Diamond NestEgg

23.69% annualized trailing total return from a dividend fund, plus higher cash distribution yields than VOO - is this newcomer dividend fund a “secret weapon” for income-seeking investors? Capital Group’s Dividend Value ETF, ticker CGDV is what we'll be talking about Part 5 of our Dividend Fund Miniseries: 1 - How does CGDV select its stocks? And what names does it currently own in its portfo...

Up to 8.29% annual cash payouts and some equity upside? Let’s compare JAAA, SCHD and JEPI today and talk about the differences between CLOs (collateralized loan obligations), dividend shares and covered call strategies. Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential executives. Listen on: Apple Podcasts &nb...

13.12% to 22.05% forward dividend yield on a business development company (BDC) with significant discounts to NAV? Might this be a buying opportunity for the potentially higher-yielding Boost part of your portfolio? Markus and I picked up some BDC shares earlier this year, and so have some of our VIP Investment Club members, so let's dive a bit deeper into how to invest in private credit with...

8.7% 👉 this is how much US stocks have returned on an annualized basis since 1776. What about Treasuries and inflation? Join us for an overview of how Treasuries and US stocks have performed since independence 250 years ago. Plus, how attractive are Treasury and multi-year guaranteed annuity (MYGA) rates currently?  Drop us a note - what do you want to hear about next? Support the show 💎 Join ou...

Is SGOV better than BIL, VBIL, T-Bills & money market funds like VUSXX FZFXX & SNSXX? Which would we choose? Drop us a note - what do you want to hear about next? Support the show 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus!  💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yield...

Fidelity’s High Dividend ETF (FDVV): is it better than an S&P 500 ETF with its 13.47% 5-Year total return and much higher dividend? Might this be something to consider for your portfolio? Watch on in Part 4 Markus' Dividend Fund Series to learn more! Drop us a note - what do you want to hear about next? Support the show 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more dail...

A potentially high and stable 13.94% distribution rate as of May 31, 2026, often paid monthly, plus liquidity and possible tax efficiency. Let’s talk a bit more about the autocallable revolution that is happening in the ETF space right now! Here are the three topics that we’ll be discussing today: 1. Would autocallable ETFs fall into the Base or the Boost part of a portfolio? 2. Are all autocallab...

This episode is sponsored by Calamos. 13.94% distribution rate from CAIE, the first autocallable income ETF in the US retail market, as per May 31st, 2026. Autocallables are no longer for just the wealthy. Could CAIE (Calamos Autocallable Income ETF)  that seeks to generate high, stable monthly income be something for your portfolio? Here's what we'll be covering today: 1 - What are auto...

Is VIG the largest & best dividend fund?  Or should you just buy VOO instead of VIG (Vanguard's Dividend Appreciation ETF)? Here are the three topics that we'll be covering in Part 3 of our Dividend Fund Miniseries: 1. What does VIG’s portfolio of companies with growing dividends look like? And how similar is it to the S&P 500? 2 . What is the track record of VIG? 3 - Who might w...

Could you be losing money on the top money market funds that our community uses (SPAXX, SWVXX & VMFXX) that you're not aware of (e.g. to taxes, etc)? See where the latest yields stands and some very important points that you might be missing out on. Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential ex...

Can you lose money in a money market fund in a market crash? How do Fidelity's SPAXX, Schwab's SWVXX and Vanguard's VMFXX protect your money, and are they as safe as cash in your bank?  Drop us a note - what do you want to hear about next? Support the show 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus!  💰 Supercharge your income 👉...

Can VYM protect you against a market crash? The answer may surprise you. Let's review Vanguard's High Dividend Yield ETF: 1 - How does VYM select the stocks it invests in? And is VYM’s portfolio really set up to be  defensive in a crisis? 2 - What is the track record of VYM? Has it historically delivered predictable and growing dividends? And what about total returns? 3 - Who might want...

Could you survive a 13-year bear market? What would happen to your money if the S&P 500 crashed by 50% like back in 2000 and 2007? Let's talk about how you could have protected yourself back then, and how you can protect your money now against a potential market crash and long-lasting bear market, build out the Base Part of your portfolio, and lock in a lifelong guaranteed fixed income st...

Treasury yields moved lower last week, but it’s still not too late for the magic 5% number that quite a few of you have been waiting for, if you’re willing to look beyond Treasuries without compromising the safety of your investment. Or perhaps you might be leaning more towards the upcoming 5-Year TIPS auction and a potentially attractive real yield given the latest 4.2% inflation report from the...

Nervous about the markets & SpaceX IPO? What if we told you that there is a way to get an up to 9% growth spurt in your retirement income 7 years before retirement? Plus, 100% principal protection, while keeping up to 7.25% S&P upside for 7 years AND locking in a potential guaranteed income stream for life - let's recap the numbers for a fixed indexed annuity (FIA) with an income ride...

393% dividend growth over the past 13 years for SCHD - should you buy SCHD at the top of the market for inflation-protected income? Is SCDH (Schwab’s US Dividend Equity ETF) really the best of both the “income” and the “growth” worlds? Watch on and find out in Part 1 of our Dividend Fund Miniseries! Drop us a note - what do you want to hear about next? Support the show 💎 Join our 200,000+ Diamond...

An up to 8.73% APY cash bonus with a new brokerage account from Morgan Stanley’s E-Trade vs a cash bonus of up to $10,000, and what about a 4.00% HYSA locked-in for six months? Let's go through the top Morgan Stanley E-Trade bonus offers right now for new brokerage and high-yield savings accounts.  Drop us a note - what do you want to hear about next? Support the show 💎 Join our 200,000+ Dia...

Up to 9.65% distribution yield on a preferred equity fund. Is PFFA the “best” preferred ETF on the market right now? PFFA is the Virtus InfraCap US Preferred Stock ETF. Let's walk through how PFFA's total trailing returns, distribution yield and how it has achieved its performance numbers, as well as who should (or should not) invest in PFFA. Drop us a note - what do you want to hear abo...

The S&P 500 has come down a bit since hitting another all-time high of 7,621 last Tuesday. How can you earn up 7.25% for 7 years while protecting your cash against a potential market crash/AI bubble? Is it possible to stay invested in the S&P 500 with guaranteed principal protection and a potential lifetime income stream? The short answer is yes, and in today's episode, we'll be...

The S&P 500 just hit another all-time high - how can you protect your investments from crashing down again while still keeping up to potentially 9% upside? And lock in a guaranteed lifelong income at the same time? Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential executives. Listen on: Apple Podcasts &nbs...

Some Treasury maturities are still hovering around 5%, despite having come down from their mid-month highs. And some multi-year guaranteed annuities (MYGAs) are still above 5% currently. Is now the time to lock them in? And how might the current US-Iranian conflict move yields in the coming weeks and months? Drop us a note - what do you want to hear about next? Support the show 💎 Join our 200,000...

An up to 9.90% 1st year bonus rate on a MYGA (multi-year guaranteed annuity) - MYGA rates are at some of the highest levels we’ve seen since we started talking about them on this channel last year, and you can now even get 5%-plus rates with some of the best-rated insurance carriers, depending on your investment amount and time horizon. Let's see what you're MYGA rate could look like. Dr...

How can you earn up to 6.05% to 9% while protecting your cash against a market crash/AI bubble? Is it possible to stay invested in the S&P 500 with guaranteed principal protection? The short answer is yes, and in today's video, we'll be covering how to do this with two popular choices - a structured protection ETF from Calamos (CPSM) - as well as a fixed indexed annuities (FIAs) - wh...

Which pays the most: dividend fund SCHD, bond fund BND or preferred stock fund PFF? See how preferred equity may be able to potentially boost your cash flow and whether it might be right for you as part of an overall diversified portfolio. Drop us a note - what do you want to hear about next? C-Suite Perspectives Elevate how you lead with insight from today’s most influential executives. Listen on...

Could Treasury bond yields hit 6%, especially since 30-Year Treasury hit its highest level since 2007 last week. Should you buy now or wait and might the Fed raise rates with skyrocketing oil prices and inflation fears? Drop us a note - what do you want to hear about next? Support the show 💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus!  💰 Superch...