Optimized Portfolio
Investing and Personal Finance
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Latest posts
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CSHI ETF Review – Is NEOS’s “Enhanced” T-Bill ETF Worth It?
CSHI holds T-bills and sells S&P 500 put spreads. I review it here and explain what you're paying for, the risks, and how it compares to a plain T-bill ETF.
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OVQ ETF Review – Overlay Shares Nasdaq 100 Income ETF
OVQ is an income ETF that holds Nasdaq 100 stocks with an option overlay for high monthly distributions. But is it a good investment? I review it here.
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GPIX ETF Review – Goldman Sachs S&P 500 Premium Income ETF
GPIX is an income ETF from Goldman Sachs that utilizes covered call options on the S&P 500 to pay large monthly distributions. I review it here
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SPYI ETF Review – NEOS S&P 500 High Income ETF (12% Yield)
SPYI is an income ETF from NEOS based on the S&P 500 that sells covered call options to pay monthly distributions. I review it here.
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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.
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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.
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SPYM Designated as Default Trump Accounts Investment
The U.S. Treasury has selected SPYM, a low cost S&P 500 ETF, as the default investment for Trump Accounts. Here I briefly discuss the implications, fees, and expectations of that.
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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.
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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.
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GPIQ ETF Review – Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ is an income ETF from Goldman Sachs that utilizes dynamic covered call options on the Nasdaq 100 to pay large monthly distributions. I review it here.
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IQQ vs. QNDX vs. QQQM vs. QQQ – New Nasdaq 100 ETFs Compared
IQQ and QNDX are 2 new ETFs for the Nasdaq 100 from iShares and State Street. Here I review them and see how they stack up against QQQ and QQQM.