Podcast Episodes
Back to SearchEp. 157: SEPI Beat JEPI and the S&P 500, SCHD vs SPYI in Retirement & Dividend Kings That Keep Raising
Episode 157
II SEPI teardown (beat JEPI/SPYI/GPIX/SPY over first year, +25.82% TR, stock picks + calls on ~half the book), 4 YouTube videos (Retirement Income In…
11 hours ago
Ep. 156: EGGY's 33% Payout, a 20% XPAY Target & Value-or-Trap at Dot-Com CAPE Levels
Episode 156
II EGGY teardown (33% payout, paid out more than earned, -33.7% largest drop vs SMH), 4 YouTube videos (PTBW x NEOS CSHI vs SGOV, Doug the Retirement…
1 day, 10 hours ago
Ep. 155: The Fourth Fund Decides the Fall — Crash-Buy ETFs, 13% Preferreds & Dividends at 52-Week Lows
Episode 155
II #186 SCHD-anchored 7.8% income portfolio (fourth-fund selloff test), Motley Fool 4 crash-buy ETFs (SPYG/SOXX/SCHD/VT), Vanguard ETF Report VFH dow…
4 days, 10 hours ago
Ep. 154: SCHD Is Not a Bond — Our Crash Test, Nvidia's 2,400% Dividend Hike & Undervalued Utilities
Episode 154
II #185 SCHD bond-replacement crash test, Morningstar Nvidia dividend hike/dividend growth, Quality At A Fair Price 5 dividend-growth utilities, 5 Yo…
5 days, 11 hours ago
Ep. 153: A Streak Is Not Safety — GIS's Frozen Dividend, 5-Star Sell-Off Bargains & Where to Hold SCHD vs. JEPI
Episode 153
II GIS #177 article, Morningstar 12 new 5-star stocks, ETF Trends international income (NIHI), 247wallst Realty Income, 2 YouTube videos, 247wallst S…
6 days, 11 hours ago
Ep. 152: Informed Investing: The Dividend Paradox — Growth Streaks vs. High-Yield Traps
Episode 152
VIG article (Content Shelf) + 247wallst retirement dividend stocks + Kiplinger best dividend stocks + 5 YouTube videos on dividend/option-income funds
1 week ago
Ep. 151: The Size of the Check Tells You Nothing
Episode 151
Eight sources on the gap between what a fund pays and what it actually returns: our own IWMW/IWMI teardown (41% paid out, dead last; three tests — ca…
1 week, 1 day ago
Ep. 150: The Headline Yield Is the Least Reliable Number on the Page
Episode 150
Eight sources on what actually backs a dividend versus what the headline yield advertises: our own GLPI teardown (8% yield, lease-by-lease coverage),…
1 week, 4 days ago
Ep. 149: Yield vs. Return After the Fed's First Hike
Episode 149
First Fed hike since July 2023 (3.75%-4.00%, 12-0, no cuts projected through 2027) as the backdrop for income investing: our own PFFA preferred-ETF t…
1 week, 5 days ago
Ep. 148: Fed Day and the Great Dividend Rotation
Episode 148
Fed Day (expected first hike since 2023) + record $446B bond-ETF inflows; where income money is rotating: SGOV vs BND duration trap, Amphenol quality…
1 week, 6 days ago