EPISODE · Jun 17, 2026 · 20 MIN
Ep. 83: Income When the Index Yield Dies — 15% Covered-Call ETFs, High Yield Without NAV Decay, Safe Dividend Growth & Reading the Late Cycle
from Informed Investing · host Informed Investing
6 curated sources on getting real income in a record-low-yield, late-cycle market without wrecking capital: (1) Motley Fool — SpaceX/Anthropic/OpenAI IPOs push S&P 500 yield below 1% (lowest since 1800s); pivot to VIG/VTV; (2) 24/7 Wall St — VistaShares OMAH, 15% monthly-pay Buffett-holdings covered-call ETF (KO/AXP/BAC/CVX) with ROC/NAV/tax caveats; (3) YouTube — high-yield ETFs that DON'T price-decay (the topdividendetfs.com decay screen); (4) YouTube — bear-market-resistant big dividends (3-5% yield, 20yr growth, A- credit, downturn outperformers like Realty Income/EPD); (5) YouTube — recession indicators for income investors (inflation 3yr high, yield curve, unemployment, credit cycle); (6) YouTube — weekly vs monthly distributions in retirement (Doug the Retirement Guy). Dropped BEDY + CHPY clip as redundant with the high-yield-ETF thread.
What this episode covers
6 curated sources on getting real income in a record-low-yield, late-cycle market without wrecking capital: (1) Motley Fool — SpaceX/Anthropic/OpenAI IPOs push S&P 500 yield below 1% (lowest since 1800s); pivot to VIG/VTV; (2) 24/7 Wall St — VistaShares OMAH, 15% monthly-pay Buffett-holdings covered-call ETF (KO/AXP/BAC/CVX) with ROC/NAV/tax caveats; (3) YouTube — high-yield ETFs that DON'T price-decay (the topdividendetfs.com decay screen); (4) YouTube — bear-market-resistant big dividends (3-5% yield, 20yr growth, A- credit, downturn outperformers like Realty Income/EPD); (5) YouTube — recession indicators for income investors (inflation 3yr high, yield curve, unemployment, credit cycle); (6) YouTube — weekly vs monthly distributions in retirement (Doug the Retirement Guy). Dropped BEDY + CHPY clip as redundant with the high-yield-ETF thread.
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Ep. 83: Income When the Index Yield Dies — 15% Covered-Call ETFs, High Yield Without NAV Decay, Safe Dividend Growth & Reading the Late Cycle
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