Dividend Stockpile

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.

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.

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.

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.

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.