Dividend Stockpile

Agree Realty (NYSE: ADC) continues to grow its business, increase its dividend, and deliver solid operating results, so why has the stock price been under pressure? Is the market overlooking the strength of this net lease REIT?In this follow-up interview, I’m joined by Joey Agree, CEO of Agree Realty, to get an update on the company's recent performance, discuss the disconnect between its business fundamentals and stock price, and explore what investors should expect going forward.We dig into the impact of higher interest rates on ADC's cost of capital and acquisition opportunities, the competitive landscape for quality net lease properties, and the biggest risks facing the business. We also discuss tenant credit quality, the sustainability of Agree Realty's dividend growth, and what could drive a recovery in the stock.

MLPs can offer investors attractive income and exposure to the energy infrastructure sector, but what's the best way to invest in this space? In this interview, we take a closer look at two popular ETFs from Global X: MLPX: Global X MLP & Energy Infrastructure ETFand MLPA: Global X MLP ETFWe discuss the differences between these two energy infrastructure ETFs, how each fund builds its portfolio, and what investors should understand about their exposure to master limited partnerships (MLPs) and midstream energy companies.We also explore the role of energy infrastructure in an income-focused portfolio, the potential benefits of investing in pipelines and other midstream businesses, and the risks investors should consider, including energy market conditions, interest rates, and the impact of MLP-related tax structures.

In this interview, I’m joined by David Nicholas from XFunds to discuss the upcoming launch of the VTVX ETF, the XFunds Value Income ETF, how its investment strategy works, and what makes it different from other income-focused ETFs.We break down how VTVX identifies value opportunities, how the fund uses options strategies such as put spreads to generate income, and how it aims to balance income generation with participation in the potential appreciation of value stocks.We also discuss how the strategy may perform in different market environments, and the risks investors should understand before considering the fund.In this interview, we cover:- What is the investment strategy behind the new VTVX ETF?- How does the fund identify and invest in value opportunities?- How does VTVX use options to generate income?- Why use put spreads and other options strategies instead of relying primarily on covered calls?- How does the fund balance income generation with capital appreciation?- How might VTVX perform in rising, falling, and sideways markets?- What are the potential benefits and risks for income investors?If you're looking for new ways to generate portfolio income while maintaining exposure to value stocks, VTVX is an ETF worth understanding as it prepares to launch.

Can you build a growing stream of dividend income by focusing on companies that consistently increase their dividends rather than simply chasing the highest yields?In this interview, I’m joined by Jonathan Nurick from DivGro to discuss their rapid dividend growth investing framework and how investors can use a disciplined approach to identify companies with the potential for significant dividend growth over time.We explore the philosophy behind rapid dividend growth investing, how DivGro identifies and evaluates dividend-paying companies, and why starting with a lower yield may actually lead to greater income down the road. We also discuss the balance between current income and future dividend growth, how to evaluate dividend sustainability, and what investors should look for when building a long-term dividend growth portfolio.In this video, we discuss:- What is rapid dividend growth investing?- Why dividend growth can matter more than starting yield- How DivGro identifies potential dividend growth opportunities- What makes a company a quality dividend growth investment- Evaluating dividend growth rates and payout sustainability- Balancing current income with future income potential- How investors can apply this framework to build a long-term portfolioIf you're interested in dividend growth investing, building passive income, and creating a portfolio that can generate an increasing stream of income over time, this is an interview you won't want to miss.

Autocallable ETFs are bringing structured investment strategies to the ETF market, but how do they actually work, and what should income investors understand before investing?In this educational interview, we speak with Vest Financial about the growing autocallable ETF market, how these strategies are designed to generate income, and how they differ from traditional income ETFs and covered-call strategies.We break down the fundamentals of autocallable investments, including coupon payments, observation dates, autocall features, and coupon and maturity barriers. We also discuss how these strategies may behave in different market environments, the risks investors need to understand, and the trade-offs between potential income and downside exposure.In this video, we cover:- What autocallable investments are and how they work- How autocallable ETFs generate potential income- Understanding coupon payments, observation dates, and autocall features- How coupon and maturity barriers affect investor outcomes- The risks of investing in autocallable strategies- How autocallable ETFs compare with covered-call ETFs and other income strategies- What income investors should consider before adding these products to a portfolioAutocallable strategies can be complex, and their distributions and potential returns are not guaranteed. Investors should understand the underlying structure, downside risks, and conditions that can affect payments and principal before investing.

Can investors tap into the fast-growing photonics industry while generating income from options? In this episode of Dividend Stockpile, I’m joined by Matt Tuttle from Tuttle Capital to discuss the OPTO ETF (Tuttle Capital Photonics Income Blast ETF), a unique strategy combining photonics-sector exposure with an options-based income approach.We explore why photonics is attracting attention, how OPTO works, and what investors should understand about its income potential, risks, and trade-offs.In this interview, we discuss:- What photonics is and why it matters for AI, data centers, and next-generation technology- The investment thesis behind launching OPTO- How OPTO provides exposure to the photonics sector- How the fund uses put credit spreads to pursue income- How put credit spreads differ from traditional covered-call strategies- How OPTO compares with Tuttle's FOTO ETF- The fund's distribution approach and what investors should know about distribution sustainability- The potential impact of market volatility and a sharp decline in the underlying exposure- The biggest risks investors should consider before investingFind more info: Tuttlecap.com

Can an autocallable ETF help investors generate income from the stock market while managing some of the risks? In this episode of Dividend Stockpile, I’m joined by Matt Kaufman from Calamos to break down the upcoming Calamos Least-Of Autocallable Income ETF (CAYN) and explain what investors need to understand before buying shares.We explore how autocallable strategies work, how CAYN’s indexed least-of approach differs from other autocallable ETFs, and why the fund uses a weekly ladder of notes with coupon and maturity barriers.In this interview, we discuss:- Why Calamos is launching CAYN and how it differs from CAIE, CAIQ, and CAGE- How autocallable ETFs generate income and what determines whether coupons are paid- What the “least-of” or “worst-of” structure means for investors- How CAYN’s indexed strategy compares with other autocallable ETFs- How the weekly ladder of notes works and why diversification across notes matters- Coupon barriers, maturity barriers, and what happens when an underlying investment falls below a barrier- How the memory coupon feature works and when missed coupons may be recovered- When notes can be automatically called and what that means for shareholders- How changes in market conditions can affect CAYN’s net asset value (NAV)- How to compare autocallable ETFs with traditional covered-call income ETFs- The biggest risks and misconceptions investors should understand before investingFind out more: https://www.calamos.com/funds/etf/calamos-least-of-autocallable-income-cayn/

SLVI ETF: Can You Generate Monthly Income From Silver?Silver offers investors exposure to precious metals, industrial demand, and potential long-term growth, but what if you could combine that exposure with an options strategy designed to generate monthly income?In this interview, I’m joined by Troy Cates from NEOS Investments to break down the new NEOS Silver Income ETF (SLVI) and explain how it combines silver exposure with a data-driven call option strategy designed to generate income.We discuss why NEOS chose silver, how the options strategy works, and what investors should understand about the trade-offs between income potential and silver’s price appreciation.In this interview, we cover:- Why NEOS developed an options-based income strategy around silver - Silver vs. gold: What makes silver different as an investment? - The factors that could influence silver prices over the next several years - How silver’s volatility creates opportunities—and risks—for an options strategy - How SLVI gains exposure to silver through silver exchange-traded products - How the fund’s data-driven call option strategy works - SLVI’s initial distribution and expected yield - The trade-off between generating option income and participating in silver’s price gains - What investors should understand about the fund’s risks and potential returns - NEOS Investments’ announced acquisition by Goldman Sachs and what investors should know about the process

Dividend investors have plenty of ETF options, but not all dividend strategies are built the same. In this interview, I’m joined by Matt Bartolini from State Street Investment Management to break down two of their dividend ETFs: SPYD: State Street® SPDR® Portfolio S&P 500® High Dividend ETF andSPDG: State Street® SPDR® Portfolio S&P Sector Neutral Dividend ETFSPYD focuses on high-dividend-yield stocks within the S&P 500, while SPDG takes a sector-neutral approach to dividend investing. We discuss how these strategies work, how they select stocks, and what investors should understand when choosing between them.In this interview, we cover:- How SPYD and SPDG approach dividend investing- SPYD: How the fund selects high-dividend-yield stocks- SPDG: How sector neutrality influences stock selection- The potential benefits and risks of chasing high dividend yields- How the funds evaluate dividend opportunities and manage portfolio exposure- The differences in sector allocations, holdings, and investment approaches- What investors should consider when evaluating dividend yield, dividend sustainability, and total return- Which type of dividend investor might prefer each strategy

Can DSPY and TOLL offer a different approach to building the core of your investment portfolio?In this interview, I’m joined by Paisley Nardini, Head of Investment Research at Tema ETFs, to break down two of Tema’s core ETF strategies: the Tema S&P 500 Historical Weight ETF (DSPY) and the Tema Durable Quality ETF (TOLL).While many investors rely on broad-market ETFs like SPY or VTI as the foundation of their portfolios, DSPY and TOLL take different approaches to stock selection and market exposure. We discuss how these strategies work, what sets them apart, and the trade-offs investors should understand before investing.In this interview, we cover:- What differentiates Tema ETFs and its investment philosophy- What makes an ETF suitable for a core portfolio holding- DSPY: The investment thesis behind its historical-weighting approach- How DSPY differs from the traditional S&P 500 and its potential risk and return trade-offs- TOLL: What Tema means by durable, tangible, and dominant competitive advantages- TOLL’s current holdings and its exposure to Kalshi- How DSPY and TOLL compare with broad-market ETFs like SPY and VTI- The key metrics investors should evaluate before adding these ETFs to their portfoliosCould reducing mega-cap concentration or focusing on companies with durable competitive advantages improve your portfolio's diversification?