Most covered call ETFs work similarly. And here’s where I think the disconnect is: When the underlying, QQQ in this case, goes up nicely, no one notices the mechanics. But what about when QQQ goes down, and not just for a month or two?In round numbers, over the past 12 months, QQQ has made 12%. QYLD has made about 6%, which is the yield minus the “principal drag” from forsaking most of the upside in order to spin off monthly cash flow, funded by option premiums.QQQ yields next to nothing, but QYLD yields mo ...

Core Insights - High Yield Investor is celebrating its fifth anniversary by offering a 30-day money-back guarantee to attract new members [1] - The organization has released its Top Picks for 2026, emphasizing the potential for investment gains with the guarantee [1] Company Background - Samuel Smith, a lead analyst and Vice President at various dividend stock research firms, leads the High Yield Investor group [1] - The team includes Jussi Askola and Paul R. Drake, focusing on balancing safety, growth, yield, and value in investments [1] - High Yield Investor provides real-money core, retirement, and international portfolios, along with trade alerts and educational content [1]

Core Viewpoint - Some covered call ETFs have failed due to inherent structural issues, which are common across such investment vehicles [1] Group 1 - The founder of Sungarden Investment Publishing emphasizes a non-traditional approach to income investing, focusing on humility and discipline [1] - The investment group aims to help members navigate the modern investment climate by interpreting market signals [1] Group 2 - The article does not provide specific financial data or performance metrics related to the ETFs mentioned [2][3]

Core Viewpoint - The article advocates for covered call ETFs as a viable investment option for high- and durable income investors, emphasizing the limited investable universe that offers yields of 10% or more [1]. Group 1: Investment Strategy - Covered call ETFs are highlighted as a strategic investment choice for generating high income [1]. - The article suggests that the current market presents a scarcity of instruments or asset classes that yield above 10%, making covered call ETFs particularly attractive [1]. Group 2: Author's Background - The author, Roberts Berzins, has over a decade of experience in financial management, focusing on helping top-tier corporates with financial strategies and large-scale financings [1]. - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1]. - His work includes developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1].

Group 1 - The average allocation of covered call ETFs in the asset base is approximately 10% [1] - Roberts Berzins has over a decade of experience in financial management, focusing on corporate financial strategies and large-scale financings [1] - Significant efforts have been made to institutionalize the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] Group 2 - Development of national SOE financing guidelines and frameworks for channeling private capital into affordable housing has been a key policy-level focus [1] - Roberts Berzins holds a CFA Charter and an ESG investing certificate, indicating a strong background in investment analysis and sustainable investing [1] - Active involvement in thought-leadership activities supports the development of pan-Baltic capital markets [1]

Group 1 - The company is offering a limited-time promotion of $100 off for joining High Yield Investor, along with a 30-day money-back guarantee [1] - The investment strategy involves extensive research, with an annual investment of over $100,000 to identify profitable opportunities [1] - The approach has garnered nearly 200 five-star reviews from members who are already experiencing positive results [2]

Group 1 - The covered call ETF market has seen a significant increase in the supply of new instruments over the past couple of years and quarters, with more ETFs being launched featuring various strategies and underlying exposures [1]

Group 1 - The implementation of an income-based portfolio strategy offers multiple benefits for meeting retirement funding goals, particularly its predictability and lower stress levels associated with income investing [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [2] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [2] - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2] - Berzins holds a CFA Charter and an ESG investing certificate, and has interned at the Chicago Board of Trade [2] - He is actively involved in thought-leadership activities to support the development of pan-Baltic capital markets [2]

Group 1 - The article discusses the concerns of an investor focused on accumulating income-producing assets for a secure retirement, highlighting the risk of falling back into previous financial challenges [1] - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] Group 2 - The article mentions Berzins' involvement in developing national SOE financing guidelines and frameworks to channel private capital into affordable housing [1] - Berzins holds a CFA Charter and an ESG investing certificate, and has experience from an internship at the Chicago Board of Trade [1] - He is actively engaged in thought-leadership activities aimed at supporting the development of pan-Baltic capital markets [1]

Core Insights - The article emphasizes the importance of quantitative research, financial modeling, and risk management in equity valuation and market trends [1] - It highlights the experience of the analyst in leading teams for model validation and stress testing, showcasing a strong background in both fundamental and technical analysis [1] - The collaboration between the analyst and their research partner aims to provide high-quality, data-driven insights for investors [1] Group 1: Analyst Expertise - The analyst has over 20 years of experience in quantitative research and financial modeling [1] - A focus on uncovering high-growth investment opportunities is noted, along with a long-term perspective on value creation [1] - The analyst has a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis [1] Group 2: Research Approach - The research approach combines rigorous risk management with a focus on delivering actionable ideas for investors [1] - The analyst's background includes experience as a Vice President at Barclays, leading teams in regulatory finance [1] - The collaboration with a research partner enhances the quality of insights provided to investors [1]