🚨 BIG MOVES: Selling This, Buying That | Income Portfolio Update
151K views · Apr 26, 2026 · People & Blogs
Comments · 481
@permissiontobewealthy · 5 months ago (edited) · pinned
Hey guys! <br>Get 1 Month Free on StockAnalysis Plans by using Code "STEF20" for Pro and "STEF50" for Unlimited with this link <a href="https://stockanalysis.com/pro/trial/?ref=stefanie">https://stockanalysis.com/pro/trial/?ref=stefanie</a>
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@dividendxray · 4 months ago
I like how you structured the portfolio into separate growth and income buckets instead of forcing one strategy to do everything. The transparency around distribution variability versus consistency made the tradeoffs feel much more realistic and useful than the typical “just chase yield” content.<br><br>You also explain complex portfolio decisions in a very calm and approachable way, which probably helps a lot of people think more rationally about income investing.
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@TheIndianOutlaw73 · 5 months ago
BTCI is a solid etf but it's final ROC numbers for 2025 came in at barely around 50% because when the underlying asset declines like Bitcoin did, premiums from expired options get re classified as taxable short term capital gains rather than ROC. So no fault of the BTCI etf but just wanted everyone to be aware. Thanks.
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@nabazaheer · 2 months ago (edited)
You’re my new favourite channel lady. I don’t have BTCI or QQQI yet cause I’m not a US investor and my dividends are subject to 30% withholding tax due to a lack of a proper tax treaty. JEPQ and JEPI have UCITS and I’m investing from a 0 income tax country. I put 50k in BITA when the price was around $48 so July is gonna be a lit month. I’m planning to add into that in August and September when btc is expected to dip again. I have 1.8 self custody bitcoins which I’m planning to turn to 3 bitcoins if August and September are lows. I’ll balance that with another 100k on BITA in case there’s a prolonged bear market. Will DCA on JEPQ and JEPI monthly 5k each. Let me know if this is an okay strat, if you read this.<br><br>Edit: I wish I’d come across this channel back in February. I put 10k in IYH and 10K in Campbell stock, 45k in Microsoft which is now down $350, and another $30k in some Chinese stocks. Literally $100k that was not aligned with my goals.
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@finiteloops8610 · 1 month ago
Beautifully informative and clear. Thank you!
@btn1100 · 5 months ago
It's not my money but putting a third of your account in BTCI gives me a panic attack, just watching this. lol. Man, you must have a stomach of steel.
83
@ScottMobley1138 · 5 months ago
Hey now! Great breakdown of your changes. Thank you.
1
@mp634501ify · 5 months ago
Could you please review ROCQ?
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@ichange77 · 5 months ago
Loooooove your Videos. Thanks
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@MC-abides · 5 months ago
Doing the same with BTCI and NEHI.... buy during crypto "winter".😊
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@edwardcimino260 · 5 months ago
I like the more sophisticated blend of ETFs you're using.
1
@phillytrue812 · 4 months ago
Fab info. Thank you.
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