• Home
  • Trader's ToolBox
    • Insider Finance
    • SpotGamma
    • Trnd Pro
    • Trend Spider
    • Born To Sell
    • OptionStrat
    • Option Spreads
  • BlockStoxx Secret Sauce
  • Crypto Corner
  • Retirement Race
    • Retirement Race
    • My Retirement Portfolio
    • Retirement Technicals
  • BlockStoxx Blog
  • More
    • Home
    • Trader's ToolBox
      • Insider Finance
      • SpotGamma
      • Trnd Pro
      • Trend Spider
      • Born To Sell
      • OptionStrat
      • Option Spreads
    • BlockStoxx Secret Sauce
    • Crypto Corner
    • Retirement Race
      • Retirement Race
      • My Retirement Portfolio
      • Retirement Technicals
    • BlockStoxx Blog
  • Home
  • Trader's ToolBox
    • Insider Finance
    • SpotGamma
    • Trnd Pro
    • Trend Spider
    • Born To Sell
    • OptionStrat
    • Option Spreads
  • BlockStoxx Secret Sauce
  • Crypto Corner
  • Retirement Race
    • Retirement Race
    • My Retirement Portfolio
    • Retirement Technicals
  • BlockStoxx Blog

BlockStoxx portfolio

My Philosophy

In addition to this portfolio, I maintain separate retirement accounts such as an IRA and a 401(k) where I contribute the maximum allowable amounts whenever possible. This personal portfolio operates independently of any contribution limits. Its purpose is to generate monthly income for compounding gains and facilitate transfers into a Cash Management account for BillPay needs. The primary objective is INCOME, and secondarily, steady growth and compounding of this portfolio to secure financial stability both in the present and for the future.


I think this would be a good time to also mention, that there are ways to hedge risk in portfolios. Many times, this is done by buying counter-trend ETFs like the SPY or QQQs, or using inverse or leveraged ETFs. I have included HEGD - an ETF that seeks capital appreciation while hedging against market downturns. If you want to learn more about how to hedge risk in portfolios, I found the ZegaFinancial.com or Swan Capital Management websites to be educational and informative. 


In addition to hedging ETFs, and commodity hedges, I also hedge my portfolio by actively trading options and index futures. Income from day and swing trading helps to offset and reduce risk and loss exposure to my overall portfolio.


Also note that I may add and remove tickers at any time without notice. This is MY portfolio, and not intended to be suggestion to buy or sell any trade or investments. 

about my portfolio

Income ETFs

Stability ETF

Income ETFs

While many income ETFs exist, I have selected YieldMax covered call ETFs for NVDY, CONY, and FBY. 


I've looked at Defiance, GlobalX, and NEOS, but something about their combination of price, return, or distribution rates did not meet my expectations.


The monthly distribution rates on these tickers ranges from 63% to 128% (as of 4/10/2024).


 I chose these because of their upward long-term share price trajectories and their high monthly distribution rates, that will provide compounding Monthly income. 

Learn More

Growth ETFs

Stability ETF

Income ETFs

For portfolio growth, I have primarily selected SoFi's SFY, SFYF, and SFYX. 


Other tickers in my portfolio meet this criteria, but I had selected SoFi's products due to their powerful and more consistent upward share price trajectories. These tickers also pay lower dividend yields of about 1-2%.


The strength lies in their longer term returns with 1-year NAV returns of 20-40%. 


One other one I am considering is SPYI by NEOS. It, too, has relatively good price performance and an attractive monthly cash distribution rate of about 12%. 



learn more

Stability ETF

Stability ETF

Bitcoin Exposure

Stability ETF for me is just that I hold ETFs that use Treasuries notes as collateral. All of the option-focused ETFs use Treasuries as collateral, so that they can set up synthetic long positions on the underlying stock or stocks, then sell premium against those synthetic long positions. 


Another aspect is to hold some part of the portfolio in inflation hedges such as Gold, Silver, or commodities. 


Unfortunately, stashing cash under your mattress just doesn't cut it anymore. With inflation on the rise again, and the threat of the manipulative dangers of digital currencies, any cash whether on paper or in your couch, is subject to risk of devaluation.

learn more

Bitcoin Exposure

Bitcoin Exposure

Bitcoin Exposure

Bitcoin stands out as a "disruptive asset" with a unique feature where its digital code mandates a supply reduction every four years during the "halving" event. 


Adding to Bitcoin's appeal is its exceptional return on investment (ROI), further underscored by the regulation that mandates investment advisors to wait 90 days before allocating investor funds. 


Given the recent approval of Bitcoin ETFs on January 10, 2024, there is a significant possibility of a substantial influx of capital waiting eagerly to enter the market 90 days from then.

Learn More

Hedge Tickers

Bitcoin Exposure

Cash Management

When considering the long-term outlook, my portfolio aims to align with the upward trajectory of markets, capitalizing on growth opportunities while also leveraging compounding gains from regular income streams. 


This strategic approach not only supports current expenses but also secures a reliable income source for both pre and post-retirement needs.


I use a range of methods including:

  • hedging ETFs
  • commodity hedging
  • crypto hedging
  • option/futures trading


Learn More

Cash Management

Bitcoin Exposure

Cash Management

While the primary objective remains to utilize dividends and distributions for compounding growth, it would be advantageous to have the flexibility of swiftly transferring funds into a cash account for immediate needs such as bill payments or emergencies. 


This agility is especially beneficial without the constraints of contribution or withdrawal limits typically associated with formal retirement accounts.


These money markets serve as reservoirs for liquid funds, offering an attractive 7-day yield ranging from 4.5% to 5.3%, enhancing the liquidity and earning potential of my assets.

learn more

coming soon - model hedged income portfolio

Targeting 10% to over 100% Monthly Dividends!

I'm 50 now. Yuck. While I have retirement funds such as an IRA and 401(k), those are conservative and primarily geared towards growth. 

But, for this website, it's all about how to make money, right? While no one can really "time the market", and we all have different risk appetites, I will be sharing what my Income-Focused Investment Portfolio looks like. 

For now, here are some interesting stats:

  • Average distribution rate of 40-50%
  • Almost all assets pay out MONTHLY dividends
  • Some pay out WEEKLY dividends
  • Some are tax-advantaged
  • We will incorporate some hedging to protect the portfolio from TEMPORARY market downturns
  • Most have expense ratios <1%

Copyright © 2021 BlockStoxx LLC - All Rights Reserved.

Terms privacy policy investor disclosure disclaimer

  • BlockStoxx Secret Sauce
  • Crypto Corner
  • Retirement Race
  • BlockStoxx Blog

Powered by GoDaddy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept