I suspect you’re right; won’t add to it, TY 🙏 Earnings yield (poor quality 😰) is right at divi. yield. Tariffs might wreck companies w/ payout ratios >100%.
Speculative position on weak dollar and hedging Fed cutting to 1%.
Was considering $GYLD instead, but fear that to be a worse yield trap 😅
July 19, 2025 at 11:27 PM
I suspect you’re right; won’t add to it, TY 🙏 Earnings yield (poor quality 😰) is right at divi. yield. Tariffs might wreck companies w/ payout ratios >100%.
Speculative position on weak dollar and hedging Fed cutting to 1%.
Was considering $GYLD instead, but fear that to be a worse yield trap 😅
True insight! Funny too this is my 2nd go — liquidated the 1st iteration at +$30k a year ago 😑 So dividends feel especially tiny now 😅 Am grateful at least dividends remain possible to be collected & to be on the hedonic treadmill 😂🤴
July 6, 2025 at 10:11 PM
True insight! Funny too this is my 2nd go — liquidated the 1st iteration at +$30k a year ago 😑 So dividends feel especially tiny now 😅 Am grateful at least dividends remain possible to be collected & to be on the hedonic treadmill 😂🤴