A retiree has successfully invested in various stocks and ETFs, earning a monthly income of $2,500 with a 29% yielding investment. The portfolio includes top-performing funds such as JPMorgan Nasdaq Equity Premium Income ETF and YieldMax COIN Option Income Strategy ETF, as well as dividend-paying stocks like Apple Inc. and Arbor Realty Trust.
Top 7 Stocks and ETFs
1. JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)
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Number of Shares: 335
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Distribution rate: 9.6%
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Over the past year, JEPQ has increased by about 16%
2. Realty Income Corp (O)
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Number of Shares: 307
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Dividend yield: 5.5%
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The stock has been taking it on the chin lately, losing about 9% in the past 30 days
3. YieldMax COIN Option Income Strategy ETF (CONY)
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Number of Shares: 1150
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Distribution rate: 155%
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CONY is a risky investment since its upside potential is capped due to the covered call strategy and its performance is linked to a single company operating in the volatile crypto industry
4. YieldMax TSLA Option Income Strategy ETF (TSLY)
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Distribution rate: 49.7%
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TSLY generates income by selling call options on Tesla shares
5. Apple Inc (AAPL)
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Number of Shares: 60
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Dividend yield: 0.44%
6. Arbor Realty Trust (ABR)
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Number of Shares: 500
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Dividend Yield: Over 11%
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Recent Earnings Report: Better-than-expected earnings for the third quarter in early November
7. Arrived Home’s Private Credit Fund
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Distribution rate: 8.1%*
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Provides access to a pool of short-term loans backed by residential real estate with just a $100 minimum
Other Stocks and ETFs Mentioned
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JPMorgan Nasdaq Equity Premium Income ETF
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Realty Income Corp (O)
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YieldMax COIN Option Income Strategy ETF
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Arrived Home’s Private Credit Fund
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Apple Inc. (AAPL)
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Arbor Realty Trust (ABR)
Note: The information provided is based on publicly available data and may not reflect the current market situation or values.
Overview
Introduction
Top Holdings in the Portfolio
JPMorgan Equity Premium Income ETF
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Number of Shares: 312
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Value at Time of Post: Approximately $18,230
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Description: This fund invests in large-cap U.S. stocks and sells call options to generate income.
JPMorgan Nasdaq Equity Premium Income ETF
- Description: Similar to the previous fund, this one also generates income by investing in Nasdaq companies and selling call options.
Burlington Stores (BURL)
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Growth Style Score: A
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VGM Score: A
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Zacks Rank: #3 (Hold)
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Projected Earnings Growth for 2025: 31%
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Top-Line Growth for 2025: 10.1%
Apple Inc. (AAPL)
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Dividend Yield: 0.44%
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Payout Increase Years: Approximately 13
Other Stocks and ETFs
Apple Inc (AAPL)
Arbor Realty Trust Inc. (ABR)
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Dividend yield: over 11%
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The company posted better-than-expected earnings for the third quarter in early November