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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!
By Dividend Stockpile5
88 ratings
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!

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