SCHD #JEPI #DIVO
In this interesting video I cover the good, the bad, and the ugly of SCHD, JEPI, DIVO, and VTI, all of which are popular tickers to own amongst the dividend community.
My Seeking Alpha Affiliate Referral Link: sahg6dtr.com/2352ZCK/R74QP
Note: I've recently become a Seeking Alpha affiliate and they currently have a sale running where new people can sign up for their premium membership for only $99 for the first year (starting with a 7-day free trial that you can try and then cancel if you don't like it) versus the normal $239/year that I've paid for years. It's my favorite site for stock information out there, so I'm cool pitching it. They mentioned that they would probably be changing this offer soon, so verify what they are offering if you decide to try my link.
NOTE -- I mentioned IBM as an example stock that I personally wouldn't invest in (the point being some ETFs may hold certain positions you might otherwise not want) -- but that particular holding is no longer in SCHD after the reconstitution.. That's what I get for sometimes starting videos a while before I release them, haha. Also, on the DIVO site it mentions a 40%-90%ish return on capital from dividends in certain documents, which is different than the amount the person who did their taxes told me they had seen, so due your own due diligence :)
Note: I believe that SCHD uses their algorithm to do most of the stock filtering, and then their managers can tweak things as they feel makes sense.
0:00 Intro
0:52 VTI
2:15 Why I recommend VTI but I prefer my dividend stocks
3:39 Why I’m bullish about VTI & US stocks
4:08 VTI details
4:27 Quiz time!
7:01 VTI cont.
8:35 SCHD
9:51 Ideal person for SCHD
11:22 DIVO
13:33 International DIVO cc ETF aka IDVO
13:53 DIVO cont.
14:05 Economy & market predictions
14:37 JEPI
17:36 Who I think JEPI is ideal for
17:56 Equity-Linked Notes ELNs
19:11 Example JEPI taxes
19:34 ELN’s cont.
19:56 How much JEPI in a portfolio?
20:06 JEPI cont.
20:16 SCHD vs JEPI vs DIVO vs VTI winner
21:46 Outro
Chat with me on my free Dividend Discord chat server ➜ discord.gg/kkSr5FY
Follow me on Instagram ➜ instagram.com/genexdividendinvestor
Follow me on Twitter ➜ twitter.com/GenExDividend
Support me & get Patreon perks ➜ patreon.com/join/genexdividendinvestor
To get access to my Spreadsheet 2.0 then please sign up as a Patreon Aristocrat or King (and double check my Patreon site to ensure I’m still offering access, as I only have limited seats available). You also get other perks for signing up including the ability to watch my videos on my Discord before I release them to the public, and the ability to vote on what thumbnail I’ll use in some of my future videos, and you gain more direct access to me.
Buy Some of my Fun Dividend Merch (10% donated to St Jude) ➜ teespring.com/stores/genexdividendinvestor
Please use my Amazon Affiliates Link ➜ amzn.to/2YLxsiW
Thanks! As an Amazon Associate I earn from qualifying purchases.
Please LIKE, COMMENT and SUBSCRIBE to support this channel - it helps me immensely! Also, please SHARE this video with your friends :) Thanks, I really appreciate it!
Get more great info - Subscribe! ➜ youtube.com/c/GenExDividendInvestor?sub_confirmation=1
Share this Video ➜ youtu.be/TeDeP0Wa7fQ
Watch this Video next ➜ youtu.be/2zLGX-n0ATg
Listen to my Videos as Podcasts on iTunes ➜ podcasts.apple.com/us/podcast/genexdividendinvestor-podcasts/id1476933524
Listen to my Videos as Podcasts on SoundCloud ➜ soundcloud.com/genexdividendinvestor
Reddit ➜ reddit.com/user/GenXDividendInvestor
Investing Books to read (as an Amazon Associate I earn from qualifying purchases):
The Intelligent Investor ➜ amzn.to/2WPwgtj
Attributions/SEO/Useful Links:
schwab.com/learn/story/exchange-traded-notes-facts-and-risks
investopedia.com/terms/e/equity-linkednote.asp
finra.org/investors/investing/investment-products/exchange-traded-funds-and-products#:~:text=ETFs%2C%20the%20most%20common%20type,institution%2C%20similar%20to%20corporate%20bonds.
investopedia.com/terms/e/etn.asp#:~:text=Key%20Takeaways,the%20difference%2C%20subtracting%20any%20fees.
ETF 360: Hamilton Reiner with J.P. Morgan Asset Management on VettaFI: youtube.com/watch?v=K6AQp1rBDAQ
Disclaimer: I am not a financial adviser. These videos are for entertainment, inspiration, and educational purposes only. Investing of any kind involves risk. I am only sharing my opinion with no guarantee of gains or losses on investments. Please consult an appropriate adviser and do your own research before making any decisions on anything. I am not responsible or liable for any actions you take. The data shared may be inaccurate.
Copyright © 2023 GenExDividendInvestor. All rights reserved.
#SCHD #JEPI #DIVO
