Start with $100K and generate $145K yearly with a strict SPYI portfolio. After 20 years, you could have between $1.3M and $1.4M, producing $144K annually. Discover the power of reinvestment. #SPYIPortfolio #InvestingTips #FinancialFreedom #WealthBuilding #PassiveIncome
from Simply Money https://www.youtube.com/shorts/5qs6Zn6riJo
See the staggering difference $100,000 makes over 20 years: Pure growth yields nearly $1.7 million. Pure income nets about $1,400/month. Which path is yours? #InvestmentGrowth #PassiveIncome #FinancialPlanning #WealthBuilding
from Simply Money https://www.youtube.com/shorts/GXyTdkdpwCk
Explore three simple investment scenarios: 100% SPYI, 100% SPY, and a 50/50 split. This spreadsheet makes comparing strategies quick and easy. #Investing #SPYI #SPY #Finance #Strategy
from Simply Money https://www.youtube.com/shorts/RtuBLew_U44
See how $100,000 grows over 20 years with SPYI, SPY, or a combination. We explore capital growth and income generation without additional deposits. #Investing #CompoundInterest #FinancialGrowth #StockMarket #WealthBuilding
from Simply Money https://www.youtube.com/shorts/BOW44BhAGBI
Explore how strategy trumps ETF choice. Discover diversification methods combining income and growth for optimal results. Find funds that align with your comfort. #InvestingTips #ETFStrategy #FinancialGrowth #Diversification
from Simply Money https://www.youtube.com/shorts/a6q8BrSt07Q
Comparing growth and income investing strategies: can blending them boost total returns, income consistency, and reduce volatility? The ultimate goal is more than just yield or growth alone. #InvestingStrategies #FinancialGrowth #IncomeInvesting #PortfolioManagement #SmartMoney
from Simply Money https://www.youtube.com/shorts/YWlmaKQVaqY
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One year ago, I committed to holding ULTY for a full year—tracking every weekly distribution, reinvesting every dividend, and letting the data decide whether it deserved a place in my long-term portfolio.
That year is now complete.
In this video, I review:
My total return after one year
Weekly income generated
The impact of NAV erosion
Full DRIP vs No DRIP vs Partial DRIP
Why I’ve decided to sell ULTY
Where I’m redeploying the capital instead
This isn’t about proving a fund is “good” or “bad.” It’s about following the numbers and making investment decisions based on data—not emotions.
_________
00:00 One year later…my final ULTY decision
00:39 What this review covers
01:17 Tracking every dividend
02:16 Why the distributions declined
03:29 Income vs NAV erosion
05:32 DRIP vs No DRIP comparison
06:24 What if I took the cash?
07:44 The final total return
08:13 Why I’m selling ULTY
08:59 Where I’m investing instead
09:23 Was holding for a full year worth it?
10:03 Testing future DRIP scenarios
10:45 Final thoughts
_________
Welcome to Simply Money — your source for ETF investing, dividend income, passive income, retirement planning, and financial freedom.
I break down real-world investing strategies using data, portfolio analysis, backtesting, and income projections to help you make smarter financial decisions.
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from Simply Money https://www.youtube.com/watch?v=VALKIX6xBqE
