How I Plan To Increase My High Yield ETF Portfolio Income (Do THIS)
Summary
TLDRIn this video, the creator discusses their strategy for a high-yielding ETF portfolio on Robinhood, currently valued at $28,749.23. They detail their income investment approach, aiming to reinvest dividends to grow the portfolio. With a goal to build up positions in specific ETFs to $10,000 each, they plan to use weekly distributions to purchase more shares, focusing on quality income that doesn't erode capital. The creator also shares their thoughts on the Russell 2000 Index and their intention to live off the portfolio's income in the future.
Takeaways
- 📈 The speaker's high-yielding ETF portfolio in Robinhood is currently valued at $28,749.23.
- 📊 The portfolio has seen a weekly increase of 1% ($546.4), with cryptocurrency contributing to this growth.
- 📉 Despite a 17% decrease in the past month, the portfolio is up 2% in the past week and 99.47% year-to-date.
- 💹 The speaker's goal is to use the portfolio's income of over $1,000 per month to fund new ETFs.
- 🚀 The strategy involves being a total return investor while also focusing on income, aiming for the best of both worlds.
- 💰 The speaker plans to reinvest dividends within the portfolio rather than withdrawing them.
- 📅 The speaker outlines a schedule of upcoming dividend payments from various ETFs, highlighting a focus on weekly payments.
- 📉 Despite a 14.9% price return decline in YMAX, the speaker is actually up on this position due to reinvested dividends.
- 📈 The speaker intends to build up positions in QDTE and RDTE, aiming for a $10,000 investment in each, and then use the weekly income to purchase more.
- 🌐 The speaker appreciates the Roundhill ETFs for capturing upside potential and paying out distributions, despite potential long-term NAV erosion.
- 💭 The long-term plan includes building a base for the portfolio with index-based ETFs for relatively stable yields.
Q & A
What is the current value of the portfolio discussed in the video?
-The current value of the portfolio is $28,749.23.
How has the portfolio performed in the past week?
-In the past week, the portfolio is up 1%, which is an increase of $546.4.
What is the long-term goal for the portfolio mentioned in the video?
-The long-term goal is to use the income generated by the portfolio, which is over $1,000 per month, to fund new ETFs.
What is the strategy for reinvesting the dividends from the portfolio?
-The strategy is to keep all the dividend income within the portfolio and reinvest those dividends rather than withdrawing them.
Which ETFs are part of the portfolio and are expected to pay dividends in October?
-The ETFs expected to pay dividends in October are TESL, CONY, INVD, and MISTY.
How has the YMAX ETF performed in terms of price return?
-The price return for YMAX is down 14.9%, but the total return, including dividends, shows a profit.
What is the significance of the weekly payments from YX in the portfolio strategy?
-The weekly payments from YX provide a consistent income stream that can be used to purchase more shares of other ETFs, such as RDTE.
What is the plan for the RDTE position in the portfolio?
-The plan is to build up the RDTE position to $10,000 using the weekly distributions received from other high-yielding ETFs.
How does the investor plan to use the distributions from the ETFs to grow the portfolio?
-The investor plans to use the distributions to purchase more shares of ETFs, focusing on building up positions in QDTE and RDTE to $10,000 each.
What is the investor's view on the Russell 2000 Index and its potential in the portfolio?
-The investor sees potential in the Russell 2000 Index for total return and plans to build up a position in it, expecting it to grow and provide a stable yield.
What is the investor's strategy for managing the income generated by the portfolio?
-The investor's strategy is to reinvest the income into higher quality income ETFs for long-term growth, aiming to match or exceed the income with capital appreciation.
Outlines
📈 Portfolio Review and Strategy Update
The speaker begins by welcoming viewers back to their channel, focusing on entrepreneurship and investment. They discuss their new plan for a high-yielding ETF portfolio on Robin Hood, currently valued at $28,749.23. The portfolio has seen a weekly increase of 1% ($546.4), a monthly decrease of 17% ($494), and a 3-month increase of $85. The speaker's goal is to leverage the portfolio's income, which is over $1,000 per month, to fund new ETFs. They identify as a total return investor and an income investor, choosing to reinvest dividends within the portfolio. The speaker outlines their dividend income schedule, highlighting specific ETFs like TESL, COIN, and others that contribute to the portfolio's income. They also discuss their strategy to use the weekly income to purchase more shares in high-yielding ETFs, aiming to build up a substantial investment base.
🚀 Building a Diversified ETF Portfolio
The speaker continues by detailing their strategy to build up their positions in specific ETFs, including QDTE, RDTE, and XDTE, each to a value of $10,000. They plan to use the weekly income from their high-yielding ETFs to purchase more shares in these funds. The speaker reviews their current positions in various ETFs, discussing their performance and plans for reinvestment. They mention that they will be focusing on building up their RDTE position using distributions from other ETFs like YAAX, TESL, and others. The speaker also compares the performance of the Russell 2000 Index with the NASDAQ and expresses optimism about the potential for growth in the Russell 2000. They outline a personal plan to build up the Russell 2000 Index in their portfolio for long-term total return and stable yields.
🌱 Yield Farming and Portfolio Growth
In the final paragraph, the speaker discusses their strategy of yield farming from high-quality single-stock ETFs, such as COIN, MISTY, NIDY, and TESL, to fund the growth of their RDTE position. They express their preference for certain ETFs from the YieldMax lineup and their decision to reinvest dividends into RDTE for higher quality income in the long term. The speaker invites viewer feedback on their new strategy and concludes by encouraging viewers to like and subscribe if they found the content helpful. They also mention using a dividend tracker to monitor their income and express excitement about the consistent weekly payments rolling into their portfolio.
Mindmap
Keywords
💡ETF
💡Robinhood
💡Dividend Payments
💡Total Return Investor
💡Income Investor
💡Yield Max
💡NAV Erosion
💡Reinvestment
💡Russell 2000 Index
💡Payout Calendar
💡Yield Farming
Highlights
Introduction to the new long-term plan for the high-yielding ETF portfolio
Current portfolio value at $28,749.23 with recent gains
Portfolio performance up 1% this week and 2% this month
Strategy to use dividend income to fund new ETFs
Total return investor approach balancing income and growth
Dividend reinvestment plan within the portfolio
Upcoming dividend payments from various ETFs
Price return and dividend income analysis for YAAX
Building up positions in QDTE and RDTE ETFs
First distribution from RDTE expected with a large payout
Long-term strategy to build up Russell 2000 Index
Comparison of past performance between Russell 2000 and NASDAQ
Plan to enable margin trading with lower interest rates
Focus on high-quality income where capital isn't decreasing
Experiment to increase account value by $1,000 a month
Using dividend tracker to monitor income and portfolio performance
Yield farming strategy from selected single-stock ETFs
Invitation for feedback on the new strategy
Closing remarks and call to action for likes and subscriptions
Transcripts
all right how's it going everyone
welcome back to the entrepreneur
investor and in today's video I'll be
discussing my new plan and my long-term
plan for my high yielding ETF portfolio
in Robin Hood so as you can see
currently we're sitting at $
28,749
23 and I'll be showing you exactly where
that came from with this week's dividend
payments so if you guys do like videos
like this be sure to leave a like And
subscribe to the channel on our way to
10,000 subscribers so today it is
Saturday but we are up1 n% up $546 4 and
that's because I do have some
cryptocurrency in this portfolio as well
in the past week we're up 2%
$591 in the past month still down 17%
down about
$494 not a big deal in the past 3 months
were up now
$85 and year-to date up
99.47% what my goal now is for this
portfolio since we've built up a huge
amount of income coming into this
portfolio with a relatively small
portfolio size I would say we're making
over $1,000 per month in this portfolio
and we're going to use that money that I
receive every single week from this
portfolio to fund new ETFs and in the
past year I'm up
12.04% so let's first go over over where
I received this buying power from and
where I'm going to put this money from
now on so I've been thinking about this
portfolio I am a total return investor
while also an income investor and I
think it's good to have the best of both
worlds my investing strategy might be
different from yours you might be
heavily income focused withdrawing the
income for your portfolio but in my
portfolios I'm keeping all the dividend
income within the portfolio and
reinvesting those dividends so as you
can see here I have tesle which is going
to be paying in the beginning of October
then the second week in October Coney
will be paying which is the coinbase
option income strategy by ymax then on
the third week invid will be paying a
distribution and then we get at the end
of October Misty paying the nice large
distribution now we're getting weekly
payments from YX so you can see price
return I'm down
14.9% with ymax it says here I'm down
$11,200 but I'll pull up my spreadsheet
now to show you that I'm actually up on
this position because the dividends that
I have received in my portfolio have
outweighed this share price decline so
if we go over the max time you can see
there is a slight nav erosion with yaax
over the past few months but it's not as
bad as some of the single stock ETFs and
that's why I like this position you can
see I have over
$7,200 in yaax and it is my largest
yield Max position and it's 25% of my
portfolio so I have
43.2 for shares and now that we're
getting paid weekly from yaax I received
$938,000
te I'm getting dividends from qdt every
single week you can see my price return
down 4.5% not a big deal I'll show you
my total return as well my average share
cost
$44.19 27.5 shares this is a large
position in my portfolio and I decided
to stop dividend reinvestment into this
ETF as of right now because I'm going to
be building up my rdte position so you
can see my dividend here
$503 I canceled that over order so it
does not reinvest and this
$144 23 on market open on Monday morning
I'm going to be purchasing some more
rdte this is the position I have
currently you can see my price return so
far haven't had the distribution yet
with rdte up
9.25% which is insane upside potential
is incredible and they're collecting
daily option income from this ETF and
going to pay that out every single week
so we go back onto the website scroll
all the way down and and see when their
distribution schedule is going to be
their first declaration is going to be
this week coming up 9:25 2024 should be
a pretty large distribution for their
first payout with this ETF and the pay
date will be 9:27 2024 which should be
on Friday so distribution history
nothing here yet like I said I think
it's going to be great long term what
I'm going to build this position up into
I think my strategy going forward since
I love the Yi Max ETFs don't get me
wrong I have most of my portfolio in the
yield Max ETFs I'm going to try to build
up my qdt rdte and then eventually add
in xdt to this portfolio to $10,000 each
per fund and then with that Weekly
income coming into the portfolio I'll be
able to purchase more yield Max ETFs
with that money as well so if we go back
into my qdt position you can see I have
$108 in this ETF so I'm good for qdt so
I already have my first one built now
I'm going to focus on that rdte I have a
very small position rdte
$273 with this 144 that I have here
going to put that bring me up to about
$500 in rdt and then we're going to
continue to compound that ETF until I
hit 10,000 so I showed you guys my price
return here with yaax down
14.9% let's go into my spreadsheet here
just input the distribution income that
I received so far from September with
yaax and then if we go into my positions
scroll over you can see ymax I'm up 1%
and then if we look at QD to so far I'm
up 4.7% so outperforming yaax in about
the same time frame so I'm going to be
building up my rdte position with my
weekly yaax distributions as well going
to take all the money I receive from
tesley over $300 per month from tesley
putting that into rdt e same with Cony
and nidy and Misty all those
distributions are getting funneled right
into rdte because I think long term this
is going to be a better investment than
reinvesting the dividends back into the
single stock ETFs by yield Max let's
also take a look at the Russell 2000
Index you can see it was down 1.10%
today in the past 5 days it's up 1.8% in
the past month it's up 2.64% and let's
go in the past year up 25% what I really
like about the roundhill ETFs is that
they're able to capture this upside with
these new ETFs that they came out with
as well as payout distributions we may
see slight nav erosion longterm with
these ETFs but with the total return
it's very close to matching the
underlying index like if you look at
qd's Total return it's about 9 to 10%
since Inception date that's fantastic if
you look at y Max's since Inception date
the about the same but we're getting
higher quality companies within qdt
we're getting that nice weekly pay my
personal plan is to build up the Russell
2000 Index if we take a look at past 5
years you know the Russell 2000 hasn't
done that well it's going back up again
now but if we compare that to the NASDAQ
right now in the past 5 years you know
this one's up 152% so the Russell 2000
definitely has some time to grow and I
think it'll be a great Total return in
my portfolio if I build this one up to
$10,000 in here and then after I build
this one up to $10,000 I use the
distributions that I'm getting every
single week from QD to e and rdte funnel
that into X DTE and just create a nice
base for the portfolio index-based ETFs
relatively stable yields nothing too
crazy like ulti where there's so much
nav erosion that you're losing all your
Capital you're getting great income but
we'll see what happens long term with
ulti but I feel more comfortable putting
10K into the roundhill ETFs individually
and then having fun with the income that
I receive every single week cuz I could
easily be making $300 per week off of a
$330,000 investment into these ETFs not
sure if I'm going to enable margin now
with these lower interest rates that
we're seeing on Robin Hood so I could
always do that boost up the portfolio
fairly quickly but I've seen great
success with using my distributions that
I'm receiving from these high yielding
ETFs to purchase other ETFs more shares
and really focus in on the best ETFs
longterm for my portfolio and then
eventually live off of this portfolio
with the income as I showed you guys in
my previous videos I'm pretty much able
to do that with my M1 Finance portfolio
you know making income is great but you
also want high quality income where your
Capital isn't decreasing over time
because as you can see in the past year
my Capital has gone up $33,000 by
investing in these ETFs but since it's
making $11,000 per month that doesn't
mean I'm up $122,000 per year so that's
what I'm trying to do is if I'm making
$11,000 per month I want my account
value to go up by $1,000 a month so I
think that can happen with having 10K in
the roundhill ETFs going to do this
experiment it's going to take me a
little while but I'll take you guys
along for the ride if we go into my
payout calendar here on the dividend
tracker.com you guys can sign up with
the link in the description down below
you can see my income has gone down and
that's because yaax in here only paid
$938,000
yaax in to now every single week so I'm
going to be getting nice payments
rolling into the portfolio every single
week with all of these high quality ETFs
in here and I picked personally my
favorite ETFs so far from the yield Max
single stocks so you can see like Coney
Misty nidy tesley those are pretty solid
longterm in my opinion I'm just going to
yield farm from those ETFs take all that
money put it all into rdte for now so
let me know what you guys think of this
new strategy you think I should reinvest
the dividends back into the single stack
ETFs or use my new strategy that I
thought of today where I'm going to
build up these income ETFs for higher
quality income longterm so thank you
guys so much for watching if you did
enjoy leave a like And subscribe and
I'll see you guys in the next one
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