Is ROC From Your Income Fund Worth It? (Calculator) Income funds that specifically focus on ROC (return of capital) have grown in popularity, but the tax benefit tends to be grossly overstated. optimizedportfolio.com optimizedportfolio.com / feeds optimizedportfolio-com / / #money / / 2 days 2d Share
ROCQ ETF Review - JPMorgan Nasdaq Equity Premium Yield ETF A deep dive review on ROCQ, JPMorgan's return-of-capital Nasdaq income ETF. How the call spread works and how it compares to JEPQ, QQQI, and GPIQ. optimizedportfolio.com optimizedportfolio.com / feeds optimizedportfolio-com / / #money / / 6 days 6d Share
SPYM Designated as Default Trump Accounts Investment Treasury has selected SPYM, a low cost S&P 500 ETF, as the default investment for Trump Accounts. Here I briefly discuss the implications of that. optimizedportfolio.com optimizedportfolio.com / feeds optimizedportfolio-com / / #money / / 10 days 10d Share
OVL ETF Review - Overlay Shares Large Cap Equity ETF OVL is an income ETF that holds U.S. large cap stocks with an option overlay for high monthly distributions. But is it a good investment? I review it here. optimizedportfolio.com optimizedportfolio.com / feeds optimizedportfolio-com / / #money / / 18 days 18d Share
BOXX vs. XBOX vs. CBOX vs. XCSH - Box Spread ETFs Compared The box spread ETF category is suddenly crowded - BOXX, XBOX, CBOX, and XCSH. Which one is the best? I compare them here. optimizedportfolio.com optimizedportfolio.com / feeds optimizedportfolio-com / / #money / / 27 days 27d Share