Dividend Stockpile

XXV: New 25% Yield Barrier ETF – Built for Income & Downside Protection


Listen Later

Today I’m joined once again by Jeff Schwarte, Chief Equity Strategist at Simplify Asset Management, to break down their brand-new high-yield ETF — XXV, the Simplify Ancorato Target 25 Distribution ETF.Last time Jeff was on, we discussed Simplify’s XV ETF (Target 15 Distribution), but XXV takes things to another level with a targeted 25% distribution. In this interview, we dig into what makes XXV different, how the strategy is designed, the risks investors need to understand, and where this ETF may fit inside an income-focused portfolio.🧠 What We Cover:• What exactly is a Barrier ETF?• How XXV works and how it differs from XV• How the barrier mechanism helps support distributions• What underlying stocks & option strategies XXV uses• What happens if barriers are breached• How the fund adjusts to pursue its 25% target yield• Risk considerations investors should understand• Whether XXV is for conservative, moderate, or aggressive income investors• Where XXV may fit within a dividend or income strategy• Where to learn more about Simplify and barrier ETFsIf you’re an income investor, dividend investor, covered call ETF fan, or just curious about new ETF innovation, this interview is a must-watch.Don’t forget to like, subscribe, and turn on notifications so you never miss a new Dividend Stockpile episode!

...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

537 Listeners

Zacks Market Edge by Zacks Investment Research

Zacks Market Edge

304 Listeners

The Dividend Guy Blog Podcast by Dividend Guy

The Dividend Guy Blog Podcast

67 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

198 Listeners

GenExDividendInvestor Podcasts by GenExDividendInvestor

GenExDividendInvestor Podcasts

48 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

562 Listeners

Dapper Dividends by Dapper Dividends

Dapper Dividends

38 Listeners

Dividend Talk by Dividend Talk

Dividend Talk

25 Listeners

ETF Battles Podcast by Ronald DeLegge

ETF Battles Podcast

12 Listeners

Collect Cash by CitizenOfTheYear

Collect Cash

10 Listeners

Dividend Investing with Longacres Finance by Longacres Finance

Dividend Investing with Longacres Finance

41 Listeners

The Dividend Mailbox® by Greg Denewiler

The Dividend Mailbox®

45 Listeners

Investing Experts by Seeking Alpha

Investing Experts

74 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

5 Listeners