Dividend Stockpile

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.