Key insights
- An individual investor allocated a mid-five-figure investment into covered call ETFs within a Roth IRA, aiming to generate retirement income starting in 2027. The portfolio consists of seven ETFs focused on various sectors like semiconductors, FANG stocks, Russell 2000, energy infrastructure, S&P 500, Bitcoin, and Nasdaq-100. This reflects a risk-on sentiment and a search for yield, but the limited scale suggests minimal impact on broader US equity markets.
I went all-in (mid-five figure investment) today on NEOS Boosted Bitcoin High Income ETF (XBCI) nestled inside my Roth IRA. The final pillar of my Covered Call (CC) income sleeve is in place and ready to help fund a significant portion of my month-to-month retirement income starting in 2027. And just in time for a dividend to drop next week!
My CC income sleeve consists of the following (7) EFT’s:
- CHPY - YieldMax Semiconductor Portfolio Option Income ETF
• FEPI - REX FANG & Innovation Equity Premium Income ETF
• IWMI - NEOS ETF Trust - NEOS Russell 2000 High Income ETF
• MLPI - MLP & Energy Infrastructure High Income ETF
• SPYT - Tidal Trust II - Defiance S&P 500 Target Income ETF
• XBCI - NEOS Boosted Bitcoin High Income ETF
• XQQI - NEOS Boosted Nasdaq-100 High Income ETF
Note: These are seven holdings out of Portfolios of some 37 securities.