Ep. 118: The Income That Lasts vs. The Income That Fades episode artwork

EPISODE · Aug 4, 2026 · 22 MIN

Ep. 118: The Income That Lasts vs. The Income That Fades

from Informed Investing · host Informed Investing

6 curated sources under one throughline — durable dividends vs. yields about to break, across stocks, dividend-growth funds, and covered-call ETFs. (1) Morningstar's 3 dependable high-yielders trading below fair value: Clorox 5.19% (38% below $155 FV, aristocrat), PepsiCo 4.33% (king, 7.51% 5yr div growth, 19% below FV), Realty Income 4.96% monthly (9% below $72 FV). (2) 3 stocks flashing dividend-cut warning signs — Vail Resorts (MTN), Robert Half (RHI), Papa John's (PZZA, 'pizzas hot, dividend cold'). (3) Doug's 5 retirement income ETFs ranked into buckets: SPYI, JEPI, QQQI, SCHD, a bond ETF. (4) Dividendology's top-10 high-yield-2026 mid-year scorecard (BDCs/REITs/MLPs/high-yield ETFs — did the January calls hold?). (5) The new DRVR Amplify S&P 500 Dividend Drivers ETF (launched 7/9, 50 stocks, dividend growth NOT high yield, no options) — CEO interview. (6) II's own TDAQ vs QDTE piece — manufactured yield: 13.99% trailing / 17.56% run-rate mostly option premium + ROC, 0.83% ER, untested since Sept-2025 launch. Dropped 3 overlaps: the 10-ETF topdividendetfs.com name-dump, the single 'hidden ETF like SCHD' promo, and the 5-active-growth-ETFs-beating-QQQ substack (off-theme, no income).

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Ep. 118: The Income That Lasts vs. The Income That Fades

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