Loading…
Loading…
My 21% yielding ETF portfolio continues to outperform major benchmarks in yield and total return, with recent strategic additions enhancing diversification. I replaced funds (AMZP, NVHE.U) with better suited ETFs, including quality Canadian and international equities with covered call overlays and modest leverage. New positions like CANY:CA, SIXY:CA, INTY:CA, YNVD:CA, YAVG:CA, and TDAX/TDAQ target sustainable high income, robust EPS growth, and exposure to leading sectors.
My updated Combined High-Yield Portfolio delivers a 21.04% average TTM yield, consistently outperforming SPY in total return across multiple periods. I emphasize a blend of high-yield ETFs—BANK:CA, UTES:CA, AMZP, NVHE.U, and NVII—balancing dividend growth, sector resilience, and global diversification. Covered call strategies on mega-cap growth stocks like AMZN and NVDA underpin both yield and sustainability, with selective exposure to Canadian financials and utilities.
Amazon (AMZN) offers strong, diversified future growth, making it a compelling base for sustainable covered call income ETFs. AMZP outperforms peers and AMZN itself (over most time frames) in total return, with a 20.95% TTM yield and resilient price performance. Kurv Investment Management's expertise and focused strategy enhance AMZP's appeal, though fund size and liquidity warrant monitoring.
Covered call ETFs and strategies remain in focus. The JPMorgan Equity Premium Income ETF (JEPI) gathered $13 billion in 2023, despite rising just 10% in value.
The week ending November 3, 2023, saw a good number of new ETFs enter the market as well as several closures. In all, there were 14 new ETFs including launches from Defiance, First Trust, Innovator, Roundhill, ProShares, John Hancock, Kingsbarn Capital Management, Dimensional and SRH Funds.
SEC filings for AMZP aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.