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Dividend Stockpile

Dividend Stockpile

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.

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  • 23 episodes
  • Avg 23 min
  • English
Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.
  • Thursday · 20 min

    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

  • Wednesday · 19 min

    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.

  • Wednesday · 24 min

    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.

  • August 18 · 15 min

    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!

  • August 18 · 18 min

    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.

  • August 13 · 22 min

    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.

  • August 11 · 31 min

    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.

  • August 8 · 23 min

    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.

  • August 7 · 18 min

    Could DRVR Become the Next Great Dividend Growth ETF?

    Can you predict tomorrow's dividend leaders instead of just buying yesterday's winners?In this episode of Dividend Stockpile, I'm joined by Christian Magoon, CEO of Amplify ETFs, to discuss the launch of the Amplify S&P 500 Dividend Drivers ETF (DRVR)—a new ETF designed to identify companies with the potential for future dividend growth, not just an impressive dividend history.Unlike many traditional dividend ETFs that rely primarily on backward-looking metrics, DRVR combines a proven history of dividend increases with forward-looking dividend growth forecasts and quality factors such as balance sheet strength and cash flow durability. The goal is to build a portfolio of companies that can continue growing their dividends while delivering attractive long-term total returns.In this interview, we discuss:Why Amplify launched the DRVR ETFHow DRVR differs from traditional dividend growth ETFsThe importance of forward-looking dividend growth forecastsWhy quality metrics like cash flow and balance sheet strength matterHow DRVR identifies companies with the potential for future dividend increasesWhy dividend growth investing has historically been a powerful long-term strategyHow DRVR compares with popular dividend ETFs like SCHD, DGRO, and VIGThe balance between current income, dividend growth, and total returnWhere DRVR may fit within a long-term dividend portfolioIf you're looking to build a portfolio that generates growing income over time rather than simply chasing today's highest yields, this conversation offers valuable insights into a fresh approach to dividend investing.

  • August 6 · 18 min

    BETTER Than SPYI? The SPUC Income ETF Strategy

    Can you generate monthly income without sacrificing as much upside as a traditional covered call ETF?In this episode of Dividend Stockpile, I'm joined by Jeff Schwarte from Simplify Asset Management to discuss the Simplify US Equity Income ETF (SPUC) and why it takes a different approach to options-based income investing.Traditional covered call ETFs have become incredibly popular for their ability to generate attractive monthly income. However, they often come with a tradeoff—limiting upside during strong bull markets while still participating in market declines.SPUC was designed with a different objective: to seek tax-efficient monthly income while providing the potential for greater capital appreciation and higher total returns than many traditional covered call strategies.In this interview, we discuss:Why Simplify launched SPUCThe biggest drawbacks of traditional covered call ETFsHow SPUC's options strategy differs from other income ETFsThe role of long calls and short calls in the portfolioWhy total return matters just as much as current yieldHow SPUC seeks to generate tax-efficient monthly incomeHow SPUC compares with popular covered call ETFsWhere SPUC may fit within an income-focused portfolioIf you're an income investor looking for alternatives to traditional covered call ETFs—or you're searching for a strategy that aims to balance monthly income, upside potential, and long-term growth—this interview is one you won't want to miss.

  • August 1 · 39 min

    Your Money Doesn't Have to Sit There: Here's How the Wealthy Get Paid Without Working

    What if you could build multiple streams of passive income instead of relying on just one?In this episode of Dividend Stockpile, I'm joined by Toby Mathis, tax attorney, entrepreneur, and founder of Anderson Business Advisors, to discuss the five primary sources of passive income and how investors can use them to build long-term wealth and financial freedom.Many investors think passive income begins and ends with dividends, but there are several ways to generate recurring cash flow. In this conversation, Toby explains the advantages, risks, and tax considerations of each strategy.In this interview, we discuss:- Rental real estate- Royalties from intellectual property and other assets- Interest income- Dividend income- Short-term capital gains through options strategies, including covered calls and cash-secured putsWe also explore:Which passive income streams require the least ongoing effortThe tax advantages and disadvantages of each strategyHow to diversify your income sourcesCommon mistakes investors make when building passive incomeWhich strategies may be best suited for different stages of lifeHow combining multiple income streams can create a more resilient financial futureWhether you're just beginning your investing journey or looking to expand beyond dividend investing, this discussion provides practical insights into creating sustainable cash flow from a variety of sources.

  • July 31 · 32 min

    The State of REITs - Part 2: Mid-Year 2026 REIT Market Update

    Are REITs poised for a comeback? Or are there still challenges ahead?Welcome to another episode of Dividend Stockpile! I'm joined by David Auerbach, CIO of Hoya Capital, for Part 2 of an in-depth discussion on today's REIT market and what income investors should be watching.With interest rates, inflation, and economic uncertainty continuing to shape the real estate landscape, we break down where the biggest opportunities—and risks—exist across the REIT sector.In this interview, we discuss:The current state of the REIT marketHow interest rates are impacting REIT valuations and performanceWhich REIT sectors look the most attractive todayAreas of the market David believes investors should approach with cautionThe outlook for dividends and REIT cash flowsREITs vs. other income investments, including dividend stocks and bondsWhether today's market presents a compelling long-term buying opportunityWhat income investors should be watching over the next 12–24 monthsWhether you're a long-time REIT investor or just beginning to explore real estate as part of your income portfolio, this conversation provides valuable insights into one of the market's most important income-producing asset classes.

  • July 30 · 26 min

    The State of REITs - Part 1: Mid-Year 2026 REIT Market Update

    Are REITs poised for a comeback? Or are there still challenges ahead?Welcome to another episode of Dividend Stockpile! I'm joined by David Auerbach, CIO of Hoya Capital, for Part 1 of an in-depth discussion on today's REIT market and what income investors should be watching.With interest rates, inflation, and economic uncertainty continuing to shape the real estate landscape, we break down where the biggest opportunities—and risks—exist across the REIT sector.In this interview, we discuss:The current state of the REIT marketHow interest rates are impacting REIT valuations and performanceWhich REIT sectors look the most attractive todayAreas of the market David believes investors should approach with cautionThe outlook for dividends and REIT cash flowsREITs vs. other income investments, including dividend stocks and bondsWhether today's market presents a compelling long-term buying opportunityWhat income investors should be watching over the next 12–24 monthsWhether you're a long-time REIT investor or just beginning to explore real estate as part of your income portfolio, this conversation provides valuable insights into one of the market's most important income-producing asset classes.

  • July 29 · 23 min

    These 3 New ETFs From Kurv Deliver Income Your Portfolio Needs

    Looking for innovative income ETF strategies beyond traditional covered call funds?In this episode of Dividend Stockpile, I'm joined by Howard Chan, CEO of Kurv Investment Management, to discuss three of Kurv's newest ETFs: LCTO, LQID, and XSHP.Each ETF was created to address a different challenge investors face today—from generating income while maintaining upside potential, to navigating fixed income markets, to managing portfolio risk.In this interview, we discuss:The investment objective behind LCTO, LQID, and XSHPWhat makes each ETF uniqueHow these strategies differ from traditional income ETFsThe role options play in each portfolioThe balance between income generation, risk management, and capital appreciationWhich investors may benefit most from each ETFHow these funds can complement an existing income-focused portfolioKurv's outlook on the future of options-based ETF investingTime Stamps:00:00 Introduction05:33 LCTO ETF11:43 LQID ETF17:37 XSHP ETF21:35 SummaryWhether you're an income investor looking for new ideas or simply interested in learning about the latest innovations in the ETF industry, this interview provides an in-depth look at three unique strategies designed for today's market environment.

  • July 23 · 17 min

    These ETFs Target 9% & 13% Income... Global X's New Income ETFs

    What if your SPY and QQQ investments could generate significantly more income?In this episode of Dividend Stockpile, I'm joined by the Chandler Nichols from Global X ETFs to discuss their innovative income ETFs, EDGQ and EDGX.Designed for investors who want to stay invested in the market while generating higher levels of cash flow, EDGQ targets a 9% annual distribution using exposure to the S&P 500, while EDGX targets a 13% annual distribution using exposure to the Nasdaq-100.In this interview, we discuss:How EDGQ and EDGX seek to generate incomeWhy Global X chose 9% and 13% target distribution levelsHow these ETFs differ from traditional covered call ETFsThe balance between income generation and upside participationPotential risks investors should understandWho these ETFs are designed forHow they compare to simply owning SPY or QQQWhere EDGQ and EDGX may fit in an income-focused portfolioWhether you're looking to boost your portfolio's cash flow, supplement retirement income, or simply learn about the latest innovations in income investing, this interview provides an in-depth look at two ETFs designed to help investors generate meaningful income from two of the world's most popular equity indexes.What if your SPY and QQQ investments could generate significantly more income?In this episode of Dividend Stockpile, I'm joined by the Chandler Nichols from Global X ETFs to discuss their innovative income ETFs, EDGQ and EDGX.Designed for investors who want to stay invested in the market while generating higher levels of cash flow, EDGQ targets a 9% annual distribution using exposure to the S&P 500, while EDGX targets a 13% annual distribution using exposure to the Nasdaq-100.In this interview, we discuss:How EDGQ and EDGX seek to generate incomeWhy Global X chose 9% and 13% target distribution levelsHow these ETFs differ from traditional covered call ETFsThe balance between income generation and upside participationPotential risks investors should understandWho these ETFs are designed forHow they compare to simply owning SPY or QQQWhere EDGQ and EDGX may fit in an income-focused portfolioWhether you're looking to boost your portfolio's cash flow, supplement retirement income, or simply learn about the latest innovations in income investing, this interview provides an in-depth look at two ETFs designed to help investors generate meaningful income from two of the world's most popular equity indexes.

  • July 23 · 19 min

    DRMY ETF Deep Dive: Memory Stocks + Income Strategy

    What if you could invest in one of the fastest-growing areas of artificial intelligence—and generate income at the same time?In this episode of Dividend Stockpile, I'm joined by David Nicholas, CEO of XFunds, to discuss their innovative DRMY ETF, an income-focused ETF that invests in companies driving the global memory semiconductor industry.As AI models become larger and more powerful, demand for high-bandwidth memory (HBM), DRAM, and NAND flash continues to accelerate. DRMY gives investors exposure to the companies supplying this critical technology while using an options-based strategy designed to generate income.In this interview, we discuss:Why memory semiconductors are essential to the AI revolutionThe investment opportunity in HBM, DRAM, and NAND memoryHow DRMY generates income while investing in memory stocksWhat makes DRMY different from traditional AI and semiconductor ETFsThe benefits and risks of combining AI growth with an income strategyWho the ETF is designed forHow DRMY could fit into an income-focused investment portfolioMany investors have focused on AI software and GPU manufacturers, but the memory industry is becoming an increasingly important piece of the AI ecosystem. If you're looking for a way to participate in this long-term trend while generating portfolio income, this interview is for you.

  • July 18 · 25 min

    WEEL ETF: Is This the Next Big Income Generator?

    Could WEEL be the next must-watch income ETF?In this episode of Dividend Stockpile, I'm joined by the team from Peerless ETFs to discuss their innovative WEEL ETF and how it aims to help investors generate attractive income while pursuing long-term growth.With more investors looking beyond traditional dividend stocks and covered call ETFs, WEEL offers a fresh approach that deserves a closer look.In this interview, we discuss:What inspired the launch of the WEEL ETFHow the investment strategy worksWhere the fund generates its incomeWhat makes WEEL different from other income ETFsThe potential risks and rewards investors should understandWho the ETF is designed forHow WEEL could fit into an income-focused portfolioWhat investors should expect in different market environmentsWhether you're building a retirement income portfolio, looking to diversify your ETF holdings, or simply interested in learning about innovative investment strategies, this interview provides an inside look at one of the newest ETFs on the market.

  • July 17 · 19 min

    The Infrastructure Backbone AI Can't Live Without

    Artificial intelligence is transforming the global economy—but AI doesn't run on software alone. It requires massive investments in power generation, data centers, fiber networks, utilities, and digital infrastructure to make it all possible.In this episode of the Dividend Stockpile, I'm joined by Rob Thummel from Tortoise Capital to discuss the TCAI ETF and why they believe the biggest AI investment opportunity may not be the AI companies themselves—but the infrastructure that powers them.During our conversation, we cover:- Why AI is creating unprecedented demand for infrastructure- The critical role of electricity, utilities, and data centers in the AI revolution- How TCAI is positioned to capitalize on long-term AI infrastructure growth- Why investing in the "picks and shovels" of AI could provide a compelling opportunity- The sectors and companies driving the buildout of AI infrastructure- How TCAI can fit into a diversified long-term investment portfolioAs AI adoption accelerates across nearly every industry, the need for reliable infrastructure is expected to grow alongside it. This interview explores why some investors believe the companies enabling AI may become just as important as the companies building AI.If you're interested in AI investing, thematic ETFs, infrastructure investing, or discovering long-term investment opportunities beyond the Magnificent Seven, this is a conversation you won't want to miss.

  • July 14 · 25 min

    This High-Yield REIT Has Massive Growth Catalysts

    Looking for high dividend income beyond traditional REITs? In this episode of the Dividend Stockpile, I'm joined by the team from NewLake Capital Partners (NASDAQ: NLCP) to discuss one of the market's most unique real estate investment opportunities.NewLake Capital Partners is a cannabis-focused REIT that acquires and leases specialized cultivation and dispensary properties to licensed operators across the United States. During our conversation, we explore the company's business model, how it generates rental income, its approach to risk management, dividend strategy, growth opportunities, and the factors income investors should consider before investing.Topics we cover include:• What makes NewLake Capital Partners different from traditional REITs• How the sale-leaseback business model works• The current outlook for the cannabis real estate market• Dividend sustainability and cash flow• Tenant quality and portfolio diversification• Growth opportunities and potential risks• Interest rates, capital allocation, and future expansion• What income investors should know before buying NLCPWhether you're searching for high-yield dividend investments, exploring alternative income opportunities, or simply want to learn more about cannabis real estate investing, this interview provides valuable insights directly from the NewLake Capital Partners team.

  • July 12 · 22 min

    FIXP's Multi-Sector Rotation Strategy Explained | Income ETF Deep Dive

    Can one ETF deliver active fixed income management while also generating additional monthly income through options?In this episode of Dividend Stockpile, I sit down with Yung Lim, CEO of FolioBeyond, to discuss the FIXP ETF—an actively managed fixed income ETF that combines a dynamic multi-sector bond strategy with an options overlay designed to enhance income potential.Unlike traditional bond index funds, FIXP actively rotates across multiple fixed income sectors using FolioBeyond's proprietary investment model. On top of that, the fund employs an options strategy to seek additional income while maintaining a diversified fixed income portfolio.In this interview, we discuss:✅ How the FIXP ETF works✅ Why active management may have an advantage in today's bond market✅ How the fund allocates across different fixed income sectors✅ How the options overlay seeks to enhance monthly income✅ The balance between income generation and total return✅ How FIXP compares to traditional bond ETFs like AGG and BND✅ Where FIXP may fit within an income-focused portfolio✅ The risks and opportunities investors should understandWhether you're retired, building an income portfolio, or simply looking for alternatives to traditional bond funds, this conversation offers valuable insight into an innovative approach to fixed income investing.

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