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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: peterad who wrote (11544)	11/20/2024 11:12:05 AM
From: SeeksQuality	3 Recommendations Recommended By jritz0 peterad socalmike Respond to of 22059

SPYI distributions are also largely LT gains or return of capital, very tax efficient, but their mechanism for achieving that income is very different. SPYI executes a call option strategy while QDPL simply contracts to buy the additional dividends three years in advance. In some sense they are similar -- the base assets are the S&P500 index -- but QDPL is structurally locked to the index, while option-income strategies can outperform the index in a sideways market.

To: peterad who wrote (11544)	11/20/2024 12:04:10 PM
From: jritz0	3 Recommendations Recommended By achnlj peterad SeeksQuality Respond to 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