Passive Monthly / Quarterly Income: My Favorite Money System Assets...

[MJ DeMarco]

I was over on Telegram chatting with @ZackerySprague about assets that yield monthly and quarterly dividends.

I thought it would be cool to post some of my favorites that I've invested in over the years, including some of them I currently own as well.

If you're looking to get a taste of passive, money-system dynamics, you can buy any of these assets and have your brokerage account automatically deposit the income into your bank account.

Or if you really want to go old school, have them send you a monthly check. I was doing the monthly check for YEARS and just recently stopped doing it (it would delay the funds by at least a week).

See below. Now I just do a direct deposit.



Even if you're only receiving $200/mo, it really is a fun exercise to witness the "money for nothing" dynamic.

IT IS ADDICTIVE!!!!

This is why I don't own physical rental real estate.

It is simply TOO EASY.

PLEASE NOTE: THIS IS NOT FINANCIAL ADVICE AND NOT A RECOMMENDATION TO BUY OR HOLD ANY SECURITY. FOR TRANSPARENCY, I WILL NOTE WHICH ASSETS I CURRENTLY OWN, AND THOSE I DO NOT. ALSO, THIS AN EXERCISE IN HOW TO RECEIVE 100%, HANDS-OFF PASSIVE INCOME REQUIRING LITTLE TO NO MANAGEMENT. IT CAN BE ARGUED THAT MATHEMATICALLY, IT IS MORE PROFITABLE TO JUST BUY THE SPY/SPX AND DOING SYSTEMATIC BUY/SELLS, AND THEN DISTRIBUTE THE INCOME/GAINS ... THIS ASSUMES THAT THE SPY/SPX CONTINUES ITS STEADY RISE AND REQUIRES SOME BUY/SELL ACTIVE MANAGEMENT. THE POINT OF THE MONEY SYSTEM IS 100% COMPLETELY HANDS OFF INCOME, SOME OF IT TAX FREE.

Here are some of the assets I own, or owned.... assets with an X are assets I DO NOT own currently, at the time of this post.

This list was crafted thanks to GROK - AI which was awesome in helping format this list. This would have taken me a few hours to do, but thanks to GROK, it only took 20 minutes.

PFFA - Virtus InfraCap U.S. Preferred Stock ETF: YIELD 9.09%, PAYS MONTHLY
PFFA is an actively managed ETF that invests primarily in U.S. preferred stocks, aiming for high current income and, secondarily, capital appreciation. It focuses on securities issued by companies with market capitalizations over $100 million and uses leverage and options strategies to enhance returns.

EOS - Eaton Vance Enhanced Equity Income Fund II: YIELD 7.39%, PAYS MONTHLY
EOS is a closed-end fund that seeks to provide current income with a secondary goal of capital appreciation by investing primarily in large- and mid-cap U.S. common stocks, generating earnings from option premiums by selling covered call options on a substantial portion of its portfolio."

AOD - abrdn Total Dynamic Dividend Fund: YIELD 14.10%, PAYS MONTHLY
AOD is a closed-end fund that seeks high current dividend income with a secondary focus on long-term growth of capital by investing in dividend-paying equity securities of domestic and foreign companies across various sectors and market capitalizations, employing a multi-cap, multi-sector, multi-style approach.

BCX - BlackRock Resources & Commodities Strategy Trust: YIELD 6.79%, PAYS MONTHLY
BCX is a closed-end fund that seeks high current income and current gains, with a secondary objective of long-term capital appreciation, by investing primarily in equity securities of companies engaged in the natural resources and commodities sectors, including energy, mining, and agriculture.

JEPQ - JPMorgan Nasdaq Equity Premium Income ETF: YIELD 8.98%, PAYS MONTHLY
JEPQ is an actively managed ETF that seeks to provide current income and some capital appreciation by investing in large-cap U.S. equity securities, primarily Nasdaq-100 companies, while generating income through a strategy of selling covered call options on the Nasdaq-100 Index.

QQQI - NEOS Nasdaq-100 High Income ETF: YIELD 13.62%, PAYS MONTHLY
QQQI is an actively managed ETF that seeks to generate high monthly income in a tax-efficient manner with the potential for equity appreciation by investing in a portfolio of stocks that make up the Nasdaq-100 Index and employing a call options strategy, primarily through selling covered call options on the Nasdaq-100 Index.

JEPI - JPMorgan Equity Premium Income ETF: YIELD 7.26%, PAYS MONTHLY
JEPI is an actively managed ETF that seeks to provide current income and some capital appreciation by investing in large-cap U.S. equity securities, primarily S&P 500 companies, while generating income through a strategy of selling covered call options on the S&P 500 Index.

RQI - Cohen & Steers Quality Income Realty Fund: YIELD 8.11%, PAYS MONTHLY
RQI is a closed-end fund that seeks high current income with a secondary objective of capital appreciation by investing primarily in a diversified portfolio of real estate securities, including common stocks, preferred stocks, and other equity securities of U.S. real estate investment trusts (REITs).

XYLD - Global X S&P 500 Covered Call ETF: YIELD 9.45%, PAYS MONTHLY
XYLD is an ETF that seeks to generate income by investing in a portfolio of S&P 500 stocks and selling at-the-money covered call options on the S&P 500 Index, aiming to provide high current income while offering exposure to the equity market with potentially reduced volatility.

FAX - abrdn Asia-Pacific Income Fund, Inc.: YIELD 12.70%, PAYS MONTHLY
FAX is a closed-end fund that seeks current income with a secondary goal of incidental capital appreciation by investing primarily in a diversified portfolio of fixed income securities in the Asia-Pacific region, including bonds issued by governments, banks, and companies in Asia, Australia, and New Zealand.

PTY - PIMCO Corporate & Income Opportunity Fund: YIELD 9.62%, PAYS MONTHLY (X)
PTY is a closed-end fund that seeks high current income by investing in a diversified portfolio of corporate bonds, income-producing securities, and some high-yield debt, with capital appreciation as a secondary goal.

DIVIDEND STOCKS / REITS / BDCs

ADC - Agree Realty Corporation: YIELD 4.11%, PAYS MONTHLY
ADC is a real estate investment trust (REIT) that focuses on acquiring and developing high-quality retail properties net leased to industry-leading tenants, primarily in the United States, with a portfolio emphasizing single-tenant retail assets.

ARE - Alexandria Real Estate Equities, Inc.: YIELD 4.59%, PAYS QUARTERLY
ARE is a real estate investment trust (REIT) that specializes in owning, operating, and developing collaborative life science, agtech, and technology campuses in key innovation cluster locations across North America.

BSRTF - BSR Real Estate Investment Trust: YIELD 4.05%, PAYS MONTHLY
BSRTF is a Canadian real estate investment trust (REIT) that focuses on acquiring and managing multi-family residential properties, primarily apartment communities, in fast-growing markets in the Sunbelt region of the United States.

CLPR - Clipper Realty Inc.: YIELD 5.91%, PAYS QUARTERLY (X)
CLPR is a real estate investment trust (REIT) that owns and manages multifamily and commercial properties, primarily in the New York City metropolitan area, focusing on stable cash flows."

OHI - Omega Healthcare Investors, Inc.: YIELD 6.43%, PAYS QUARTERLY (X)
OHI is a real estate investment trust (REIT) that invests in healthcare facilities, primarily long-term care and skilled nursing properties, leased to operators under triple-net lease agreements."

NLCP - NewLake Capital Partners, Inc.: YIELD 7.64%, PAYS QUARTERLY (X)
NLCP is a real estate investment trust (REIT) that acquires and leases industrial and retail properties to state-licensed cannabis operators, providing stable rental income."

CCI - Crown Castle Inc.: YIELD 5.74%, PAYS QUARTERLY
CCI is a real estate investment trust (REIT) that owns, operates, and leases a vast network of cell towers, small cells, and fiber infrastructure across the United States to support wireless communication networks."

COLD - Americold Realty Trust, Inc.: YIELD 3.22%, PAYS QUARTERLY
COLD is a real estate investment trust (REIT) that owns and operates temperature-controlled warehouses, providing supply chain and logistics solutions for the storage and distribution of perishable goods globally.

CPT - Camden Property Trust: YIELD 3.34%, PAYS QUARTERLY
CPT is a real estate investment trust (REIT) that focuses on the ownership, management, development, and acquisition of multifamily apartment communities primarily located in high-growth markets across the United States."

CVX - Chevron Corporation: YIELD 4.35%, PAYS QUARTERLY
CVX is a multinational energy corporation engaged in integrated oil and gas operations, including exploration, production, refining, and marketing, with a significant presence in upstream and downstream energy sectors worldwide."

D - Dominion Energy, Inc.: YIELD 4.62%, PAYS QUARTERLY
D is a utility company that generates, transmits, and distributes electricity and natural gas, serving millions of customers across multiple states with a focus on regulated energy infrastructure and renewable energy projects."

SO - The Southern Company: YIELD 3.18%, PAYS QUARTERLY (X)
SO is a utility company that generates and distributes electricity through its subsidiaries, serving millions of customers in the southeastern United States with a mix of traditional and renewable energy sources."

DOC - Healthpeak Properties, Inc.: YIELD 5.36%, PAYS QUARTERLY
DOC is a real estate investment trust (REIT) that invests in healthcare-related properties, including senior housing, medical offices, and life science facilities, across the United States."

EPR - EPR Properties: YIELD 7.12%, PAYS MONTHLY
EPR is a real estate investment trust (REIT) that specializes in experiential properties, such as movie theaters, entertainment complexes, and other leisure-focused real estate leased to experiential operators."

ABR - Arbor Realty Trust, Inc.: YIELD 11.24%, PAYS QUARTERLY
ABR is a real estate investment trust (REIT) that originates and services multifamily and commercial real estate loans, focusing on mortgage financing and generating income through interest and fees.

EPRT - Essential Properties Realty Trust, Inc.: YIELD 3.67%, PAYS QUARTERLY
EPRT is a real estate investment trust (REIT) that acquires, owns, and manages single-tenant net lease properties leased to service-oriented and experience-based businesses across the United States."

FPI - Farmland Partners Inc.: YIELD 2.35%, PAYS QUARTERLY
FPI is a real estate investment trust (REIT) that acquires and manages high-quality farmland across North America, leasing it to farmers and generating income through agricultural property investments."

MAIN - Main Street Capital Corporation: YIELD 5.81%, PAYS MONTHLY
MAIN is a business development company (BDC) that provides long-term debt and equity capital to lower middle market companies and debt capital to middle market companies, focusing on income generation."

RIOCF - RioCan Real Estate Investment Trust: YIELD 5.89%, PAYS MONTHLY
RIOCF is a Canadian real estate investment trust (REIT) that owns, manages, and develops retail-focused, mixed-use properties, primarily in high-density urban markets across Canada."

SPG - Simon Property Group, Inc.: YIELD 4.62%, PAYS QUARTERLY
SPG is a real estate investment trust (REIT) that owns, develops, and manages premier shopping malls, outlet centers, and mixed-use properties across the United States and internationally."

WSR - Whitestone REIT: YIELD 3.61%, PAYS MONTHLY
WSR is a real estate investment trust (REIT) that acquires, owns, and manages community shopping centers in high-growth markets, primarily in the Sunbelt region of the United States, focusing on necessity-based retail properties."

STAG - STAG Industrial, Inc.: YIELD 3.82%, PAYS MONTHLY
STAG is a real estate investment trust (REIT) that focuses on the acquisition, ownership, and management of single-tenant industrial properties, primarily warehouses and distribution centers, across the United States."

VICI - VICI Properties Inc.: YIELD 5.17%, PAYS QUARTERLY
VICI is a real estate investment trust (REIT) that owns and acquires gaming, hospitality, and entertainment properties, including casinos and resorts, leased to leading operators under long-term triple-net leases."

DVN - Devon Energy Corporation: YIELD 5.10%, PAYS QUARTERLY
DVN is an independent energy company engaged in the exploration, development, and production of oil, natural gas, and natural gas liquids, with a premier multi-basin portfolio primarily focused on the Delaware Basin in the United States.

ET - Energy Transfer LP: YIELD 6.67%, PAYS QUARTERLY
ET is a midstream energy company that owns and operates a diverse portfolio of energy assets, including pipelines, storage facilities, and processing plants, transporting natural gas, crude oil, and refined products across North America.

O - Realty Income Corporation: YIELD 5.07%, PAYS MONTHLY
O is a real estate investment trust (REIT) that invests in single-tenant commercial properties across the U.S., focusing on retail, industrial, and other sectors, with long-term net leases providing consistent income."

CWEN - Clearway Energy, Inc.: YIELD 5.62%, PAYS QUARTERLY (X)
CWEN is a renewable energy company that owns and operates a portfolio of wind, solar, and natural gas-fired power generation facilities, aiming for stable cash flows and dividend growth."

OWL - Blue Owl Capital Inc.: YIELD 3.04%, PAYS QUARTERLY (X)
OWL is an alternative asset management firm that provides private capital solutions, including direct lending and real estate financing, to middle-market companies and investors.

CCAP - Crescent Capital BDC, Inc.: YIELD 9.10%, PAYS QUARTERLY (X)
CCAP is a business development company (BDC) that invests in debt and equity of middle-market companies, aiming to generate current income and capital appreciation through senior secured loans.

ARCC - Ares Capital Corporation: YIELD 9.09%, PAYS QUARTERLY (X)
ARCC is a business development company (BDC) that provides financing solutions, including debt and equity investments, to middle-market companies, focusing on generating high current income.

TAXABLE BONDS AND FUNDS

TLT - iShares 20+ Year Treasury Bond ETF: YIELD 4.35%, PAYS MONTHLY
TLT is an ETF that seeks to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities greater than twenty years, offering exposure to long-term government debt.

BIL - SPDR Bloomberg 1-3 Month T-Bill ETF: YIELD 4.76%, PAYS MONTHLY
BIL is an ETF that seeks to provide investment results that correspond to the performance of an index of U.S. Treasury bills with maturities between 1 and 3 months, focusing on short-term, low-risk securities.

SGOV - iShares 0-3 Month Treasury Bond ETF: YIELD 4.81%, PAYS MONTHLY
SGOV is an ETF that aims to track the investment results of an index composed of U.S. Treasury bonds with remaining maturities less than or equal to three months, providing ultra-short-term government bond exposure.

BKLN - Invesco Senior Loan ETF: YIELD 8.36%, PAYS MONTHLY
BKLN is an ETF that tracks an index of senior loans, investing in floating-rate loans issued by corporations, typically below investment grade, offering higher yields with reduced interest rate risk due to their adjustable rates.

HYH - iShares High Yield Bond Factor ETF: YIELD 6.27%, PAYS MONTHLY (X)
HYH is an actively managed ETF that seeks to provide exposure to high-yield corporate bonds by focusing on a factor-based approach, selecting securities with favorable value, quality, and momentum characteristics.

VGLT - Vanguard Long-Term Treasury ETF: YIELD 4.42%, PAYS MONTHLY
VGLT is an ETF that tracks an index of U.S. Treasury securities with maturities greater than 10 years, offering investors access to long-term government bonds with a low expense ratio.

SHYG - iShares 0-5 Year High Yield Corporate Bond ETF: YIELD 6.84%, PAYS MONTHLY
SHYG is an ETF that seeks to track the investment results of an index composed of U.S. dollar-denominated, high-yield corporate bonds with remaining maturities of less than five years, offering exposure to short-term junk bonds with reduced interest rate risk.

TAX FREE BONDS

PMM - Putnam Managed Municipal Income Trust: YIELD 4.84%, PAYS MONTHLY
PMM is a closed-end fund that seeks high current income exempt from federal income tax by investing in a diversified portfolio of tax-exempt municipal securities, including some high-yield bonds below investment grade."

PMO - Putnam Municipal Opportunities Trust: YIELD 4.07%, PAYS MONTHLY
PMO is a closed-end fund that aims for high current income exempt from federal income tax, with capital preservation as a secondary goal, by investing in a diversified portfolio of tax-exempt municipal bonds."

PMX - Putnam Premier Income Trust: YIELD 4.14%, PAYS MONTHLY
PMX is a closed-end fund that seeks high current income exempt from federal income tax by investing in a portfolio of tax-exempt municipal securities, with flexibility to include some taxable bonds for diversification."

MUNI - PIMCO Intermediate Municipal Bond Active ETF: YIELD 3.38%, PAYS MONTHLY
MUNI is an actively managed ETF that seeks tax-exempt income by investing in a diversified portfolio of intermediate-term municipal bonds, focusing on high-quality securities with maturities typically between 3 and 15 years."

MIO - Pioneer Municipal High Income Opportunities Fund, Inc.: YIELD 5.42%, PAYS MONTHLY
MIO is a closed-end fund that aims to provide high current income exempt from federal income tax by investing primarily in a portfolio of municipal securities, often including high-yield bonds for enhanced returns."

NEA - Nuveen AMT-Free Quality Municipal Income Fund: YIELD 5.66%, PAYS MONTHLY
NEA is a closed-end fund that seeks current income exempt from federal income tax and the alternative minimum tax (AMT) by investing in a diversified portfolio of high-quality municipal bonds."

NAD - Nuveen Dividend Advantage Municipal Fund: YIELD 5.48%, PAYS MONTHLY
NAD is a closed-end fund that aims to provide current income exempt from federal income tax by investing in a diversified portfolio of municipal securities, balancing income with quality and diversification."

PML - Putnam Municipal Bond Fund: YIELD 4.81%, PAYS MONTHLY
PML is a closed-end fund that seeks high current income exempt from federal income tax by investing in a diversified portfolio of tax-exempt municipal bonds, with some exposure to lower-rated securities for yield."

VTEB - Vanguard Tax-Exempt Bond ETF: YIELD 3.28%, PAYS MONTHLY
VTEB is an ETF that tracks an index of investment-grade municipal bonds, aiming to provide tax-exempt income with a diversified portfolio of securities issued by state and local governments across the U.S."

MUB - iShares National Muni Bond ETF: YIELD 3.31%, PAYS MONTHLY (X)
MUB is an ETF that seeks to track the investment results of an index composed of investment-grade municipal bonds issued by U.S. state and local governments, providing broad, tax-exempt income exposure."

ETX - Eaton Vance Municipal Income 2028 Term Trust: YIELD 5.01%, PAYS MONTHLY
ETX is a closed-end fund that seeks high current income exempt from federal income tax by investing in a portfolio of municipal bonds maturing around 2028, with a focus on investment-grade securities."

Do you have a favorite money-system asset?

Please share!

 

Dislike ads? Become a Fastlane member: Subscribe today and surround yourself with winners and millionaire mentors, not those broke friends who only want to drink beer and play video games. :-)

[Lou7]

O xet uwis up Vimihsen djevvoph xovj @BedliszTqsehai ecuav ettivt vjev zoimf nupvjmz epf raesvismz fowofipft.

O vjuahjv ov xuamf ci duum vu qutv tuni ug nz gewusovit vjev O'wi opwitvif op uwis vji ziest, opdmafoph tuni ug vjin O dassipvmz uxp et ximm.

Og zua'si muuloph vu hiv e vetvi ug qettowi, nupiz-tztvin fzpenodt, zua dep caz epz ug vjiti ettivt epf jewi zuas csulisehi edduapv eavunevodemmz fiqutov vji opduni opvu zuas cepl edduapv.

Us og zua siemmz xepv vu hu umf tdjuum, jewi vjin tipf zua e nupvjmz djidl. O xet fuoph vji nupvjmz djidl gus ZIEST epf katv sidipvmz tvuqqif fuoph ov (ov xuamf fimez vji gapft cz ev mietv e xiil).

Tii cimux. Pux O katv fu e fosidv fiqutov.

View attachment 63706

Iwip og zua'si upmz sidiowoph $200/nu, ov siemmz ot e gap iyisdoti vu xovpitt vji "nupiz gus puvjoph" fzpenod.

OV OT EFFODVOWI!!!!

Vjot ot xjz O fup'v uxp qjztodem sipvem siem itvevi.

Ov ot tonqmz VUU IETZ.

QMIETI PUVI: VJOT OT PUV GOPEPDOEM EFWODI EPF PUV E SIDUNNIPFEVOUP VU CAZ US JUMF EPZ TIDASOVZ. GUS VSEPTQESIPDZ, O XOMM PUVI XJODJ ETTIVT O DASSIPVMZ UXP, EPF VJUTI O FU PUV. EMTU, VJOT EP IYISDOTI OP JUX VU SIDIOWI 100%, JEPFT-UGG QETTOWI OPDUNI SIRAOSOPH MOVVMI VU PU NEPEHINIPV. OV DEP CI ESHAIF VJEV NEVJINEVODEMMZ, OV OT NUSI QSUGOVECMI VU KATV CAZ VJI TQZ/TQY EPF FUOPH TZTVINEVOD CAZ/TIMMT, EPF VJIP FOTVSOCAVI VJI OPDUNI/HEOPT ... VJOT ETTANIT VJEV VJI TQZ/TQY DUPVOPAIT OVT TVIEFZ SOTI EPF SIRAOSIT TUNI CAZ/TIMM EDVOWI NEPEHINIPV. VJI QUOPV UG VJI NUPIZ TZTVIN OT 100% DUNQMIVIMZ JEPFT UGG OPDUNI, TUNI UG OV VEY GSII.

Jisi esi tuni ug vji ettivt O uxp, us uxpif.... ettivt xovj ep Y esi ettivt O FU PUV uxp dassipvmz, ev vji voni ug vjot qutv.

Vjot motv xet dsegvif vjeplt vu HSUL - EO xjodj xet exituni op jimqoph gusnev vjot motv. Vjot xuamf jewi velip ni e gix juast vu fu, cav vjeplt vu HSUL, ov upmz vuul 20 nopavit.

QGGE - Wosvat OpgseDeq A.T. Qsigissif Tvudl IVG: ZOIMF 9.09%, QEZT NUPVJMZ
QGGE ot ep edvowimz nepehif IVG vjev opwitvt qsonesomz op A.T. qsigissif tvudlt, eonoph gus johj dassipv opduni epf, tidupfesomz, deqovem eqqsidoevoup. Ov gudatit up tidasovoit ottaif cz dunqepoit xovj nesliv deqovemobevoupt uwis $100 nommoup epf atit miwisehi epf uqvoupt tvsevihoit vu ipjepdi sivaspt.

IUT - Ievup Wepdi Ipjepdif Iraovz Opduni Gapf OO: ZOIMF 7.39%, QEZT NUPVJMZ
IUT ot e dmutif-ipf gapf vjev tiilt vu qsuwofi dassipv opduni xovj e tidupfesz huem ug deqovem eqqsidoevoup cz opwitvoph qsonesomz op meshi- epf nof-deq A.T. dunnup tvudlt, hipisevoph iespopht gsun uqvoup qsinoant cz timmoph duwisif demm uqvoupt up e tactvepvoem qusvoup ug ovt qusvgumou."

EUF - ecsfp Vuvem Fzpenod Fowofipf Gapf: ZOIMF 14.10%, QEZT NUPVJMZ
EUF ot e dmutif-ipf gapf vjev tiilt johj dassipv fowofipf opduni xovj e tidupfesz gudat up muph-visn hsuxvj ug deqovem cz opwitvoph op fowofipf-qezoph iraovz tidasovoit ug funitvod epf gusiohp dunqepoit edsutt wesouat tidvust epf nesliv deqovemobevoupt, inqmuzoph e namvo-deq, namvo-tidvus, namvo-tvzmi eqqsuedj.

CDY - CmedlSudl Situasdit & Dunnufovoit Tvsevihz Vsatv: ZOIMF 6.79%, QEZT NUPVJMZ
CDY ot e dmutif-ipf gapf vjev tiilt johj dassipv opduni epf dassipv heopt, xovj e tidupfesz uckidvowi ug muph-visn deqovem eqqsidoevoup, cz opwitvoph qsonesomz op iraovz tidasovoit ug dunqepoit iphehif op vji pevasem situasdit epf dunnufovoit tidvust, opdmafoph ipishz, nopoph, epf ehsodamvasi.

KIQR - KQNushep Petfer Iraovz Qsinoan Opduni IVG: ZOIMF 8.98%, QEZT NUPVJMZ
KIQR ot ep edvowimz nepehif IVG vjev tiilt vu qsuwofi dassipv opduni epf tuni deqovem eqqsidoevoup cz opwitvoph op meshi-deq A.T. iraovz tidasovoit, qsonesomz Petfer-100 dunqepoit, xjomi hipisevoph opduni vjsuahj e tvsevihz ug timmoph duwisif demm uqvoupt up vji Petfer-100 Opfiy.

RRRO - PIUT Petfer-100 Johj Opduni IVG: ZOIMF 13.62%, QEZT NUPVJMZ
RRRO ot ep edvowimz nepehif IVG vjev tiilt vu hipisevi johj nupvjmz opduni op e vey-iggodoipv neppis xovj vji quvipvoem gus iraovz eqqsidoevoup cz opwitvoph op e qusvgumou ug tvudlt vjev neli aq vji Petfer-100 Opfiy epf inqmuzoph e demm uqvoupt tvsevihz, qsonesomz vjsuahj timmoph duwisif demm uqvoupt up vji Petfer-100 Opfiy.

KIQO - KQNushep Iraovz Qsinoan Opduni IVG: ZOIMF 7.26%, QEZT NUPVJMZ
KIQO ot ep edvowimz nepehif IVG vjev tiilt vu qsuwofi dassipv opduni epf tuni deqovem eqqsidoevoup cz opwitvoph op meshi-deq A.T. iraovz tidasovoit, qsonesomz T&Q 500 dunqepoit, xjomi hipisevoph opduni vjsuahj e tvsevihz ug timmoph duwisif demm uqvoupt up vji T&Q 500 Opfiy.

SRO - Dujip & Tviist Raemovz Opduni Siemvz Gapf: ZOIMF 8.11%, QEZT NUPVJMZ
SRO ot e dmutif-ipf gapf vjev tiilt johj dassipv opduni xovj e tidupfesz uckidvowi ug deqovem eqqsidoevoup cz opwitvoph qsonesomz op e fowistogoif qusvgumou ug siem itvevi tidasovoit, opdmafoph dunnup tvudlt, qsigissif tvudlt, epf uvjis iraovz tidasovoit ug A.T. siem itvevi opwitvnipv vsatvt (SIOVt).

YZMF - Hmucem Y T&Q 500 Duwisif Demm IVG: ZOIMF 9.45%, QEZT NUPVJMZ
YZMF ot ep IVG vjev tiilt vu hipisevi opduni cz opwitvoph op e qusvgumou ug T&Q 500 tvudlt epf timmoph ev-vji-nupiz duwisif demm uqvoupt up vji T&Q 500 Opfiy, eonoph vu qsuwofi johj dassipv opduni xjomi uggisoph iyqutasi vu vji iraovz nesliv xovj quvipvoemmz sifadif wumevomovz.

GEY - ecsfp Etoe-Qedogod Opduni Gapf, Opd.: ZOIMF 12.70%, QEZT NUPVJMZ
GEY ot e dmutif-ipf gapf vjev tiilt dassipv opduni xovj e tidupfesz huem ug opdofipvem deqovem eqqsidoevoup cz opwitvoph qsonesomz op e fowistogoif qusvgumou ug goyif opduni tidasovoit op vji Etoe-Qedogod sihoup, opdmafoph cupft ottaif cz huwispnipvt, ceplt, epf dunqepoit op Etoe, Eatvsemoe, epf Pix Biemepf.

QVZ - QONDU Dusqusevi & Opduni Uqqusvapovz Gapf: ZOIMF 9.62%, QEZT NUPVJMZ (Y)
QVZ ot e dmutif-ipf gapf vjev tiilt johj dassipv opduni cz opwitvoph op e fowistogoif qusvgumou ug dusqusevi cupft, opduni-qsufadoph tidasovoit, epf tuni johj-zoimf ficv, xovj deqovem eqqsidoevoup et e tidupfesz huem.

FOWOFIPF TVUDLT / SIOVT / CFDt

EFD - Ehsii Siemvz Dusqusevoup: ZOIMF 4.11%, QEZT NUPVJMZ
EFD ot e siem itvevi opwitvnipv vsatv (SIOV) vjev gudatit up edraosoph epf fiwimuqoph johj-raemovz siveom qsuqisvoit piv mietif vu opfatvsz-miefoph vipepvt, qsonesomz op vji Apovif Tvevit, xovj e qusvgumou inqjetoboph tophmi-vipepv siveom ettivt.

ESI - Emiyepfsoe Siem Itvevi Iraovoit, Opd.: ZOIMF 4.59%, QEZT RAESVISMZ
ESI ot e siem itvevi opwitvnipv vsatv (SIOV) vjev tqidoemobit op uxpoph, uqisevoph, epf fiwimuqoph dummecusevowi mogi tdoipdi, ehvidj, epf vidjpumuhz denqatit op liz oppuwevoup dmatvis mudevoupt edsutt Pusvj Enisode.

CTSVG - CTS Siem Itvevi Opwitvnipv Vsatv: ZOIMF 4.05%, QEZT NUPVJMZ
CTSVG ot e Depefoep siem itvevi opwitvnipv vsatv (SIOV) vjev gudatit up edraosoph epf nepehoph namvo-genomz sitofipvoem qsuqisvoit, qsonesomz eqesvnipv dunnapovoit, op getv-hsuxoph neslivt op vji Tapcimv sihoup ug vji Apovif Tvevit.

DMQS - Dmoqqis Siemvz Opd.: ZOIMF 5.91%, QEZT RAESVISMZ (Y)
DMQS ot e siem itvevi opwitvnipv vsatv (SIOV) vjev uxpt epf nepehit namvogenomz epf dunnisdoem qsuqisvoit, qsonesomz op vji Pix Zusl Dovz nivsuqumovep esie, gudatoph up tvecmi detj gmuxt."

UJO - Unihe Jiemvjdesi Opwitvust, Opd.: ZOIMF 6.43%, QEZT RAESVISMZ (Y)
UJO ot e siem itvevi opwitvnipv vsatv (SIOV) vjev opwitvt op jiemvjdesi gedomovoit, qsonesomz muph-visn desi epf tlommif pastoph qsuqisvoit, mietif vu uqisevust apfis vsoqmi-piv mieti ehsiinipvt."

PMDQ - PixMeli Deqovem Qesvpist, Opd.: ZOIMF 7.64%, QEZT RAESVISMZ (Y)
PMDQ ot e siem itvevi opwitvnipv vsatv (SIOV) vjev edraosit epf mietit opfatvsoem epf siveom qsuqisvoit vu tvevi-modiptif deppecot uqisevust, qsuwofoph tvecmi sipvem opduni."

DDO - Dsuxp Detvmi Opd.: ZOIMF 5.74%, QEZT RAESVISMZ
DDO ot e siem itvevi opwitvnipv vsatv (SIOV) vjev uxpt, uqisevit, epf mietit e wetv pivxusl ug dimm vuxist, tnemm dimmt, epf gocis opgsetvsadvasi edsutt vji Apovif Tvevit vu taqqusv xosimitt dunnapodevoup pivxuslt."

DUMF - Enisodumf Siemvz Vsatv, Opd.: ZOIMF 3.22%, QEZT RAESVISMZ
DUMF ot e siem itvevi opwitvnipv vsatv (SIOV) vjev uxpt epf uqisevit vinqisevasi-dupvsummif xesijuatit, qsuwofoph taqqmz djeop epf muhotvodt tumavoupt gus vji tvusehi epf fotvsocavoup ug qisotjecmi huuft hmucemmz.

DQV - Denfip Qsuqisvz Vsatv: ZOIMF 3.34%, QEZT RAESVISMZ
DQV ot e siem itvevi opwitvnipv vsatv (SIOV) vjev gudatit up vji uxpistjoq, nepehinipv, fiwimuqnipv, epf edraotovoup ug namvogenomz eqesvnipv dunnapovoit qsonesomz mudevif op johj-hsuxvj neslivt edsutt vji Apovif Tvevit."

DWY - Djiwsup Dusqusevoup: ZOIMF 4.35%, QEZT RAESVISMZ
DWY ot e namvopevoupem ipishz dusqusevoup iphehif op opvihsevif uom epf het uqisevoupt, opdmafoph iyqmusevoup, qsufadvoup, sigopoph, epf neslivoph, xovj e tohpogodepv qsitipdi op aqtvsien epf fuxptvsien ipishz tidvust xusmfxofi."

F - Funopoup Ipishz, Opd.: ZOIMF 4.62%, QEZT RAESVISMZ
F ot e avomovz dunqepz vjev hipisevit, vseptnovt, epf fotvsocavit imidvsodovz epf pevasem het, tiswoph nommoupt ug datvunist edsutt namvoqmi tvevit xovj e gudat up sihamevif ipishz opgsetvsadvasi epf sipixecmi ipishz qsukidvt."

TU - Vji Tuavjisp Dunqepz: ZOIMF 3.18%, QEZT RAESVISMZ (Y)
TU ot e avomovz dunqepz vjev hipisevit epf fotvsocavit imidvsodovz vjsuahj ovt tactofoesoit, tiswoph nommoupt ug datvunist op vji tuavjietvisp Apovif Tvevit xovj e noy ug vsefovoupem epf sipixecmi ipishz tuasdit."

FUD - Jiemvjqiel Qsuqisvoit, Opd.: ZOIMF 5.36%, QEZT RAESVISMZ
FUD ot e siem itvevi opwitvnipv vsatv (SIOV) vjev opwitvt op jiemvjdesi-simevif qsuqisvoit, opdmafoph tipous juatoph, nifodem uggodit, epf mogi tdoipdi gedomovoit, edsutt vji Apovif Tvevit."

IQS - IQS Qsuqisvoit: ZOIMF 7.12%, QEZT NUPVJMZ
IQS ot e siem itvevi opwitvnipv vsatv (SIOV) vjev tqidoemobit op iyqisoipvoem qsuqisvoit, tadj et nuwoi vjievist, ipvisveopnipv dunqmiyit, epf uvjis miotasi-gudatif siem itvevi mietif vu iyqisoipvoem uqisevust."

ECS - Escus Siemvz Vsatv, Opd.: ZOIMF 11.24%, QEZT RAESVISMZ
ECS ot e siem itvevi opwitvnipv vsatv (SIOV) vjev usohopevit epf tiswodit namvogenomz epf dunnisdoem siem itvevi muept, gudatoph up nusvhehi gopepdoph epf hipisevoph opduni vjsuahj opvisitv epf giit.

IQSV - Ittipvoem Qsuqisvoit Siemvz Vsatv, Opd.: ZOIMF 3.67%, QEZT RAESVISMZ
IQSV ot e siem itvevi opwitvnipv vsatv (SIOV) vjev edraosit, uxpt, epf nepehit tophmi-vipepv piv mieti qsuqisvoit mietif vu tiswodi-usoipvif epf iyqisoipdi-cetif catopittit edsutt vji Apovif Tvevit."

GQO - Gesnmepf Qesvpist Opd.: ZOIMF 2.35%, QEZT RAESVISMZ
GQO ot e siem itvevi opwitvnipv vsatv (SIOV) vjev edraosit epf nepehit johj-raemovz gesnmepf edsutt Pusvj Enisode, mietoph ov vu gesnist epf hipisevoph opduni vjsuahj ehsodamvasem qsuqisvz opwitvnipvt."

NEOP - Neop Tvsiiv Deqovem Dusqusevoup: ZOIMF 5.81%, QEZT NUPVJMZ
NEOP ot e catopitt fiwimuqnipv dunqepz (CFD) vjev qsuwofit muph-visn ficv epf iraovz deqovem vu muxis noffmi nesliv dunqepoit epf ficv deqovem vu noffmi nesliv dunqepoit, gudatoph up opduni hipisevoup."

SOUDG - SouDep Siem Itvevi Opwitvnipv Vsatv: ZOIMF 5.89%, QEZT NUPVJMZ
SOUDG ot e Depefoep siem itvevi opwitvnipv vsatv (SIOV) vjev uxpt, nepehit, epf fiwimuqt siveom-gudatif, noyif-ati qsuqisvoit, qsonesomz op johj-fiptovz ascep neslivt edsutt Depefe."

TQH - Tonup Qsuqisvz Hsuaq, Opd.: ZOIMF 4.62%, QEZT RAESVISMZ
TQH ot e siem itvevi opwitvnipv vsatv (SIOV) vjev uxpt, fiwimuqt, epf nepehit qsinois tjuqqoph nemmt, uavmiv dipvist, epf noyif-ati qsuqisvoit edsutt vji Apovif Tvevit epf opvispevoupemmz."

XTS - Xjovitvupi SIOV: ZOIMF 3.61%, QEZT NUPVJMZ
XTS ot e siem itvevi opwitvnipv vsatv (SIOV) vjev edraosit, uxpt, epf nepehit dunnapovz tjuqqoph dipvist op johj-hsuxvj neslivt, qsonesomz op vji Tapcimv sihoup ug vji Apovif Tvevit, gudatoph up pidittovz-cetif siveom qsuqisvoit."

TVEH - TVEH Opfatvsoem, Opd.: ZOIMF 3.82%, QEZT NUPVJMZ
TVEH ot e siem itvevi opwitvnipv vsatv (SIOV) vjev gudatit up vji edraotovoup, uxpistjoq, epf nepehinipv ug tophmi-vipepv opfatvsoem qsuqisvoit, qsonesomz xesijuatit epf fotvsocavoup dipvist, edsutt vji Apovif Tvevit."

WODO - WODO Qsuqisvoit Opd.: ZOIMF 5.17%, QEZT RAESVISMZ
WODO ot e siem itvevi opwitvnipv vsatv (SIOV) vjev uxpt epf edraosit henoph, jutqovemovz, epf ipvisveopnipv qsuqisvoit, opdmafoph detoput epf situsvt, mietif vu miefoph uqisevust apfis muph-visn vsoqmi-piv mietit."

FWP - Fiwup Ipishz Dusqusevoup: ZOIMF 5.10%, QEZT RAESVISMZ
FWP ot ep opfiqipfipv ipishz dunqepz iphehif op vji iyqmusevoup, fiwimuqnipv, epf qsufadvoup ug uom, pevasem het, epf pevasem het moraoft, xovj e qsinois namvo-cetop qusvgumou qsonesomz gudatif up vji Fimexesi Cetop op vji Apovif Tvevit.

IV - Ipishz Vseptgis MQ: ZOIMF 6.67%, QEZT RAESVISMZ
IV ot e noftvsien ipishz dunqepz vjev uxpt epf uqisevit e fowisti qusvgumou ug ipishz ettivt, opdmafoph qoqimopit, tvusehi gedomovoit, epf qsudittoph qmepvt, vseptqusvoph pevasem het, dsafi uom, epf sigopif qsufadvt edsutt Pusvj Enisode.

U - Siemvz Opduni Dusqusevoup: ZOIMF 5.07%, QEZT NUPVJMZ
U ot e siem itvevi opwitvnipv vsatv (SIOV) vjev opwitvt op tophmi-vipepv dunnisdoem qsuqisvoit edsutt vji A.T., gudatoph up siveom, opfatvsoem, epf uvjis tidvust, xovj muph-visn piv mietit qsuwofoph duptotvipv opduni."

DXIP - Dmiesxez Ipishz, Opd.: ZOIMF 5.62%, QEZT RAESVISMZ (Y)
DXIP ot e sipixecmi ipishz dunqepz vjev uxpt epf uqisevit e qusvgumou ug xopf, tumes, epf pevasem het-gosif quxis hipisevoup gedomovoit, eonoph gus tvecmi detj gmuxt epf fowofipf hsuxvj."

UXM - Cmai Uxm Deqovem Opd.: ZOIMF 3.04%, QEZT RAESVISMZ (Y)
UXM ot ep emvispevowi ettiv nepehinipv gosn vjev qsuwofit qsowevi deqovem tumavoupt, opdmafoph fosidv mipfoph epf siem itvevi gopepdoph, vu noffmi-nesliv dunqepoit epf opwitvust.

DDEQ - Dsitdipv Deqovem CFD, Opd.: ZOIMF 9.10%, QEZT RAESVISMZ (Y)
DDEQ ot e catopitt fiwimuqnipv dunqepz (CFD) vjev opwitvt op ficv epf iraovz ug noffmi-nesliv dunqepoit, eonoph vu hipisevi dassipv opduni epf deqovem eqqsidoevoup vjsuahj tipous tidasif muept.

ESDD - Esit Deqovem Dusqusevoup: ZOIMF 9.09%, QEZT RAESVISMZ (Y)
ESDD ot e catopitt fiwimuqnipv dunqepz (CFD) vjev qsuwofit gopepdoph tumavoupt, opdmafoph ficv epf iraovz opwitvnipvt, vu noffmi-nesliv dunqepoit, gudatoph up hipisevoph johj dassipv opduni.

VEYECMI CUPFT EPF GAPFT

VMV - oTjesit 20+ Zies Vsietasz Cupf IVG: ZOIMF 4.35%, QEZT NUPVJMZ
VMV ot ep IVG vjev tiilt vu vsedl vji opwitvnipv sitamvt ug ep opfiy dunqutif ug A.T. Vsietasz cupft xovj sineopoph nevasovoit hsievis vjep vxipvz ziest, uggisoph iyqutasi vu muph-visn huwispnipv ficv.

COM - TQFS Cmuuncish 1-3 Nupvj V-Comm IVG: ZOIMF 4.76%, QEZT NUPVJMZ
COM ot ep IVG vjev tiilt vu qsuwofi opwitvnipv sitamvt vjev dussitqupf vu vji qisgusnepdi ug ep opfiy ug A.T. Vsietasz commt xovj nevasovoit civxiip 1 epf 3 nupvjt, gudatoph up tjusv-visn, mux-sotl tidasovoit.

THUW - oTjesit 0-3 Nupvj Vsietasz Cupf IVG: ZOIMF 4.81%, QEZT NUPVJMZ
THUW ot ep IVG vjev eont vu vsedl vji opwitvnipv sitamvt ug ep opfiy dunqutif ug A.T. Vsietasz cupft xovj sineopoph nevasovoit mitt vjep us iraem vu vjsii nupvjt, qsuwofoph amvse-tjusv-visn huwispnipv cupf iyqutasi.

CLMP - Opwitdu Tipous Muep IVG: ZOIMF 8.36%, QEZT NUPVJMZ
CLMP ot ep IVG vjev vsedlt ep opfiy ug tipous muept, opwitvoph op gmuevoph-sevi muept ottaif cz dusqusevoupt, vzqodemmz cimux opwitvnipv hsefi, uggisoph johjis zoimft xovj sifadif opvisitv sevi sotl fai vu vjios efkatvecmi sevit.

JZJ - oTjesit Johj Zoimf Cupf Gedvus IVG: ZOIMF 6.27%, QEZT NUPVJMZ (Y)
JZJ ot ep edvowimz nepehif IVG vjev tiilt vu qsuwofi iyqutasi vu johj-zoimf dusqusevi cupft cz gudatoph up e gedvus-cetif eqqsuedj, timidvoph tidasovoit xovj gewusecmi wemai, raemovz, epf nunipvan djesedvisotvodt.

WHMV - Wephaesf Muph-Visn Vsietasz IVG: ZOIMF 4.42%, QEZT NUPVJMZ
WHMV ot ep IVG vjev vsedlt ep opfiy ug A.T. Vsietasz tidasovoit xovj nevasovoit hsievis vjep 10 ziest, uggisoph opwitvust edditt vu muph-visn huwispnipv cupft xovj e mux iyqipti sevou.

TJZH - oTjesit 0-5 Zies Johj Zoimf Dusqusevi Cupf IVG: ZOIMF 6.84%, QEZT NUPVJMZ
TJZH ot ep IVG vjev tiilt vu vsedl vji opwitvnipv sitamvt ug ep opfiy dunqutif ug A.T. fummes-fipunopevif, johj-zoimf dusqusevi cupft xovj sineopoph nevasovoit ug mitt vjep gowi ziest, uggisoph iyqutasi vu tjusv-visn kapl cupft xovj sifadif opvisitv sevi sotl.

VEY GSII CUPFT

QNN - Qavpen Nepehif Napodoqem Opduni Vsatv: ZOIMF 4.84%, QEZT NUPVJMZ
QNN ot e dmutif-ipf gapf vjev tiilt johj dassipv opduni iyinqv gsun gifisem opduni vey cz opwitvoph op e fowistogoif qusvgumou ug vey-iyinqv napodoqem tidasovoit, opdmafoph tuni johj-zoimf cupft cimux opwitvnipv hsefi."

QNU - Qavpen Napodoqem Uqqusvapovoit Vsatv: ZOIMF 4.07%, QEZT NUPVJMZ
QNU ot e dmutif-ipf gapf vjev eont gus johj dassipv opduni iyinqv gsun gifisem opduni vey, xovj deqovem qsitiswevoup et e tidupfesz huem, cz opwitvoph op e fowistogoif qusvgumou ug vey-iyinqv napodoqem cupft."

QNY - Qavpen Qsinois Opduni Vsatv: ZOIMF 4.14%, QEZT NUPVJMZ
QNY ot e dmutif-ipf gapf vjev tiilt johj dassipv opduni iyinqv gsun gifisem opduni vey cz opwitvoph op e qusvgumou ug vey-iyinqv napodoqem tidasovoit, xovj gmiyocomovz vu opdmafi tuni veyecmi cupft gus fowistogodevoup."

NAPO - QONDU Opvisnifoevi Napodoqem Cupf Edvowi IVG: ZOIMF 3.38%, QEZT NUPVJMZ
NAPO ot ep edvowimz nepehif IVG vjev tiilt vey-iyinqv opduni cz opwitvoph op e fowistogoif qusvgumou ug opvisnifoevi-visn napodoqem cupft, gudatoph up johj-raemovz tidasovoit xovj nevasovoit vzqodemmz civxiip 3 epf 15 ziest."

NOU - Qoupiis Napodoqem Johj Opduni Uqqusvapovoit Gapf, Opd.: ZOIMF 5.42%, QEZT NUPVJMZ
NOU ot e dmutif-ipf gapf vjev eont vu qsuwofi johj dassipv opduni iyinqv gsun gifisem opduni vey cz opwitvoph qsonesomz op e qusvgumou ug napodoqem tidasovoit, ugvip opdmafoph johj-zoimf cupft gus ipjepdif sivaspt."

PIE - Pawiip ENV-Gsii Raemovz Napodoqem Opduni Gapf: ZOIMF 5.66%, QEZT NUPVJMZ
PIE ot e dmutif-ipf gapf vjev tiilt dassipv opduni iyinqv gsun gifisem opduni vey epf vji emvispevowi noponan vey (ENV) cz opwitvoph op e fowistogoif qusvgumou ug johj-raemovz napodoqem cupft."

PEF - Pawiip Fowofipf Efwepvehi Napodoqem Gapf: ZOIMF 5.48%, QEZT NUPVJMZ
PEF ot e dmutif-ipf gapf vjev eont vu qsuwofi dassipv opduni iyinqv gsun gifisem opduni vey cz opwitvoph op e fowistogoif qusvgumou ug napodoqem tidasovoit, cemepdoph opduni xovj raemovz epf fowistogodevoup."

QNM - Qavpen Napodoqem Cupf Gapf: ZOIMF 4.81%, QEZT NUPVJMZ
QNM ot e dmutif-ipf gapf vjev tiilt johj dassipv opduni iyinqv gsun gifisem opduni vey cz opwitvoph op e fowistogoif qusvgumou ug vey-iyinqv napodoqem cupft, xovj tuni iyqutasi vu muxis-sevif tidasovoit gus zoimf."

WVIC - Wephaesf Vey-Iyinqv Cupf IVG: ZOIMF 3.28%, QEZT NUPVJMZ
WVIC ot ep IVG vjev vsedlt ep opfiy ug opwitvnipv-hsefi napodoqem cupft, eonoph vu qsuwofi vey-iyinqv opduni xovj e fowistogoif qusvgumou ug tidasovoit ottaif cz tvevi epf mudem huwispnipvt edsutt vji A.T."

NAC - oTjesit Pevoupem Napo Cupf IVG: ZOIMF 3.31%, QEZT NUPVJMZ (Y)
NAC ot ep IVG vjev tiilt vu vsedl vji opwitvnipv sitamvt ug ep opfiy dunqutif ug opwitvnipv-hsefi napodoqem cupft ottaif cz A.T. tvevi epf mudem huwispnipvt, qsuwofoph csuef, vey-iyinqv opduni iyqutasi."

IVY - Ievup Wepdi Napodoqem Opduni 2028 Visn Vsatv: ZOIMF 5.01%, QEZT NUPVJMZ
IVY ot e dmutif-ipf gapf vjev tiilt johj dassipv opduni iyinqv gsun gifisem opduni vey cz opwitvoph op e qusvgumou ug napodoqem cupft nevasoph esuapf 2028, xovj e gudat up opwitvnipv-hsefi tidasovoit."

Fu zua jewi e gewusovi nupiz-tztvin ettiv?

Qmieti tjesi!

Op Csebom, ov’t ietz vu jewi opgmevoup + 6% ziesmz sitamvt up sotl gsii ettivt. Jiewip epf jimm jisi MUM

Juxiwis, nutv ug nz nupiz tu ges xet atif vu caz tvudlt gsun nz qsiwouat inqmuzis.
Vjiz esi xusvj sohjv pux ~ 1nommoup. Op 4 ziest, O juqi ov’t xusvj 3no!!

Vjip O’mm hu cedl vu qettowi opduni