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Monthly Fixed Pay ETFs & Funds Are a Brain Fart!

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Conteúdo fornecido por Unconventional Wisdom & Advice Inc. and Ed Rempel. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Unconventional Wisdom & Advice Inc. and Ed Rempel ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

I talk with people all the time who have an ETF or mutual fund that pays a fixed monthly amount. In most cases, they misunderstand it.

Most think they are receiving regular income—but chances are, it’s usually a brain fart.

Many investors misunderstand how these monthly pay investments work.

From covered call ETFs and dividend funds to monthly income funds, mortgage funds, T8/T6 mutual funds, and REITs, the mechanics can be confusing—and the implications even more so.

In my latest podcast episode you’ll learn:

  • Why are monthly pay ETFs and funds a brain fart?

  • How do fixed monthly pay ETFs or funds work?

  • Why is a monthly distribution not part of your rate of return?

  • What is the difference between a distribution and a dividend?

  • Why is a monthly distribution not new money?

  • Why does a monthly distribution = Selling shares?

  • Why does a reinvested distribution = No distribution?

  • Why do covered call funds usually have lower returns but higher tax?

  • Why are monthly pay ETFs/funds a problem for retirement income?

  • Why are monthly pay ETFs/funds a problem for leverage investors?

  • How can we get out of the Brain Fart?

  • How can you perfect monthly pay funds?

  • What are self-made dividends?

  • Why are self-made dividends a perfect fit for your life?

  continue reading

116 episódios

Artwork
iconCompartilhar
 
Manage episode 456348673 series 3460431
Conteúdo fornecido por Unconventional Wisdom & Advice Inc. and Ed Rempel. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Unconventional Wisdom & Advice Inc. and Ed Rempel ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

I talk with people all the time who have an ETF or mutual fund that pays a fixed monthly amount. In most cases, they misunderstand it.

Most think they are receiving regular income—but chances are, it’s usually a brain fart.

Many investors misunderstand how these monthly pay investments work.

From covered call ETFs and dividend funds to monthly income funds, mortgage funds, T8/T6 mutual funds, and REITs, the mechanics can be confusing—and the implications even more so.

In my latest podcast episode you’ll learn:

  • Why are monthly pay ETFs and funds a brain fart?

  • How do fixed monthly pay ETFs or funds work?

  • Why is a monthly distribution not part of your rate of return?

  • What is the difference between a distribution and a dividend?

  • Why is a monthly distribution not new money?

  • Why does a monthly distribution = Selling shares?

  • Why does a reinvested distribution = No distribution?

  • Why do covered call funds usually have lower returns but higher tax?

  • Why are monthly pay ETFs/funds a problem for retirement income?

  • Why are monthly pay ETFs/funds a problem for leverage investors?

  • How can we get out of the Brain Fart?

  • How can you perfect monthly pay funds?

  • What are self-made dividends?

  • Why are self-made dividends a perfect fit for your life?

  continue reading

116 episódios

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