Young and Older Folk Portfolio Message Board

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Strategies & Market Trends : Young and Older Folk Portfolio

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achnlj

peterad

SeeksQuality

To: peterad who wrote (11544)	11/20/2024 12:04:10 PM
From: jritz0	3 Recommendations of 22059

RE: SPYI SPYI is similar to QDPL in that they both aim to be tax friendly with the use of ROC. SPYI goes about creating their distributions in a different way than QDPL. SPYI would be similar to JEPI but they both have their own nuanced way to create their distributions. I'm a big fan of all 3 mentioned as well as a few others. Even though I hold all in IRAs I still like the way NEOS goes about trying to protect nav erosion in both SPYI and QQQI as well as the higher distribution. I would recommend you watch this short video regarding how they go about harvesting their distributions, try to protect nav erosion and how they manage taxes. Return of Capital \| NEOS Investments

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