Informed Investing

24:40

Ep. 161: MBOX Was the Value Tilt, $6,950/mo Without...

Informed Investing ·

2026/10/05

II MBOX vs SCHD piece, 247wallst $6,950/mo no-REIT portfolio, Dividends4Me growers (MKC/Wolters Kluwer/ZTS), two YT videos on the bond-yield dividend sell-off, Chartmill BMY dividend quality, Fool UNH earnings preview + KO in down markets

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22:02

Ep. 160: O, VICI & ADC — Blame the 10-Year, 7%...

Informed Investing ·

2026/10/02

II REIT piece (O/VICI/ADC fell 20%+, dividends held, 10-year did it), 247wallst beaten-down 7% yielders (UPS/GIS/BBY) + ex-date list, Dividends4Me Altria 6%/60 raises, Chartmill Evercore value screen, Morningstar minimalist retirement funds, two YouTube videos (SCHD vs VOO vs QQQM; beaten-down dividend stocks)

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23:41

Ep. 159: Three Funds, One Bet, $7,950 a Month at 62 &...

Informed Investing ·

2026/10/01

II 'Three Funds, Same Big Tech Stocks' (VOO+QQQM+VGT = 42% in big 8 vs 36% VOO; +566% vs +317% 10yr, -31% vs -24.5% 2022), Dividend Prince on the dividends-vs-growth argument, 24/7 Wall St VYM vs S&P 500 yield, $7,950/mo at 62 (SCHD/DGRO/JEPI/VICI/MAIN/PFF ~5% blend), JEPI & O taxable-vs-IRA placement, PEP vs O in a Roth, YouTube: QQQI every distribution since inception (~$19.90 total), undervalued time-tested dividend stocks (MCD/PEP/GIS/PG)

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20:47

Ep. 158: MCD & PEP Scorecard, $7,350 a Month Without...

Informed Investing ·

2026/09/30

II MCD & PEP Revisited scorecard (2 held/3 slipping/1 broke; MCD smaller 50th raise + $8.5B NEXT plan; PEP partial price-hike reversal, Q3 Oct 8), 247 Wall St no-bond $7,350/mo portfolio (SCHD/JEPQ/SPYI/NNN/OBDC/VZ), 247 Wall St XYLD/SPYI/QYLD per-share pay vs principal, Dividends4Me KO/V/YORW long-run payers, 4 YouTube videos (YUM undervalued div-growth pick after Pizza Hut sale, Dividend Stockpile x Ryan Krueger/Freedom Day on dividend growth as quality signal, semiconductor income

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22:12

Ep. 157: SEPI Beat JEPI and the S&P 500, SCHD vs SPYI...

Informed Investing ·

2026/09/29

II SEPI teardown (beat JEPI/SPYI/GPIX/SPY over first year, +25.82% TR, stock picks + calls on ~half the book), 4 YouTube videos (Retirement Income Investor SCHD vs SPYI in retirement, Viktoriya M Finance on dumping EGGY, Ryne Williams cheap high-yield staples incl. Hormel, TipRanks 5%+ strong-buys ET/SUN/JOYY), Motley Fool Coca-Cola dividend vs flat volume, Motley Fool 2 Dividend Kings to buy and 1 to avoid (KO, MO vs PEP), Motley Fool semiconductor ETF (SMH) pick

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22:37

Ep. 156: EGGY's 33% Payout, a 20% XPAY Target &...

Informed Investing ·

2026/09/28

II EGGY teardown (33% payout, paid out more than earned, -33.7% largest drop vs SMH), 4 YouTube videos (PTBW x NEOS CSHI vs SGOV, Doug the Retirement Guy XPAY 20% target, VICI deep dive, Dividend Data 5 dividend stocks at 52-week lows pt.2), Motley Fool CAPE-at-dot-com-highs & dividend stocks, Motley Fool 10-yr Treasuries at 5% vs S&P dividend stocks, ChartMill ITW dividend quality

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23:20

Ep. 155: The Fourth Fund Decides the Fall — Crash-Buy...

Informed Investing ·

2026/09/25

II #186 SCHD-anchored 7.8% income portfolio (fourth-fund selloff test), Motley Fool 4 crash-buy ETFs (SPYG/SOXX/SCHD/VT), Vanguard ETF Report VFH down 7%, Dividend Prince 5 ETFs vs S&P 500, Dividends Paradise 14 3%+ yielders, 3 YouTube videos (Kyle Livingston SCHD top-5 vs S&P, Dividend Bull 13% daily-dividend preferred SATA, Dividend Data 5 dividend stocks at 52-week lows)

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26:36

Ep. 154: SCHD Is Not a Bond — Our Crash Test,...

Informed Investing ·

2026/09/24

II #185 SCHD bond-replacement crash test, Morningstar Nvidia dividend hike/dividend growth, Quality At A Fair Price 5 dividend-growth utilities, 5 YouTube videos (SCHD Q3 dividend, Nasdaq monthly income vs covered calls, ADX market-beating income fund, 9-13% yielders, Shelton SEPI/SPQ)

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24:49

Ep. 153: A Streak Is Not Safety — GIS's Frozen...

Informed Investing ·

2026/09/23

II GIS #177 article, Morningstar 12 new 5-star stocks, ETF Trends international income (NIHI), 247wallst Realty Income, 2 YouTube videos, 247wallst SCHD/JEPI taxable vs IRA, Fool SCHD $32K for $1K/yr

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23:13

Ep. 152: Informed Investing: The Dividend Paradox —...

Informed Investing ·

2026/09/22

VIG article (Content Shelf) + 247wallst retirement dividend stocks + Kiplinger best dividend stocks + 5 YouTube videos on dividend/option-income funds

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20:49

Ep. 151: The Size of the Check Tells You Nothing

Informed Investing ·

2026/09/21

Eight sources on the gap between what a fund pays and what it actually returns: our own IWMW/IWMI teardown (41% paid out, dead last; three tests — capture, rate persistence, cycle behavior), Morningstar's Gold-rated VIG and its deliberate exclusion of the highest yielders, Coca-Cola as the dividend-growth pick at 63 straight raises, a Seeking Alpha SCHD downgrade and the rebuttal to it, MO/O/MAIN as cheap high-yield value against a 5% 10-year, an ETF strategist's from-scratch

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22:25

Ep. 150: The Headline Yield Is the Least Reliable...

Informed Investing ·

2026/09/18

Eight sources on what actually backs a dividend versus what the headline yield advertises: our own GLPI teardown (8% yield, lease-by-lease coverage), Morningstar's case that low yields are good news for income investors, 247wallst's five high-yielders screened for traps, 20 best-yielding financial large caps, GPIQ vs QQQI (plus Goldman acquiring NEOS), a retiree's four income-portfolio moves, Main Street Capital's selloff and dividend durability, and dividend stocks sitting at 52-week

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25:50

Ep. 149: Yield vs. Return After the Fed's First Hike

Informed Investing ·

2026/09/17

First Fed hike since July 2023 (3.75%-4.00%, 12-0, no cuts projected through 2027) as the backdrop for income investing: our own PFFA preferred-ETF teardown (10% yield, 2.11% ER, 25% leverage, ROC estimate doubled in February), JNJ vs Realty Income on monthly cash vs compounding, four ultra-high-yield IRA names (ARCC/MPLX/STWD/UVV), a REIT portfolio roast with an expert, SPYI/QQQI tax efficiency, SCHD vs SPY for retirement cash flow, and five dividend stocks at 52-week lows.

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24:03

Ep. 148: Fed Day and the Great Dividend Rotation

Informed Investing ·

2026/09/16

Fed Day (expected first hike since 2023) + record $446B bond-ETF inflows; where income money is rotating: SGOV vs BND duration trap, Amphenol quality compounder, Big Food Dividend Kings on sale (PEP/KDP/MDLZ/SJM), 5 income names (O/AGNC/VZ/EPD/ET), Dividend Diplomats buying PEP+MCD, and ADR diversification.

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22:51

Ep. 147: Beyond the AI Trade — Where Dividend Money...

Informed Investing ·

2026/09/15

6 of 8 sources, throughline 'Beyond the AI Trade — where dividend money is actually working: real, cash-funded yield & durable growth vs. valuation traps and manufactured yield': (1) OUR OWN AVGO — the cash-funded dividend behind a 44x trailing P/E (FCF ~$39.4B > GAAP NI, div covered 3.26x/31% of FCF, fwd ~20x, $30 EPS target FY28, 0.74% yield = growth not yield); (2) ETF Trends SDOG ALPS Sector Dividend Dogs +19.36% YTD equal-weight beating tech, holdings AMCR/MO(4.7% hike)/LMT,

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24:10

Ep. 146: Yield Is the Bait — What Your Income Is...

Informed Investing ·

2026/09/14

6 sources, throughline 'real structure-backed income vs manufactured yield — what a payout is made of, whether it's covered, and what it costs you in NAV/taxes/total return': (1) OUR OWN #162 CSWC internally-managed BDC (NII not GAAP, premium-to-NAV flywheel, 0.91:1 reg leverage, NAV-not-price); (2) 247wallst 5 dividend powerhouses >5% Wall St backs (MPLX/BTI/EPD/ET/ARCC w/ coverage + analyst view); (3) TheStreet JEPQ record $0.705 payout vs JEPI (~$8.19 vs ~$4.46 fwd; Nasdaq vs S&P

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20:54

Ep. 145: The Bait and the Keep — Yield, Structure,...

Informed Investing ·

2026/09/11

6 sources, throughline 'the headline yield/price is the bait — what you keep is total return, dividend durability, NAV preservation, and valuation discipline': (1) OUR OWN #164 '$50k -> ~$800/mo in 5 years' honest plan (reinvest-then-harvest; NAV-flat is the ballgame; ROC is a tax feature not free money; 55/45 blend decomposition 1.45x reinvest x 1.78x disclosed rally); (2) SPYI/GPIX/BALI S&P covered-call shoot-out (funds trail the index they hold; 'best' = most risk); (3) CSWC

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21:25

Ep. 144: The Paycheck Illusion — The Wrapper, the...

Informed Investing ·

2026/09/10

6 sources, throughline 'the paycheck illusion — a dividend/yield is only as good as the structure that produces it': (1) OUR OWN XLE vs XOP/AMLP/USO energy-wrapper piece (backwardation made USO +105% vs ~55% spot; XOP barely beat XLE; AMLP 1.01% all-in C-corp drag); (2) SCHD 00K holder weighing covered-call income funds (real dividend + NAV growth vs capped ROC payouts that shrink when the fund falls; OVL/BTCI pairing); (3) NestYield EGGY/EGGS/EGGQ 20-37% yields on concentrated AI-semis =

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21:45

Ep. 143: Yield Is the Bait — Total Return, Coverage,...

Informed Investing ·

2026/09/09

6 sources, throughline 'yield is the bait; what you keep is total return, coverage, and durability': (1) OUR OWN SCHD/JEPI/Barbell piece — same $1.5M pays $2,362-$17,475/mo, no free lunch + the RoC nuance (SEC yield excludes premium; test = total return covers distribution); (2) Doug the Retirement Guy's top-8 Nasdaq monthly-income ETFs ranked by TOTAL RETURN not yield; (3) Dividend Diplomats' 3 yield traps (high-yielders down 50-77%, soaring yield = warning); (4) Fool on Ares Capital

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24:17

Ep. 142: Income That Lasts vs. Yield That Lures

Informed Investing ·

2026/09/08

6 sources under one throughline — income that lasts vs. yield that lures. (1) OUR OWN SCHD rally autopsy (up ~30% in 2026 but a record-low ~2.9% yield + 41.7% top-10 concentration = paying up; DGRO dividend-growth foil); (2) Moose 'who invests at 2% when they can get 25%' yield-trap sermon (a fund can't out-earn its distribution → NAV melts; total return + dividend growth win); (3) Doug the Retirement Guy growth-vs-income — investor grew 17% but had to go back to work because the portfolio

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