SHUAI

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3Following 420Followers713Likes & Bookmarks

SHUAI

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SHUAI

AssetsTop 51%MidBlend

Total Assets

3Following 420Followers713Likes & Bookmarks

SHUAI

SHUAIMay 6 at 08:32 PM

There are always some influencers who claim to have discovered good strategies promoting Nasdaq-tracking dividend ETFs. Whenever I remind them about the yield issue, they always mock me.

I just closed out all the Nasdaq dividend ETFs I started experimenting with over a year ago. The best performer among them was QQQI, with a total return of 27% from March 14th last year to today. However, buying QQQ on the same day would have yielded a total return of 45% today. This is proof that practice yields true knowledge!$JPMorgan Nasdaq Equity Premium Income ETF(JEPQ.US)$NEOS Nasdaq-100(R) High Income ETF(QQQI.US)$Goldman Sachs Nasdaq-100 Core Premium Income ETF(GPIQ.US)$Roundhill Innovt-100 0DTE CovCllStratETF(QDTE.US)$Invesco QQQ Trust(QQQ.US)

Invesco QQQ Trust

USQQQ

SHUAIOct 24, 2025 at 07:56 AM

$CHERY AUTO(09973.HK)Don't guess blindly, check the board documents, pay attention next Monday

CHERY AUTO

HK09973

SHUAIJun 18, 2025 at 04:48 PM

$Simplify Volatility Premium ETF(SVOL.US), although the monthly dividend is fixed, after changing its strategy this year, it has shown a strange situation where its net value remains flat or declines regardless of the market's rise or fall. Perhaps it needs time. Recently, it has continued to experience net outflows. Looking at the trend over roughly a year, it has completely underperformed the market, although it still has a market cap of over 800 million, but a retreat seems subtle.

S SHUAI

Recent volatility has been high, with significant divergence in buying/selling and long/short positions. In this situation, stabilizing dividend income while waiting for opportunities is also an option:

Here's a comparison of several ETFs recently discussed by foreign investors. In addition to the existing $JPMorgan Nasdaq Equity Premium Income ETF(JEPQ.US)$Goldman Sachs Nasdaq-100 Core Premium Income ETF(GPIQ.US), the newly added ones include $NEOS Nasdaq-100(R) High Income ETF(QQQI.US)$PIMCO Dynamic Income Fd(PDI.US)$Simplify Volatility Premium ETF(SVOL.US)$Guggenheim Strategic Opportunities(GOF.US). These three ETFs offer relatively stable dividends but don't use covered call strategies. The latter two have significant premium rates due to different investment directions. For detailed information, you can check ETFdb. There's also the relatively stable $Schwab US Div Eq(SCHD.US).

The comparison is based on two conditions: 1. How much principal is needed to receive $1,000 in after-tax dividends per month per ETF with tax benefits; 2. Fixed investment of $50,000 and the corresponding monthly after-tax dividend income under the same conditions. The current prices are as of the pre-market on March 14 when this post was made.

SHUAIMay 9, 2025 at 02:22 PM

$D-Wave Quantum(QBTS.US) It's about time to exit this round, don't be greedy…

D-Wave Quantum

USQBTS

SHUAIMay 5, 2025 at 06:24 PM

$Palantir Tech(PLTR.US) In the current market environment, earnings reports are just an excuse for the decline, regardless of whether the earnings are good or bad.

Palantir Tech

USPLTR

SHUAIMar 21, 2025 at 10:09 AM

$SINOPEC CORP(00386.HK)Isn't today the earnings report release? Has this stock reached the point where no one even looks at the earnings report?

SINOPEC CORP

HK00386

SHUAIMar 17, 2025 at 09:29 PM

$PETROCHINA(00857.HK) has been wandering around for quite a while, feels like it's about to have some movement.

PETROCHINA

HK00857

SHUAIMar 14, 2025 at 03:25 AM

S SHUAI

Around the beginning of 2024, ETFs operating with the covered call (CC) strategy started attracting attention. Besides products linked to the S&P 500 and Nasdaq indices, several companies also launched CC ETFs focused on individual stocks. Some influencers promoted these products through videos and articles.

Today, I compiled a simple table comparing the profit and loss of CC ETFs from two major issuers against their underlying stocks.

The table simply compares the returns of these products' holdings since January 1, 2024.

From a practical perspective: I remain skeptical about these CC ETFs. Even during the volatile periods when influencers claimed high returns, they didn't outperform simply holding the underlying stocks and selling calls yourself—it's just more convenient. Personally, I've liquidated all positions.$Kurv Yield Premium Strategy Apple Aapl ETF(AAPY.US)$YieldMax AAPL Option Income Strategy ETF(APLY.US)$Apple(AAPL.US)$YieldMax NFLX Option Income Strategy ETF(NFLY.US)$Kurv Yield Premium Strategy Netflix NFLX ETF(NFLP.US)$Netflix(NFLX.US)$Yieldmax Tsla Option Income ETF(TSLY.US)$Kurv Yield Premium Strategy Tesla TSLA ETF(TSLP.US)$Tesla(TSLA.US)

JPMorgan Nasdaq Equity Premium Income ETF

USJEPQ

SHUAIMar 4, 2025 at 06:45 PM

$PING AN(02318.HK)My personal level is very low, just blindly guessing to try entering at 45, 43, 41

PING AN

HK02318

SHUAIFeb 25, 2025 at 10:28 AM

$MIXUE GROUP(02097.HK) also came to experience the huge profits of working drinks

MIXUE GROUP

HK02097

SHUAIFeb 19, 2025 at 08:56 AM

$Occidental Petroleum(OXY.US)Oh my god, day trading?

Occidental Petroleum

USOXY

SHUAIFeb 18, 2025 at 09:50 AM

$Rigetti Computing(RGTI.US) The situation seems to have changed slightly. I took some profits after buying the dip earlier and am now waiting to see...

Rigetti Computing

USRGTI

SHUAIJan 26, 2025 at 02:21 AM

Previously saw some US stocks that have continuously increased dividends for shareholders for over 50 years, and filtered out a list of five with current dividend yields exceeding 4%:

$Altria(MO.US)

Recent dividend yield: 7.68%

Years of consecutive dividend increases: 54 years

$Universal(UVV.US)

Recent dividend yield: 6.37%

Years of consecutive dividend increases: 53 years

$Northwest Nat Gas(NWN.US)

Recent dividend yield: 4.9%

Years of consecutive dividend increases: 68 years

$Black Hills(BKH.US)

Recent dividend yield: 4.52%

Years of consecutive dividend increases: 54 years

$Federal Realty Investment Trust(FRT.US)

Dividend yield: 4.11%

Years of consecutive dividend increases: 57 years

SHUAIJan 22, 2025 at 09:18 PM

Today, I compiled a simple table comparing the profit and loss of CC ETFs from two major issuers against their underlying stocks.

The table simply compares the returns of these products' holdings since January 1, 2024.

S SHUAI

Bored and with nothing to do, I compiled a table comparing the returns of six so-called "never-sell" ETF portfolios that emerged from last year to this summer, based on their general rules and calculated from the time I last observed them. You can compare the performance yourself.$JPMorgan Nasdaq Equity Premium Income ETF(JEPQ.US)$Vanguard Real Estate ETF(VNQ.US)$Invesco S&P 500 Eq Wgt ETF(RSP.US)$Amplify CWP Enhanced Dividend Inc ETF(DIVO.US)$VG S&P 500(VOO.US)$Invesco QQQ Trust(QQQ.US)$iShares Preferred & Income Securities ETF(PFF.US)$Virtus InfraCap US PFD(PFFA.US)$JPMorgan Equity Premium Inc ETF(JEPI.US)$Goldman Sachs S&P 500 Core Premium Income ETF(GPIX.US)$Goldman Sachs Nasdaq-100 Core Premium Income ETF(GPIQ.US)$ISHRS Rus Top 200 Growth(IWY.US)$VanEck Vectors Morningstar US Wide Moat ETF Accum A USD(MOAT.UK)$VanEck Vectors Semiconductor UCITS ETF Accum A USD(SMH.UK)$Ps S&P 500 Mmtm(SPMO.US)

SHUAIJan 16, 2025 at 08:59 AM

$Rigetti Computing(RGTI.US)Don't panic! Stay calm!

Look at the indicators, trading volume, and chip accumulation range. As long as the story hasn't bombed yet, it might just be a stumble. But pay attention to whether the positions at 10.85 and 13.4 can hold!

Rigetti Computing

USRGTI

SHUAIJan 15, 2025 at 08:58 AM

Bought in at 31.88 on Double 11, missed the exit opportunity on December 9 due to social engagements. Since it's a leveraged ETF, I averaged down when the drop exceeded 20%. After buying, I implemented a strategy of continuously selling covered options. Overall, the returns aren't negative—just waiting for a satisfactory liquidation opportunity.

S SARS

$Direxion FTSE China Bull 3X(YINN.US) bought at 55, who can help me get out of this position?

SHUAIJan 15, 2025 at 01:00 AM

$PING AN(02318.HK) Personally feel that it's almost time to enter the market in batches if it drops a bit more 😻, no fundamental troubles. Feel there's a chance for a 10% return, if trapped just wait for dividends as financial management. 😿

PING AN

HK02318

SHUAIJan 8, 2025 at 10:53 PM

Regarding the regular investment rules for these ETF portfolios, Hi5 has separately replied to others as follows:

1. Traditional portfolio regular investment rules recommendations include:

1. For monthly investments, it's recommended to invest on the third Friday of each month; you can also choose a day that suits you;

2. For weekly investments, it can be on Monday or Thursday, it's recommended to avoid the first hour after market opening;

3. For monthly or weekly investments, you can execute when a single ETF drops 1% in a day. If this indicator isn't reached in the current period, combine with options 1 and 2;

4. If the drop exceeds 5%, you can invest another equal amount;

2. For the two DR portfolios, just follow fixed-time regular investments;

3. For the remaining two portfolios, it's recommended to invest when the SPX index drops 1%. If this isn't reached, it's recommended to invest before the close on the third Friday. If the SPX index drops more than 5% monthly, you can invest again. If a single stock drops more than 10%, you can invest again to balance costs;

The above recommendations are for reference only, invest at your own risk.

S SHUAI

SHUAIJan 8, 2025 at 08:02 PM

There are many sharing about the Hi5 portfolio online, but many don't specify the exact rules.

Below are the new rules for Hi5 modified yesterday. Of course, comrade LEI is being a bit of a Monday morning quarterback this time: the original rule was to invest when the S&P 500 index drops 1%, but this month it has already happened twice, yet he changed the rules again 😹.

The new rules for this portfolio are to increase holdings by about $10,000 per month, following these principles:

For the S&P 500 Equal Weight Index RSP, the first daily drop of -1% in a month triggers the scheduled increase for that month;

If condition 1 is not met in a month, then the scheduled increase is executed before the close on the third Friday of that month (regardless of market movement);

On the basis of meeting condition 1 or 2, if RSP drops -5% in a month, an additional scheduled increase is made;

After meeting condition 3, unless extreme human nature appears, no further increases are made that month;

Each increase is allocated equally among 5 ETFs, with the portfolio rebalanced and equally weighted every August.

Whether this portfolio is bullish is for reference and discussion only. Investment decisions are personal and risks are borne by the individual. I'm just sharing information and this does not constitute any investment advice.

S SHUAI

SHUAIJan 7, 2025 at 11:43 PM

Correction of a few points:

1. It was discovered that the last two combinations DR missed an IWY.

2. Except for DR, all other proportions are equal-weighted fixed investments. For DR1, the proportions are 25% each for JEPQ and JEPI, 10% for SMH, and 20% each for IWY and SPMO. For DR2, the proportions are 25% each for GPIQ and GPIX, 10% for SMH, and 20% each for IWY and SPMO. The only difference is the selection of two different brokers' related S&P and Nasdaq CC ETFs.

3. Comrade LEI mentioned changes to the HI5 fixed investment rules this morning. We'll discuss the details later.

S SHUAI

SHUAIJan 6, 2025 at 12:15 PM

This is a brief comparison chart of $iShares Preferred & Income Securities ETF(PFF.US) and $Virtus InfraCap US PFD(PFFA.US).

Choose according to your own preference!

S SHUAI

iShares Preferred & Income Securities ETF

USPFF

SHUAIJan 6, 2025 at 12:10 PM

I want to make it clear that all so-called "never sell" claims are somewhat self-promotional gimmicks.

The most solid one is the traditional portfolio!

The next one with a more mysterious logic is Hi5, which also fits the persona that the proposer LEI has been building for himself. However, the choices of RSP, VNQ, and PFF, though recently criticized, will likely stop the complaints when rotation happens.

"Invest Wisely" keeps coming up with "never sell" claims every few days and occasionally mocks LEI, but the arguments are getting weaker, clearly just chasing clout—pretty lame! So I only picked the two groups with somewhat reasonable logic.

The dividend and the last portfolio were just casual remarks during idle chat, yet someone took them and promoted them! There’s some logic but no deep analysis—I don’t know how they got labeled as "never sell"...

Actually, the dividend portfolio just picks two ETFs with decent net value and dividends, but PFFA’s liquidity isn’t as good as PFF, though its dividend yield is higher. There are other issues too—I’ll post a comparison later.

The other one is just four relatively stable and liquid CC-style ETFs that pay out monthly, though you have to pay taxes. The net value stays steady or even rises a bit, covering the Nasdaq, S&P, and traditional preferred stocks, etc.

Truth is, I’m just lazy—don’t want to follow this or that guru and hype along. Just want to make some easy retirement money, that’s all!