Apple

NVIDIA

Microsoft

Amazon

Tesla

Alphabet

Broadcom

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Neos S&P 500 High Income ETF

SPYI aims for tax-efficient and high monthly income by actively investing in stocks and options on the S&P 500 Index. The fund employs a call spread approach that uses SPX index option futures contracts.

Cisco Systems

Matterport

Bank of America

LendingClub

Blue Owl Capital

Pinduoduo Inc - ADR

Invesco Nasdaq 100 ETF

QuantumScape

SandRidge Energy

The 'Undercovered' Dozen highlights twelve ideas from the previous week on stocks with limited coverage. A third of the ideas this week are rated Strong Buys. Two-thirds of the picks this week are bullish. Analysis of Sandridge Energy, a Nasdaq 100 ETF, private credit with Blue Owl Capital, NEOS S&P 500 High Income ETF, and Canadian Net REIT are included.

Undercovered Dozen June 14-20: Bank of America Preferreds, Cisco, Matterport, And More

Realty Income Corp

Pfizer

Simon Property Group

Cohen & Steers Infrastructure Fund Inc

This week, I added to my positions in CSCO, PFE, and UTF. In the 2nd week of June, the Dividend Harvesting Portfolio generated $21.73 of dividend income. The Dividend Harvesting Portfolio has already generated 65.31% of the total dividend income from 2023.

Dividend Harvesting Portfolio Week 172: $17,200 Allocated, $1,532.26 In Projected Dividends

NEOS S&P 500 High Income ETF is popular with income investors due to its big monthly dividend yield. We share numerous reasons to like SPYI right now especially. We also look at some of the reasons to be cautious on SPYI.

Big Dividends From AI: Good News For 12%-Yielding SPYI

iShares Core U.S. Aggregate Bond ETF

Vanguard Total Bond Market ETF

Neos Enhanced Income Aggregate Bond Etf

Neos Enhanced Income Cash Alternative Etf

Neos Nasdaq-100 High Income ETF

The NEOS suite of actively managed income ETFs offers tax-efficient income across core holdings. These include equities, bonds, and cash alternatives.

Boost Your Core Portfolio Income Tax Efficiency With NEOS

GraniteShares Gold Shares

SPDR Gold Trust

Goldman Sachs S&P 500 Core Premium Income ETF

Last week, VettaFi hosted an Alternatives Symposium. For two-and-a-half hours, more than 400 attendees listened as Lara Crigger and I spoke to experts on a range of topics.

Advisors Want to Learn More About Covered Calls

Pacer US Cash Cows 100 ETF

Astoria US Quality Kings Etf

VictoryShares Free Cash Flow ETF

On this week's episode of ETF Prime, host Nate Geraci was joined by Todd Rosenbluth, VettaFi head of research, to discuss the latest polling data from VettaFi's recent Alternatives Symposium. Afterwards, Geraci talks to Phil McInnis, Avantis chief investment strategist, about the firm's growth in assets under management from ETF products.

ETF Prime: Rosenbluth on Alternatives Polling and More

Market volatility persists heading into the summer months as investors weigh the impact of a slowing economy. Investors looking to increase income in their tech exposures and benefit from volatility continue buying into the NEOS Nasdaq 100 High Income ETF (QQQI) since its launch in late January.

Turn Tech Volatility Into Income With QQQI

Equity investors must currently contend with soaring valuations, concentration risk, volatility, and more within stocks. As more investors look to alternatives for opportunity, covered call ETFs prove increasingly popular, and for good reason.

Looking for an Equity Alternative? Consider Covered Call ETFs

Risk of a recession is abating as capital markets could see interest rate cuts this year with signs of cooling inflation. In turn, global investment firms like UBS are raising their targets for the S&P 500, which could open opportunities for income seekers.

As Recession Risk Abates, Get S&P 500 Income Exposure

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces May monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the May 2024 Ex-Div Date (5/22/2024)   Distribution Yield* Amount / Share (%) Amount / Share ($) Distribution Frequency Expense Ratio Nasdaq-100 High Income ETF (QQQI) 14.56%.

NEOS Investments Announces May ETF Suite Distributions

British American Tobacco

Kinder Morgan

The stock market closed at record highs in the third week of May, with the S&P 500 exceeding 40,000. The Dividend Harvesting Portfolio reached another all-time high, with an ROI of 14.44% and a forward projected dividend income of $1,496.16. The portfolio is diversified across various asset classes, with equities, ETFs, REITs, CEFs, and BDCs generating significant dividend income.

Dividend Harvesting Portfolio Week 168: $16,800 Allocated, $1,496.16 In Projected Dividends

Market volatility is currently quiet, with the S&P VIX Index near its 52-weeks and far below its average over a longer period. I anticipate that market volatility will increase due to factors such as inflation, the Fed's future policies, and geopolitical tensions. The Neos S&P 500(R) High Income ETF could be a sound investment idea as it uses options to generate high monthly income and provides a hedge against a higher VIX.

SPYI ETF: Prepare For The Return Of Volatility

VettaFi's Head of Research Todd Rosenbluth discussed the NEOS S&P 500 High Income ETF (SPYI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” For more news, information, and analysis, visit the Tax Efficient Income Channel.

ETF of the Week: NEOS S&P 500 High Income ETF (SPYI)

SPYI is a strong income investment choice in the covered call option ETF arena offering predictable & tax efficient income with upside capability. Through a detailed backtest, withdrawing 8% annually, with dividends partially reinvested, achieved a balance between income and inflation-adjusted returns. Risks like performance history and capital preservation are assessed and what you can do to manage the risks.

SPYI: High Income And Capital Appreciation, You Can Have Both

ProShares Nasdaq-100 High Income ETF

JPMorgan Equity Premium Income ETF

Parametric Equity Premium Income ETF

SPDR S&P 500 ETF Trust

Global X S&P 500 Covered Call ETF

Covered call ETFs remain in focus to advisors, and as such, to asset managers. Indeed, Fidelity recently joined the growing group of well-established asset managers that offer enhanced income ETFs.

Why Covered Calls Can Make a Good Alternative

The equity market bull run continues but remains choppy as inflation and rate uncertainty persist. Investors looking to enhance S&P 500 income and benefit from volatility don't want to miss the NEOS S&P 500 High Income ETF (SPYI).

Enhance Your S&P 500 Income With SPYI

Altria

Verizon

Tesla's Q1 2024 earnings led to a jump in shares, while Meta Platforms experienced a significant drawdown.

Dividend Harvesting Portfolio Week 165: $16,500 Allocated, $1,478.71 In Projected Dividends

Instability in the Middle East, decreasing probability of a rate cut, and poor performance from Netflix and Nvidia led to a decline in the markets. The Dividend Harvesting Portfolio saw an increase in profitability despite the overall market downturn.

Dividend Harvesting Portfolio Week 164: $16,400 Allocated, $1,466.94 In Projected Dividends

Alerian MLP ETF

Ares Capital

VanEck Vectors BDC Income ETF

Energy Transfer LP Unit

iShares International Select Dividend ETF

Virtus InfraCap U.S. Preferred Stock ETF

Cohen & Steers Quality Income Realty Fund

Schwab US Dividend Equity ETF

Reaves Utility Income Fund

Vanguard Dividend Appreciation ETF

Vanguard Real Estate ETF

Utilities Select Sector SPDR Fund

There are many compelling benefits to investing in dividend ETFs and CEFs. However, there are several key differences between investing in dividend ETFs and CEFs and buying individual dividend stocks that I wish I had known before investing. We discuss why we favor investing in individual dividend stocks over buying dividend ETFs and CEFs and also share the best kinds of stocks for implementing our strategy.

What I Wish I Knew About Dividend Stocks Before Buying ETFs And CEFs

Market choppiness persists ahead of key economic data later this week. Even earnings beats prove difficult to lift equity performance as interest rate concerns weigh heavily on investors' minds.

Equity Income ETFs Draw Investors Amid Volatility

Income investors face challenges in the current market due to high prices and struggling leveraged funds. Covered call funds, like the Neos S&P 500 High Income ETF, offer a successful strategy for dividend and income investors. SPYI's options strategy and market environment make it a strong buy, providing consistent income and potential outperformance in a volatile year.

SPYI: A Fund With The Right Options Strategy For This Market

The Neos S&P 500 High Income ETF has underperformed due to the S&P 500's surge and low option premiums.

SPYI: Now Is The Right Time To Enter This Double Digit Yielder (Rating Upgrade)

The recently launched NEOS Nasdaq 100 High Income ETF (QQQI) crossed $100 million in AUM. Given the fund's distribution yields, it's no wonder investors continue flocking to QQQI for targeted income within the tech-heavy Nasdaq.

Nasdaq Income ETF QQQI Crosses $100 Million

Consumer spending beat expectations last month while consumer confidence fell slightly. The divergence is all part of a larger trend — a tale of two markets — that underscores the uncertainty investors face this year.

Enhance Your Tax-Efficient Income in Troubled Times

Brookfield Renewable Partners

Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure

Blackstone Secured Lending Fund

iShares Core Dividend Growth ETF

Enbridge

Enterprise Products Partners

Neuberger Berman MLP Income Fund, Inc.

Vanguard High Dividend Yield ETF

Investing in high-yield, low-risk dividend stocks can generate dependable passive income while preserving and even growing principal over time. We discuss the non-negotiable bedrock principles for success in high-yield investing. We also share numerous high-yielding, low-risk dividend stocks and funds that we think fit in well with this approach.

News for Neos S&P 500 High Income ETF ETF (SPYI)