🔥 October shatters my passive income record — $58,050 in 1 Month! 🔥
In this month-end portfolio review, I break down how my PIIverse High-Yield Passive Income portfolio hit new heights with my continual compounding Monthly Income.
From strategic rebalancing to surprise ETF changes to deep dive portfolio metrics & results, this episode is packed with insights for income investors chasing consistency, growth, and legacy.
📈 Agenda (Chapters included in video):
– Portfolio background & strategy
– October highlights & income breakdown
– Previous vs current month-end metrics
– Under-the-hood look at the PIIverse
– What’s next for my income portfolio
📊 Month-over-Month Metrics Comparison included: BOOK & CURRENT NAV, Unrealized Profit/Loss %, Cash Position, Total Distributions, ROI, IRR, 12 Month Income Projections, Portfolio Structure, and Portfolio Beta Volatility and Sortino Adjusted Return Risk ratio.
💥 October Highlights:
– 5-week month boost + fruits of September’s rebalance
– Strategic moves:
BKCL → CANY & RDDY
HHIS → BIGY & YSPY
CONY → COIW
– ATH swing trade correction — 10K shares reloaded
– YieldMax surprise move from monthly ETFs to weekly payouts
– Now receiving income every day of week from 20+ CC ETFs
📊 Then we look under the cover of PIIverse portfolio – walking thru my Snowball Analytics metrics and my Main Portfolio spreadsheet metrics!
🔍 Watch next – my video on the following rebalance moves:
– TFSA Rebalance: HHIS → BIGY & YSPY
– TFSA Rebalance: CONY → COIW
👇 Drop a comment if you’ve had a record month too. And please Subscribe to see more videos about CC ETF Passive Income Investing strategies.
Sponsors & Affiliations:
👉🏻 SNOWBALL ANALYTICS:
I have used Snowball for 2 years & accepted becoming an Affiliate.
Get 10% DISCOUNT using my Promo code during signup:
https://snowball-analytics.com/register/perryfpii CODE: PERRYFPII
👉🏻 BLOSSOM
Not on Blossom yet? Join over 500K retail investors sharing real portfolios and strategies.
🌼 Sign up with my invite: https://link.blossomsocial.com/7uYa/tyrgndzo
Or use code 013099 when you register! Find me on Blossom: @perryf
TimeLine:
00:00 $58K in One Month?
01:17 Disclaimers
01:49 Agenda
03:24 Introduction
04:25 Portfolio Background History
11:36 This Month’s Highlights
20:30 Key Metrics – Previous v Current Month
27:54 Under The Hood of PIIverse
29:01 Diversification
33:28 Distributions
40:20 Growth
48:18 Portfolio Spreadsheet Metrics
56:00 Looking Forward & Conclusions
#PassiveIncome #CoveredCallETFs #IncomeInvesting #ETFPortfolio #FinancialFreedom #PIIverse #MonthlyIncome #DividendInvesting #YieldMax #SnowballStrategy #TFSAInvesting #ATHTrade #RebalancingStrategy
