00:00 Intro
01:24 Paul Intro
02:48 Jordan Intro
05:20 Perry Intro
11:09 Perry: Retiring
13:30 Erica: Freedom
14:13 Adrian: PII Journey
16:52 Perry: PII is a Strategy
18:10 Adrian: Why Covered Call ETFs were Created
18:40 Paul: Journey to C.C. ETFs
19:53 Yield Chasing? Growth vs Income Debate
24:40 Option Premium INCOME
25:50 NAV Erosion MYTH
33:14 Distribution Management
35:59 Using your Income (PII can be for Everyone)
42:25 Jordan: YouTube Channel
50:07 Evolution of Investing (Old vs New)
53:29 Paul: YouTube Channel & Top FAQs
58:04 Taxes & ROC
01:02:43 Perry: YouTube Channel & Top FAQs
01:09:43 Perry’s “Active” Approach (Why?)
01:14:25 Paul’s Strategy
01:15:58 So Many ETFs to Chose from! (Diversification)
01:19:49 U.S. “Base” Foundational Covered Call ETFs
01:29:20 Covered Call ETF Strategy Turning Point
01:30:29 Paul: Increasing Yield “Organically”
01:32:00 Portfolio Management
01:33:32 ETFs we’re most Excited about
***PII Inner Circle Membership***
Join: https://www.youtube.com/channel/UCzSKsvUTiunCbAmV5sZ5nBQ/join
***1 on 1 Coaching Session***
***The Ultimate DIY Investing Package***
The Ultimate DIY Investing Package v6 (Free Lifetime Updates)
***The Ultimate Covered Call ETF Guide***
The Ultimate Covered Call ETF Guide v1 (Free Lifetime Updates)
***Affiliate & Referral Links***
Blossom: A Mobile App for DIY Investors – Follow my Portfolio LIVE!
https://getblossom.onelink.me/SOfu/adriano
Stock Unlock: Portfolio Visualizer & Dividend Tracker
Link: https://stockunlock.com/?via=PII
Or use Coupon Code: PII
Moomoo (Canada): See the latest Welcome Offers for New Accounts:
https://j.moomoo.com/PII
Questrade: $50 Cashback when you open an account with Min. $250 Deposit ($50 credit within 90 days)
Link: https://www.questrade.com/affiliate-offer-sdi?oaa_promo=PII50&irsharedid=Adrian_PII
Or use Referral Code: PII50
PASSIV: Organize your Portfolio (50% Off ELITE Membership)
https://passiv.com/?ref=LCGFQDNGSY
Passiv Video: https://youtu.be/4wqfJNgc9rA
***Socials & Website***
Website (Free Portfolio Download): https://passiveincomeinvesting.ca
Private Facebook Group (“LIKE” the page to get an Invite) https://www.facebook.com/profile.php?id=100063761130326
Follow me on Rumble: https://rumble.com/user/Adrian_PII
Follow me on odysee: https://odysee.com/@PassiveIncomeInvesting:e?view=home
Discord Group (Members Only): https://youtu.be/Sf4FifINCMI
Instagram: https://www.instagram.com/passive_income_investing/
***PII Merch Store***
https://www.redbubble.com/people/PII-/explore
Main Mission of this Channel:
Empower everyday people to invest on their own. To create a source of Passive Income in order to reach Financial Independence and enhance quality of life
Primary Content of this Channel:
1) To share my Personal Investing Journey & Strategy with the world
2) Educational content on Income Oriented Investing with a particular focus on Covered Call ETFs
3) Keep you updated on the Income Oriented Landscape
4) Interview Fund Managers to get you the correct information straight from the experts
DISCLAIMER:
The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice or financial advice. Adriano Starinieri is not registered to provide investment advice and as such does not provide recommendations – those looking for investment advice should seek out a registered professional. Adriano is not responsible for investment actions taken by viewers.
Official Sponsors of this Channel (Past & Present):
Hamilton ETFs: https://hamiltonetfs.com/
Harvest ETFs: https://harvestportfolios.com/
Global X Canada: https://www.globalx.ca/
BMO ETFs: https://www.bmogam.com/ca-en/products/exchange-traded-funds/
Evolve ETFs: https://evolveetfs.com/
Purpose ETFs: https://www.purposeinvest.com/
Brompton Funds: https://www.bromptongroup.com/
Middlefield: https://middlefield.com/
Mulvihill: https://www.mulvihill.com/index.aspx
Ninepoint: https://www.ninepoint.com/
Quadravest: https://www.quadravest.com/
CI Global Asset Management: https://www.cifinancial.com/ci-gam/ca/en/
Passiv: https://passiv.com/
Tidal: https://tidalfinancialgroup.com/
Kurv: https://www.kurvinvest.com/
Kraneshares: https://kraneshares.com/
NEOS: https://neosfunds.com/
Moomoo: https://www.moomoo.com/ca
#passiveincome #investing #dividendincome #financialfreedom #livingoffdividends #coveredcall #highyield #income
Great video – thank you ❤
Nice to hear the subtle differences in everyone's journey and strategy. Good on all of you, with a special thanks going to Erica for doing an excellent job as the moderator of this event, and co-founder of Passive Income Investing.
as someone under 40, who is still working, I'm all in on growth ETFs, and these are bringing in total returns higher than the similar CC ETF. When I retire or if I need monthly cashflow, i.e if I lose my job, I may sell my TFSA ETFs and go all in on CC ETFs. But as of right now, I see zero need to do so, and especially no need to do so in an RRSP or FHSA which I won't be touching for many years. If anyone disagrees I'd love to hear your argument.
Perry let Erica finish what she's saying bruh.. damn.
I enjoyed this group discussion format and would love to see more of it again. Thanks for to all five of you for doing this.
Thank you for this great video. Just started doing my own dyi investment last December by opening an investment account. Started by investing a small amount in index etf. Then I found out your channel and moved to pii investing. After some calculations I figured out I can retire much earlier than I was anticipating. Just moved out all the money I could from the company mutual fund. Some of it is blocked until I retire. I am now building my confidence in Pii . My plan is to build a bit more my portfolio. Retire and reinvest at least 25%. This way my retirement will be indexed by about 4% a year beating increase of living cost.🎉 I won’t have to live with 70% of my salary but with 105% or a bite more. That the magic of covered call etf.
Great job guy's! Your doing a great service in making new generations of PII with the understanding in building confidence.
Great video. Similar journey. Also started 3 years ago. "Fired" my fin advisor, who's trying to guilt me over judging MY OWN best interests, in spite of a 50% addition to my out of pocket outlay. Great ideas and conceptions.
Please clarify what Perry's saying at 1:17:34. I tried to find it, but all I came up with it was BLOK, which pays out yearly only, so that can't be what he's referencing. (Good growth, though.)
Still don't feel very comfortable with Defiance, though. Also, it's necessary to be aware of long-term capital gains tax in the states. Really enjoyed this video!
amazingly its the two seniors that are chasing yield -even tho they think they arent. They have way too many holdings, common with amateurs . They 'dont want to miss out', lol. Perry is hilarious -he talks about diversification and yet acknowledges his target is…..a YIELD TARGET!!!!, he doesnt understand risk . Adrian tried , subtly ,to point that out LOL. Adrian was the only panelist touching on risk, kudos to him.
Thanks for this. Interesting & entertaining! Nice to see you Erica! Yes, it would be nice to see more women investors!