Dividend Stockpile

What if you could invest in an ETF designed to provide 1.3x the long-term growth potential of the S&P 500—without using traditional leveraged ETF mechanics?In this episode of Dividend Stockpile, I sit down with Matt Kaufman from Calamos Investments to discuss CAGE, the world's first Autocallable Growth ETF. This innovative ETF uses a laddered portfolio of long-dated autocallable growth options to seek amplified capital appreciation while avoiding many of the drawbacks associated with daily leveraged ETFs.Unlike traditional leveraged funds that reset daily, CAGE is designed as a buy-and-hold growth solution, seeking approximately 1.3 beta to the S&P 500 over time. The fund also features a unique memory coupon mechanism, where coupons earned by the underlying autocallable notes are automatically reinvested to compound tax-deferred rather than distributed to shareholders.In this interview, we discuss:✅ What makes CAGE the world's first Autocallable Growth ETF✅ How autocallable growth options work in simple terms✅ Why CAGE targets approximately 1.3x exposure without daily leverage or volatility drag✅ The built-in memory feature and how it may enhance long-term compounding✅ The potential tax advantages of reinvesting coupons instead of paying distributions✅ How CAGE compares to traditional index funds and leveraged ETFs✅ The risks investors should understand before investing✅ Who may benefit most from adding CAGE to a long-term portfolioIf you're interested in innovative ETF strategies, long-term wealth building, or learning how structured investments are becoming more accessible through ETFs, this conversation is one you won't want to miss.🔔 Subscribe to Dividend Stockpile for more interviews with ETF issuers, portfolio managers, and investing experts covering dividend investing, income ETFs, growth strategies, options, structured products, and the latest innovations in the ETF industry.⚠️ Disclaimer: This video is for educational and informational purposes only and should not be considered investment advice. Always conduct your own research and consult a qualified financial professional before making investment decisions.

In this episode of Dividend Stockpile, I sit down with David Dziekanski, CEO and CIO of Quantify Funds, to discuss two innovative income ETFs: ISBG and ISSB.These ETFs take a different approach to generating income by enhancing the returns by getting exposure to two asset classes in one ETF. We explore how Quantify's proprietary options approach seeks to increase income while allowing investors to participate in more of the market's upside.In this interview, we discuss:✅ How ISBG and ISSB work✅ What makes these ETFs different from covered call funds✅ How Quantify seeks to generate additional income through options✅ Why preserving upside participation matters for long-term investors✅ The potential benefits and risks of the strategy✅ Where ISBG and ISSB may fit in an income-focused portfolio✅ Who these ETFs are designed forIf you're looking for ways to increase portfolio income while maintaining exposure to long-term dividend growth, this conversation offers valuable insights into one of the newest innovations in the ETF industry.

Is the JPIE ETF one of JPMorgan's best-kept secrets?In this episode of Dividend Stockpile, I sit down with Andrew Norelli, Portfolio Manager, to take a deep dive into the JPMorgan Income ETF (JPIE) and explore why it has become an intriguing option for investors seeking income, diversification, and active fixed income management.Unlike traditional bond index funds, JPIE uses a flexible, multi-sector approach that allows its managers to invest across a broad range of fixed income opportunities with the goal of maximizing income while maintaining a prudent level of risk.In this interview, we discuss:✅ What makes JPIE different from passive bond ETFs✅ How the portfolio managers allocate across fixed income sectors✅ Why active management can be valuable in changing interest rate environments✅ The fund's approach to generating income while managing risk✅ How JPIE compares to traditional core bond investments✅ Where the ETF may fit in an income-focused portfolio✅ Key considerations for retirees and long-term investorsIf you're looking for ways to strengthen the fixed income portion of your portfolio or simply want to learn more about innovative ETF strategies, this conversation offers valuable insights into one of JPMorgan's flagship income solutions.🔔 Subscribe to Dividend Stockpile for more interviews with ETF issuers, portfolio managers, and investing experts covering dividend growth, fixed income, and income-generating strategies.⚠️ This video is for educational and informational purposes only and should not be considered investment advice. Always conduct your own research and consult a qualified financial professional before making investment decisions.

In this episode of Dividend Stockpile, I sit down with Paisley Nardini from Simplify to discuss the CTAP ETF and its innovative approach to portfolio construction.What makes CTAP unique is that it seeks to provide 100% exposure to equities and 100% exposure to managed futures at the same time, giving investors the potential benefits of stock market participation while adding an alternative strategy that has historically offered diversification during periods of market stress.In this interview, we cover:✅ How the CTAP ETF works✅ What it means to have 100% equity exposure plus 100% managed futures exposure✅ Why managed futures can be a valuable diversifier in a portfolio✅ How CTAP differs from traditional balanced funds and 60/40 portfolios✅ The potential benefits and risks of combining these strategies in a single ETF✅ Which types of investors may benefit from CTAP✅ How CTAP may fit into a long-term investment planIf you're interested in innovative ETF strategies, portfolio diversification, or finding new ways to manage risk without sacrificing market exposure, this conversation is for you.

In this episode of Dividend Stockpile, I sit down with Troy Cates from NEOS Investments to discuss the firm's newest ETFs and the innovative strategies behind their upcoming launches.We take a first look at two exciting additions to the NEOS lineup: a Silver High Income ETF designed to combine precious metals exposure with an options-based income strategy, and the NEOS Boosted Russell 2000 High Income ETF, which seeks to provide enhanced exposure to small-cap stocks while generating attractive income.In this interview, we discuss:✅ The investment thesis behind the new NEOS ETFs✅ How the Silver High Income ETF seeks to generate monthly income from a traditionally non-income-producing asset✅ The use of options and synthetic exposure in the silver strategy✅ The rationale for launching a Boosted Russell 2000 High Income ETF✅ How these funds fit alongside existing NEOS products✅ Potential benefits and risks for income-focused investors✅ Where Troy sees opportunities in today's market and the future of ETF innovationIf you're interested in dividend investing, options income strategies, or the latest developments in the ETF space, this conversation offers valuable insight into what NEOS is bringing to market next.🔔 Subscribe to Dividend Stockpile for more interviews with ETF issuers, portfolio managers, and industry experts focused on helping investors build reliable income and long-term wealth.

In this episode of Dividend Stockpile, I sit down with Jonathan Molchan from Shelton Capital Management to take a deep dive into the TUGN ETF—a tactical growth and income strategy designed to adapt to changing market conditions while seeking long-term capital appreciation and monthly income.Unlike traditional buy-and-hold funds, TUGN uses a rules-based approach that incorporates trend following, momentum, and volatility signals to adjust its market exposure. The goal is to participate in market upside while helping manage downside risk during periods of uncertainty.In this interview, we discuss:✅ How the TUGN ETF works✅ Why Shelton Capital chose a tactical investment approach✅ The role of momentum and volatility in portfolio management✅ How TUGN seeks to generate monthly income✅ What makes TUGN different from traditional index funds and covered call ETFs✅ The potential benefits and risks for long-term investorsWhether you're an income investor looking for new ideas or a growth investor interested in risk-managed strategies, this conversation provides valuable insight into how TUGN aims to navigate today's markets.🔔 Subscribe to Dividend Stockpile for more interviews with ETF issuers, portfolio managers, and experts covering dividend investing, income strategies, and innovative ETFs.⚠️ This video is for educational and informational purposes only and should not be considered investment advice. Always conduct your own research and consult a qualified financial professional before making investment decisions.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Learn how to build reliable income from your portfolio in this episode of the Income Investing Education Series on Dividend Stockpile. In this video, we break down how to be a dividend investor, covering the core principles behind generating consistent cash flow, selecting quality dividend-paying stocks, and avoiding common mistakes that can hurt long-term income.I’m joined by special guest Jenny Harrington, CEO of Gilman Hill Asset Management, who shares her professional approach to dividend investing, portfolio construction, and what separates successful income investors from the rest. Whether you’re just getting started or looking to refine your strategy, this conversation is packed with practical insights you can apply immediately.If your goal is to create passive income, financial freedom, and long-term wealth through dividends, this is a must-watch.Get Jenny's book on Dividend Investing: https://bookshop.org/a/115069/9781804090466Subscribe for more interviews and education from the Income Investing Education Series.Like the video if you enjoy dividend investing content.Comment below: What’s your favorite dividend stock right now?#DividendInvesting #PassiveIncome #IncomeInvesting #DividendStocks #CashFlowInvesting #FinancialFreedomIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Today I’m joined by Johnny Wu, CEO of xETFs, to discuss two brand-new income-focused ETFs that launched on May 14, 2026 — NYYY (xETFs NVDA Daily Income ETF) and TYYY (xETFs TSLA Daily Income ETF).These innovative ETFs are designed to provide investors with a unique combination of current income and upside participation through a daily synthetic covered call strategy tied to Nvidia and Tesla exposure. Unlike traditional covered call ETFs that typically reset weekly or monthly, NYYY and TYYY reset daily, aiming to maintain strong upside participation while generating option premium income.In this interview, we discuss:• The background and vision behind xETFs• How NYYY and TYYY work• What makes the daily reset strategy different• Why the funds only overwrite up to 25% of the notional value• How the ETFs seek to preserve 75%-90% upside participation• Expected weekly distributions and income potential• Why Nvidia and Tesla were chosen for the first launches• How these ETFs compare to other covered call and income ETFs• Where these products may fit inside an income investor’s portfolio• Future plans for xETFs and potential additional single-stock income ETFsIf you enjoy learning about innovative income strategies, covered call ETFs, dividend investing, and portfolio income ideas, make sure to like the video, subscribe to Dividend Stockpile, and leave your thoughts in the comments below.#DividendInvesting #CoveredCallETF #NVIDIA #Tesla #IncomeInvesting #NYYY #TYYY #PassiveIncome #ETFInvesting #DividendStockpileIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this episode of Dividend Stockpile, I sit down with Eric McArdle, Head of Advisor Solutions at Liquid Strategies, to break down their high-income “Overlay Shares” ETF lineup: OVL, OVS, and OVF.These ETFs take a different approach to income investing—using a put spread options strategy instead of traditional covered calls to generate consistent income across large cap, small cap, and international equities.We dive deep into how this strategy works, why these ETFs have outperformed their benchmarks since inception, and how they may fit into an income-focused portfolio.What We Cover: • Overview of Liquid Strategies and the Overlay Shares philosophy • What “overlay” actually means in OVL, OVS, and OVF • How the put spread strategy works (in simple terms) • Why these ETFs have outperformed their reference indexes • Key differences vs covered call ETFs • Deep dive into each ETF: • OVL – Large Cap Equity • OVS – Small Cap Equity • OVF – International Equity • Yield, income frequency, and fees • Tax considerations for income investors • Where these ETFs may fit in your portfolio • What makes this strategy stand out in a crowded income ETF marketIf you’re looking for high income ETFs, monthly income strategies, or alternatives to covered call funds, this is a must-watch.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this episode, we sit down with Byron Lake from Goldman Sachs Asset Management to break down two of their high-income ETFs: GPIX and GPIQ.With income investing continuing to gain popularity, Goldman Sachs is a leader in the space with innovative strategies designed to generate consistent cash flow while maintaining exposure to equities. But how exactly do GPIX and GPIQ work—and who are they really for?In this interview, we cover everything you need to know, including how these ETFs generate income, the role of options strategies like covered calls, and how they may fit into a dividend or income-focused portfolio.What we discuss: • Overview of GPIX & GPIQ ETFs • How the income strategy works • Use of options and covered call strategies • Risk considerations and trade-offs • Differences between GPIX vs GPIQ • Who these ETFs are best suited for • How they compare to other income ETFsWhether you’re a dividend growth investor or looking to boost portfolio income, this conversation will help you better understand how these Income ETFs from Goldman Sachs could fit into your strategy.👍 If you enjoy income investing content, make sure to like the video, subscribe, and turn on notifications so you don’t miss future interviews and portfolio updates.#DividendInvesting #IncomeInvesting #ETFs #CoveredCalls #PassiveIncome #GoldmanSachs #GPIX #GPIQIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

How do you find the world's best companies and actually have the stomach to hold them? I’m joined by investing legend Bill Mann, Chief Investment Strategist at Motley Fool Asset Management, live from the Future Proof conference in Miami.In an era of 0DTE options and rapid-fire volatility, Bill remains one of the most respected voices in long-term, fundamental investing. In this wide-ranging discussion, we break down the "Motley Fool way" of identifying high-quality businesses, how to view dividends as a component of total return, and how to navigate the psychological hurdles of a shaky market. We also take a closer look at the Motley Fool ETF suite and how they translate their famous stock-picking philosophy into diversified funds.In this interview, we cover:The Long-Term Mindset: Why "time in the market" still beats "timing the market" in 2026.Finding Greatness: The specific traits Bill looks for in a company before it ever earns a spot in the portfolio.Staying the Course: Psychological strategies to keep you from hitting the "sell" button during volatility spikes.The Dividend Philosophy: Why the best dividend stocks are often the ones that could pay more but choose to reinvest in growth.Motley Fool ETFs: A breakdown of their core suite, including MFVL, TMFC, TMFM, and TMFG.Follow Bill Mann on X: @TMFOtterThe Motley Fool Asset Management: FoolETFs.comAbout Bill Mann:Bill Mann is the Chief Investment Strategist at Motley Fool Asset Management. A long-time "Fool," Bill is known for his deep expertise in international markets and small-cap investing, as well as his ability to simplify complex financial concepts with humor and clarity.#BillMann #MotleyFool #LongTermInvesting #DividendInvesting #TMFC #FutureProof #GrowthStocks #InvestingPsychology #ValueInvesting2026Disclaimer: This video is for educational purposes only and does not constitute financial advice. The Motley Fool Asset Management ETFs are subject to market risk. Past performance is no guarantee of future results. Please consult with a financial professional and read the prospectus before investing.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this episode of Dividend Stockpile, I sit down with Jay Hatfield, CEO and Portfolio Manager of Infrastructure Capital Advisors, to take a closer look at the brand new QVOL ETF.For income investors seeking a balance between yield, growth potential, and risk management, QVOL offers a unique approach. The fund combines exposure to high-quality stocks with an options strategy designed to generate income while helping reduce portfolio volatility.During our discussion, Jay explains:• What makes QVOL different from traditional covered call ETFs• How the fund seeks to generate income for investors• The role volatility plays in the strategy• Why stock selection is critical to the fund's approach• The potential benefits and risks of investing in QVOLSubscribe for more interviews with ETF issuers, portfolio managers, and income investing experts.This video is for educational and informational purposes only and should not be considered investment advice. Always conduct your own research and consult a financial professional before investing.#QVOL #IncomeInvesting #ETFInvesting #DividendInvesting #CoveredCallETF #OptionsIncome #PassiveIncome #YieldInvesting #InfrastructureCapital #JayHatfield #DividendStockpile #IncomeETF #RetirementIncome #StockMarketIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Welcome back to Dividend Stockpile! In today’s interview, we’re joined by Nancy Tengler, CEO and CIO of Laffer Tengler Investments, to discuss the TGLR ETF and the investment philosophy behind its approach to quality dividend growth investing.Nancy shares how TGLR focuses on identifying high-quality businesses with strong free cash flow, durable competitive advantages, and attractive relative dividend yields. We also dive into the importance of qualitative research, industry leadership, and why owning great businesses for the long term can help investors navigate market volatility.During the conversation, we discuss several key portfolio holdings, including Broadcom and Goldman Sachs, along with how the team manages the portfolio and evaluates opportunities in today’s market environment. Nancy also provides insights into the ETF’s performance, positioning, and what investors should look for when building a long-term income portfolio.If you enjoy discussions about dividend investing, ETF strategies, portfolio construction, and long-term wealth building, make sure to like, subscribe, and leave a comment below with your thoughts on TGLR and quality dividend investing.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this exclusive interview, I sit down with Greg King, CEO of REX Shares, to break down the "Trifecta" of high-yield ETFs that have taken the income world by storm: FEPI, AIPI, and CEPI.Traditional dividend stocks are struggling to keep up with inflation in 2026, but REX Shares has found a way to extract "Premium Income" from the most volatile and highest-growth sectors of the economy. We go under the hood of their unique Individual Stock Covered Call strategy and explain how they manage to pay out double-digit yields without sacrificing all the upside.In this interview, we cover:The REX Philosophy: Why writing calls on individual stocks (like NVDA and MSTR) is superior to writing them on an index.FEPI Deep Dive: How to earn a 25%+ yield from the "Big Tech" leaders you already own.The AI Income Trade: Why AIPI focuses on the "Infrastucture" of AI to fuel its massive 40% distribution.CEPI & The Crypto Boom: How REX generates income from the volatility of MicroStrategy, Coinbase, and the mining sector.Growth + Income: How "Out-of-the-Money" calls allow these funds to participate in the 2026 bull market.Featured ETFs:$FEPI – REX FANG & Innovation Equity Premium Income ETF$AIPI – REX AI & Innovation Equity Premium Income ETF$CEPI – REX Crypto Equity Premium Income ETFAbout REX Shares:REX Shares is an innovative ETF provider specializing in institutional-grade strategies for retail investors. Led by industry veteran Greg King, the firm focuses on maximizing income through sophisticated derivatives overlays on the world's most relevant themes.#REXShares #FEPI #AIPI #CEPI #HighYield #IncomeInvesting #CoveredCalls #AIStocks #CryptoIncome #GregKing #DividendInvesting2026Disclaimer: This video is for educational purposes only and does not constitute financial advice. High-yield ETFs involve significant risk, including the loss of principal and the risks associated with derivatives and sector concentration. Please read the prospectus carefully before investing.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

How does a former F/A-18 Hornet pilot view the stock market? Today, we’re joined by Lieutenant Colonel Tony Bancroft (USMCR), the Portfolio Manager behind the Gabelli Commercial Aerospace & Defense ETF (GCAD).With global tensions escalating and defense budgets reaching record highs in 2026, the Aerospace & Defense sector is on every investor’s radar. But Tony brings an edge most managers don't: he’s flown the hardware. We discuss the "Double Tailwind" driving this sector—the massive rearmament of Europe and the post-COVID commercial travel explosion—and how GCAD is positioned to capture both.In this interview, we break down:The Military Edge: How Tony’s background as a Marine Pilot influences his stock-picking process.Rearming the Globe: Why surging defense budgets in the EU and abroad are creating a multi-year growth cycle.The Commercial Boom: The "ground truth" on aerospace manufacturers like Boeing and Airbus as travel demand hits new highs.GCAD Strategy: Why this fund looks for specific cash-flow metrics and high-quality suppliers over broad index plays.Featured ETF:$GCAD – Gabelli Commercial Aerospace & Defense ETFAbout Lt. Col. Tony Bancroft:Tony Bancroft is a Portfolio Manager at Gabelli Funds and a Lieutenant Colonel in the U.S. Marine Corps Reserve. A graduate of the United States Naval Academy, Tony’s experience as an F/A-18 Hornet pilot provides a unique, first-hand understanding of the defense industry’s technology and operational needs.#DefenseStocks #Aerospace #GCAD #TonyBancroft #GabelliFunds #MilitaryInvesting #Boeing #LockheedMartin #Investing2026 #DefenseETFDisclaimer: This video is for educational purposes only and does not constitute financial advice. Aerospace and Defense stocks can be volatile and are subject to government contract risks and geopolitical shifts. Please read the GCAD prospectus carefully before investing, especially regarding the current fee waiver.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this episode of Dividend Stockpile, I sit down with Kevin Simpson of Capital Wealth Planning (CWP) to discuss three of the firm’s popular income-focused ETFs: DIVO, IDVO, and QDVO.We break down how CWP partners with Amplify ETFs and dive deep into the strategies behind these actively managed option-income funds. Kevin explains what makes these ETFs different from traditional dividend ETFs and passive covered call products, why DIVO has built such a strong reputation among income investors, and how the team actively manages options to generate income while still focusing on quality stocks and long-term growth potential.We also discuss:• The core philosophy behind DIVO, IDVO, and QDVO• How CWP selects stocks for the portfolios• International dividend opportunities through IDVO• Why QDVO brings a different approach to generating income from technology and growth stocks• Common misconceptions about covered call and option-overlay strategies• How the team is positioning these ETFs for the rest of 2026 amid market volatility, inflation, and interest rate uncertaintyIf you’re interested in dividend investing, covered call ETFs, monthly income strategies, or actively managed income ETFs, this is a conversation you won’t want to miss.Subscribe to Dividend Stockpile for more interviews and discussions focused on dividend growth investing, income ETFs, closed-end funds, and retirement income strategies.#DIVO #IDVO #QDVO #DividendInvesting #CoveredCallETF #IncomeInvesting #AmplifyETFs #KevinSimpson #DividendStockpile #MonthlyIncomeIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

I’m joined by the legendary Hamilton Reiner, Head of U.S. Equity Derivatives at J.P. Morgan Asset Management and the architect behind the world’s most popular Income ETFs.Live from the Future Proof conference in Miami, we go under the hood of JEPI (JPMorgan Equity Premium Income ETF) and JEPQ (JPMorgan Nasdaq Equity Premium Income ETF). With over $79 Billion in combined assets, these funds have changed the game for retirees and income seekers. In this masterclass, we cover:- Why Hamilton prioritizes total return over "yield chasing."- How to choose between the defensive S&P 500 core of JEPI and the tech-heavy Nasdaq engine of JEPQ.- The Role of Options in the portfolio- Portfolio Construction: How JEPI and JEPQ can create a "Forever" income stream.Featured ETFs:$JEPI – JPMorgan Equity Premium Income ETF$JEPQ – JPMorgan Nasdaq Equity Premium Income ETFAbout Hamilton Reiner:Hamilton Reiner is a Managing Director at J.P. Morgan and serves as the Portfolio Manager for JEPI and JEPQ. With decades of experience in equity derivatives, he is widely considered one of the foremost experts in using options to solve the "income gap" for modern investors.#HamiltonReiner #JEPI #JEPQ #JPMorgan #IncomeInvesting #DividendStocks #CoveredCalls #Nasdaq100 #RetirementPlanning #ETFInvesting2026Disclaimer: This video is for educational purposes only and does not constitute financial advice. All investments involve risk, including the possible loss of principal. J.P. Morgan ETFs utilize derivatives, which carry specific risks. Please review the prospectus carefully before investing.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this episode of Dividend Stockpile’s Income Investors Education Series, I sit down with JoAnne Bianco from BondBloxx to discuss one of the most overlooked areas of income investing: bond ETFs.While many income investors focus heavily on dividend stocks, bonds can play an important role in generating income, reducing portfolio volatility, and helping investors navigate changing market conditions. JoAnne explains why bond ETFs have become increasingly popular, how they differ from individual bonds and bond mutual funds, and what investors should consider when building a diversified income portfolio.Topics Covered:• Why income investors should consider bond ETFs• The role bonds can play in retirement portfolios• Understanding duration, yield, and interest rate risk• How bond ETFs can help manage portfolio volatility• Current opportunities in fixed income markets• Common misconceptions about bond investing• Building a balanced income portfolio with stocks and bondsWhether you’re a dividend investor looking to diversify your income sources or simply want to better understand fixed income investing, this conversation provides valuable insights into how bond ETFs can fit into a long-term income strategy.If you enjoy educational content focused on dividends, ETFs, retirement income, and portfolio construction, be sure to like, subscribe, and share the video.#DividendInvesting #BondETFs #IncomeInvesting #FixedIncome #RetirementIncome #DividendStockpileIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this episode of Dividend Stockpile, I sit down with veteran technical analyst Carter Braxton Worth, Founder and CEO of Worth Charting and portfolio manager of the newly launched WRTH ETF (Worth Charting Options Income ETF).With more than 35 years of Wall Street experience, Carter has built a reputation for identifying opportunities created by major market events, earnings announcements, and volatility spikes. Now, he has packaged that approach into an ETF designed to generate income through short-term options strategies.In this interview, we discuss:✅ Carter Worth’s background and investing experience✅ Why he decided to launch WRTH now✅ The core philosophy behind the Worth Charting Options Income ETF✅ How WRTH differs from traditional covered call ETFs✅ Why earnings announcements and news-driven volatility can create income opportunities✅ How the fund utilizes short-term strangles✅ The chart patterns and volatility signals Carter watches after earnings events✅ How the strategy manages risk during strong market trends✅ The day-to-day management process behind the ETF✅ Expected yield, distribution frequency, and investor expectations✅ Where investors can learn more about WRTHIf you’re an income investor looking beyond traditional dividend stocks and covered call ETFs, this conversation provides a detailed look at an innovative options-based income strategy from one of Wall Street’s most respected technical analysts.Subscribe to Dividend Stockpile for more interviews with ETF managers, fund sponsors, income investing experts, and portfolio strategists.#IncomeInvesting #ETFInvesting #WRTH #CoveredCalls #OptionsIncome #DividendInvesting #PassiveIncome #MonthlyIncome #IncomeETF #TechnicalAnalysis #CarterWorth #WorthCharting #DividendStockpile

In this episode of Dividend Stockpile, I sit down with Si Katara from TappAlpha to discuss the recent enhancements made to the TSPY ETF and what they could mean for investors seeking reliable income.We dive into the reasoning behind the changes, how the updated strategy works, and the potential benefits for investors looking to maximize income from their portfolios. Si explains how TSPY seeks to balance income generation with participation in the performance of the S&P 500, while addressing some of the challenges income-focused investors face in today’s market.Topics covered include:• What changed in the TSPY ETF and why• How the new strategy aims to improve income generationIf you’re an income investor interested in ETFs, covered call strategies, and generating cash flow from your portfolio, this interview provides valuable insights into one of the latest developments in the income ETF space.Subscribe to Dividend Stockpile for more interviews with ETF managers, fund sponsors, and income investing experts.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this episode of Dividend Stockpile, we’re joined by one of the most respected voices in investing and behavioral finance, Ben Carlson, to discuss his brand new #1 bestselling book, Risk & Reward. Ben is the Director of Institutional Asset Management at Ritholtz Wealth Management, co-host of the incredibly popular Animal Spirits podcast and Ask the Compound YouTube channel, author of the widely followed blog A Wealth of Common Sense, and writer of five investing books focused on helping everyday investors build long-term wealth.In our conversation, Ben shares what inspired him to write Risk & Reward and why understanding the relationship between risk, volatility, and long-term returns is one of the most important lessons investors can learn. We dive into timeless investing principles like staying invested during market turbulence, diversification, emotional discipline, and learning to embrace volatility as part of the wealth-building process rather than something to fear.We also discuss:• The biggest emotional mistakes investors make during market declines• Why patience and long-term thinking matter more than ever• Historical examples that reinforce the power of staying invested• How dividend income and portfolio cash flow can help investors stay disciplined• The risks of chasing high yields in uncertain markets• Practical portfolio management habits that reduce stress and improve decision making• How to tune out financial media noise and focus on long-term goalsWhether you’re a dividend investor, ETF investor, retiree, or simply trying to become a better long-term investor, this conversation is packed with valuable insights and practical wisdom from one of the best financial communicators in the industry today.Follow Ben and order Ben's book - Risk & Reward here: https://awealthofcommonsense.com/If you enjoy the interview, make sure to like, subscribe, and share the video with fellow investors looking to navigate market volatility with more confidence and clarity.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this episode, I sit down with Eric McArdle from Overlay Shares to discuss their innovative fixed-income ETF lineup:• OVB – Overlay Shares Core Bond ETF• OVT – Overlay Shares Short-Term Bond ETF• OVM – Overlay Shares Municipal Bond ETFWith interest rates, inflation concerns, and income generation remaining top priorities for investors, we take a deep dive into how these ETFs are designed to provide fixed-income exposure while utilizing Overlay Shares’ unique approach to portfolio management.During our conversation, we discuss:✔️ The investment objectives of OVB, OVT, and OVM✔️ How these ETFs differ from traditional bond funds✔️ The role fixed income can play in an income-focused portfolio✔️ Interest rate risk and duration considerations✔️ Municipal bonds vs. taxable bonds✔️ Who may benefit from these ETFs✔️ Portfolio construction ideas for income investorsWhether you’re a retiree seeking income, a dividend investor looking to diversify, or simply interested in today’s fixed-income opportunities, this interview provides valuable insights into the evolving bond ETF landscape.If you enjoy ETF interviews and income investing content, be sure to LIKE the video, SUBSCRIBE to the channel, and leave your questions in the comments below.#IncomeInvesting #BondETFs #FixedIncome #ETFInvesting #DividendInvesting #RetirementIncome #MunicipalBonds If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In an era of high market concentration and sudden volatility spikes, investors are increasingly asking: 'How do I stay invested without losing sleep?' I sat down with Si Katara, CEO of TappAlpha, to discuss how their unique daily income engine (powered by 0DTE technology in TSPY and TDAQ) helps investors stay the course. We do a deep dive into the often-ignored world of tax classifications—proving that in 2026, your 'tax alpha' is just as important as your market alpha.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Are you looking for high-quality dividends without sacrificing growth? I’m joined by Christian Magoon, CEO and Founder of Amplify ETFs, live from the Future Proof conference in Miami. Amplify has become a leader in the income space, and today we are doing a deep dive into their powerhouse "YieldSmart" suite: DIVO, IDVO, and QDVO.Most income investors are familiar with DIVO (Amplify Enhanced Dividend Income ETF), but in 2026, the landscape has shifted. We discuss how Amplify’s tactical covered call strategy has evolved to handle the current volatility, and why adding IDVO (International) and QDVO (Growth/Tech) might be the missing pieces in your income puzzle.In this interview, we cover:The Amplify Philosophy: Why active management is crucial for covered call strategies.DIVO vs. The Market: How DIVO selects "High-Quality" dividend payers and why it avoids the "yield trap."The QDVO Explosion: How to generate double-digit yields from growth and tech stocks like NVIDIA and Apple.Going Global with IDVO: Why international dividends are a massive (and overlooked) opportunity in 2026.Tactical Covered Calls: How Amplify manages the "upside cap" to ensure you don't miss out on bull runs.#AmplifyETFs #DIVO #IncomeInvesting #DividendStocks #QDVO #MonthlyIncome #ChristianMagoon #ETFInvesting #PassiveIncome2026If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Is the "Passive Bubble" finally reaching a breaking point? I sat down with Mike Green, Portfolio Manager and Chief Strategist at Simplify, live from the Future Proof conference in Miami to discuss the structural shifts moving the markets in 2026.Mike is widely known for his groundbreaking work on how passive flows distort price discovery, but in this interview, we pivot to actionable solutions. We explore the Simplify philosophy and dive deep into how income investors can actually thrive in a market defined by high volatility and "inelastic" flows.We also take a close look at the Simplify High Yield ETF (CDX). Mike explains how this fund aims to provide high-yield exposure while utilizing sophisticated credit default swaps to manage the very risks that passive indexing ignores.About Simplify:Simplify Asset Management was founded to help advisors and investors solve today’s most pressing portfolio challenges by providing next-generation building blocks that pair traditional asset classes with institutional-grade derivatives.#MikeGreen #Simplify #PassiveInvesting #IncomeInvesting #HighYield #CDX #StockMarket2026 #FutureProof #ETFInvestingIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Weekly Income from Gold & Silver? (The XFUNDS GLDN & SLVX Strategy)Are you tired of "dead money" commodities that just sit in a vault? In this exclusive interview, we sit down with David Nicholas, President of XFUNDS, to dive into their two groundbreaking new ETFs: GLDN (Nicholas Gold Income ETF) and SLVX (Nicholas Silver Income ETF).For decades, investors have held gold and silver as a hedge, but they’ve always lacked one thing: consistent yield. David explains how XFUNDS has solved this by combining physical metals, high-performing miners, and a sophisticated weekly options-writing strategy to generate a "triple threat" of income, growth, and stability.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this episode, I sit down with Howard Chan, CEO of Kurv Investment Management, to break down their Metals Enhanced Income ETF lineup: • Kurv Gold Enhanced Income ETF (KGLD) • Kurv Silver Enhanced Income ETF (KSLV) • Kurv Copper Enhanced Income ETF (KCOP)Gold. Silver. Copper.But with an income-focused twist.Instead of simply holding physical metals or mining stocks, Kurv uses an options-based strategy designed to generate income while maintaining exposure to the underlying metals. In today’s market environment — with inflation concerns, geopolitical tensions, and ongoing demand for hard assets — many investors are asking:👉 Can metals generate reliable income?👉 How do covered call strategies work on commodities?👉 What are the trade-offs between upside participation and yield?👉 Where do these ETFs fit in an income portfolio?Howard walks us through:• The objectives behind KGLD, KSLV, and KCOP• How the enhanced income strategy works• Risk considerations investors need to understand• How copper differs from gold and silver in an income strategyIf you’re an income investor looking beyond traditional dividend stocks and into alternative income strategies, this conversation is for you.📌 As always, this is for educational purposes only — not investment advice.If you enjoy deep dives into income ETFs, options-based strategies, and real-world portfolio construction, make sure to like, subscribe, and join the Dividend Stockpile community.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

In this interview, I sit down with Chris Getter, Managing Director and Portfolio Manager at Simplify Asset Management, to break down the FOXY ETF — the Simplify Currency Strategy ETF.Most investors think in terms of two asset classes: stocks and bonds.But what if currency is the third?FOXY is designed as an “all-weather” currency strategy that aims to generate income and diversification by combining two core engines:• An Emerging Markets carry strategy• A G10 mean reversion strategyIn this deep dive, we cover: • What the FOXY ETF actually does • How the carry trade works in emerging markets • How G10 mean reversion complements the strategy • How the fund seeks to generate returns • Internal guardrails designed to reduce carry trade unwind risk • Counterparty risk in currency futures contracts • Current holdings and portfolio structure • Yield, distribution schedule, and fees • Section 1256 tax treatment (60/40 rule) and potential tax advantages • How FOXY has navigated tariffs, dollar volatility, and geopolitical risk • Where this ETF fits inside an income-focused portfolioIf you’re an equity or bond investor looking for alternative income sources, macro diversification, or a way to reduce correlation to traditional assets, this conversation is worth your time.As always, this is an educational discussion — not financial advice.👇 Let me know in the comments:Would you add currency exposure to your portfolio?⸻Topics Covered:FOXY ETF reviewSimplify Currency Strategy ETFCurrency carry trade strategyEmerging markets carryG10 currency mean reversionSection 1256 tax treatmentAlternative income ETFsPortfolio diversification strategiesCurrency investing for income investors#FOXY #CurrencyETF #IncomeInvesting #CarryTrade #DividendStockpile #ETFInvesting #PortfolioDiversificationIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

In this episode, we sit down again with Barry Martin, Portfolio Manager at Shelton Capital Management, for a deeper dive into the Shelton Equity Premium Income ETF — SEPI.Since launching in September 2025, SEPI has drawn significant attention from income-focused investors looking for a way to balance equity exposure with options-based premium income. But how has it actually performed since inception? And how should investors think about total return compared to the S&P 500?In this interview, we cover:• A refresher on SEPI’s equity premium income strategy• The types of companies that make it into the portfolio• How active management plays a role in positioning• How the fund balances stock exposure with options• Performance since launch• SEPI vs the S&P 500 — income vs total return• Where SEPI has added the most value so far (income, downside protection, volatility control)• Who SEPI is best suited for• Where it fits inside a diversified income portfolioWith markets facing valuation concerns and continued volatility, many investors are asking how to generate income without taking on unnecessary risk. SEPI aims to provide a disciplined approach to equity exposure while generating option premium to support consistent income.If you’re an income investor looking for smoother returns across a full market cycle, this is a conversation you won’t want to miss.Subscribe to Dividend Stockpile for in-depth ETF interviews, income strategy breakdowns, and real-world portfolio discussions.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join#IncomeInvesting #ETF #CoveredCallETF #DividendInvesting #OptionsIncome #SEPI #EquityPremiumIncome

Brand new series: Income Investing Education Series on Dividend StockpileIn this episode, I sit down with Si Katara from TappAlpha to break down one of the most talked-about topics in the income investing world right now:👉 0DTE options strategies vs. 30-day options strategiesWhat’s the difference?Which approach generates more consistent income?How does risk actually compare?And what should income-focused investors understand before choosing one over the other?We dive deep into:• What 0DTE (Zero Days to Expiration) options really are• How 30-day options strategies are typically structured• Income potential vs. risk tradeoffs• Volatility exposure and time decay differences• Portfolio impact and capital efficiency• Who each strategy may (or may not) be appropriate forWith the explosion of 0DTE trading activity in the options market, many income investors are asking whether shorter-duration strategies offer better yield—or simply higher risk. Si explains how both approaches work under the hood and how professional managers think about managing risk, drawdowns, and consistency.If you’re investing in covered call ETFs, income-focused ETFs, or building your own options income strategy, this discussion will help you better understand the mechanics behind these strategies.As always, this series is about education — not selling.Time Stamps00:00 Introduction to the Income Investing Education Series00:20 Welcome Si Katara from TappAlpha00:27 0DTE vs 30 DTE options strategies01:46 Si's history with options 03:51 Buying vs. selling options04:29 Differences in length of options contracts08:15 Why do a 0DTE option strategy?13:15 Are 0DTE options gambling?15:54 Time Decay (Theta) breakdown18:31 What are the benefits of a 30 day option?21:03 Why is the "per-day" premium on a 0DTE option higher than a 30 day option?22:40 How does Delta fit into the risk/reward calculation?25:17 Systematic vs. Active ETF options strategies28:10 Will 30 day options go extinct?29:12 How can someone new to options get started?32:19 TappAlpha's options strategies33:45 SummaryIf you enjoy deep dives into dividend investing, income ETFs, options income strategies, and portfolio construction, make sure to subscribe and follow Dividend Stockpile for more interviews and breakdowns.#IncomeInvesting #OptionsTrading #0DTE #CoveredCalls #DividendInvesting #OptionsIncome #ETFInvesting #PassiveIncome #PortfolioStrategy #FinancialEducationIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

Welcome back to Dividend Stockpile! In this exclusive interview, we sit down with Sean O’Hara, President of Pacer ETFs, to break down two of the most unique dividend ETFs on the market today: QDPL and QSIX.These ETFs track the S&P 500 and the Nasdaq-100 — but with a twist: they aim to deliver 400% (4x) and 600% (6x) of the dividend income generated by their respective indexes.And here’s the key:✅ No leverage✅ No covered call options strategy✅ No upside price caps✅ Monthly distributions✅ Designed for high cash flow with long-term growth exposureIn this deep dive, we cover:• How the dividend multiplier strategy actually works• The role of dividend futures in the portfolio• Target equity exposure (~88%) and income overlay (~12%)• Yield potential and distribution frequency• Expense ratios and fee structure• Risk management during volatile markets• Historical performance vs benchmarks• How QDPL and QSIX fit into a diversified dividend or total return portfolio• Who these ETFs may (and may not) be suitable forIf you’re a dividend growth investor looking for monthly income, inflation-aware cash flow, and broad large-cap exposure, this is a must-watch conversation.Tickers Covered:QDPL – Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFQSIX – Pacer Metaurus Nasdaq-100 Dividend Multiplier 600 ETFIf you enjoy deep dives into dividend ETFs, income investing strategies, high-yield ETFs, and innovative income products — subscribe to Dividend Stockpile and join the community focused on building sustainable cash flow portfolios.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join#DividendInvesting #ETFInvesting #MonthlyIncome #HighYieldETF #QDPL #QSIX #PacerETFs #DividendGrowth #SP500 #Nasdaq100 #IncomeInvesting

Tesla and Nvidia are two of the most volatile mega-cap stocks in the market. Big upside… but big drawdowns too.What if there were a way to gain exposure to TSLA and NVDA while incorporating a level of downside protection and income potential?In this interview, I sit down with Will Rhind, CEO of GraniteShares, to break down their first-to-market single-stock autocallable ETFs: • TLA – GraniteShares Autocallable TSLA ETF • ANV – GraniteShares Autocallable NVDA ETFWe discuss:✔️ How autocallable ETFs work✔️ How TLA & ANV aim to provide downside buffers✔️ The income component and distribution mechanics✔️ What happens in volatile or declining markets✔️ Risks investors need to understand✔️ Who these ETFs may (and may not) be appropriate forIf you’re interested in income strategies, structured ETFs, options-based ETFs, or alternative ways to manage volatility in high-growth names like Tesla and Nvidia, this is a must-watch.As always, this is for educational purposes only — do your own due diligence before investing.⸻Topics Covered:00:00 Introduction00:24 Welcome Will Rhind, CEO of GraniteShares00:43 Overview of GraniteShares Autocallable ETFs01:53 Why create a single-stock autocallable ETF?03:34 What are the yield expectations?04:36 What is an Autocallable?06:03 How does an autocallable work in an ETF?09:22 How the barrier works10:46 How the autocall feature works11:53 Transparency in the holdings12:55 What happens if the barrier breaks?14:25 What is the upside potential?16:26 Differences between TLA and ANV?16:53 Are there more autocallable ETFs coming at GraniteShares?17:39 What are the fees for these ETFs?18:10 Tax implications19:01 Section 19a misconceptions21:04 Who are these ETFs geared to?23:13 SummaryIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Is your portfolio ready for a market shift? In this deep dive, we sit down with Paisley Nardini, Managing Director at Simplify Asset Management, to break down the Simplify Managed Futures Strategy ETF (CTA).Managed futures have historically been one of the few asset classes to provide "crisis alpha"—performing well when both stocks and bonds are down. We explore how CTA uses systematic, rules-based models to navigate today’s volatile markets and why it might be the "hedge you get paid to own."Key Takeaways:✅ Low Correlation: Why CTA doesn't move with the S&P 500.✅ Cash Management: How Treasury bill collateral drives the fund's internal yield.✅ Systematic Edge: How 20+ years of Altis Partners' data removes human emotion from trading.Resources Mentioned:Simplify CTA Fund Page: https://www.simplify.us/etfs/cta-simplify-managed-futures-strategy-etfSimplify Educational Alt Center: https://www.simplify.us/educationConnect with Simplify:www.simplify.usTwitter: @SimplifyAsstMgt#SimplifyCTA #ManagedFutures #IncomeInvesting #PortfolioDiversification #PaisleyNardini #ETFs #InvestingStrategyDisclaimer: Not financial advice. Investing involves risk, including the possible loss of principal. Please read the prospectus carefully before investing.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Sports teams. Concerts. Live events. Billionaires love them — now investors can access them too.In this episode of Dividend Stockpile, I sit down with Chris Marangi from Gabelli to discuss their brand-new ETF, GOLS (Gabelli Opportunities In Live and Sports ETF). This unique ETF invests in the companies powering the global sports and live entertainment ecosystem.We break down why sports franchises have become one of the most valuable asset classes in the world, how media rights and streaming are reshaping sports economics, and why live events continue to thrive even in uncertain markets.You’ll also learn how GOLS provides exposure to: • Publicly traded sports teams and leagues • UFC, WWE, Formula One, MLB, NBA, and global soccer • Concert venues, ticketing platforms, and live entertainment companies • Media partners and sports content ownersThis video is perfect for investors looking for non-traditional ETFs, thematic investing ideas, and long-term capital appreciation strategies.Could sports and live entertainment be one of the best diversification tools in modern portfolios? Let’s break it down.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

I sit down with Joey Agree, CEO of Agree Realty (ADC), to break down what’s really happening in the net lease REIT space—and what investors should be watching next.We cover how Agree Realty has built one of the strongest balance sheets in retail real estate, why high-quality tenants matter more than ever, and how the company thinks about growth, risk, and dividends in today’s higher-rate environment.Whether you’re already an ADC shareholder or just looking to understand how net lease REITs fit into a long-term income portfolio, this conversation is packed with real-world insights straight from the top.Topics we discuss: • Joey’s background and the evolution of Agree Realty • The current state of the net lease REIT sector • Tenant performance and retail resiliency • How interest rates impact REIT valuations and growth • Dividend safety, balance sheet strength, and long-term strategyTime Stamps:00:00 Introduction00:31 Welcome Joey Agree00:50 Background of Agree Realty03:13 What is a "net-lease"?04:13 What does ADC invest in?06:30 What does ADC not invest in?08:09 The Death of Physical Retail?12:16 2026 ADC investment guidance14:24 ADC stock facts16:04 How does ADC balance dividend growth and balance sheet strength?17:55 How does ADC evaluate tenants to identify issues?20:55 How ADC uses Ground Leases23:14 How are interest rates afffecting ADC?25:24 Rapid Fire Questions27:05 Outro and thank youIf you’re focused on dividend growth, real estate income, and portfolio durability, this is a must-watch.👍 If you find this helpful, hit like, subscribe, and let me know your thoughts on net lease REITs in the comments.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this interview, I’m joined by Mike Khouw at YieldMax to break down how their high-yield ETFs work and whether income investors should be taking another look.YieldMax ETFs are known for eye-catching yields, but they also come with important tradeoffs. We discuss how these strategies generate income, the risks investors often overlook, and the types of portfolios where YieldMax may—or may not—make sense.This is a must-watch for investors exploring high income ETFs, options-based income strategies, and monthly cash flow in today’s market.Topics covered:• How YieldMax ETFs generate income• Why yields are so high• Key risks and misconceptions• YieldMax vs traditional income ETFs• Who these funds are designed for• Is now the right time to reconsider YieldMax?Time Stamps:00:00 Introduction to Mike Khouw and YieldMax00:57 Who is YieldMax and Mike's background05:05 What sets YieldMax apart from other high-yield ETF providers08:15 Why total return matters. Real world example.14:03 Why diversification matter in high yield strategies19:40 The best NAV Erosion explanation I have ever heard!28:19 What type of high-yield ETFs are in the most demand from investors today32:56 Where to get more info about YieldMax ETFs?👉 Subscribe for more ETF deep dives and income investing interviews.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

In this video, I walk through my monthly review of my Quality Dividend Growth Portfolio. We’ll break down current portfolio balances, dividends received, new buys and additions, and the latest news impacting my holdings.I’ll also share how the portfolio is positioned going forward, what’s driving income growth, and how I’m thinking about risk, valuations, and long-term dividend sustainability. If you’re focused on building reliable income and compounding wealth over time, this monthly update will give you a transparent, real-world look at how a dividend growth strategy plays out.As always, this is not financial advice—just sharing my personal portfolio and process.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

I’m joined by Matthew Tuttle, CEO of Tuttle Capital Management, to break down two of the firm’s newest ETF launches: MAGO (Tuttle Capital Magnificent 7 Income Blast ETF) and BITK (Tuttle Capital Bitcoin 0DTE Covered Call ETF) — part of Tuttle’s new Income Blast ETF series.Options-based income ETFs have exploded in popularity, but not all strategies are created equal. In this conversation, we walk through how MAGO and BITK are structured, the options strategies they use, and what income-focused investors need to understand about yield, upside participation, volatility, and NAV risk.We discuss why Tuttle launched the Income Blast series, what market conditions led to these products, and how these ETFs differ from more traditional covered call ETFs. Matt also explains how the funds attempt to generate income from the Magnificent 7 stocks and Bitcoin exposure, including the use of 0DTE options, and what tools are used to manage risk and limit long-term NAV erosion.If you’re researching high income ETFs, options income strategies, covered call ETFs, or looking to understand newer ETF structures tied to technology stocks or Bitcoin, this video provides a clear framework for evaluating whether MAGO or BITK belong in an income-focused portfolio.⸻Topics covered in this video include:• What the Income Blast ETF series is and why it was launched• How MAGO and BITK generate income• The role of options and 0DTE strategies in ETFs• Yield potential vs risk and volatility• NAV erosion, upside capture, and portfolio fit• Who these ETFs may — and may not — be appropriate forTickers discussed: MAGO, BITKIssuer: Tuttle Capital ManagementStrategy: Options-Based Income ETFs / Covered Call ETFsIf you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

I’m joined by Mac Sykes, Portfolio Manager at Gabelli, for a deep dive into the Gabelli Financial Services ETF (GABF) and how active management is being used in today’s financial sector.We break down how GABF differs from traditional financial and bank ETFs, the types of financial services stocks the fund invests in, and where Gabelli is seeing value in banks, insurers, and diversified financial companies. Mac also shares his outlook on interest rates, inflation, monetary policy, and how these macro forces are impacting financial stocks and valuations.If you’re researching financial sector ETFs, bank ETFs, or looking for an actively managed financial services ETF, this conversation provides insight into how professional investors are positioning for the current market cycle and beyond.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

I’m joined by Si Katara of TappAlpha to break down TDAX and TSYX, the first ETFs in TappAlpha’s Lift Series — a new take on covered call income strategies.Covered call ETFs are everywhere. But most follow similar playbooks.The Lift Series aims to rethink how covered call income is generated, using a more dynamic, rules-based approach designed to balance income, risk management, and participation across different market environments.We discuss how TDAX and TSYX are structured and what makes the Lift Series different from traditional option-income ETFs. Si also walks through the target investor, potential income profile, and key risks investors need to understand before using these strategies.If you’re already familiar with covered call ETFs — or considering them for income — this conversation will help you decide whether the Lift Series deserves a spot in your portfolio.Topics Covered:• What the Lift Series is and why TappAlpha launched it• How TDAX and TSYX generate income• Key differences vs traditional covered call ETFs• Risk, upside participation, and portfolio fit• Who these ETFs may — and may not — be appropriate forTickers discussed: TDAX, TSYXStrategy: Covered Call Income ETFsAs always, this video is for educational purposes only and does not constitute investment advice.👍 If you found this helpful, please like the video, subscribe to the channel, and drop your questions in the comments.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

MLP investing can offer attractive income, but tax complexity — especially K-1s — keeps many investors away.In this video, I sit down with Rob Thummel, Portfolio Manager at Tortoise Capital, to break down TMLP, a new MLP ETF designed to provide energy infrastructure exposure in a more tax-efficient wrapper.We discuss why Tortoise launched TMLP, how the fund is structured to improve tax efficiency compared to traditional MLP ETFs, and what investors should understand about income potential, risks, and portfolio fit. Rob also walks through the current MLP landscape and the role energy infrastructure can play in an income-focused portfolio.If you’re interested in MLPs, energy infrastructure, or tax-efficient income strategies — and want to understand the trade-offs involved — this conversation will help you decide whether TMLP belongs in your portfolio.Topics covered include: • What TMLP is and why it was launched • How the fund aims to improve tax efficiency • Key differences vs traditional MLP ETFs • The outlook for MLPs and energy infrastructure • Who TMLP may be best suited forThis video is for informational purposes only and does not constitute investment advice.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

Not all real estate ETFs behave the same — and understanding the differences matters more than ever.In this deep dive, I’m joined by David Auerbach from Hoya Capital to explain how HOMZ and RIET work, how they differ from traditional REIT ETFs, and how investors might think about using them in a diversified portfolio.Topics covered: • What HOMZ is designed to capture in the housing market • How RIET approaches real estate income • Key differences vs traditional REIT ETFs • Risk, diversification, and portfolio fit • Who these ETFs may (and may not) be forIf you’re looking for a smarter way to access real estate, this deep dive into HOMZ and RIET will give you the framework you need.Time Stamps:00:00 Why most real estate ETFs aren’t really diversified00:51 Who’s behind these real estate ETFs03:15 How HOMZ and RIET are different from REIT ETFs03:33 What HOMZ actually owns (and why it’s not just a REIT ETF)10:52 How RIET generates income differently than REITs14:10 How safe is the yield? What investors should watch18:35 Are institutions taking over the housing market?23:34 Why housing affordability keeps getting worse25:09 What could go wrong with these ETFs?26:41 Who should (and shouldn’t) own these ETFs29:55 Final thoughts on using these as REIT alternatives👉 Like the video, subscribe, and turn on notifications for more ETF deep dives.For educational purposes only. Not investment advice.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

In this video, I walk through my monthly review of my Quality Dividend Growth Portfolio. We’ll break down current portfolio balances, dividends received, new buys and additions, and the latest news impacting my holdings.I’ll also share how the portfolio is positioned going forward, what’s driving income growth, and how I’m thinking about risk, valuations, and long-term dividend sustainability. If you’re focused on building reliable income and compounding wealth over time, this monthly update will give you a transparent, real-world look at how a dividend growth strategy plays out.As always, this is not financial advice—just sharing my personal portfolio and process.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join

Most dividend ETFs crowd into the same large-cap stocks — often at the expense of diversification and valuation.In this video, I sit down with Tom Browne and Brian Leonard from Gabelli to break down KDVD, a new dividend ETF that takes a very different, more contrarian approach by focusing on overlooked small- and mid-cap dividend payers.We discuss why traditional dividend ETFs may be missing opportunity, how KDVD selects dividend-paying stocks differently, and the potential benefits and risks of targeting less-crowded areas of the market.We cover: • Why traditional dividend ETFs may be missing opportunity • How KDVD selects dividend-paying stocks differently • The case for small- and mid-cap dividends • Portfolio construction, diversification, and risk considerations • Who this ETF might make sense for — and who it might notIf you’re tired of owning the same dividend stocks as everyone else and want to understand an uncrowded approach to dividend investing, this deep dive will help you decide whether KDVD belongs in your portfolio.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

Welcome to The High Yield ETF Challenge 💰📈In this video series, I’m putting a super high-yield ETF strategy to the test. The goal is simple: build a high-income ETF portfolio of up to 15 ETFs and track its performance over at least one full year to see if chasing big yields actually works—or completely flops.Throughout the challenge, I’ll be tracking: • 📊 Total returns (price performance + income) • 💵 Dividends and distributions received • 📉 Volatility, drawdowns, and risk • 🔄 Portfolio changes and rebalancing decisionsThis isn’t theory or backtesting—this is a real-time experiment designed to answer a question many income investors ask:👉 Can a very high-yield ETF portfolio generate sustainable income without destroying long-term returns?Along the way, I’ll share updates, performance breakdowns, and honest takeaways—good or bad—so you can decide if a high-yield dividend strategy deserves a place in your own portfolio.If you’re interested in income investing, dividend ETFs, covered call ETFs, or alternative yield strategies, make sure to follow the series and subscribe for ongoing updates.⚠️ Not investment advice. This is an educational experiment to explore the risks and rewards of high-yield ETF investing.Let the challenge begin.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.

I’m joined by David Nicholas of XFUNDS to break down the BLOX ETF and take a deeper look at the evolving blockchain and crypto investing landscape.We discuss what makes BLOX different from traditional crypto-themed ETFs, how the fund approaches exposure to blockchain companies without directly owning cryptocurrencies, and why this area of the market continues to attract long-term investor interest. David also shares his perspective on the current state of crypto markets, institutional adoption, regulation, and where blockchain innovation may be headed next.Whether you’re curious about crypto but hesitant to own digital assets directly—or you’re looking for a more diversified way to gain exposure to the ecosystem—this conversation provides valuable insight into how BLOX fits into a modern portfolio.Topics covered include: • What the BLOX ETF is and how it works • How BLOX gains exposure to blockchain and crypto innovation • Key risks and opportunities in crypto-related investing • The role of blockchain companies in a diversified portfolio • Where David sees the crypto and blockchain space headingTo get more info:BLOXetf.comFollow XFUNDS on X: @Xfunds_Follow David on X: @DavidANicholasAs always, thanks for watching and supporting the channel. If you found this interview helpful, be sure to like, subscribe, and share.This video is for informational purposes only and does not constitute investment advice.

I sit down with Troy Cates from NEOS Investments to break down their two brand-new income-focused ETFs: NLSI and MLPI.NLSI: Long/Short Equity Income ETFMLPI: MLP & Energy Infrastructure High Income ETFWe discuss NEOS’s approach to tax-efficient income, how NLSI uses options to target income with reduced volatility, and how MLPI provides MLP exposure without the hassle of K-1s. Troy also explains where these funds fit in an income portfolio and what types of investors they’re designed for.If you’re looking to go beyond traditional dividend ETFs and explore alternative income strategies, this conversation is for you.Time Stamps:00:00 Introduction00:30 Welcome Troy 01:15 2025 Recap and looking forward to 202602:53 Update to NEOS' distribution schedules04:09 Troy's Outlook for 202606:41 MLPI ETF Overview12:11 NLSI ETF Overview18:29 Upcoming product launches20:43 Outro👉 Subscribe to Dividend Stockpile for more ETF interviews and income investing insights.Get more info about NEOS: neosfunds.com

I’m joined by Colby from The DGI Crab for a value-focused dividend investing discussion. We each bring 4 undervalued dividend growth stocks that we believe offer attractive long-term income and upside at today’s prices.We break down why these stocks look undervalued, what makes their dividends sustainable, and how they fit into a long-term dividend growth strategy. If you’re looking for quality dividend stocks trading at reasonable valuations, this conversation is for you.📈 What we cover in this video: • 8 undervalued dividend growth stocks • Why valuation matters for long-term income investors • Dividend safety, growth potential, and business quality • How Colby and I evaluate dividend stocks todayTiime Stamps:00:00 Intro00:25 Welcome Colby from The DGI Crab02:30 Overview & Disclosures03:00 Stock pick 105:55 Stock pick 208:47 Stock pick 312:05 Stock pick 416:44 Stock pick 518:50 Stock pick 621:36 Stock pick 724:06 Stock pick 828:05 Wrap upWhether you’re building a dividend growth portfolio or just looking for new ideas, this video offers practical insights from two long-term income investors.👉 Subscribe to Dividend Stockpile for more dividend stock ideas, ETF interviews, and income investing strategies👉 Check out The DGI Crab on YouTube for more dividend growth investing content - YouTube.com/@UC7duuRqoD5NBzcHQ9K9FTiA ⚠️ Not financial advice. Always do your own research.

In this video, I walk you through my Top Quality Dividend Growth Portfolio—how I build it, how I picked the holdings, and the metrics I track to stay confident in every position.I break down my full process for finding the highest-quality dividend growth stocks, share my current holdings, and analyze each name using Snowball Analytics, including dividend safety, dividend yield and growth, growth potential, payout ratios, yield, and total return outlook.If you’re serious about building long-term wealth from reliable, growing income, this one’s for you.What you’ll see in this video: • How I screen for true quality dividend growth stocks • The criteria I use before adding any company • My current portfolio breakdown • Key metrics and performance insights via Snowball Analytics • What I’m watching next for future opportunitiesWhether you’re just starting your dividend journey or refining your strategy, this portfolio walkthrough will help you think more intentionally about quality, durability, and long-term compounding.If you want to try Snowball Analytics, here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.—👍 If you find this helpful, please like, subscribe, and drop a comment with your favorite dividend growth stock right now.🔔 Don’t forget to hit the bell so you don’t miss future updates.

Are covered call ETFs really the best answer for income investors… or are we settling for less than we should? In this video, we dive into why traditional covered call strategies may not be enough in today’s market and explore how the WEEL ETF looks to solve some of the biggest weaknesses investors face when relying only on options income.We break down:• Where covered call ETFs fall short• Hidden risks many investors overlook• Why income alone isn’t the full solution• How WEEL approaches yield, risk, and total return differently• Who this strategy may actually be best suited forIf you invest for income, dividends, stability, or smarter yield strategies, this is a conversation you don’t want to miss.👇 Watch, learn, and let me know your thoughts in the comments!