QDVO
Amplify CWP Growth & Income ETF
stock NYSE ETF

66 next week, still work, plan to retire @ 68 & 5 months. Want to work 1 yr without earnings penalty from SS, FRA 67. Have about 6% of portfolio invested in QQQI, SPYI, QDVO, GPIQ. I add significantly to this basket which pays me about $2,200 mo. But, I add more aggressively to my core holdings of the basics: mutual funds & ETFs, a few from Fidelity & Vanguard, Schwab, T Rowe Price…primarily VOO, VOOG, FSPTX, FXIAX, SCHG… Heavy on tech, S&P 500, banking. Old, very old. Also hold other SPACS, LPs, midstream pipeline companies such as MPLX, ET, ENB. Many other names too… O, JEPQ, BST, UTG, the dog PFE, BTI, MO, CGC (loser), STK, AGNC…
Most are winners and powerful dividend payers. Some are duds.
And lots of SPCX, META, AAPL, NVDA just for fun.
But, the best way to win: skip all this crap and add to your core holdings now & forever. The broad based, not too eccentric, S&P and Technology Funds are guaranteed intermediate & long term winners. They are also short term winners about 70% of the time. I feel like I’m too old to untangle the mess I made without significant tax consequence, but the bulk of new money, expected to continue forever, is invested in core ETF holdings, ROTHED to the max, but outside retirement accounts too. Some is peeled away for fun. We are all at the mercy of America in that risk assets could enter a prolonged period of downward repricing if the perception becomes the rapid decline of capitalism resulting from recent election results. Or, God forbid, if the investing community is convinced we are headed toward adoption of European economic and societal models. Then we’re truly doomed. If they kill the goose, real or imagined, our assets go with it.
There’s nowhere to hide if you have any money at all.

66 next week, still work, plan to retire @ 68 & 5 months. Want to work 1 yr without earnings penalty from SS, FRA 67. Have about 6% of portfolio invested in QQQI, SPYI, QDVO, GPIQ. I add significantly to this basket which pays me about $2,200 mo. But, I add more aggressively to my core holdings of the basics: mutual funds & ETFs, a few from Fidelity & Vanguard, Schwab, T Rowe Price…primarily VOO, VOOG, FSPTX, FXIAX, SCHG… Heavy on tech, S&P 500, banking. Old, very old. Also hold other SPACS, LPs, midstream pipeline companies such as MPLX, ET, ENB. Many other names too… O, JEPQ, BST, UTG, the dog PFE, BTI, MO, CGC (loser), STK, AGNC…
Most are winners and powerful dividend payers. Some are duds.
And lots of SPCX, META, AAPL, NVDA just for fun.
But, the best way to win: skip all this crap and add to your core holdings now & forever. The broad based, not too eccentric, S&P and Technology Funds are guaranteed intermediate & long term winners. They are also short term winners about 70% of the time. I feel like I’m too old to untangle the mess I made without significant tax consequence, but the bulk of new money, expected to continue forever, is invested in core ETF holdings, ROTHED to the max, but outside retirement accounts too. Some is peeled away for fun. We are all at the mercy of America in that risk assets could enter a prolonged period of downward repricing if the perception becomes the rapid decline of capitalism resulting from recent election results. Or, God forbid, if the investing community is convinced we are headed toward adoption of European economic and societal models. Then we’re truly doomed. If they kill the goose, real or imagined, our assets go with it.
There’s nowhere to hide if you have any money at all.