Dividend Stockpile

In this episode of Dividend Stockpile, I sit down with Jonathan Molchan from Shelton Capital Management to take a deep dive into the TUGN ETF—a tactical growth and income strategy designed to adapt to changing market conditions while seeking long-term capital appreciation and monthly income.Unlike traditional buy-and-hold funds, TUGN uses a rules-based approach that incorporates trend following, momentum, and volatility signals to adjust its market exposure. The goal is to participate in market upside while helping manage downside risk during periods of uncertainty.In this interview, we discuss:✅ How the TUGN ETF works✅ Why Shelton Capital chose a tactic...

Learn how to build reliable income from your portfolio in this episode of the Income Investing Education Series on Dividend Stockpile. In this video, we break down how to be a dividend investor, covering the core principles behind generating consistent cash flow, selecting quality dividend-paying stocks, and avoiding common mistakes that can hurt long-term income.I’m joined by special guest Jenny Harrington, CEO of Gilman Hill Asset Management, who shares her professional approach to dividend investing, portfolio construction, and what separates successful income investors from the rest. Whether you’re just getting started or looking to refine your strategy, this...

Today I’m joined by Johnny Wu, CEO of xETFs, to discuss two brand-new income-focused ETFs that launched on May 14, 2026 — NYYY (xETFs NVDA Daily Income ETF) and TYYY (xETFs TSLA Daily Income ETF).These innovative ETFs are designed to provide investors with a unique combination of current income and upside participation through a daily synthetic covered call strategy tied to Nvidia and Tesla exposure. Unlike traditional covered call ETFs that typically reset weekly or monthly, NYYY and TYYY reset daily, aiming to maintain strong upside participation while generating option premium income.In this interview, we discuss:• The background and vision behind...

In this episode of Dividend Stockpile, I sit down with Eric McArdle, Head of Advisor Solutions at Liquid Strategies, to break down their high-income “Overlay Shares” ETF lineup: OVL, OVS, and OVF.These ETFs take a different approach to income investing—using a put spread options strategy instead of traditional covered calls to generate consistent income across large cap, small cap, and international equities.We dive deep into how this strategy works, why these ETFs have outperformed their benchmarks since inception, and how they may fit into an income-focused portfolio.What We Cover: • Overview of Liquid Strategies and the Overlay Shares p...

In this episode, we sit down with Byron Lake from Goldman Sachs Asset Management to break down two of their high-income ETFs: GPIX and GPIQ.With income investing continuing to gain popularity, Goldman Sachs is a leader in the space with innovative strategies designed to generate consistent cash flow while maintaining exposure to equities. But how exactly do GPIX and GPIQ work—and who are they really for?In this interview, we cover everything you need to know, including how these ETFs generate income, the role of options strategies like covered calls, and how they may fit into a dividend or...

How do you find the world's best companies and actually have the stomach to hold them? I’m joined by investing legend Bill Mann, Chief Investment Strategist at Motley Fool Asset Management, live from the Future Proof conference in Miami.In an era of 0DTE options and rapid-fire volatility, Bill remains one of the most respected voices in long-term, fundamental investing. In this wide-ranging discussion, we break down the "Motley Fool way" of identifying high-quality businesses, how to view dividends as a component of total return, and how to navigate the psychological hurdles of a shaky market. We also take a...

In this episode of Dividend Stockpile, I sit down with Jay Hatfield, CEO and Portfolio Manager of Infrastructure Capital Advisors, to take a closer look at the brand new QVOL ETF.For income investors seeking a balance between yield, growth potential, and risk management, QVOL offers a unique approach. The fund combines exposure to high-quality stocks with an options strategy designed to generate income while helping reduce portfolio volatility.During our discussion, Jay explains:• What makes QVOL different from traditional covered call ETFs• How the fund seeks to generate income for investors• The role volatility plays in the strategy• Why stock se...

Welcome back to Dividend Stockpile! In today’s interview, we’re joined by Nancy Tengler, CEO and CIO of Laffer Tengler Investments, to discuss the TGLR ETF and the investment philosophy behind its approach to quality dividend growth investing.Nancy shares how TGLR focuses on identifying high-quality businesses with strong free cash flow, durable competitive advantages, and attractive relative dividend yields. We also dive into the importance of qualitative research, industry leadership, and why owning great businesses for the long term can help investors navigate market volatility.During the conversation, we discuss several key portfolio holdings, including Broadcom and Goldman Sach...

In this exclusive interview, I sit down with Greg King, CEO of REX Shares, to break down the "Trifecta" of high-yield ETFs that have taken the income world by storm: FEPI, AIPI, and CEPI.Traditional dividend stocks are struggling to keep up with inflation in 2026, but REX Shares has found a way to extract "Premium Income" from the most volatile and highest-growth sectors of the economy. We go under the hood of their unique Individual Stock Covered Call strategy and explain how they manage to pay out double-digit yields without sacrificing all the upside.In this interview, we cover:The...

How does a former F/A-18 Hornet pilot view the stock market? Today, we’re joined by Lieutenant Colonel Tony Bancroft (USMCR), the Portfolio Manager behind the Gabelli Commercial Aerospace & Defense ETF (GCAD).With global tensions escalating and defense budgets reaching record highs in 2026, the Aerospace & Defense sector is on every investor’s radar. But Tony brings an edge most managers don't: he’s flown the hardware. We discuss the "Double Tailwind" driving this sector—the massive rearmament of Europe and the post-COVID commercial travel explosion—and how GCAD is positioned to capture both.In this interview, we break down:The Milita...

In this episode of Dividend Stockpile, I sit down with Kevin Simpson of Capital Wealth Planning (CWP) to discuss three of the firm’s popular income-focused ETFs: DIVO, IDVO, and QDVO.We break down how CWP partners with Amplify ETFs and dive deep into the strategies behind these actively managed option-income funds. Kevin explains what makes these ETFs different from traditional dividend ETFs and passive covered call products, why DIVO has built such a strong reputation among income investors, and how the team actively manages options to generate income while still focusing on quality stocks and long-term growth potential.We al...

I’m joined by the legendary Hamilton Reiner, Head of U.S. Equity Derivatives at J.P. Morgan Asset Management and the architect behind the world’s most popular Income ETFs.Live from the Future Proof conference in Miami, we go under the hood of JEPI (JPMorgan Equity Premium Income ETF) and JEPQ (JPMorgan Nasdaq Equity Premium Income ETF). With over $79 Billion in combined assets, these funds have changed the game for retirees and income seekers. In this masterclass, we cover:- Why Hamilton prioritizes total return over "yield chasing."- How to choose between the defensive S&P 500 core...

In this episode of Dividend Stockpile’s Income Investors Education Series, I sit down with JoAnne Bianco from BondBloxx to discuss one of the most overlooked areas of income investing: bond ETFs.While many income investors focus heavily on dividend stocks, bonds can play an important role in generating income, reducing portfolio volatility, and helping investors navigate changing market conditions. JoAnne explains why bond ETFs have become increasingly popular, how they differ from individual bonds and bond mutual funds, and what investors should consider when building a diversified income portfolio.Topics Covered:• Why income investors should consider bond ETFs• The role b...

In this episode of Dividend Stockpile, I sit down with veteran technical analyst Carter Braxton Worth, Founder and CEO of Worth Charting and portfolio manager of the newly launched WRTH ETF (Worth Charting Options Income ETF).With more than 35 years of Wall Street experience, Carter has built a reputation for identifying opportunities created by major market events, earnings announcements, and volatility spikes. Now, he has packaged that approach into an ETF designed to generate income through short-term options strategies.In this interview, we discuss:✅ Carter Worth’s background and investing experience✅ Why he decided to launch WRTH now✅ The core phi...

In this episode of Dividend Stockpile, I sit down with Si Katara from TappAlpha to discuss the recent enhancements made to the TSPY ETF and what they could mean for investors seeking reliable income.We dive into the reasoning behind the changes, how the updated strategy works, and the potential benefits for investors looking to maximize income from their portfolios. Si explains how TSPY seeks to balance income generation with participation in the performance of the S&P 500, while addressing some of the challenges income-focused investors face in today’s market.Topics covered include:• What changed in the TSPY ETF...

In this episode of Dividend Stockpile, we’re joined by one of the most respected voices in investing and behavioral finance, Ben Carlson, to discuss his brand new #1 bestselling book, Risk & Reward. Ben is the Director of Institutional Asset Management at Ritholtz Wealth Management, co-host of the incredibly popular Animal Spirits podcast and Ask the Compound YouTube channel, author of the widely followed blog A Wealth of Common Sense, and writer of five investing books focused on helping everyday investors build long-term wealth.In our conversation, Ben shares what inspired him to write Risk & Reward and why understanding the relationship be...

In this episode, I sit down with Eric McArdle from Overlay Shares to discuss their innovative fixed-income ETF lineup:• OVB – Overlay Shares Core Bond ETF• OVT – Overlay Shares Short-Term Bond ETF• OVM – Overlay Shares Municipal Bond ETFWith interest rates, inflation concerns, and income generation remaining top priorities for investors, we take a deep dive into how these ETFs are designed to provide fixed-income exposure while utilizing Overlay Shares’ unique approach to portfolio management.During our conversation, we discuss:✔️ The investment objectives of OVB, OVT, and OVM✔️ How these ETFs differ from traditional bond funds✔️ The role fixed income can play in an income-focused...

In an era of high market concentration and sudden volatility spikes, investors are increasingly asking: 'How do I stay invested without losing sleep?' I sat down with Si Katara, CEO of TappAlpha, to discuss how their unique daily income engine (powered by 0DTE technology in TSPY and TDAQ) helps investors stay the course. We do a deep dive into the often-ignored world of tax classifications—proving that in 2026, your 'tax alpha' is just as important as your market alpha.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no ad...

Are you looking for high-quality dividends without sacrificing growth? I’m joined by Christian Magoon, CEO and Founder of Amplify ETFs, live from the Future Proof conference in Miami. Amplify has become a leader in the income space, and today we are doing a deep dive into their powerhouse "YieldSmart" suite: DIVO, IDVO, and QDVO.Most income investors are familiar with DIVO (Amplify Enhanced Dividend Income ETF), but in 2026, the landscape has shifted. We discuss how Amplify’s tactical covered call strategy has evolved to handle the current volatility, and why adding IDVO (International) and QDVO (Growth/Tech) might be the...

Is the "Passive Bubble" finally reaching a breaking point? I sat down with Mike Green, Portfolio Manager and Chief Strategist at Simplify, live from the Future Proof conference in Miami to discuss the structural shifts moving the markets in 2026.Mike is widely known for his groundbreaking work on how passive flows distort price discovery, but in this interview, we pivot to actionable solutions. We explore the Simplify philosophy and dive deep into how income investors can actually thrive in a market defined by high volatility and "inelastic" flows.We also take a close look at the Simplify High Yield ETF...

Weekly Income from Gold & Silver? (The XFUNDS GLDN & SLVX Strategy)Are you tired of "dead money" commodities that just sit in a vault? In this exclusive interview, we sit down with David Nicholas, President of XFUNDS, to dive into their two groundbreaking new ETFs: GLDN (Nicholas Gold Income ETF) and SLVX (Nicholas Silver Income ETF).For decades, investors have held gold and silver as a hedge, but they’ve always lacked one thing: consistent yield. David explains how XFUNDS has solved this by combining physical metals, high-performing miners, and a sophisticated weekly options-writing strategy to generate a "triple threat" of in...

In this episode, I sit down with Howard Chan, CEO of Kurv Investment Management, to break down their Metals Enhanced Income ETF lineup: • Kurv Gold Enhanced Income ETF (KGLD) • Kurv Silver Enhanced Income ETF (KSLV) • Kurv Copper Enhanced Income ETF (KCOP)Gold. Silver. Copper.But with an income-focused twist.Instead of simply holding physical metals or mining stocks, Kurv uses an options-based strategy designed to generate income while maintaining exposure to the underlying metals. In today’s market environment — with inflation concerns, geopolitical tensions, and ongoing demand for hard assets — many investors are asking:👉 Can metals generate reliable income?👉 How do covered call st...

In this interview, I sit down with Chris Getter, Managing Director and Portfolio Manager at Simplify Asset Management, to break down the FOXY ETF — the Simplify Currency Strategy ETF.Most investors think in terms of two asset classes: stocks and bonds.But what if currency is the third?FOXY is designed as an “all-weather” currency strategy that aims to generate income and diversification by combining two core engines:• An Emerging Markets carry strategy• A G10 mean reversion strategyIn this deep dive, we cover: • What the FOXY ETF actually does • How the carry trade works in emerging markets • How G10 mean reversion comple...

In this episode, we sit down again with Barry Martin, Portfolio Manager at Shelton Capital Management, for a deeper dive into the Shelton Equity Premium Income ETF — SEPI.Since launching in September 2025, SEPI has drawn significant attention from income-focused investors looking for a way to balance equity exposure with options-based premium income. But how has it actually performed since inception? And how should investors think about total return compared to the S&P 500?In this interview, we cover:• A refresher on SEPI’s equity premium income strategy• The types of companies that make it into the portfolio• How active management plays a ro...

Brand new series: Income Investing Education Series on Dividend StockpileIn this episode, I sit down with Si Katara from TappAlpha to break down one of the most talked-about topics in the income investing world right now:👉 0DTE options strategies vs. 30-day options strategiesWhat’s the difference?Which approach generates more consistent income?How does risk actually compare?And what should income-focused investors understand before choosing one over the other?We dive deep into:• What 0DTE (Zero Days to Expiration) options really are• How 30-day options strategies are typically structured• Income potential vs. risk tradeoffs• Volatility exposure and time decay differences•...

Welcome back to Dividend Stockpile! In this exclusive interview, we sit down with Sean O’Hara, President of Pacer ETFs, to break down two of the most unique dividend ETFs on the market today: QDPL and QSIX.These ETFs track the S&P 500 and the Nasdaq-100 — but with a twist: they aim to deliver 400% (4x) and 600% (6x) of the dividend income generated by their respective indexes.And here’s the key:✅ No leverage✅ No covered call options strategy✅ No upside price caps✅ Monthly distributions✅ Designed for high cash flow with long-term growth exposureIn this deep dive, we cover:• How the dividend multi...

Tesla and Nvidia are two of the most volatile mega-cap stocks in the market. Big upside… but big drawdowns too.What if there were a way to gain exposure to TSLA and NVDA while incorporating a level of downside protection and income potential?In this interview, I sit down with Will Rhind, CEO of GraniteShares, to break down their first-to-market single-stock autocallable ETFs: • TLA – GraniteShares Autocallable TSLA ETF • ANV – GraniteShares Autocallable NVDA ETFWe discuss:✔️ How autocallable ETFs work✔️ How TLA & ANV aim to provide downside buffers✔️ The income component and distribution mechanics✔️ What happens in volatile or declining markets✔️ Risks investors need to unders...

Is your portfolio ready for a market shift? In this deep dive, we sit down with Paisley Nardini, Managing Director at Simplify Asset Management, to break down the Simplify Managed Futures Strategy ETF (CTA).Managed futures have historically been one of the few asset classes to provide "crisis alpha"—performing well when both stocks and bonds are down. We explore how CTA uses systematic, rules-based models to navigate today’s volatile markets and why it might be the "hedge you get paid to own."Key Takeaways:✅ Low Correlation: Why CTA doesn't move with the S&P 500.✅ Cash Management: How Treasury...

Sports teams. Concerts. Live events. Billionaires love them — now investors can access them too.In this episode of Dividend Stockpile, I sit down with Chris Marangi from Gabelli to discuss their brand-new ETF, GOLS (Gabelli Opportunities In Live and Sports ETF). This unique ETF invests in the companies powering the global sports and live entertainment ecosystem.We break down why sports franchises have become one of the most valuable asset classes in the world, how media rights and streaming are reshaping sports economics, and why live events continue to thrive even in uncertain markets.You’ll also learn how GOLS prov...

I sit down with Joey Agree, CEO of Agree Realty (ADC), to break down what’s really happening in the net lease REIT space—and what investors should be watching next.We cover how Agree Realty has built one of the strongest balance sheets in retail real estate, why high-quality tenants matter more than ever, and how the company thinks about growth, risk, and dividends in today’s higher-rate environment.Whether you’re already an ADC shareholder or just looking to understand how net lease REITs fit into a long-term income portfolio, this conversation is packed with real-world insights straight from the...

In this interview, I’m joined by Mike Khouw at YieldMax to break down how their high-yield ETFs work and whether income investors should be taking another look.YieldMax ETFs are known for eye-catching yields, but they also come with important tradeoffs. We discuss how these strategies generate income, the risks investors often overlook, and the types of portfolios where YieldMax may—or may not—make sense.This is a must-watch for investors exploring high income ETFs, options-based income strategies, and monthly cash flow in today’s market.Topics covered:• How YieldMax ETFs generate income• Why yields are so high• Key risks and...

In this video, I walk through my monthly review of my Quality Dividend Growth Portfolio. We’ll break down current portfolio balances, dividends received, new buys and additions, and the latest news impacting my holdings.I’ll also share how the portfolio is positioned going forward, what’s driving income growth, and how I’m thinking about risk, valuations, and long-term dividend sustainability. If you’re focused on building reliable income and compounding wealth over time, this monthly update will give you a transparent, real-world look at how a dividend growth strategy plays out.As always, this is not financial advice—jus...

I’m joined by Matthew Tuttle, CEO of Tuttle Capital Management, to break down two of the firm’s newest ETF launches: MAGO (Tuttle Capital Magnificent 7 Income Blast ETF) and BITK (Tuttle Capital Bitcoin 0DTE Covered Call ETF) — part of Tuttle’s new Income Blast ETF series.Options-based income ETFs have exploded in popularity, but not all strategies are created equal. In this conversation, we walk through how MAGO and BITK are structured, the options strategies they use, and what income-focused investors need to understand about yield, upside participation, volatility, and NAV risk.We discuss why Tuttle launched the Income Blast se...

I’m joined by Mac Sykes, Portfolio Manager at Gabelli, for a deep dive into the Gabelli Financial Services ETF (GABF) and how active management is being used in today’s financial sector.We break down how GABF differs from traditional financial and bank ETFs, the types of financial services stocks the fund invests in, and where Gabelli is seeing value in banks, insurers, and diversified financial companies. Mac also shares his outlook on interest rates, inflation, monetary policy, and how these macro forces are impacting financial stocks and valuations.If you’re researching financial sector ETFs, bank ETFs, or lookin...

I’m joined by Si Katara of TappAlpha to break down TDAX and TSYX, the first ETFs in TappAlpha’s Lift Series — a new take on covered call income strategies.Covered call ETFs are everywhere. But most follow similar playbooks.The Lift Series aims to rethink how covered call income is generated, using a more dynamic, rules-based approach designed to balance income, risk management, and participation across different market environments.We discuss how TDAX and TSYX are structured and what makes the Lift Series different from traditional option-income ETFs. Si also walks through the target investor, potential income profile, and key ri...

MLP investing can offer attractive income, but tax complexity — especially K-1s — keeps many investors away.In this video, I sit down with Rob Thummel, Portfolio Manager at Tortoise Capital, to break down TMLP, a new MLP ETF designed to provide energy infrastructure exposure in a more tax-efficient wrapper.We discuss why Tortoise launched TMLP, how the fund is structured to improve tax efficiency compared to traditional MLP ETFs, and what investors should understand about income potential, risks, and portfolio fit. Rob also walks through the current MLP landscape and the role energy infrastructure can play in an income-focused portfolio.If y...

Not all real estate ETFs behave the same — and understanding the differences matters more than ever.In this deep dive, I’m joined by David Auerbach from Hoya Capital to explain how HOMZ and RIET work, how they differ from traditional REIT ETFs, and how investors might think about using them in a diversified portfolio.Topics covered: • What HOMZ is designed to capture in the housing market • How RIET approaches real estate income • Key differences vs traditional REIT ETFs • Risk, diversification, and portfolio fit • Who these ETFs may (and may not) be forIf you’re looking for a smarter way to access re...

In this video, I walk through my monthly review of my Quality Dividend Growth Portfolio. We’ll break down current portfolio balances, dividends received, new buys and additions, and the latest news impacting my holdings.I’ll also share how the portfolio is positioned going forward, what’s driving income growth, and how I’m thinking about risk, valuations, and long-term dividend sustainability. If you’re focused on building reliable income and compounding wealth over time, this monthly update will give you a transparent, real-world look at how a dividend growth strategy plays out.As always, this is not financial advice—jus...

Most dividend ETFs crowd into the same large-cap stocks — often at the expense of diversification and valuation.In this video, I sit down with Tom Browne and Brian Leonard from Gabelli to break down KDVD, a new dividend ETF that takes a very different, more contrarian approach by focusing on overlooked small- and mid-cap dividend payers.We discuss why traditional dividend ETFs may be missing opportunity, how KDVD selects dividend-paying stocks differently, and the potential benefits and risks of targeting less-crowded areas of the market.We cover: • Why traditional dividend ETFs may be missing opportunity • How KDVD selects dividend-paying stocks...

Welcome to The High Yield ETF Challenge 💰📈In this video series, I’m putting a super high-yield ETF strategy to the test. The goal is simple: build a high-income ETF portfolio of up to 15 ETFs and track its performance over at least one full year to see if chasing big yields actually works—or completely flops.Throughout the challenge, I’ll be tracking: • 📊 Total returns (price performance + income) • 💵 Dividends and distributions received • 📉 Volatility, drawdowns, and risk • 🔄 Portfolio changes and rebalancing decisionsThis isn’t theory or backtesting—this is a real-time experiment designed to answer a question many income investors ask:👉 Can a very high-yield ETF port...