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Closed-End Funds I Own Now + Key Metrics to Look For
In this video, I reveal my entire current Closed End Fund (CEF) portfolio, breaking down each one, including current holdings, dividends, valuation, …
1 year, 4 months ago
NEW! IYRI: High Income REIT ETF from NEOS
Introducing the NEOS Real Estate High Income ETF (IYRI)
In today’s video, we dive into the brand-new IYRI ETF from NEOS Funds – a unique addition t…
1 year, 4 months ago
All About SCHD - w/ Craig "SCHD STAN"
In this special episode, I sit down with Craig, better known as SCHD STAN on X (formerly Twitter), to dive deep into all things SCHD!
What we cove…
1 year, 4 months ago
Weekly Investing Challenge 2025: The Stocks & ETFs I’m Buying!
Are you ready to take your investing game to the next level? 🎯 In this video, I’m kicking off my 2025 52-Week Investing Challenge! I'll break down: ✅…
1 year, 4 months ago
NUSI ETF Reinvented: Insights from NEOS Co-Founder Troy Cates
Discover the newly reinvented NUSI ETF in this interview with NEOS Co-Founder and Managing Partner, Troy Cates. We dive into the ETF's innovative app…
1 year, 4 months ago
My #1 Dividend Stock Pick for 2025: GE Vernova (GEV) – Here’s Why!
In this video, we dive deep into why GE Vernova is my top conviction pick for the year ahead. Learn about GE Vernova’s business model, its role in th…
1 year, 5 months ago
Innovations in ETF Investing: A Deep Dive with Mike Venuto, Tidal’s CIO
In this exclusive interview, we sit down with Mike Venuto, Co-Founder and Chief Investment Officer of Tidal Financial Group, to discuss the fascinati…
1 year, 5 months ago
How To Value Dividend Stocks | Coca-Cola Example!
4 Must-Know Valuation Methods for Dividend Stocks | Coca-Cola Example!
Valuing a dividend stock can seem overwhelming, but in this video, I break do…
1 year, 5 months ago
Building a Dividend Growth Portfolio | Ep. 4: Portfolio Update, Dividends & Watchlist
Welcome back to Episode 4 of our series, How to Build a Dividend Growth Portfolio from Scratch! In this episode, we dive into the latest updates on o…
1 year, 5 months ago
BlackRock's Closed-End Funds Tender Offer Explained: What It Means & What Investors Should Do!
Are you holding shares in BlackRock's closed-end funds? BlackRock recently announced a tender offer that could have significant implications for your…
1 year, 5 months ago