The high yield ETF screener you need. 🧵👇

• Has the nav traded flat or down while the underlying moved up? (If yes cut it)

• Is the total return only positive with drip on? If a fund can only make money with drip on its not an income fund. • What is the tradeoff of the fund? Does it get hit harder in downtrends? Does it have more upside cap? That tells you the use case in your portfolio.

• Find the correct use case. Is it a Tier 1 or 2 core? Or is it a funnel position? That’s how you know how to use the fund and how capital to allocate.

There’s hundreds of high yield ETFs at this point.

One of the most important skills you can have is deciphering what funds are doomed to fail.

These are the red flags I screen out of my holdings. 🧵👇 1️⃣ Does the nav fall even in bullish trends?

With a covered call fund in particular you must judge based on total return.

Even with that in mind you want the fund to still capture some upside to maintain health.

Let’s look at an example of a fund that breaks this rule.

Many expect the tradeoff with high yield ETFs to be a lower total return than the underlying.

With the correct funds that couldn’t be more false.

$OVL is a prime example and has beaten the S&P for nearly 7 years.

Here’s how. 🧵👇 $OVL is the Overlay Shares Large Cap Equity ETF

It’s rated 5 stars by Morningstar ✅

Tracks the S&P ✅

Pays 10.28% ✅

But what actually sets it apart is the strategy.

If I had zero passive income here’s exactly how I’d get to $2,000 per month in 24 months. 🧵👇 1️⃣ Identify my core anchor positions for high cashflow. 50% of my contributions will flow here.

$BLOX 36% yield
$GIAX 24% yield
$OVL 10.5% yield

Combined core yield: 23.5%

The play nobody’s talking about…

Park $50K in high yield ETFs, use the distributions to DCA into Bitcoin. Your stack grows. Your income grows. You touch nothing.

I’m not talking about $STRC. (It’s mid) Let’s break down the most powerful way to do this. 🧵👇 1️⃣ The Funnels

$CHPY $25k = $833 per month
$BLOX $25k = $750 per month

Monthly Income: $1,583

$1,000 per month invested in a custodial account can create a $65,000 annual income stream by the time your kid is 18.

Here’s how. 🧵👇 $OVL holds 99% $VOO and uses the rest as collateral to cover a ladder of put credit spreads.

Those spreads allow for 10.5% yield and uncapped upside. The fund has even beat the S&P 500 for nearly 7 years. It’s the true best of both worlds fund.

How would I start a high yield portfolio with $50,000?

Here’s exactly what I would do to be aggressive yet remain sustainable longterm. 🧵👇 With my first $10,000 I want broad exposure, stable yield, and high total return.

$OVL provides me with growth, outperformance of the S&P 500, and 10.5% yield. This is my no brainer first position.

This conservative $1,000,000 high yield ETF portfolio generates $115,000 annually.

Here’s how it takes you from the 4% rule to the rule 10% rule.

These are the strategies behind it and why it’s built to win. 🧵👇 Capital: Annual Dividends:

$DIVO 100k = $6,500
$TDVI 100k = $7,000
$SPYH 100k = $8,500
$GPIQ 100k = $10,500
$OVL 100k = $10,500
$SOXY 100k = $12,000
$KGLD 100k = $13,000
$QQQI 100k = $14,000
$MLPI 100k = $15,000
$KSLV 100k = $18,000

Annual Income: $115,000

Weekly Dividend Payers:

Scam? 🚨

Yield Trap? 🪤

Money Printer? 💰

Well it depends let’s break it down 🧵👇 Let’s address question one. Are they a scam?

Absolutely not. These funds are using option selling strategies closed end funds have used since the 70’s. There’s only two differences…

1️⃣ They are packaged in an ETF not a CEF

2️⃣ They pay weekly not quarterly which in no way negatively effects the fund.

The Hodl Problem 🚨

BTC builds wealth but to enjoy it you need to sell.

High Yield ETFs can solve this problem.

This $500,000 debasement portfolio pays $111,500 per year in dividends. 🧵👇 Capital: Annual Dividends:

$BLOX 100k = $36,000
$BTCI 100k = $27,000
$ISBG 100k = $19,000
$KSLV 100k = $18,000
$STRC 100k = $11,500

Annual Income: $111,500

High Yield ETFs Aren’t Dangerous If You Understand This…

5 High Yield Funds Designed To Avoid Erosion… 🧵👇 1️⃣ $QQQI

Simplicity at its finest. $QQQI sells monthly covered calls while targeting a 14% yield. NEOS gives themselves plenty of room for upside on these calls allowing for a stable nav.

Results:

If you withdrew all of your yield your capital would still be up by 5.23%.

The most impressive part? Full nav recovery from the tariff crash.

Most Investors Buy Based On Yield. ❌

Smart Investors study the income engine. 💵

Many don’t know what they’re buying.

I’m here to clear that up. 🧵👇 Stop buying and asking questions later!

Why is the fund down?

Will it recover?

What fund is better?

You should know those answers before you ever buy!

I’m going to breakdown strategies across the high yield space.

You don’t need $5,000,000 to retire ❌

You need cashflow that finances your lifestyle. 💵

Here’s how high yield ETFs used the right way change the game with capital efficiency. 🧵👇 When most people think high yield ETFs they think of a few funds with internet cults that imploded.

If you look beyond the surface that’s where you’ll find quality funds built for longterm success.

Is $5,000 enough to start a high yield portfolio? Yes.

Here’s how I would do it. 🧵👇 When starting with $5,000 my emphasis needs to be on upside.

You need to identify high asymmetric risk to reward.

I would start aggressively and then diversify as my portfolio gets bigger.

How I would build the lazy man’s high yield portfolio starting with $20,000. 🧵👇 Set & Forget is all about allocating to funds you don’t have to manage.

To start I would build a base with $4,000 in $TDAQ & $4,000 in $SPYI.

Broad indexes with no management. High income with stable nav.

Why I Expect $BLOX To Outperform Not Only $STRC But Bitcoin Outright:

When You Don’t Understand Strategy You Are Buying Blind!

This Is The Full $BLOX Breakdown. 🧵 $BLOX is the Nicholas Crypto Income ETF.

Now when most think high yield funds they think covered calls and capped upside.

This fund brought to the market a strategy that I believe many fund issuers will ultimately shift to.

Your Wrong About High Yield Funds: ❌

People assume every fund erods, returns your own capital, and can’t beat the market.

Not only is that lazy but it’s incorrect.

This is the ultimate high yield beginners crash course 🧵👇 The term “not sustainable” gets thrown around constantly. People assume every fund operates like MSTY & ULTY. This couldn’t be more false.

All funds have their own unique strategy and many are designed for high and sustained long term performance.

These funds use option selling strategies. It’s not a standard dividend. A 7% yield on a stock isn’t sustainable. On a high yield fund it’s conservative.

$TDVI pays 7% for example. Its nav is still up 43.86%. Its total return is 74.66%.

How rotating your dividends from ultra high yielders into anchor funds works: ⚓️

This strategy allows you to bring in high income up front and then further build your foundation. 🧱

Here’s the math and why this sets you up for success longterm. 🧵👇 The best way to play ultra high yielders is by creating a funnel into your foundational indexes.

The more that single stocks pays you out your risk gets heavily reduced as you rotate into the index.

This is the best way to set yourself up for both high income and sustainability.

The High Yield ETF Space Is Booming 💥

With new products dropping every week it’s more important than ever to sift through what’s great and what’s a cash grab. 💵

Here’s the thing… it’s also important how you use a fund. Let’s breakdown some funds and their use case. 🧵👇 Even among great funds you have to play them a certain way to see great gains. 📈

Underlying and strategy are the key metrics for a great fund. The strategy will tell you how to use it. 🔄

You don’t want to fund hop out of set and forget funds. You also don’t want to chase trading vehicles. 👇

The 4 Metrics I Judge High Yield Funds By: 🧠

With these metrics you can understand how a fund will preform & what market conditions favor it. 🚀

Make sure your holdings check all these boxes. ✅ 1. Strategy:

Each fund sells options or harvests yield in its own way. Understanding the strategy will allow you to know all the pros and cons off the bat.

Yield Max: Synthetic Covered Call
Roundhill: 1.2X levered swaps
BLOX: Put credit spreads

Understanding each of these allows you to narrow down what funds work for your goals.

Real Example Of How I Apply The YieldMax Funnel: 🔥

This is the sustainability sauce. 👨🏻‍🍳

Making nav erosion a non factor. 🧵👇 My $NVDY position is one of my longest holds. You may see the capital erosion & wonder how did you make money?

My initial 400 shares have paid over $8,000 in dividends. My entire initial investment has been returned.

I am very green on this position.