EPISODE · Jun 10, 2026 · 19 MIN
Ep. 79: Income With Discipline — Asset Location, the Covered-Call Arms Race & Where Durable Yield Actually Lives
from Informed Investing · host Informed Investing
8 sources on income WITH discipline: (1) Professor G's 5 Laws of Dividend ETF Placement — asset location across taxable/Roth/traditional IRA (SCHD anywhere, JEPI/JEPQ tax-deferred, SPYI/QQQI better in taxable for return-of-capital, international in taxable for the foreign tax credit, bonds tax-advantaged); (2) Doug the Retirement Guy on ROCQ vs QQQI covered-call ETFs; (3) 24/7 Wall St on Buffett's 5 highest-yielders KHC 7.12%/SIRI/CVX/KO/STZ as a passive-income sleeve; (4) Investing.com Campbell's CPB deep value at ~10x earnings + 7% yield with value-trap risk; (5) Four retirement-investor archetypes — get off zero, invest with a plan; (6) Motley Fool Home Depot HD cyclical dip-buy at 2.88% yield; (7) Kiplinger 'value is cheap again' — Pure Value P/E 12 vs Growth 24, JPM/MS/BDX/CRM + falling-knife discipline; (8) Dividend Stockpile + Tuttle on TSYX/TDAX swap-based 1.3x leverage income ETFs.
What this episode covers
8 sources on income WITH discipline: (1) Professor G's 5 Laws of Dividend ETF Placement — asset location across taxable/Roth/traditional IRA (SCHD anywhere, JEPI/JEPQ tax-deferred, SPYI/QQQI better in taxable for return-of-capital, international in taxable for the foreign tax credit, bonds tax-advantaged); (2) Doug the Retirement Guy on ROCQ vs QQQI covered-call ETFs; (3) 24/7 Wall St on Buffett's 5 highest-yielders KHC 7.12%/SIRI/CVX/KO/STZ as a passive-income sleeve; (4) Investing.com Campbell's CPB deep value at ~10x earnings + 7% yield with value-trap risk; (5) Four retirement-investor archetypes — get off zero, invest with a plan; (6) Motley Fool Home Depot HD cyclical dip-buy at 2.88% yield; (7) Kiplinger 'value is cheap again' — Pure Value P/E 12 vs Growth 24, JPM/MS/BDX/CRM + falling-knife discipline; (8) Dividend Stockpile + Tuttle on TSYX/TDAX swap-based 1.3x leverage income ETFs.
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Ep. 79: Income With Discipline — Asset Location, the Covered-Call Arms Race & Where Durable Yield Actually Lives
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