1. Option based ETF you would buy into? NAV growth, dividend growth, decent yield. Maybe say for some one retiring in next 1-5 years and wants to live on for next 20 years until retirement kicks in.
2. Can you do a breakdown/tracker of your portfolio on YouTube? How many of each shares you have, cost basis etc. A replica of the tracking excel sheet have for the high yield dividend and growth dividend portfolio.
The MSTY example is a good reminder that a high distribution means little if NAV is being returned to you; tracking NAV alongside yield over a full cycle is the real test of sustainability.
Thanks for all your well searched insights brother!! You are very much appreciated! $$
Jim Brinkley
I have 2 requests for future posts.
1. Option based ETF you would buy into? NAV growth, dividend growth, decent yield. Maybe say for some one retiring in next 1-5 years and wants to live on for next 20 years until retirement kicks in.
2. Can you do a breakdown/tracker of your portfolio on YouTube? How many of each shares you have, cost basis etc. A replica of the tracking excel sheet have for the high yield dividend and growth dividend portfolio.
The MSTY example is a good reminder that a high distribution means little if NAV is being returned to you; tracking NAV alongside yield over a full cycle is the real test of sustainability.
The attractive yield is only the starting point; the real opportunity is owning cash flow that can survive a changing rate regime.
https://paretoinvestor.substack.com/p/treasury-collapse-2026-portfolio-defense