Informed Investing

By Informed Investing

The Informed Investing podcast distills the most relevant financial news and market articles into concise, structured insight. Each episode highlights what matters, filters out noise, and helps invest... more

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FAQs about Informed Investing:

How many episodes does Informed Investing have?

The podcast currently has 34 episodes available.

Informed Investing episodes:

March 24, 2026 Ep 24: SCHD Reconstitution, Covered Call Income & Dividend King Safety
SCHD just went through its 2026 reconstitution - we break down the sector shifts, new holdings, and what it means for dividend investors. Plus: Dividend Kings PG and JNJ as safe forever-holds, whether high-yield S&P 500 stocks like Campbell's and Kraft Heinz are traps or opportunities, covered call ETFs QQQI and GPIQ as retirement income engines, why Social Security uncertainty makes building a dividend parallel paycheck critical, VOO vs SPY vs IVV cost comparison, Watsco as an 11% undervalued compounder, and why Starbucks is a hold despite turnaround hopes.
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22min
March 23, 2026 Ep 23: Dividend King Bargains, Covered Call Rankings & BDC Showdown
This week we dig into beaten-down Dividend Kings like Target, Hormel, and Kimberly-Clark that could be 2026 bargains. We compare VT vs VOO for global diversification, break down the MAIN vs ARCC vs Realty Income debate for retirement income, rank covered call ETFs like SPYI and QQQI, and lay out simple 3-ETF portfolio strategies for both growth and income investors.
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26min
March 20, 2026 Ep. 22: Dividend Compounders, GPIX Strategy & Slowdown-Proof Screening
Today we dig into 18 companies raising their dividends, from Salesforce to American Express, and separate the real compounders from the yield traps. We break down a fascinating GPIX back-test showing only a 6% total return difference between full DRIP and zero DRIP over two years. Plus, a Reddit stress test that filtered thousands of stocks down to 271 slowdown survivors, the bull case for ADP at a 36% discount, defensive staples for oil shock protection, options income ETFs crossing $150B in assets, and an outdoor advertising REIT that tripled the S&P 500.
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21min
March 19, 2026 Ep. 21: Healthcare Dividends, Retirement Math & AI Infrastructure Plays
BlackRock retirement ETFs, healthcare dividend stocks, dividend vs growth math, portfolio tax efficiency, JEPQ compounding, AI infrastructure dividends, crypto income ETFs, consumer discretionary dividends, dividend growth compounders
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35min
March 18, 2026 Ep. 20: Income ETFs, Energy Dividends & The Covered Call Debate
14 sources covering Vanguard income ETFs, overlooked high-yield ETFs, energy dividends if oil hits $100, covered call ETF strategies, affordable dividend stocks under $20, and investor anxiety about building income
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23min
March 17, 2026 Ep 19: Energy Dividends Surge, YieldMax Reality Check & Dividend Growth Playbook
Goldman Sachs top energy picks with oil above $100, the truth behind XOMO 30% yield, SCHD deep dive, DRIP reinvestment math, biggest dividend raises of 2026 from Dominos to Dell, 12-year portfolio lessons, and PAA pipeline analysis.
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25min
March 16, 2026 Ep 18: SCHD Breakout, Zero-DTE Income & Dividend Workhorses
In this episode, we dive into the 2026 dividend investing landscape. SCHD is having a breakout year with 12% YTD gains as investors rotate from volatile tech into defensive income plays. We explore the zero-DTE covered call revolution with TDAQ and how JEPI/JEPQ have grown to $80B in assets. The Bogleheads vs income investors debate gets a fresh look with a Reddit thread sparking pushback on total return orthodoxy. We spotlight dividend workhorses like Hormel, Federal Realty, Kimberly-Clark, Bank of Nova Scotia, and Realty Income - all with 50+ years of consecutive payouts yielding 4%+. Plus, we go high-yield ETF shopping with funds like CHIPPY, MAGS, NVDY, and BTCI offering 15-45% yields, and compare international dividend ETFs IDVO vs SCHY.
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22min
March 13, 2026 Ep 17: S&P 500 Fund Picking, Covered Call Showdown & NAV Erosion Solutions
VOO vs SPY vs SPLG fund selection, covered call ETF rankings (DIVO #1, SPYI #2, JEPI #3), NAV erosion alternatives using cash-secured puts, SCHD income math, Pfizer value trap debate, and quick hits on DKS, OneMain Financial, preferred stocks, and VT reinvestment.
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28min
March 12, 2026Ep 16: SCHD Reconstitution, BDC Screening & Dividend Growth Math
This week we break down SCHD massive March 23 reconstitution — energy dropping from 20% to 12%, financials surging to 15%. Plus: how to screen BDCs down to 7 survivors in a falling-rate world, why dividend growth math crushes high-yield traps 3x by year 20, the Dividend Kings yielding 4%+, cleaning up your retirement junk drawer, and why LyondellBasell rallied 54% AFTER cutting its dividend.
Topics covered:
SCHD 2026 Reconstitution — energy to financials rotation
RSP vs VOO — equal-weight crushing cap-weight in 2026
BDC Deep Dive — falling rates + software lending risk
Dividend Growth vs High Yield — the 20-year math
15 Years of Dividend Investing Lessons
FLO (Flowers Foods) Yield Trap Warning
Amplify ETFs — DIVO/IDVO/QDVO covered call strategy
LyondellBasell — up 54% after dividend cut
Dividend Kings — FRT, KMB, SWK at 4%+
Retirement Portfolio Cleanup Framework
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27min
March 11, 2026 Ep 15: Crash-Proof Dividends, BDC Reality Check & Timberland Deep Dive
We synthesize 12 sources from March 2026 covering the full spectrum of dividend investing. Topics: crash-resistant portfolios, BDC reality check, yield traps, Chevron dividends, EDIV emerging market risks, Rayonier timberland REIT, new covered call ETFs, Qualcomm, Exxon Mobil, and dividend growth vs high-yield math.
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22min

FAQs about Informed Investing:

How many episodes does Informed Investing have?

The podcast currently has 34 episodes available.