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.

Play

Open in

55 episodes
Avg 23 min
English

Episodes 55

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

Yesterday · 22 min
MLPA & MLPX: What Income Investors Need to Know About Global X's MLP ETFs
MLPs can offer investors attractive income and exposure to the energy infrastructure sector, but what's the best way to invest in this space? In this interview, we take a closer look at two popular ETFs from Global X: MLPX: Global X MLP & Energy Infrastructure ETFand MLPA: Global X MLP ETFWe discuss the differences between these two energy infrastructure ETFs, how each fund builds its portfolio, and what investors should understand about their exposure to master limited partnerships (MLPs) and midstream energy companies.We also explore the role of energy infrastructure in an income-focused portfolio, the potential benefits of investing in pipelines and other midstream businesses, and the risks investors should consider, including energy market conditions, interest rates, and the impact of MLP-related tax structures.
Yesterday · 16 min
BRAND NEW! XFunds Launches VTVX: Value Stocks + Options Income Explained
In this interview, I’m joined by David Nicholas from XFunds to discuss the upcoming launch of the VTVX ETF, the XFunds Value Income ETF, how its investment strategy works, and what makes it different from other income-focused ETFs.We break down how VTVX identifies value opportunities, how the fund uses options strategies such as put spreads to generate income, and how it aims to balance income generation with participation in the potential appreciation of value stocks.We also discuss how the strategy may perform in different market environments, and the risks investors should understand before considering the fund.In this interview, we cover:- What is the investment strategy behind the new VTVX ETF?- How does the fund identify and invest in value opportunities?- How does VTVX use options to generate income?- Why use put spreads and other options strategies instead of relying primarily on covered calls?- How does the fund balance income generation with capital appreciation?- How might VTVX perform in rising, falling, and sideways markets?- What are the potential benefits and risks for income investors?If you're looking for new ways to generate portfolio income while maintaining exposure to value stocks, VTVX is an ETF worth understanding as it prepares to launch.
Wednesday · 37 min
Building a Passive Income Stream That Actually Grows
Can you build a growing stream of dividend income by focusing on companies that consistently increase their dividends rather than simply chasing the highest yields?In this interview, I’m joined by Jonathan Nurick from DivGro to discuss their rapid dividend growth investing framework and how investors can use a disciplined approach to identify companies with the potential for significant dividend growth over time.We explore the philosophy behind rapid dividend growth investing, how DivGro identifies and evaluates dividend-paying companies, and why starting with a lower yield may actually lead to greater income down the road. We also discuss the balance between current income and future dividend growth, how to evaluate dividend sustainability, and what investors should look for when building a long-term dividend growth portfolio.In this video, we discuss:- What is rapid dividend growth investing?- Why dividend growth can matter more than starting yield- How DivGro identifies potential dividend growth opportunities- What makes a company a quality dividend growth investment- Evaluating dividend growth rates and payout sustainability- Balancing current income with future income potential- How investors can apply this framework to build a long-term portfolioIf you're interested in dividend growth investing, building passive income, and creating a portfolio that can generate an increasing stream of income over time, this is an interview you won't want to miss.
Tuesday · 28 min
How Autocallable ETFs Actually Work: A Deep Dive
Autocallable ETFs are bringing structured investment strategies to the ETF market, but how do they actually work, and what should income investors understand before investing?In this educational interview, we speak with Vest Financial about the growing autocallable ETF market, how these strategies are designed to generate income, and how they differ from traditional income ETFs and covered-call strategies.We break down the fundamentals of autocallable investments, including coupon payments, observation dates, autocall features, and coupon and maturity barriers. We also discuss how these strategies may behave in different market environments, the risks investors need to understand, and the trade-offs between potential income and downside exposure.In this video, we cover:- What autocallable investments are and how they work- How autocallable ETFs generate potential income- Understanding coupon payments, observation dates, and autocall features- How coupon and maturity barriers affect investor outcomes- The risks of investing in autocallable strategies- How autocallable ETFs compare with covered-call ETFs and other income strategies- What income investors should consider before adding these products to a portfolioAutocallable strategies can be complex, and their distributions and potential returns are not guaranteed. Investors should understand the underlying structure, downside risks, and conditions that can affect payments and principal before investing.
Monday · 17 min
OPTO ETF: What You Need to Know About This Photonics Income Strategy
Can investors tap into the fast-growing photonics industry while generating income from options? In this episode of Dividend Stockpile, I’m joined by Matt Tuttle from Tuttle Capital to discuss the OPTO ETF (Tuttle Capital Photonics Income Blast ETF), a unique strategy combining photonics-sector exposure with an options-based income approach.We explore why photonics is attracting attention, how OPTO works, and what investors should understand about its income potential, risks, and trade-offs.In this interview, we discuss:- What photonics is and why it matters for AI, data centers, and next-generation technology- The investment thesis behind launching OPTO- How OPTO provides exposure to the photonics sector- How the fund uses put credit spreads to pursue income- How put credit spreads differ from traditional covered-call strategies- How OPTO compares with Tuttle's FOTO ETF- The fund's distribution approach and what investors should know about distribution sustainability- The potential impact of market volatility and a sharp decline in the underlying exposure- The biggest risks investors should consider before investingFind more info: Tuttlecap.com
October 26 · 30 min
CAYN ETF: First-of-Its-Kind Autocallable Strategy Explained
Can an autocallable ETF help investors generate income from the stock market while managing some of the risks? In this episode of Dividend Stockpile, I’m joined by Matt Kaufman from Calamos to break down the upcoming Calamos Least-Of Autocallable Income ETF (CAYN) and explain what investors need to understand before buying shares.We explore how autocallable strategies work, how CAYN’s indexed least-of approach differs from other autocallable ETFs, and why the fund uses a weekly ladder of notes with coupon and maturity barriers.In this interview, we discuss:- Why Calamos is launching CAYN and how it differs from CAIE, CAIQ, and CAGE- How autocallable ETFs generate income and what determines whether coupons are paid- What the “least-of” or “worst-of” structure means for investors- How CAYN’s indexed strategy compares with other autocallable ETFs- How the weekly ladder of notes works and why diversification across notes matters- Coupon barriers, maturity barriers, and what happens when an underlying investment falls below a barrier- How the memory coupon feature works and when missed coupons may be recovered- When notes can be automatically called and what that means for shareholders- How changes in market conditions can affect CAYN’s net asset value (NAV)- How to compare autocallable ETFs with traditional covered-call income ETFs- The biggest risks and misconceptions investors should understand before investingFind out more: https://www.calamos.com/funds/etf/calamos-least-of-autocallable-income-cayn/
October 24 · 13 min
Why NEOS Launched SLVI (And What You Need to Know)
SLVI ETF: Can You Generate Monthly Income From Silver?Silver offers investors exposure to precious metals, industrial demand, and potential long-term growth, but what if you could combine that exposure with an options strategy designed to generate monthly income?In this interview, I’m joined by Troy Cates from NEOS Investments to break down the new NEOS Silver Income ETF (SLVI) and explain how it combines silver exposure with a data-driven call option strategy designed to generate income.We discuss why NEOS chose silver, how the options strategy works, and what investors should understand about the trade-offs between income potential and silver’s price appreciation.In this interview, we cover:- Why NEOS developed an options-based income strategy around silver - Silver vs. gold: What makes silver different as an investment? - The factors that could influence silver prices over the next several years - How silver’s volatility creates opportunities—and risks—for an options strategy - How SLVI gains exposure to silver through silver exchange-traded products - How the fund’s data-driven call option strategy works - SLVI’s initial distribution and expected yield - The trade-off between generating option income and participating in silver’s price gains - What investors should understand about the fund’s risks and potential returns - NEOS Investments’ announced acquisition by Goldman Sachs and what investors should know about the process
October 19 · 18 min
SPYD vs. SPDG: Which Dividend ETF Should You Choose?
Dividend investors have plenty of ETF options, but not all dividend strategies are built the same. In this interview, I’m joined by Matt Bartolini from State Street Investment Management to break down two of their dividend ETFs: SPYD: State Street® SPDR® Portfolio S&P 500® High Dividend ETF andSPDG: State Street® SPDR® Portfolio S&P Sector Neutral Dividend ETFSPYD focuses on high-dividend-yield stocks within the S&P 500, while SPDG takes a sector-neutral approach to dividend investing. We discuss how these strategies work, how they select stocks, and what investors should understand when choosing between them.In this interview, we cover:- How SPYD and SPDG approach dividend investing- SPYD: How the fund selects high-dividend-yield stocks- SPDG: How sector neutrality influences stock selection- The potential benefits and risks of chasing high dividend yields- How the funds evaluate dividend opportunities and manage portfolio exposure- The differences in sector allocations, holdings, and investment approaches- What investors should consider when evaluating dividend yield, dividend sustainability, and total return- Which type of dividend investor might prefer each strategy
October 18 · 31 min
The Investment Thesis Behind DSPY and TOLL: What You Need to Know
Can DSPY and TOLL offer a different approach to building the core of your investment portfolio?In this interview, I’m joined by Paisley Nardini, Head of Investment Research at Tema ETFs, to break down two of Tema’s core ETF strategies: the Tema S&P 500 Historical Weight ETF (DSPY) and the Tema Durable Quality ETF (TOLL).While many investors rely on broad-market ETFs like SPY or VTI as the foundation of their portfolios, DSPY and TOLL take different approaches to stock selection and market exposure. We discuss how these strategies work, what sets them apart, and the trade-offs investors should understand before investing.In this interview, we cover:- What differentiates Tema ETFs and its investment philosophy- What makes an ETF suitable for a core portfolio holding- DSPY: The investment thesis behind its historical-weighting approach- How DSPY differs from the traditional S&P 500 and its potential risk and return trade-offs- TOLL: What Tema means by durable, tangible, and dominant competitive advantages- TOLL’s current holdings and its exposure to Kalshi- How DSPY and TOLL compare with broad-market ETFs like SPY and VTI- The key metrics investors should evaluate before adding these ETFs to their portfoliosCould reducing mega-cap concentration or focusing on companies with durable competitive advantages improve your portfolio's diversification?
October 17 · 19 min
FOXY ETF: What You Need to Know About Simplify's Currency Strategy
FOXY ETF: Can Currency Strategies Generate Income and Diversify Your Portfolio?Most income investors focus on dividend stocks, bonds, REITs, and options-income ETFs. But what about currencies?In this interview, I’m joined by Chris Getter, Portfolio Manager at Simplify Asset Management, to break down the Simplify Currency Strategy ETF (FOXY) and explore how currency strategies may provide a different source of returns and diversification beyond traditional stocks and bonds.We discuss:- The investment thesis behind FOXY and why currency exposure matters- How FOXY’s currency strategy works- The role of G10 and emerging-market currencies- How Simplify selects currencies and currency pairs- How the strategy seeks to generate income and returns- Whether currencies can help diversify a traditional stock-and-bond portfolio- How FOXY may perform in different market environments- What investors should understand about FOXY’s distributions and total-return potential- Where FOXY might fit in an income-focused portfolio
October 14 · 19 min
RISR ETF 5 Years Later: What Income Investors Need to Know About This MBS Interest Only ETF
RISR ETF: How Does This Mortgage-Backed Securities Strategy Generate Income?Mortgage-backed securities can behave very differently from traditional bonds, especially when interest rates change. So how does the FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) work, and what should income investors understand about its strategy?In this interview, I’m joined by Dean Smith from FolioBeyond to take a closer look at RISR, celebrate its five-year anniversary, and discuss how its mortgage-backed securities strategy works in different interest-rate environments.RISR focuses on the interest-only portion of mortgage-backed securities, which can respond differently to changes in mortgage rates and homeowner refinancing activity than traditional fixed-income investments.
October 10 · 16 min
TDAQ Just Got Better: What You Need to Know!
TDAQ JUST MADE A BIG CHANGE!TappAlpha has made a significant change to its TDAQ ETF.In this interview, I’m joined by Si Katara from TappAlpha to break down what changed, why they made the move, and what it means for TDAQ investors.We discuss:- The investment thesis behind TDAQ and what it aims to deliver for income investors- The big change to TDAQ’s portfolio structure- What the new portfolio looks like- How often the holdings change and whether TDAQ still replicates its target index- Whether the new structure affects the options strategy or income potential- The biggest potential benefits of the changes for investors
October 9 · 19 min
XFUNDS' New VGTX ETF: Everything You Need to Know about this Tech & Income ETF
VGTX LAUNCHES OCTOBER 9, 2026!Can you generate income from the technology sector without simply giving up all of the upside potential that makes tech stocks so attractive?In this interview, I’m joined by David Nicholas from XFunds to break down their brand-new XFUNDS Technology Income ETF (VGTX), launching on October 9, 2026.VGTX combines exposure to the technology sector with an options income strategy designed to generate additional income while maintaining participation in the long-term growth potential of technology companies.
October 6 · 19 min
Amplify's SLJY ETF: Is This the Best Way to Play Silver?
Can silver miners and options income create an attractive combination for income investors?In this episode of Dividend Stockpile, I’m joined by Christian Magoon, CEO of Amplify ETFs, to discuss the Amplify SILJ Junior Silver Miners Covered Call ETF (SLJY) and its unique approach to combining exposure to junior silver miners with an options income strategy.SLJY gives investors exposure to the junior silver mining space while using an options overlay designed to generate additional income. We discuss:- Why Amplify launched SLJY and the investment thesis behind the ETF- Why junior silver miners can be an attractive way to participate in the silver market- How SLJY selects its underlying silver mining exposure- The role of silver prices and mining-stock volatility in the strategy- How the covered call strategy generates income- How Amplify balances option income with potential capital appreciation- SLJY’s distribution target and what investors should understand about the yield- How SLJY compares with owning silver, silver ETFs, or junior silver miner ETFs directly- The biggest risks investors should understand- What Christian sees ahead for silver and junior silver minersFor income investors, SLJY offers an interesting combination of precious metals exposure, junior mining companies, and options income, but understanding the tradeoffs is critical.
October 6 · 19 min
KSLV ETF One Year Later: What Income Investors Need to Know
KSLV Turns One! 🎉 How Has This Silver Enhanced Income ETF Performed During Its First Year?Silver has attracted investor attention for its industrial applications, growing demand from AI and technology, and its potential role as a store of value. But can silver also be an effective source of income?In this episode of Dividend Stockpile, I’m joined by Howard Chan, CEO of Kurv Investments, to celebrate the one-year anniversary of the KSLV ETF - the Kurv Silver Enhanced Income ETF and take a closer look at its investment strategy, performance, and outlook.We discuss:- The original investment thesis behind KSLV and what it aims to offer investors- Why silver could be a long-term investment opportunity- How AI, data centers, and new technologies are influencing silver demand- The impact of government debt and currency debasement on silver- KSLV’s first-year performance and what surprised the team- How KSLV uses an options strategy to generate income from silver exposure- How silver’s volatility creates opportunities and risks for income investors- KSLV’s distribution rate and how it compares with initial expectations- Changes to the strategy and what investors should watch in year twoSilver can offer significant upside potential, but its volatility and the use of options introduce important risks. We also discuss how investors can evaluate KSLV beyond its distribution rate, including total return, income generation, and potential portfolio fit.If you're interested in silver, precious metals, options-income ETFs, or alternative sources of portfolio income, this interview offers an inside look at KSLV after its first year.
October 2 · 23 min
3 New ProShares ETFs for Monthly Income: What You Need to Know
Autocallable ETFs are a relatively new way to generate income, but how do they actually work, and what risks should investors understand?In this episode of Dividend Stockpile, I’m joined by Simeon Hyman, Global Investment Strategist at ProShares, to discuss their three new autocallable ETFs: ACSP, ACQQ, and ACRT. We break down how these strategies work, how they generate income, and how they may fit into an income-focused portfolio.We discuss:* What autocallable ETFs are and how they work* Why ProShares launched ACSP, ACQQ, and ACRT* The key differences between the three ETFs* How coupons are generated and how coupon barriers work* Autocall triggers, observation periods, and maturity dates* What happens when an underlying index falls below its downside barrier* Expected yields, distribution frequency, and tax considerations* How interest rates, inflation, and the bond market affect autocallable strategies* How autocallables compare with traditional bonds, dividend stocks, and covered call ETFs* The potential benefits, risks, and tradeoffs of adding autocallables to an income portfolioAutocallable ETFs offer a different approach to generating income, but their unique structures introduce important considerations, including capped upside potential, path dependency, and the risk of losing principal.www.proshares.comIf you're an income investor exploring alternatives to traditional bonds, dividend stocks, or options-based ETFs, this conversation will help you better understand how autocallables work and what to look for before investing.
September 30 · 24 min
MBOX Has Beat SCHD, DGRO, and VYM over 5 years!
What if dividend growth—not just a high dividend yield—could be one of the most important indicators of business quality?In this episode of Dividend Stockpile, I’m joined by Ryan Krueger, CEO of Freedom Day Solutions, to discuss the MBOX ETF - the Freedom Day Dividend ETF, and how it uses a dividend growth investing strategy to identify high-quality companies with the potential for sustainable income and long-term capital appreciation.We discuss:* Why Ryan believes dividend growth is an important indicator of business quality* How MBOX identifies and selects dividend growth stocks* What makes a dividend sustainable and how to avoid dividend traps* Why dividend growth may matter more than chasing a high yield* How MBOX's active approach differs from traditional dividend ETFs* What Ryan has learned from managing the strategy* MBOX's current portfolio, dividend yield, and dividend growth potential* How MBOX could fit into a long-term dividend growth or retirement income portfoliowww.freedomdaydividend.comwww.freedomdaysolutions.comIf you're a dividend investor looking for a strategy focused on quality, sustainable dividends, and long-term growth rather than simply chasing the highest yield, this is a conversation you won't want to miss.
September 29 · 25 min
What You Need to Know About Dynex Capital (DX) and Mortgage REITs | Co-CEO Joins
Mortgage REITs can offer attractive income, but how do they actually work—and what risks should income investors understand?I’m joined by Smriti Popenoe, Co-CEO and President of Dynex Capital (Ticker: DX) to take a deep dive into mortgage REIT investing and how Dynex approaches the market.Dynex Capital is a mortgage REIT focused primarily on Agency mortgage-backed securities (MBS), which have different characteristics and risks than the properties owned by traditional equity REITs.In this interview, we cover:• How mortgage REITs work and how they differ from equity REITs• Why Agency MBS can be attractive from a risk-adjusted return perspective• Mortgage rates around 7%—and whether higher rates are necessarily bad for mortgage REITs• Why investors should think differently about Dynex compared with the mortgage REIT stress we've seen in past cycles• Where Dynex is finding the best opportunities in today's market• How Dynex uses leverage and why it matters to investors• How the company thinks about its monthly dividend and dividend sustainability• Dynex vs. bonds, dividend stocks, equity REITs and other mortgage REITs• What gives management confidence in Dynex's opportunity over the next three to five yearsFor income investors, mortgage REITs can be an intriguing part of a portfolio, but the headline yield is only part of the story. Understanding the underlying assets, leverage, interest-rate sensitivity and how the company manages risk is critical.If you're looking for a deeper understanding of mortgage REITs and Agency MBS, this conversation with Smriti Popenoe is worth watching.Find out more at www.dynexcapital.comNOTE: This discussion was recorded on September 21, 2026 and the information provided was as of the date of recording and may change.Disclaimer: This video is for informational and educational purposes only and is not financial advice. Always do your own research before investing.
September 28 · 18 min
Blue-Chip Income: Everything You Need to Know About the DJIA ETF
What if you could own the 30 companies in the Dow Jones Industrial Average and use a covered-call strategy to potentially generate additional income?That’s the idea behind the Global X DJIA Covered Call ETF (DJIA).In this interview, I’m joined by Chandler Nichols and Pedro Palandrani from Global X to break down how DJIA works, why Global X chose the Dow as the underlying portfolio, and how the covered-call strategy can potentially turn blue-chip exposure into an income-generating investment.We discuss:• Why use the Dow Jones Industrial Average as the underlying index• How DJIA differs from other covered-call ETFs• The advantages and risks of concentrating on just 30 companies• How the fund combines dividend income and options premium• How the covered-call strategy works, including option selection and the percentage of the portfolio overwritten• How investors should think about income vs. upside potential• What happens to DJIA in strong bull markets, sideways markets and downturns• The fund’s distribution and tax considerations• How DJIA fits into the broader Global X lineup of covered-call ETFs• Who may want to consider DJIA as part of an income-focused portfolioOne of the biggest questions with any covered-call ETF is the tradeoff: How much income are you generating, and how much upside are you potentially giving up in exchange for it?We dig into that question and what investors should understand before adding DJIA to an income portfolio.If you're looking for blue-chip exposure combined with an options-income strategy, this is a conversation worth watching.
September 24 · 19 min
NIHI One Year Later: What Income Investors Need to Know About The NEOS International High Income ETF
What can one year of real-world results tell us about a high-income ETF?NIHI, the NEOS MSCI EAFE High Income ETF, has now been operating for one year, giving income investors a chance to look beyond the backtest and see how the strategy has actually performed.To break down NIHI’s first year, I’m joined by Troy Cates from NEOS Investments to discuss the strategy, international diversification, total returns, distributions, taxes, risk, and what investors can learn from the ETF’s first year in the real world.In this interview, we cover:• The original investment thesis behind NIHI and the problem it was designed to solve for income investors• Why international exposure can be an important part of an income portfolio• How Troy would characterize NIHI’s first year and what surprised him• Distribution yield vs. actual economic return and why income investors need to understand the difference• NIHI’s first-year total return and the benchmarks investors should use for comparison• What NIHI’s distributions looked like from a tax perspective• What the first year revealed about volatility, drawdowns and risk that backtesting couldn't fully capture• The biggest opportunities and risks heading into NIHI’s second yearOne of the biggest lessons for income investors is that a high distribution doesn't automatically equal a high total return. After one year of live results, we can start to examine how NIHI’s income strategy has actually translated into returns, distributions, risk, and taxes.If you own NIHI, are considering international income exposure, or simply want to better understand how to evaluate high-income ETFs after they launch, this conversation should give you plenty to think about.

Showing 1–20 of 55 episodes