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April 09, 2026

Ep. 36: ETF Rotation, Yield Trap Warnings & Kimberly-Clark Merger Deep Dive

19 minutes

Today's episode covers the great rotation as wealthy investors shift from tech into gold, international equities, and small-cap funds. We break down the JEPI vs SCHD debate, expose yield traps like QYLD and PDI, and dig into the Kimberly-Clark/Kenview merger opportunity. Plus: REIT picks STAG Industrial and NNN, Brompton's Cash Flow Kings strategy, and why DIVO's selective covered call approach beats the competition on risk-adjusted returns.

Topics covered:

The great rotation: rich investors moving from tech to gold, international & small-caps

JEPI vs SCHD: why higher yield doesn't mean higher returns

Dividend Kings: 5 highest-yielding 50+ year streak stocks (MO, FRT, HRL, KMB, SWK)

Kimberly-Clark/Kenview merger: 5.3% yield, PE of 12, $2B cost synergies

REIT opportunities: STAG Industrial and NNN REIT

Brompton Cash Flow Kings: free cash flow value strategy

DIVO quality: Sharpe ratio 0.91 beats S&P with selective covered calls

Yield trap warning: QYLD lost 42% NAV, PDI uses 28% leverage

...more