My $1.63 Million Stock Portfolio Unveiled | $27,125/Month Passive Income - Monthly UPDATE #40

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00:00 Portfolio Values
03:09 Retirement Accounts
09:03 Main Portfolio Overview/Changes
13:00 TFSA/Cash Account Holdings
24:20 Get $100 for FREE
25:28 Main Portfolio Totals

Main Mission of this Channel:
Help everyday people to invest on their own; in order to create a source of Passive Income to enhance their quality of life and reach Financial Independence

Primary Content of this Channel:
1) To share my Personal Investing Journey & Strategy with the world by unveiling my entire Portfolio every Month
2) Educate you about Income Oriented Investing with a particular focus on Covered Call ETFs listed on the Canadian & U.S. Stock Markets
3) Keep you informed on the Income Oriented Landscape (new Products etc.) every Month
4) Interview Fund Managers to get you the correct information straight from the experts

DISCLAIMER:
The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Adriano Starinieri is not registered to provide investment advice and as such does not provide recommendations - those looking for investment advice should seek out a registered professional. Adriano is not responsible for investment actions taken by viewers.

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[efullname]

PII in bear market can buy at low price so higher yield, in bull market can swap for cap gains so increase monthly income. I made the right decision following your strategy. Just waiting for weekly income in Canada too!

[revans]

The title says $1.63M returns $27.125K/month ($325.5K/yr) which is a 20% annual return in passive income. So is that 13.5% yield (chart at 14:46) and 6.5% growth? Very impressive.

[RichardAkin-qjxt]

I think YMAX and YMAG deserve another look. YMAG has held the NAV and YMAX weekly payouts should help hold the NAV better with smaller more frequent dividends.

[robertkrok]

Hi Adrian (and all you smart investors, for whom I have a challenge below),
Tell me where I am wrong in the following logic (numbers and cell addresses are taken from the excel data):
- Your current portfolio value is E22: 1040K
- Your total profit (income + capital gains) is T23: 484K
- So you claim that portfolio + profit is U25: 1524K (and thus return is U26: 50.68%)
- You also said (D28) that you reinvest at least $5K a month (looks like most of your income)
This all means for me that you calculate your profit twice, once when you realize it (in cell T23), and then again when you reinvest it (as a part of you portfolio in cell E22).
So your portfolio + profit is not 1524K, but maybe only 1200K (depends on how big portion of your income is reinvested - no such info in excel).
So it looks like total return is < 20% after so many years :(
I will stay disappointed until someone proves me I am wrong.

[jasonstupak]

Thanks for the video Adriano, and congrats! Continued much success. I think I found someone that has a good understanding of US products. Let me know what you think if you have time. Cheers my friend!

[claudatz]

Is it worth buying QDTE since the value is going down overall? Are you holding only for the high dividend yield? I'm new to investing and a bit lost, thanks for your answer!

[houracademy]

QDTE has not paid .32 in a while now. I’m thinking that .20 is the new norm. May want to adjust the expected 16.64 annual dividend to around 10 or 11.

[catherinedesilets]

Wow 🎉What an impressive portfolio gain & huge monthly cashflow. Happy for you 🙌🏼

[JJMA]

COngrats ADriano. Are you not concerned about the high MER on these ETFs? A few percentage on large capital is a lot..? Thanks I am trying to learn and appreciate your point of view.

[JohnDAlmonte]

What are your thoughts on SVOL's decrease in the distribution? Do you think this will continue to be a yearly decrease of .02 cents?

[dalesutherland]

Good day, my question is, if you have developed a capital gain (say in HYLD) of $10, 000, would you sell that amount of shares and invest it in an ETF (say UTES) to gain more dividend producing shares ??? Many thanks !!!😊

[emaneric]

Great information thank you! Why do you want to swap RIV for SVOL?

[Alex-heve]

The SVOL div is not $3.60 anymore - the last one is $0.28 US.

[tubetop]

QDTE has dropped from a few months ago, do you just keep holding it? Regardless of loss?

Same with HYLD, a steady downtrend, came from $92 years ago, now $79. Isn't that a big loss?

[ahmadassad]

Is QDTE a more stable fixed income investment in comparison to HDIV?

[nein]

Does Panama have a roth/ tfsa equivalent since u get no additional tfsa room

[dkyrtata]

During last month's unveiling, you mentioned that you would explain why you would no longer follow Quadravest. Can you explain now?

[p.c.h.]

Does anyone know what percentage of the $27, 125 is ROC?

[JamesC-vq]

Why did you get rid of QQQY out of your RRSP drip portfolio?

[Sissy-yz]

Hi Adriano, just wondering if you can share the steps you followed in becoming a canadian non-resident. I intend to do the same and your help would be greatly appreciated. Do you know a "fiscaliste" (tax specialist), specialized in non-residence, based in Montreal or Ottawa, who could help with his/her expertise? Thank you!