Dividend Stockpile

Dividend investors have plenty of ETF options, but not all dividend strategies are built the same. In this interview, I’m joined by Matt Bartolini from State Street Investment Management to break down two of their dividend ETFs: SPYD: State Street® SPDR® Portfolio S&P 500® High Dividend ETF andSPDG: State Street® SPDR® Portfolio S&P Sector Neutral Dividend ETFSPYD focuses on high-dividend-yield stocks within the S&P 500, while SPDG takes a sector-neutral approach to dividend investing. We discuss how these strategies work, how they select stocks, and what investors should understand when choosing between them.In this interview, we cover:- How SPYD and SPDG approach dividend investing- SPYD: How the fund selects high-dividend-yield stocks- SPDG: How sector neutrality influences stock selection- The potential benefits and risks of chasing high dividend yields- How the funds evaluate dividend opportunities and manage portfolio exposure- The differences in sector allocations, holdings, and investment approaches- What investors should consider when evaluating dividend yield, dividend sustainability, and total return- Which type of dividend investor might prefer each strategy

Can DSPY and TOLL offer a different approach to building the core of your investment portfolio?In this interview, I’m joined by Paisley Nardini, Head of Investment Research at Tema ETFs, to break down two of Tema’s core ETF strategies: the Tema S&P 500 Historical Weight ETF (DSPY) and the Tema Durable Quality ETF (TOLL).While many investors rely on broad-market ETFs like SPY or VTI as the foundation of their portfolios, DSPY and TOLL take different approaches to stock selection and market exposure. We discuss how these strategies work, what sets them apart, and the trade-offs investors should understand before investing.In this interview, we cover:- What differentiates Tema ETFs and its investment philosophy- What makes an ETF suitable for a core portfolio holding- DSPY: The investment thesis behind its historical-weighting approach- How DSPY differs from the traditional S&P 500 and its potential risk and return trade-offs- TOLL: What Tema means by durable, tangible, and dominant competitive advantages- TOLL’s current holdings and its exposure to Kalshi- How DSPY and TOLL compare with broad-market ETFs like SPY and VTI- The key metrics investors should evaluate before adding these ETFs to their portfoliosCould reducing mega-cap concentration or focusing on companies with durable competitive advantages improve your portfolio's diversification?

FOXY ETF: Can Currency Strategies Generate Income and Diversify Your Portfolio?Most income investors focus on dividend stocks, bonds, REITs, and options-income ETFs. But what about currencies?In this interview, I’m joined by Chris Getter, Portfolio Manager at Simplify Asset Management, to break down the Simplify Currency Strategy ETF (FOXY) and explore how currency strategies may provide a different source of returns and diversification beyond traditional stocks and bonds.We discuss:- The investment thesis behind FOXY and why currency exposure matters- How FOXY’s currency strategy works- The role of G10 and emerging-market currencies- How Simplify selects currencies and currency pairs- How the strategy seeks to generate income and returns- Whether currencies can help diversify a traditional stock-and-bond portfolio- How FOXY may perform in different market environments- What investors should understand about FOXY’s distributions and total-return potential- Where FOXY might fit in an income-focused portfolio

RISR ETF: How Does This Mortgage-Backed Securities Strategy Generate Income?Mortgage-backed securities can behave very differently from traditional bonds, especially when interest rates change. So how does the FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) work, and what should income investors understand about its strategy?In this interview, I’m joined by Dean Smith from FolioBeyond to take a closer look at RISR, celebrate its five-year anniversary, and discuss how its mortgage-backed securities strategy works in different interest-rate environments.RISR focuses on the interest-only portion of mortgage-backed securities, which can respond differently to changes in mortgage rates and homeowner refinancing activity than traditional fixed-income investments.

TDAQ JUST MADE A BIG CHANGE!TappAlpha has made a significant change to its TDAQ ETF.In this interview, I’m joined by Si Katara from TappAlpha to break down what changed, why they made the move, and what it means for TDAQ investors.We discuss:- The investment thesis behind TDAQ and what it aims to deliver for income investors- The big change to TDAQ’s portfolio structure- What the new portfolio looks like- How often the holdings change and whether TDAQ still replicates its target index- Whether the new structure affects the options strategy or income potential- The biggest potential benefits of the changes for investors

VGTX LAUNCHES OCTOBER 9, 2026!Can you generate income from the technology sector without simply giving up all of the upside potential that makes tech stocks so attractive?In this interview, I’m joined by David Nicholas from XFunds to break down their brand-new XFUNDS Technology Income ETF (VGTX), launching on October 9, 2026.VGTX combines exposure to the technology sector with an options income strategy designed to generate additional income while maintaining participation in the long-term growth potential of technology companies.

Can silver miners and options income create an attractive combination for income investors?In this episode of Dividend Stockpile, I’m joined by Christian Magoon, CEO of Amplify ETFs, to discuss the Amplify SILJ Junior Silver Miners Covered Call ETF (SLJY) and its unique approach to combining exposure to junior silver miners with an options income strategy.SLJY gives investors exposure to the junior silver mining space while using an options overlay designed to generate additional income. We discuss:- Why Amplify launched SLJY and the investment thesis behind the ETF- Why junior silver miners can be an attractive way to participate in the silver market- How SLJY selects its underlying silver mining exposure- The role of silver prices and mining-stock volatility in the strategy- How the covered call strategy generates income- How Amplify balances option income with potential capital appreciation- SLJY’s distribution target and what investors should understand about the yield- How SLJY compares with owning silver, silver ETFs, or junior silver miner ETFs directly- The biggest risks investors should understand- What Christian sees ahead for silver and junior silver minersFor income investors, SLJY offers an interesting combination of precious metals exposure, junior mining companies, and options income, but understanding the tradeoffs is critical.

KSLV Turns One! 🎉 How Has This Silver Enhanced Income ETF Performed During Its First Year?Silver has attracted investor attention for its industrial applications, growing demand from AI and technology, and its potential role as a store of value. But can silver also be an effective source of income?In this episode of Dividend Stockpile, I’m joined by Howard Chan, CEO of Kurv Investments, to celebrate the one-year anniversary of the KSLV ETF - the Kurv Silver Enhanced Income ETF and take a closer look at its investment strategy, performance, and outlook.We discuss:- The original investment thesis behind KSLV and what it aims to offer investors- Why silver could be a long-term investment opportunity- How AI, data centers, and new technologies are influencing silver demand- The impact of government debt and currency debasement on silver- KSLV’s first-year performance and what surprised the team- How KSLV uses an options strategy to generate income from silver exposure- How silver’s volatility creates opportunities and risks for income investors- KSLV’s distribution rate and how it compares with initial expectations- Changes to the strategy and what investors should watch in year twoSilver can offer significant upside potential, but its volatility and the use of options introduce important risks. We also discuss how investors can evaluate KSLV beyond its distribution rate, including total return, income generation, and potential portfolio fit.If you're interested in silver, precious metals, options-income ETFs, or alternative sources of portfolio income, this interview offers an inside look at KSLV after its first year.

Autocallable ETFs are a relatively new way to generate income, but how do they actually work, and what risks should investors understand?In this episode of Dividend Stockpile, I’m joined by Simeon Hyman, Global Investment Strategist at ProShares, to discuss their three new autocallable ETFs: ACSP, ACQQ, and ACRT. We break down how these strategies work, how they generate income, and how they may fit into an income-focused portfolio.We discuss:* What autocallable ETFs are and how they work* Why ProShares launched ACSP, ACQQ, and ACRT* The key differences between the three ETFs* How coupons are generated and how coupon barriers work* Autocall triggers, observation periods, and maturity dates* What happens when an underlying index falls below its downside barrier* Expected yields, distribution frequency, and tax considerations* How interest rates, inflation, and the bond market affect autocallable strategies* How autocallables compare with traditional bonds, dividend stocks, and covered call ETFs* The potential benefits, risks, and tradeoffs of adding autocallables to an income portfolioAutocallable ETFs offer a different approach to generating income, but their unique structures introduce important considerations, including capped upside potential, path dependency, and the risk of losing principal.www.proshares.comIf you're an income investor exploring alternatives to traditional bonds, dividend stocks, or options-based ETFs, this conversation will help you better understand how autocallables work and what to look for before investing.

What if dividend growth—not just a high dividend yield—could be one of the most important indicators of business quality?In this episode of Dividend Stockpile, I’m joined by Ryan Krueger, CEO of Freedom Day Solutions, to discuss the MBOX ETF - the Freedom Day Dividend ETF, and how it uses a dividend growth investing strategy to identify high-quality companies with the potential for sustainable income and long-term capital appreciation.We discuss:* Why Ryan believes dividend growth is an important indicator of business quality* How MBOX identifies and selects dividend growth stocks* What makes a dividend sustainable and how to avoid dividend traps* Why dividend growth may matter more than chasing a high yield* How MBOX's active approach differs from traditional dividend ETFs* What Ryan has learned from managing the strategy* MBOX's current portfolio, dividend yield, and dividend growth potential* How MBOX could fit into a long-term dividend growth or retirement income portfoliowww.freedomdaydividend.comwww.freedomdaysolutions.comIf you're a dividend investor looking for a strategy focused on quality, sustainable dividends, and long-term growth rather than simply chasing the highest yield, this is a conversation you won't want to miss.