BlockStoxx portfolio

While many income ETFs are available, I have selected YieldMax covered call ETFs for NVDY, CONY, and FBY. I have explored various options, including Defiance, GlobalX, and NEOS. However, their combination of price, return, or distribution rates did not meet my expectations for growth ETFs. The monthly distribution rates on these tickers range 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, which will provide compounding monthly income as part of my hedging strategies.

For portfolio growth, I have primarily selected SoFi's SFY, SFYF, and SFYX, which are among my favorite growth ETFs. Other tickers in my portfolio also meet this criteria, but I chose 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 of these growth ETFs lies in their longer-term returns, with 1-year NAV returns ranging from 20-40%. Additionally, I am considering SPYI by NEOS, which offers relatively good price performance and an attractive monthly cash distribution rate of about 12%, making it a viable option for those looking into income ETFs. This approach can also serve as part of my hedging strategies.

For me, a Stability ETF is simply one that holds ETFs using Treasury notes as collateral. All option-focused ETFs utilize Treasuries as collateral, enabling them to create synthetic long positions on the underlying stocks and subsequently sell premium against those positions. Additionally, it's crucial to incorporate hedging strategies into your portfolio, such as holding inflation hedges like Gold, Silver, or commodities, alongside growth ETFs for potential appreciation. Unfortunately, stashing cash under your mattress just doesn't cut it anymore. With inflation rising and the manipulative dangers of digital currencies looming, any cash—whether it's on paper or hidden in your couch—is at risk of devaluation.

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. This characteristic not only enhances Bitcoin's appeal but also makes it an attractive option for investors exploring growth ETFs and hedging strategies. Furthermore, the exceptional return on investment (ROI) in Bitcoin is underscored by regulations that require 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 eagerly waiting to enter the market 90 days from then, potentially boosting income ETFs linked to this digital currency.

When considering the long-term outlook, my portfolio aims to align with the upward trajectory of markets by incorporating growth ETFs to capitalize 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 through income ETFs. I use a range of hedging strategies, including hedging ETFs, commodity hedging, crypto hedging, and option/futures trading.

While the primary objective remains to utilize dividends and distributions for compounding growth, particularly through growth ETFs, 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. Additionally, employing hedging strategies can further protect my investments while these money markets serve as reservoirs for liquid funds. They offer an attractive 7-day yield ranging from 4.5% to 5.3%, enhancing the liquidity and earning potential of my assets, including income ETFs.