Dividend Stockpile

Dividend Stockpile
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We’re dedicated to helping you build a strong dividend growth investing portfolio that generates consistent income. From dividend stock picks and portfolio strategies to options selling for increased income, we cover all things dividend and income investing. Whether you’re a beginner or a seasoned investor, our goal is to provide the insights and tools you need to achieve financial freedom through smart, sustainable income investing.

  1. há 9 h

    FIZY: The Income Strategy Wall Street Doesn't Want You to Know

    What if you could combine 40+ years of investment research, long-term structural themes, and an options-income strategy into a single ETF?In this episode of Dividend Stockpile, I’m joined by Keith Fitz-Gerald to discuss his brand-new FIZY ETF — the Fitz-Gerald Must Have Portfolio® and Options Overlay ETF.Keith has spent more than four decades researching markets and identifying the long-term trends that he believes can reshape industries, companies and the global economy. FIZY brings that investment philosophy into an ETF, combining his proprietary Must Have Portfolio® framework with an options strategy designed to generate current income.In this interview, Keith explains:What makes FIZY different from other options-income ETFsHow his 40+ years of investing experience shaped the Must Have Portfolio®Why Keith believes long-term themes and trends can be powerful investment toolsThe 5D framework behind the strategyHow Keith identifies companies positioned to benefit from these structural trendsHow active the stock-selection process isWhat types of companies and holdings are currently in FIZYHow the partnership with Nicholas Wealth and XFunds worksHow the FIZY options strategy generates current incomeWhat types of options are being usedThe fund's expected yield and distribution frequencyOne of the most interesting aspects of FIZY is that it isn't simply another ETF selling calls against a broad market index. It combines thematic stock selection with an options overlay, giving investors exposure to Keith Fitz-Gerald's long-term investment philosophy while pursuing current income.Follow Keith: https://www.keithfitz-gerald.com/five-with-fitz

    FIZY: The Income Strategy Wall Street Doesn't Want You to Know

  2. há 1 dia

    What Makes KEO ETF Unique: A Deep Dive into Kurv's Fund-of-Funds Strategy

    What if you could get diversified exposure to Kurv’s lineup of Single Stock Enhanced Income ETFs through a single ETF while pursuing weekly income?In this episode of Dividend Stockpile, I’m joined by Howard Chan, CEO of Kurv Investments, to discuss the new Kurv Equity Option Income ETF (KEO). KEO launched on August 5, 2026, and is an actively managed fund-of-funds designed to provide current income and diversified exposure across Kurv’s enhanced-income strategies.KEO provides exposure to Kurv’s Single Stock Enhanced Income ETFs, which currently include strategies tied to companies such as Amazon, Apple, Google, Microsoft, Netflix, SpaceX and Tesla.In this interview, Howard explains:Why Kurv created KEOHow KEO provides access to the broader Kurv ETF lineupHow the underlying Single Stock Enhanced Income ETFs generate incomeWhy Kurv chose a fund-of-funds structureHow KEO is different from buying the individual Kurv ETFs yourselfHow the portfolio is actively managed and diversifiedHow KEO pursues weekly cash flowHow options strategies are used to generate incomeHow volatility in the underlying stocks can affect income potentialThe trade-off between generating high income and participating in upsideHow KEO could complement traditional dividend and income ETFsWho KEO may be best suited forThe potential role of KEO in an income-focused portfolioOne of the interesting aspects of KEO is that it attempts to simplify access to multiple options-income strategies into one ticker, rather than requiring investors to build and manage their own basket of individual Kurv ETFs.

    What Makes KEO ETF Unique: A Deep Dive into Kurv's Fund-of-Funds Strategy

  3. há 1 dia

    This NEW ETF Invests in Companies Where Insiders Have “Skin in the Game”

    OWN ETF: Investing in Companies Where Insiders Have Skin in the GameWhat if you could build a portfolio around companies where corporate insiders have significant ownership stakes?In this episode of Dividend Stockpile, I’m joined by Haren Bhakta to discuss the OWN – Insider Ownership ETF and the investment philosophy behind using insider ownership as a key factor in selecting and weighting companies.Rather than simply relying on traditional market-cap weighting, OWN focuses on companies where executives, directors and other insiders have meaningful financial stakes in the businesses they help run. The idea is simple: when insiders have significant “skin in the game,” their interests may be more closely aligned with shareholders.In this interview, we discuss:What inspired the creation of the OWN ETFWhy insider ownership can be an important investment signalHow the OWN strategy identifies companies with significant insider ownershipHow companies are selected for the portfolioHow insider ownership affects the weighting of individual holdingsWhy OWN takes a different approach from traditional S&P 500 ETFsThe potential benefits of investing alongside company insidersHow founders, executives and directors can influence the strategyWhether high insider ownership can create risks as well as opportunitiesHow OWN compares with traditional factor-based ETFsThe types of companies that tend to score highly using the insider ownership methodologyHow investors should think about “skin in the game” when evaluating stocksWho might consider adding OWN to their portfolioThe concept behind OWN is fascinating: instead of simply asking how large a company is, what if investors also asked how much of the company is owned by the people running it?www.insideownership.comIf you're interested in factor investing, insider ownership, shareholder alignment, ETFs, or finding differentiated ways to build a stock portfolio, this is a conversation you won't want to miss.

    This NEW ETF Invests in Companies Where Insiders Have “Skin in the Game”

  4. 18 de ago.

    Inside the NEOS & Goldman Sachs Deal: NEOS Co-Founder Troy Cates Explains

    NEOS INVESTMENTS IS JOINING GOLDMAN SACHS — WHAT DOES IT MEAN FOR ETF INVESTORS?Big news in the ETF industry!On August 12, 2026, NEOS Investments announced that it has agreed to join Goldman Sachs Asset Management. To get the inside story directly from NEOS, I’m joined again by Troy Cates, Co-Founder and Managing Partner of NEOS Investments, to discuss the announcement and, most importantly, what it means for investors who own or are considering NEOS ETFs.In this interview, Troy walks us through why NEOS decided to partner with Goldman Sachs, what Goldman brings to the table, and what investors should expect as the two firms come together.We discuss:• The details behind the Goldman Sachs and NEOS announcement• How the opportunity came about• Why Goldman Sachs was the right strategic partner for NEOS• What the deal means for the NEOS brand and employees• What existing NEOS ETF investors need to know• How Goldman Sachs can help NEOS grow beyond what it could have done independently• How the NEOS and Goldman Sachs ETF platforms could work together• Whether investors should expect any ETFs to be combined, changed or eliminated• What this means for upcoming NEOS ETF launches• Potential changes investors should—or shouldn't—expect• Misconceptions Troy has heard since the announcement• When the transaction is expected to become effective• The key takeaways for existing and prospective NEOS ETF investorsNEOS has become one of the leading names in options-based income ETFs, with strategies designed to generate income while maintaining exposure to stocks, bonds and other asset classes. Now, with Goldman Sachs Asset Management joining the picture, there could be significant implications for the future growth of the platform.If you own SPYI, QQQI, IWMI, BTCI, NEHI, or other NEOS ETFs, or you're considering adding one to your portfolio, this is an interview you won't want to miss.Do you think Goldman Sachs joining forces with NEOS is a positive development for NEOS ETF investors? Let me know in the comments!

    Inside the NEOS & Goldman Sachs Deal: NEOS Co-Founder Troy Cates Explains

  5. 18 de ago.

    Q2 2026 REIT Earnings + What's Undervalued Now?

    Q2 2026 REIT Earnings Are In — Are REITs Still Undervalued?What did we learn from Q2 2026 REIT earnings, and where are some of the most interesting opportunities in the REIT market right now?In this episode of Dividend Stockpile, I’m joined by David Auerbach of Hoya Capital to break down the latest REIT earnings season and discuss what the results tell us about the health of the real estate market.We look at how REIT fundamentals are holding up, which property sectors are performing best, where investors are finding attractive valuations, and which REITs David believes could be worth a closer look.In this interview, we discuss:• The biggest takeaways from Q2 2026 REIT earnings• How REIT fundamentals are trending across different property sectors• Which REIT sectors are showing the strongest operating performance• The impact of interest rates on REITs• Where valuations currently stand across the REIT sector• REITs that appear undervalued relative to their fundamentals• Where David sees the best opportunities today• Potential catalysts that could drive REIT valuations higher• Risks that could derail the REIT recovery• Which areas of the REIT market investors should be cautious aboutIf you're a REIT investor, dividend investor or income investor, this conversation provides a timely look at the current state of the real estate market and where David sees potential opportunities following Q2 earnings season.

    Q2 2026 REIT Earnings + What's Undervalued Now?

  6. 13 de ago.

    State Street Select Sector SPDR Premium Income ETFs: Generate Monthly Income From Every Sector

    Can you generate monthly income while maintaining targeted exposure to specific sectors of the stock market?In this episode of Dividend Stockpile, I’m joined by Matt Bartolini, Global Head of Research Strategists at State Street Investment Management, for an in-depth look at the State Street Select Sector SPDR Premium Income ETFs — a suite of 11 ETFs designed to provide exposure to individual sectors while using options to generate income.We discuss how these ETFs evolved from the popular State Street Select Sector SPDR Premium Income ETFs lineup, why an investor might choose targeted sector exposure instead of simply owning a broad-market ETF like SPY, and how the Premium Income ETFs use options to generate monthly distributions.We also take a deep dive into XLKI, the technology-focused Premium Income ETF, and how investors can potentially combine exposure to the technology sector with an income-generating strategy.In this interview, we cover:• How the State Street Select Sector SPDR Premium Income ETFs work• The 11 sectors and their corresponding Premium Income ETFs• Why investors may want targeted sector exposure• How the options strategies are structured• Days to expiration (DTE), strike prices and percentage overwritten• How volatility can impact the amount of income generated• Distribution yields and what investors should look for• How distributions may be taxed, including ordinary income, return of capital, capital gains and Section 1256 contracts• How the ETFs have performed since launching• What State Street has learned during their first year• Expense ratios and costs• How XLKI provides technology exposure while generating monthly income• The opportunities and risks created by technology's higher volatility• How investors could combine the Premium Income ETFs to build a customized income portfolio• Where investors can learn more about the SPDR Premium Income ETF lineupIf you're an income investor, dividend investor, options investor, or someone looking for ways to generate income from specific areas of the stock market, this interview provides a detailed look at another approach to building an income portfolio.

    State Street Select Sector SPDR Premium Income ETFs: Generate Monthly Income From Every Sector

  7. 11 de ago.

    Dividend Growth Investing: The Strategy That Keeps Paying

    What makes dividend growth investing such a powerful strategy for building long-term wealth?In this episode of the Dividend Stockpile Income Investor Education Series, I’m joined by Chris D’Agnes from Hamlin Capital Management for an in-depth discussion about the power of dividend growth investing and why investors should pay attention to the rate at which a company grows its dividend—not just its current yield.We discuss why dividend growth can create a growing income stream, how rising dividends can help investors keep pace with inflation, and why companies that consistently increase their dividends can be attractive long-term investments.In this interview, we cover:• Why dividend growth can be more important than a high starting yield• The power of compounding dividend increases over time• How dividend growth can create a growing passive income stream• Why investors shouldn't simply chase the highest dividend yield• What characteristics make a company a strong dividend growth candidate• How companies can sustain dividend increases over many years• The relationship between dividend growth, earnings growth and total returns• How dividend growth can help investors combat inflation• How income investors should evaluate dividend sustainability• Common mistakes investors make when selecting dividend stocks• Why patience and a long-term perspective are so important for dividend investorsIf you're building a dividend portfolio, looking for ways to generate growing passive income, or simply want to better understand the fundamentals behind dividend growth investing, this conversation with Chris D’Agnes is a great addition to your investing education.

    Dividend Growth Investing: The Strategy That Keeps Paying

  8. 8 de ago.

    10 Years of 10% Dividend Growth? That's DVGR's Secret

    Can a focus on dividend growth outperform simply chasing the highest dividend yields?In this episode of Dividend Stockpile, I'm joined by Marc Saurborn, CEO & CIO of Dividend Assets Capital, to discuss their brand-new DVGR – 3D Dividend Growth ETF.Unlike many dividend ETFs that prioritize current yield, DVGR takes a different approach by investing in companies that have demonstrated an exceptional commitment to growing their dividends—requiring at least 10 consecutive years of 10% or greater annual dividend growth.During our conversation, we discuss:• Why dividend growth may be more important than starting yield• The philosophy behind the 3D Dividend Growth strategy• Why consistent double-digit dividend growth is such a powerful screening factor• How the portfolio is constructed• What types of companies make the cut—and which don't• Who DVGR is designed for• How investors can use DVGR alongside income-focused ETFs• The long-term outlook for dividend growth investingIf you're a dividend growth investor, building a long-term wealth portfolio, or looking for ETFs focused on quality companies with rising dividends, this interview is for you.

    10 Years of 10% Dividend Growth? That's DVGR's Secret
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Sobre

We’re dedicated to helping you build a strong dividend growth investing portfolio that generates consistent income. From dividend stock picks and portfolio strategies to options selling for increased income, we cover all things dividend and income investing. Whether you’re a beginner or a seasoned investor, our goal is to provide the insights and tools you need to achieve financial freedom through smart, sustainable income investing.

Informações

  • Criado por
    Dividend Stockpile
  • Anos de atividade
    2024 - 2026
  • Episódios
    183
  • Classificação
    Livre
  • Copyright
    © Dividend Stockpile
  • Site do podcast
    Dividend Stockpile

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