1. The NEOS Nasdaq-100 High Income ETF has outperformed the Nasdaq 100 index during recent market corrections, validating its covered call strategy. 2. The fund has a current distribution rate of 14% and has maintained this over its lifespan. 3. The article discusses the strategy behind the fund and its implications for investors, as well as the tax implications and suitability recommendations.

1. The Roundhill S&P 500 0DTE Covered Call Strategy ETF offers high yields and weekly payouts, but investors should be cautious about NAV erosion and potential tax implications. 2. XDTE's synthetic covered call strategy is subject to mark-to-market rules that prevent it from recovering its NAV in the long term. 3. These rules may also lead to unintended tax consequences for investors.

1. The Global X NASDAQ 100 Covered Call ETF (QYLD) offers a straightforward buy-write strategy with high income but at the cost of capital gains. 2. Despite its competitive distribution, QYLD has underperformed the Nasdaq 100 index and newer competing ETFs in terms of total returns and yield. 3. Newer ETFs like GPIQ and QDTE offer better upside potential and higher returns, making QYLD less attractive for aggressive income investors.

1. The author discusses the changes in implied volatility favoring SPYI over QYLD since the last analysis. 2. Despite this, the author prefers QYLD due to its ability to generate high income and reduce portfolio correlation with the market. 3. The author emphasizes the importance of these factors in the context of the funds' primary roles.

1. SCHD is a popular ETF for dividend growth investors with a low expense ratio and attractive yield. 2. Its quarterly rebalancing can sell high-performing stocks too early, which is a double-edged sword. 3. The author prefers using SCHD for idea generation and a buy-and-hold strategy, but acknowledges its impact on long-term returns.

1. Roundhill's S&P 500 0DTE Covered Call Strategy ETF has maintained similar total returns to its underlying over longer timeframes with a covered call strategy. 2. They use a long exposure through deep in the money calls and sell daily calls against this position every market open. 3. Their 0-DTE strategy allows significant flexibility with strike selection on the calls they sell, and they do not sacrifice total returns for income.

1. The author downgrades JEPQ to a Hold due to better tax advantages, consistent distributions, and stronger total returns offered by other NASDAQ 100 income funds. 2. JEPQ's distributions are taxed as ordinary income, unlike funds like QQQI and GPIQ that use tax-loss harvesting for more tax-efficient returns. 3. The introduction of 0DTE funds has provided alternatives with higher yields and stronger upside capture in the NASDAQ 100.

1. SPYT and XDTE ETFs both implement 0DTE call strategies on the S&P 500, with SPYT using call spreads and XDTE using slightly OTM calls. 2. XDTE has outperformed SPYT since March 2024, offering superior total returns and higher distribution yields. 3. Despite XDTE's superior strategy, caution is advised due to extended market valuations, with SPYT rated as a hold.

1. QQQ has outperformed the S&P 500, offering higher total and risk-adjusted returns. 2. However, its tech concentration and high valuations introduce risks. 3. An optimal addition to QQQ is presented to enhance the Sharpe ratio and optimize risk-adjusted returns.

1. The Schwab U.S. Dividend Equity ETF (SCHD) is advised against due to its underperformance compared to broader market indices. 2. Despite focusing on high-dividend yielding stocks, SCHD's returns have lagged behind the S&P 500, NASDAQ, and Dow Jones Industrial Average. 3. Alternative portfolios with individual high-yield stocks offer better returns and yields than SCHD.

1. The NEOS Nasdaq-100 High Income ETF aims to generate income by holding Nasdaq 100 stocks, primarily mega-cap tech companies. 2. QQQI reduces volatility by limiting upside potential and paying out regular income through selling options against the Nasdaq 100 index. 3. NDX options offer tax efficiency, being taxed at a lower rate than ordinary options income. 4. QQQI has shown slight underperformance compared to the Qs but offers a significant downside cushion and potential for income generation.

1. The author upgrades SGOV to a 'strong buy' due to its better trade-offs for cash compared to CDs in the current rate environment; 2. SGOV offers stability and liquidity with a forward yield of 5.10%, making it a preferable option over CDs; 3. CDs present reinvestment risks, especially if rates drop significantly, but SGOV mitigates this risk with its flexibility and liquidity.

1. The author initiated coverage on JEPQ over a year ago, recommending it for aggressive income investors due to its high yield and Nasdaq 100 upside. 2. GPIQ, a newer fund, has outperformed JEPQ in total return since inception, but only in a bull market with a very slight outperformance. 3. Both funds use similar strategies: buying Nasdaq 100 components and selling call options to generate income, resulting in minor price appreciation but high dividend distribution. 4. The article compares the funds and attempts to answer whether JEPQ investors should consider GPIQ.

1. Despite positive returns in 2024, ARK Innovation ETF (ARKK) underperformed compared to VOO and QQQ, with high turnover and volatility being key concerns. 2. VOO offers a safer investment with low turnover, and QQQ provides a balanced risk-reward profile with less volatility than ARKK. 3. ARKK's focus on disruptive innovation and speculative bets on Bitcoin proxy plays and genomics remains high-risk; the author prefers VOO, high-quality businesses, and Bitcoin for 2025.

1. The Roundhill Innovation-100 0DTE Covered Call Strategy ETF offers a unique approach with 0DTE options and a high weekly distribution rate of 26.87% annually. 2. The ETF's call-writing strategy provides this high distribution, and the long calls on the Nasdaq-100 Index offer a synthetic long exposure. 3. Despite the higher yield, QDTE's total returns have been comparable to or better than QQQ, and a comparison with a withdrawal scenario is also provided.

1. JEPQ is an option income ETF based on the Nasdaq-100 portfolio, offering one of the best income sources with market-beating total performance since its inception. 2. The Invesco QQQ Trust ETF excels in growth and diversification over the best innovation companies, forming a crucial base for reliable and future-proofing income. 3. JEPQ meets the criteria for stability and high-income generation, addressing key concerns for SWAN income investors.

1. JEPI offers an attractive yield from a diversified portfolio heavy on mega-cap tech stocks; 2. It underperformed the S&P 500 this year; 3. The article discusses the reasons for a brighter 2025 for JEPI.

1. Short-term treasury ETFs like SCHO offer interest rates and tax advantages, but have drawbacks like moderate price volatility and a two-for-one share split that could increase trading costs. 2. The best feature of SCHO is its low expense ratio, which the author would like to see improved with a higher share price and shorter average duration. 3. The author's research on short-term treasuries highlights their utility as a cash storage option between real investments.

1. Real Estate has outperformed with a 26% total return in the past year, surpassing the tech-heavy S&P 500 and the Dow Jones index. 2. The primary driver is the negative correlation with falling interest rates, which has been anticipated and priced in by the market. 3. REITs are sensitive to interest rates due to high debt burdens and reliance on tenant occupancy and rent collection.

1. November was strong for SPY, gaining nearly 6% and closing above its 10-month EMA, indicating a bullish trend. 2. TLT showed mixed signals, oscillating around its 10-month EMA, but recent higher highs and lows suggest a potential bullish trend. 3. The TLT:SPY relative strength ratio shows that SPY has consistently outperformed TLT since July 2020, reinforcing a preference for equities. 4. The author plans to continue investing in SPY for December and will not allocate money to TLT until its relative strength ratio improves.