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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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  • 53 episodes
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  • Avg 23 min
  • English

Episodes 53

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  • #189
    Today · 24 min

    Ep. 189: The Rental House Won Every Window. Today It Would Lose Money.

    8 sources: II Forge #235 (0K into a $160K rental vs $40K in VNQ or O/NNN/ADC on DRIP — the house won every window after costs and taxes, but bought at today's rates it would lose about $174/month); Dividend Stockpile with GraniteShares CEO Will Rhind on Y

    • Transcript
  • #188
    Yesterday · 20 min

    Ep. 188: SCHD Owns Zero Mag 7. That's a Bet, Not a Free Lunch.

    8 sources: II Forge #221 (SCHD owns none of the Mag 7, DGRW is 26% them; SCHD led since the October high but SPY beat all five dividend funds every year 2023-2025 and SCHD finished last each year); Permission To Be Wealthy on whether QQQI (down 7%) is ero

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  • #187
    Tuesday · 21 min

    Ep. 187: Leverage Won the Rebound. It Lost the Whole Year.

    8 sources: II Forge #231 (QQQI kept 69% of QQQ's net gain since the March low, the 1.5x XQQI kept 87% after taking 129% of the fall; since launch XQQI 47% vs QQQI 56%; TDAX vs TDAQ); Doug The Retirement Guy on FTQI; Motley Fool on SCHD's $100/month buy-an

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  • #186
    Monday · 23 min

    Ep. 186: JEPQ Kept 62% of the Rally. It Took 77% of the Drop.

    8 sources: II Forge #223 (11 Nasdaq-100 income ETFs vs QQQ through the 2026 rally and October drop; JEPQ 62% up/77% down, only FTQI had a cushion bigger than its cap); Doug The Retirement Guy's top-8 Nasdaq-100 monthly income ETFs; Simply Safe Dividends o

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  • #185
    Friday · 14 min

    Ep. 185: Tech Fell Hard. Income Held. It Doesn't Always.

    8 sources: II Forge #227 crash-day scorecard (tech fell, REITs/BDCs held on 11/5; the cushion failed in 2020 and 2022); Motley Fool's 3 stocks yielding triple the S&P 500 (PEP and others); Dividend Informer on the midterm 'gridlock dividend'; Viktoriy

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  • #184
    November 5 · 24 min

    Ep. 184: GPIQ Paid 10%. The Index It Holds Still Won.

    8 sources: II Forge #161 GPIQ teardown (91% vs 105% for the Nasdaq-100 over 3 years, ~1.7-pt drawdown cushion, ROC); Dividend Growth Investing (Jake) on starting a GPIQ position; Stock Market Beast on why he stopped buying SPYI & QQQI; Morningstar's 3

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  • #183
    November 4 · 24 min

    Ep. 183: "No NAV Erosion" Only Works When the Market Goes Up

    8 sources: II Forge #226 testing the 'no NAV erosion' claim on QDVO, QQQI and DIVO (share price fell further than QQQ into the Mar. 30 low and gained about half as much in the rally, plus the Recovery Clock); Darth Dividend's 'no NAV erosion' options-inco

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  • #182
    November 3 · 22 min

    Ep. 182: SCHD Yields 2.9%. A 6.8% Portfolio Built Around It Tied.

    8 sources: II Forge #225 testing a 6.8% SCHD-core portfolio (SCHD 35% + GPIQ/UTF/MPLX/MAIN and REITs) vs SCHD alone — +1 pt/yr over GPIQ's 3 real years, a tie over 9.6 years, a harder 2020 drop; TIKR on UPS (7.1%, 99% FCF payout) vs Target (3.1%, 46%); Ri

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  • #181
    November 2 · 24 min

    Ep. 181: Utilities Now Pay Less Than Treasuries. Is AI Power Different?

    8 sources: II Forge #75 on the utilities yield gap (XLU/VPU ~2 pts under the 10-year, widest since 2007, 2000/2007 precedents, AI power demand, AEP/NEE/DTE/LNT payouts), TIKR on how one Social Security rule saves a 66-year-old retiree $3,240 in tax on the

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  • #180
    October 30 · 23 min

    Ep. 180: The 'Uncapped' Fund Kept Less of the Upside

    8 sources: II Forge #222 Fidelity options funds (FBUF buffer and FHEQ hedge cushioned spring 2025 and paid for it; 'uncapped' FHEQ kept less upside than capped FBUF; FYEE side card), Motley Fool on DGRO beating VOO over 20 years as S&P 500 top-10 conc

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  • #179
    October 29 · 26 min

    Ep. 179: The Price-Above-Launch Test Is Asking the Wrong Question

    8 sources: II Forge #175 Capture Test (QYLD kept 127% of the Nasdaq-100's gain over 1 year but 55% over 3; XYLD/JEPI took 195/136 days to recover in April 2025 vs SPY 79), ChartMill on Lockheed Martin's dividend quality, Dividend Informer on real yields a

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  • #178
    October 28 · 26 min

    Ep. 178: SATA's $100 Flatline Is a Ceiling, Not a Floor

    8 sources: II Forge #11 (SATA's $100 flatline is engineered: a ceiling not a floor, three dumps tracked Bitcoin drawdowns, dip-buy 3 for 3 but lopsided, SATA +21.2% vs SCHD +35.8% vs SGOV +3.6%, Strategy's STRC daily-dividend vote today), TheStreet on PEP

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  • #177
    October 27 · 23 min

    Ep. 177: FYEE Kept 89% of the Gains. JEPI Kept 43%.

    8 sources: II Forge #214 (FYEE vs JEPI vs SPYI: FYEE kept 89% of SPY's total return, SPYI 86%, JEPI 43%; FYEE's drawdown -17.3% vs SPY -18.8%; quarterly payouts), Dividend Blasters on DIVB's buyback tilt alongside SCHD, Investor Intellect on SCHD's Q4 rai

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  • #176
    October 26 · 26 min

    Ep. 176: A 40% Yield Still Lost to Just Owning the Chips

    8 sources: II Forge #62 (CHPY vs SMH: a ~40% yield trailed owning the chip stocks, +139% vs +170% since launch; payout shrank with NAV; return of capital; bull/bear), Viktoriya M Finance on high-income ETFs to dump, Dividend Growth Investing on 5 dividend

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  • #175
    October 23 · 24 min

    Ep. 175: The Smallest Payout Won the Race

    8 sources: II #183 (BALQ has the lowest payout rate of 5 Nasdaq income ETFs — GPIQ/ROCQ/TDAQ/QQQI — yet beat QQQ 3/19–10/22; 19a-1 shows 51% of 2026 payouts as return of capital), 24/7 Wall St on SCHD's 33% return vs 2% dividend growth, Investor Intellect

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  • #174
    October 22 · 22 min

    Ep. 174: The Checks Held. The Balance Didn't.

    8 sources: II #196 crash test ($900K in VIG/DVY/O/EPD/MAIN/UTG/PFF/TLT from the Oct 2007 top paid ~$4,000/mo through 2008/2020/2022 while the balance fell 45%/41%/20%), 24/7 Wall St on a 67-year-old swapping JEPQ for SCHD in a $1.32M portfolio, TIKR on PE

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  • #173
    October 21 · 22 min

    Ep. 173: The Yield Is the Billboard, Not the Engine

    8 sources: II #142 OVL (beat the S&P since 2019 on a ~3% payout, now pays ~10%; put spread isn't a floor; fell harder in 2022), ETF Trends on FYEE and the derivative-income boom ($7B to $214B), Kiplinger on DIVB's dividend + buyback screen, Dividend D

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  • #172
    October 20 · 24 min

    Ep. 172: The Yield Is the Pitch. Coverage Is the Answer.

    8 sources: II #213 Reader Question on SCHD top-30 FCF dividend coverage (60%→47% since 2022, two-thirds from the companies), Motley Fool $10k in 5 high-yielders (MO, AGNC, ET, PFE, O), TIKR Verizon vs PepsiCo, TIKR Kinder Morgan vs Realty Income, 24/7 Wal

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  • #171
    October 19 · 21 min

    Ep. 171: A 20% Yield Won't Fuel Your Dividend Growers

    8 sources: II #208 Yield as Fuel backtest (EGGS/KQQQ/XQQI → MO/ENB vs direct vs SCHD), TIKR Chevron vs Realty Income, Trevor retired-on-dividends interview, Kelly Green dividend interview, Dividend Stockpile SPYD vs SPDG with State Street's Matt Bartolini

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  • #170
    October 16 · 23 min

    Ep. 170: A Bigger Payout Isn't a Bigger Paycheck

    8 sources: II #52 GPIX vs SPYI after-tax, TIKR Chevron vs BP, Morningstar durable dividends (20-stock list), Fool Kraft Heinz vs Monster, Darth Dividend high-yield ETFs to fund growers, growth vs value ETF portfolio, Dividendology $1M for $50K/yr, Doug th

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Showing 1–20 of 53 episodes