SPYI: Final Distributions Are In, 94% Return Of Capital

Core Viewpoint - The NEOS S&P 500 High Income ETF is highlighted as a flagship fund, reflecting a strong admiration for the NEOS ETFs group and its investment strategies [1]. Group 1 - The investment philosophy emphasizes the importance of holding idiosyncratic positions and managing risk through disciplined position sizing rather than solely focusing on security selection [1]. - The author is on a quest to identify narrative trends ahead of mainstream financial media, which is described as the hunt for information alpha [1]. - The weekly newsletter titled "The Macro Obsession" is mentioned, indicating a focus on macroeconomic trends and data-driven investment strategies [1]. Group 2 - The article includes a quote from Howard Marks, paraphrasing David Swensen, which underscores the necessity of holding uncomfortable investment positions for successful investing [1]. - Another quote from Timothy Snyder emphasizes that history serves as a guide rather than a repetitive cycle, suggesting a strategic approach to investment based on historical insights [1].