Dividend Stockpile

Growth + Income: SEPI Can Do Both


Listen Later

In this episode, we sit down again with Barry Martin, Portfolio Manager at Shelton Capital Management, for a deeper dive into the Shelton Equity Premium Income ETF — SEPI.Since launching in September 2025, SEPI has drawn significant attention from income-focused investors looking for a way to balance equity exposure with options-based premium income. But how has it actually performed since inception? And how should investors think about total return compared to the S&P 500?In this interview, we cover:• A refresher on SEPI’s equity premium income strategy• The types of companies that make it into the portfolio• How active management plays a role in positioning• How the fund balances stock exposure with options• Performance since launch• SEPI vs the S&P 500 — income vs total return• Where SEPI has added the most value so far (income, downside protection, volatility control)• Who SEPI is best suited for• Where it fits inside a diversified income portfolioWith markets facing valuation concerns and continued volatility, many investors are asking how to generate income without taking on unnecessary risk. SEPI aims to provide a disciplined approach to equity exposure while generating option premium to support consistent income.If you’re an income investor looking for smoother returns across a full market cycle, this is a conversation you won’t want to miss.Subscribe to Dividend Stockpile for in-depth ETF interviews, income strategy breakdowns, and real-world portfolio discussions.If you want a better way to track your dividend portfolio, try Snowball Analytics! Here is my referral link (no added cost to you): https://snowball-analytics.com/register/dividendstockpileor you can use my promo code: DIVIDENDSTOCKPILE.Join this channel to get access to perks:https://www.youtube.com/channel/UC5nncWeDeE7WvMM530DHwkg/join#IncomeInvesting #ETF #CoveredCallETF #DividendInvesting #OptionsIncome #SEPI #EquityPremiumIncome
...more
View all episodesView all episodes
Download on the App Store

Dividend StockpileBy Dividend Stockpile

  • 5
  • 5
  • 5
  • 5
  • 5

5

8 ratings


More shows like Dividend Stockpile

View all
Investing Insights by Morningstar

Investing Insights

518 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

298 Listeners

The Dividend Guy Blog Podcast by Dividend Guy

The Dividend Guy Blog Podcast

65 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

196 Listeners

GenExDividendInvestor Podcasts by GenExDividendInvestor

GenExDividendInvestor Podcasts

47 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

556 Listeners

Dapper Dividends by Dapper Dividends

Dapper Dividends

39 Listeners

Dividend Talk by Dividend Talk

Dividend Talk

25 Listeners

ETF Battles Podcast by Ronald DeLegge

ETF Battles Podcast

11 Listeners

Collect Cash by CitizenOfTheYear

Collect Cash

10 Listeners

Dividend Investing with Longacres Finance by Longacres Finance

Dividend Investing with Longacres Finance

39 Listeners

The Dividend Mailbox® by Greg Denewiler

The Dividend Mailbox®

44 Listeners

Investing Experts by Seeking Alpha

Investing Experts

73 Listeners

The Simply Investing Dividend Podcast by Kanwal Sarai

The Simply Investing Dividend Podcast

39 Listeners

Long Term Investing - With Baskin Wealth Management by Barry Schwartz

Long Term Investing - With Baskin Wealth Management

6 Listeners