Diamond NestEgg

23.69% annualized trailing total return from a dividend fund, plus higher cash distribution yields than VOO - is this newcomer dividend fund a “secret weapon” for income-seeking investors? Capital Group’s Dividend Value ETF, ticker CGDV is what we'll be talking about Part 5 of our Dividend Fund Miniseries:
1 - How does CGDV select its stocks? And what names does it currently own in its portfolio?
2 - What is the track record of CGDV? 
And 3 - Who might want to consider buying CGDV?

Drop us a note - what do you want to hear about next?

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💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 

💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!

👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

Up to 8.29% annual cash payouts and some equity upside? Let’s compare JAAA, SCHD and JEPI today and talk about the differences between CLOs (collateralized loan obligations), dividend shares and covered call strategies.

Drop us a note - what do you want to hear about next?

Support the show

💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 

💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!

👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

13.12% to 22.05% forward dividend yield on a business development company (BDC) with significant discounts to NAV? Might this be a buying opportunity for the potentially higher-yielding Boost part of your portfolio? Markus and I picked up some BDC shares earlier this year, and so have some of our VIP Investment Club members, so let's dive a bit deeper into how to invest in private credit with full liquidity via Blue Owl Capital (OBDC) and FS KKR Capital (FSK).

Drop us a note - what do you want to hear about next?

Support the show

💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 

💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!

👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

8.7% 👉 this is how much US stocks have returned on an annualized basis since 1776. What about Treasuries and inflation? Join us for an overview of how Treasuries and US stocks have performed since independence 250 years ago. Plus, how attractive are Treasury and multi-year guaranteed annuity (MYGA) rates currently? 

Drop us a note - what do you want to hear about next?

Support the show

💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 

💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!

👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

Is SGOV better than BIL, VBIL, T-Bills & money market funds like VUSXX FZFXX & SNSXX? Which would we choose?

Drop us a note - what do you want to hear about next?

Support the show

💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 

💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!

👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

Fidelity’s High Dividend ETF (FDVV): is it better than an S&P 500 ETF with its 13.47% 5-Year total return and much higher dividend? Might this be something to consider for your portfolio? Watch on in Part 4 Markus' Dividend Fund Series to learn more!

Drop us a note - what do you want to hear about next?

Support the show

💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 

💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!

👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

A potentially high and stable 13.94% distribution rate as of May 31, 2026, often paid monthly, plus liquidity and possible tax efficiency. Let’s talk a bit more about the autocallable revolution that is happening in the ETF space right now! Here are the three topics that we’ll be discussing today:

1. Would autocallable ETFs fall into the Base or the Boost part of a portfolio?
2. Are all autocallable ETFs the same?  
3. How can investors buy autocallable ETFs like CAIE (Calamos Autocallable Income ETF)? 

👉 CAIE Deep-Dive: https://youtu.be/IWlhQtlPmls

⭐ More information on CAIE and full statutory disclosures can be found under https://www.calamos.com/funds/etf/calamos-autocallable-income-caie/  and https://pex.broadridge.com/summary.asp?doctype=spro&cid=calamos&fid=12811T571

👉  Most recent 19a: https://www.calamos.com/globalassets/media/pdfs/distributions/calamos-autocallable-income-etf-19a-notice.pdf

Drop us a note - what do you want to hear about next?

Support the show

💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 

💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!

👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

This episode is sponsored by Calamos. 13.94% distribution rate from CAIE, the first autocallable income ETF in the US retail market, as per May 31st, 2026. Autocallables are no longer for just the wealthy. Could CAIE (Calamos Autocallable Income ETF)  that seeks to generate high, stable monthly income be something for your portfolio? Here's what we'll be covering today:

1 - What are autocallables and what are their risks? 
2 - How does CAIE generate its distributions? 
3. What’s our personal opinion on CAIE? And might this autocallable ETF be something for you to consider (or not)? 

📢 Email [email protected] and we’ll send you Calamos' exclusive autocallable playbook and connect you directly with our trusted contact at the firm who can help you with customized solutions for your client portfolios or visit https://www.diamondnestegg.com/calamos  

💰 Supercharge your income this year 👉 Join our exclusive VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content: https://www.diamondnestegg.com/vip-member-community-info

📢 More information on CAIE and full statutory disclosures can be found under https://www.calamos.com/funds/etf/calamos-autocallable-income-caie/  and https://pex.broadridge.com/summary.asp?doctype=spro&cid=calamos&fid=12811T571

👉  Most recent 19a: https://www.calamos.com/globalassets/media/pdfs/distributions/calamos-autocallable-income-etf-19a-notice.pdf

 📢 Member-requested CAIE video from 2025: https://youtu.be/kX5s-9DY4rI

Drop us a note - what do you want to hear about next?

Support the show

💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 

💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!

👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

Is VIG the largest & best dividend fund?  Or should you just buy VOO instead of VIG (Vanguard's Dividend Appreciation ETF)? Here are the three topics that we'll be covering in Part 3 of our Dividend Fund Miniseries:

1. What does VIG’s portfolio of companies with growing dividends look like? And how similar is it to the S&P 500?

2 . What is the track record of VIG?

3 - Who might want to consider buying VIG?

Drop us a note - what do you want to hear about next?

Support the show

💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 

💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!

👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well! 

Could you be losing money on the top money market funds that our community uses (SPAXX, SWVXX & VMFXX) that you're not aware of (e.g. to taxes, etc)? See where the latest yields stands and some very important points that you might be missing out on.

Drop us a note - what do you want to hear about next?

Support the show

💎 Join our 200,000+ Diamond NestEgg viewers on YouTube for more daily doses from Jen and Markus! 

💰 Supercharge your income 👉 JOIN our VIP Investment Club and be the first to know about top rates, higher-yielding investment opportunities and members-only conversations and content!

👉 Email [email protected] to get connected with our trusted annuity, life insurance and long-term care specialists

📢 Learn all about bond investing while yields are attractive! Get both our bond courses together & save $100 here!

💡 Learn more about our foundational-level Bond Beginners and intermediate-level Bond Masters courses

⭐ Check out Caitlin and Eva's YouTube channel, Your Financial Journey, for even more personal finance content and tutorials and Sophie's YouTube channel, Sophie The Scientist, if you like cool and fun science facts as well!