Informed Investing
Informed Investing
The Informed Investing podcast distills the most relevant financial news and market articles into concise, structured insight. Each episode highlights what matters, filters out noise, and helps investors process information quickly and clearly.
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Informed Investing
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Neueste Folge
10. Jul 2026
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Ep. 76: Cheap Blue-Chip Dividends, the International ETFs Beating SCHD & the Options-Income Boom — Plus the Yield Traps to Avoid 05.06.2026 22:31
8 sources on income investing across the risk spectrum: cheap blue-chip dividend payers (ADP, PEP, T, PFE), oversold Molson Coors (TAP) nearing a 5% yield, three international dividend ETFs out-yielding SCHD (IDV/SCHY/LVHI), the options-income ETF boom (TSPY SPY->VOO expense-ratio swap, OVL, YieldMax Target-12 Semiconductor), a 55/45 stagflation-defense Vanguard portfolio, and a hard warning on...
Ep. 75: The S&P's 1800s-Low Yield, the Income-ETF Shakeout & What to Buy Instead of VOO and QQQ 04.06.2026 51:18
8 sources on a richly-valued index and where investors are rotating instead: the S&P 500 dividend yield at ~1% (lowest since the 1800s) and the case for SCHD, a Seeking Alpha 'why I stopped buying VOO/QQQ' rotation thesis, the YieldMax/Defiance/REX Shares income-ETF liquidation wave, a 10-ETF sleep-well-night portfolio, the SPMO momentum ETF, Carter Worth's WRTH strangle-selling options-income...
Ep. 74: Dividend Traps to Dodge, the Covered-Call Weekly-Income Showdown & a Four-Fund Yield-and-Growth Blueprint 03.06.2026 55:46
8 sources on avoiding income traps and prioritizing total return over headline yield: Morningstar's 5 undervalued dividend aristocrats (CLX/MDT/BF.B/MKC/KMB), 247WallSt on ultra-high-yield BDC PennantPark (PFLT ~15% with a July reset), TipRanks June strong-buys (NEE/ARCC/KO/SRE), a four-fund yield+growth framework (SCHD+GPIQ+MLPA/MLPI/UTG+gold), OVL & QDVO beating VOO, a NEOS interview on NAV...
Ep. 73: High-Yield Names, a Retirement Income Blueprint & the Covered-Call ETF Showdown 02.06.2026 32:25
8 sources on building durable income without yield traps: 3 monster dividend stocks (ARCC/ET/STWD), Tractor Supply down 40%, a $325K four-fund retirement income portfolio (JEPI/O/PFF/BIZD), the case for bond ETFs and duration, covered-call income ETFs (QDVO and GPIX vs SPYI), XLRE REIT payout safety, and the REX Shares single-stock ETF liquidation as a lesson on AUM and total return
Ep. 72: Senior Housing REITs, Hidden Value Stocks & NASDAQ Income ETF Showdown 01.06.2026 25:13
8 sources covering Welltower vs Ventas senior housing REITs, CMC value play, VYM vs SCHD ETF comparison, MSTY YieldMax risks, SPYI income math, SATA daily dividends, 4 cheap hidden dividend stocks (GIC/CHE/ALLE/MKTX), and QQA vs QQQI vs GPIQ NASDAQ income ETF showdown
Ep. 71: Tactical Covered Calls, BDC Yield Traps & Dividend ETF Upgrades 29.05.2026 24:38
9 sources covering DIVO/IDVO/QDVO tactical covered call interview with Kevin Simpson, ETF upgrades (RDVY vs SCHD, SYLD vs VYM, etc.), IXC energy ETF income reckoning, GSBD BDC dividend trap analysis, MAA REIT insider buying at 5-year lows, Nestle stock deep dive, utility dividend safety (AEP, ED, AWK), and 10 dividend champions for wealth preservation
Ep. 70: Realty Income Fortress, Covered Call Playbooks & The QQQI vs QDVO Tax War 28.05.2026 22:44
8 sources covering Realty Income triple-net lease analysis, Walmart vs Costco valuation debate, $625K income portfolio construction, SPYI dividend reinvestment compounding, HDV defensive ETF for inflation, covered calls on ETFs vs stocks education, 3 deeply discounted dividend stocks (OLED, ZTS, INTU), and QQQI vs QDVO tax efficiency showdown
Ep. 69: Dividend Kings, Healthcare Growth & OBDC at 77 Cents on the Dollar 27.05.2026 21:37
9 sources covering dividend kings rankings, preferred stock ETFs for retirement income, 10 best high-yield stocks for next decade, SDSI rate-resilient ETF, healthcare dividend growth stocks via Dividend Yield Theory, OBDC BDC deep dive at 23% NAV discount, Hormel Foods consumer staple analysis, and Microsoft at decade-low P/E
Ep. 68: BDC Bargain Hunting, Three-Bucket Retirement & Top Dividend ETF Picks 26.05.2026 23:15
8 sources covering BDC market stress (Main Street Capital selloff), three-bucket retirement strategy, top dividend ETF picks after analyzing 100+ options, weekly income ETFs, crypto income ETFs (BLKS), bridge math for early retirement, and Canadian leveraged ETF perspectives
Ep. 67: QQQI Income Machine, Dividend Aristocrat Screening & Three-Bucket Retirement Portfolios 22.05.2026 24:11
13 sources covering QQQI retirement income strategies, dividend aristocrat evaluation frameworks, three-bucket retirement portfolios, congressional stock buying (HD & JNJ), real portfolio reviews, and global bond yield shifts
Ep. 66: Income Across Asset Classes, Tactical Covered Calls & Insider Buying Signals 21.05.2026 23:44
9 sources covering Morningstar income landscape across asset classes, QDVO tactical covered call ETF, Hamilton IMAX/CMAX international covered calls, insider buying in high-yield stocks (MRP, HTGC, SPMC), safe 5%+ dividend stocks (PRU, PAYX, NNN, EPD), McDonald's dividend growth analysis, Exxon Mobil buy case, and 5 lesser-known high income ETFs (SPHY, IDVO, OVL, TYLG, BALI)
Ep. 65: REIT Dividend Hikes, 60/40 Rethink & Top Monthly Income ETFs 20.05.2026 22:50
8 sources covering Simon Property Group REIT dividend hike, 60/40 portfolio modernization with managed futures and options ETFs, Ben Carlson on long-term investing, 5 new dividend increases (NDAQ AAPL PAYX FDS CPK), CGVV value ETF, dividend tax efficiency myths, top 10 monthly ETFs by total return, Raymond James high-yield picks (DKL DEA)
Ep. 64: Daily Dividends, JP Morgan's New Income Plays & When to Sell Winners 19.05.2026 20:36
JP Morgan's new ROCY/ROCQ call spread ETFs vs JEPI/JEPQ, world's first daily dividend stock SATA backed by Bitcoin, T. Rowe Price TCAL covered call ETF, when to sell dividend winners (thesis creep), Caterpillar AI data center rerating, FIDI international dividends, DGRO/FDVV as SCHD companions, QQQT for retirement income.
Ep. 63: Berkshire Shakeup, Tax-Smart Income & Medtronic Deep Dive 18.05.2026 22:33
Berkshire Hathaway's Q1 2026 portfolio shakeup under new leadership, Bill Miller's legendary 15-year S&P streak, sweet-spot income ETFs (BALI, GPIX, DIVO, JEPI, SPYI), crypto income strategies, covered call ETF tax treatment deep dive, NEOS ETF lineup review, Medtronic fundamental analysis, and Mastercard as a compounding machine.
Ep. 62: Informed Investing Ep 62: Dividend Stocks Crushed, 52-Week Low Bargains & Inflation Hits 3.8% 15.05.2026 22:53
Dividend stocks crushed while semis soar, Accenture deep value play, 52-week low stocks (PayPal buybacks, Zoetis, Microsoft AI capex, McDonald's inflation, Intuit SaaS selloff), income ETFs (CHPY, TDAQ, SCHY/VIGI/IEFA), inflation at 3.8%, growth stocks (AMZN/AAPL/BROS), Canadian telecom earnings
Ep. 61: Informed Investing Ep 61: Yield Traps, ETF Selection & Semiconductor Dividend Play 14.05.2026 23:38
Portfolio diversification ETFs, PSEC yield trap warning, McDonald's dividend aristocrat timing, WTIP inflation-fighting strategy, new QVOL income ETF, YieldMax vs Neos comparison, ETF selection framework, Texas Instruments semiconductor dividend deep dive
Ep. 60: BDC Dividend Cuts, SCHD vs FDVV & Recession-Ready Portfolios 13.05.2026 13:34
BDC dividend cuts (TSLX, OBDC, ABR), SCHD vs FDVV deep comparison with beta flip, $10K portfolio construction, 3 Vanguard recession-ready ETFs (VFMV, VPU, VGLT), Rule of 72 for dividend growth, high yield Roth IRA portfolio update, dividend ETF beginner's guide
Ep. 59: Weekly Income Machines, Founder-Led Growth & The Dividend Debate 12.05.2026 24:31
Weekly-pay ETFs (NVII, MAGY, CHIPY, GOOY), founder-led companies (FFF ETF), the case for dividends during accumulation, Dividend Yield Theory screening for undervalued growers, transitioning from growth to income with covered calls and wheel strategy, QDVO vs KQQQ tech income ETF comparison.
Ep. 58: Defensive Dividends, Congressional Buys & The Art of Doing Nothing 11.05.2026 22:00
Defensive dividend ETFs like BEDY, building income portfolios to cover monthly expenses, the costly art of selling winners too early, covered call ETF dividend streaks, congressional stock picks worth watching, monthly dividend payers (O, MAIN, SPYI, QQQI), and the Altria bull-vs-bear debate.
Ep. 57: Dividend Kings, AI Picks-and-Shovels & Hybrid Income Strategies 08.05.2026 24:34
AbbVie Dividend King earnings, 3 Aristocrats with soaring profits (JNJ/IBM/PPG), USAI midstream energy toll-road thesis, dividends vs 4% rule $500K showdown, Solstice SOLS AI picks-and-shovels spinoff, $1M hybrid retirement strategy with QQQI/IWMI, 6 dividend ETFs on sale, Realty Income O deep dive, NEOS co-founder on volatility as income tool
Ep. 56: Dividend Dynamics: Balancing High Yield and Portfolio Stability 07.05.2026 22:37
9 sources covering dividend timing risk, 70 ETF stress tests, CHPY semiconductor ETF, $750K income portfolio, Allegion deep dive, IQQQ NASDAQ income, Trinity Capital BDC
Ep. 55: SCHD Reconstitution, Quality ETF Screening & Dividend Growers Deep Dive 06.05.2026 23:04
9 sources covering SCHD 2026 reconstitution (22 removed/25 added), quality ETF screening (SPYI/QQQI), NEOS Boosted products (XQQI/XSPI), QQQI tax efficiency deep dive, 4 dividend increases (Costco/P&G/Albertsons/J&J), Morningstar dividend growers (10 stocks with 5yr 10%+ growth), CHPY semiconductor ETF, Morningstar stock prospects (Pfizer/Sysco/Watsco), Seeking Alpha yield shield strategy
Ep. 54: Informed Investing: Dividend Kings, Discounted Growers & NASDAQ Income ETF Showdown 05.05.2026 21:51
8 sources covering buy-and-hold dividend stocks (KO, JNJ, ENB), discounted dividend growers (ZTS, ACN, DPZ, INTU, SBAC), $1M income portfolio construction, Enbridge SVA analysis, 5 strong-buy May ex-dividend stocks (SUN, SFD, SW, BIP, DEC), Aptus ETFs (IDUB, DRSK), CHPY semiconductor income ETF, and NASDAQ covered call ETF comparison (KQQ, QQQI, JPQ, GPIQ, QDVO, IQQQ, TDAQ)
Ep. 53: Covered Call ETFs, Earnings Recap & BDC Deep Dive 04.05.2026 24:13
High-yield ETFs (KBWD, QYLD, JEPQ, SPYI), Fed rate hold, RQI REIT fund, ROCQ/ROCY new JP Morgan ETFs, VTI vs VOO, DIVO analysis, Visa/KRC/WPC earnings, BDC state with HTGC/RWAY/ARCC
Ep. 52: Informed Investing: High Yield Strategies and Dividend Growth Analysis 01.05.2026 17:13
Ivy Portfolio moving averages, ultra high yield ETFs, Morningstar dividend growers, IT dividend growth stocks, the 7% yield illusion, dangerous dividend ETFs to sell, stocks with 11%+ dividend hikes, and GPIX as single best income ETF
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