Ep 12: Covered Call ETF Showdown, Energy Midstream & BDC Bargains
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Ep 12: Covered Call ETF Showdown, Energy Midstream & BDC Bargains

We break down the great covered call ETF debate — which funds actually preserve NAV and which ones are destroying your capital (ULTY, we are looking at you). Plus, oil is surging past $80 on the Iran conflict, but should you buy energy majors at all-time highs or look at midstream plays like HSM and MLX? We also dig into two BDCs trading at steep discounts — Hercules Capital and Blackstone Secured Lending — and tackle real Reddit questions about building $6-7K monthly income portfolios from $1M.
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Episode 12 covers the biggest dividend investing topics of the day:

  • Covered Call ETF Showdown — NAV erosion analysis of 19 ETFs. QQQI and TSPY shine, ULTY requires 114% reinvestment
  • Energy Stocks Surge — Oil past $80 on Iran conflict. Why midstream (HSM, MLX, EPD) beats oil majors at these prices
  • BDC Opportunities — Hercules Capital (HTGC) at 12%+ yield after SaaS selloff, BXSL at 13% discount to NAV
  • Income Portfolio Strategies — Reddit investors building $5-7K/month income from SPYI, QQQI, JEPQ
  • Strong Buy Dividend Stocks — Home Depot, Permian Resources, International Seaways, Ryman for March
  • Volatility & Income — YieldMax lead strategist on why income ETFs outperform during market chaos

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