Apple

NVIDIA

Microsoft

Amazon

Tesla

Alphabet

Broadcom

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Neos S&P 500 High Income ETF

SPYI aims for tax-efficient and high monthly income by actively investing in stocks and options on the S&P 500 Index. The fund employs a call spread approach that uses SPX index option futures contracts.

Neos Enhanced Income Aggregate Bond Etf

NEOS Bitcoin High Income ETF

Neos Enhanced Income Cash Alternative Etf

NEOS Enhanced Income Credit Select ETF

NEOS ETF Trust - NEOS Russell 2000 High Income ETF

NEOS Nasdaq-100 Hedged Equity Income ETF

Neos Nasdaq-100 High Income ETF

NEOS Enhanced Income 20+ Year Treasury Bond ETF

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces December monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the December 2024 Ex-Div Date (12/24/2024)   Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (B.

NEOS Investments Announces December ETF Suite Distributions

Avantis U.S. Small Cap Value ETF

JPMorgan BetaBuilders Europe ETF

Invesco Senior Loan ETF

Capital Group Dividend Value ETF

Capital Group Growth ETF

Dimensional US Equity ETF

Blackrock US Equity Factor Rotation ETF

Fidelity Total Bond ETF

Fidelity Wise Origin Bitcoin Fund

iShares Bitcoin Trust

iShares Core S&P Mid-Cap ETF

iShares Core S&P 500 ETF

iShares Russell 2000 ETF

Janus Henderson AAA CLO ETF

JPMorgan Equity Premium Income ETF

PIMCO Enhanced Short Maturity Active ETF

Global X NASDAQ 100 Covered Call ETF

Invesco S&P 500 Equal Weight ETF

Schwab US Dividend Equity ETF

iShares 0-3 Month Treasury Bond ETF

SPDR Portfolio S&P 500 ETF

 SPDR Blackstone Senior Loan ETF

iShares 20+ Year Treasury Bond ETF

Investors are closing the books on another eventful year — marked by record highs for the major stock market indices, record action in Treasury yields and record assets and flows into ETFs. 2024 was also marked by a much-debated pivot from the Federal Reserve, a dramatic Republican sweep in Washington, and plenty of geopolitical turmoil.

The ETF Flowdown: Wrapping Up 2024

Volatility remains a market mainstay of the last few years, creating challenges and opportunities for investors. While the forward-looking path of inflation and interest rates continues to be uncertain, volatility will likely linger.

The Top 4 Tax Efficient Income Stories of 2024

Invesco QQQ Income Advantage ETF

The Fed's slightly hawkish 2025 rate outlook makes these safer ETFs a hedge against downturns and a play on strong fundamentals.

Forget Fed 'Pivot': Tap 4 Safer ETFs on Solid Fundamentals

Blackstone Secured Lending Fund

Altria

Realty Income Corp

This week saw market gains and a slight decline in my Dividend Harvesting Portfolio, emphasizing the importance of staying grounded and vigilant in investing. The portfolio's profitability stands at 27.94%, with forward annualized dividend income reaching $1,889.19, showcasing the success of my diversified, income-focused strategy. I added to NEOS S&P 500 High Income ETF and Blackstone Secured Lending Fund, boosting dividend income and positioning for future growth in a lower rate environment.

Dividend Harvesting Portfolio Week 197: $19,700 Allocated, $1,889.19 In Projected Dividends

Neos S&P 500(R) High Income ETF BATS: SPYI is an interesting play on the S&P 500 benchmarked to the CBOE's S&P 500 Buy-Write index. The Buy-Write index tracks potential returns from an S&P 500-oriented covered call strategy, which is the SPYI's primary focus.

Neos S&P 500(R) High Income ETF Harnesses the Power of Options

NEOS S&P 500 High Income ETF offers a high yield through a covered-call strategy, appealing to income-focused investors despite underperforming the S&P 500 in total return. SPYI exhibits lower volatility compared to the S&P 500, providing downside protection and appealing to those seeking stability in volatile markets. The fund's tax-efficient structure, utilizing cash-settled index options, offers significant tax advantages, especially for investors outside tax-advantaged accounts.

SPYI: A 12% Yield With A Nice Tax Treatment

Morgan Stanley

Starwood Property

AT&T

Verizon

The S&P 500 is projected to finish between 6,700 and 7,200 in 2025, driven by lower Fed rates and potential corporate tax cuts. The Dividend Harvesting Portfolio reached new all-time highs with a 29.08% return, generating $1,876.88 in forward annualized dividend income. Consistent weekly investments and reinvesting dividends have significantly grown the portfolio, showcasing the power of income investing even with limited capital.

Dividend Harvesting Portfolio Week 196: $19,600 Allocated, $1,876.88 In Projected Dividends

SPYI is a well-managed fund that outperforms peers over the long term from a total return perspective and offers a fantastic yield for income investors to enjoy. SPYI's atypical strategy allows them to take advantage of upside gains and choppy markets to generate income during neutral to bullish conditions without hurting total return as much as peers. Ownership is VERY well suited for income investors who are optimistic about markets, allowing them to capture upside and capital appreciation as well as fantastic yields.

SPYI: Well Managed Fund Relative To Alternatives

WESTPORT, Conn.--(BUSINESS WIRE)--NEOS Investments, an asset management firm comprised of leaders and pioneers in the options-based ETF space, announces November monthly distribution amounts for their suite of ETFs that pursue monthly income and tax efficiency across core portfolio exposures. ETF distribution information as of the November 2024 Ex-Div Date (11/20/2024)   Distribution Rate* Amount / Share (%) Amount / Share ($) Distribution Frequency 30-Day SEC Yield** Bitcoin High Income ETF (B.

NEOS Investments Announces November ETF Suite Distributions

Market volatility post-election and Fed Chair Powell's remarks led to declines in major indices and specific stocks like Pfizer and Coca-Cola. Diversification in my Dividend Harvesting Portfolio mitigated losses, maintaining a 25.53% return on invested capital despite market retracements. Weekly dividend income is growing, with a projected annualized dividend income of $1,855.76, showcasing the power of reinvestment and compounding.

Dividend Harvesting Portfolio Week 194: $19,400 Allocated, $1,855.76 In Projected Dividends

Options-based income strategies proved their worth in the last few years, adding diversification and a differentiated source of income generation. The NEOS S&P 500 High Income ETF (SPYI) remains a popular choice for investors, with over $2.3 billion in AUM and a distribution rate over 12%.

Investors Flock to SPYI's 12% Distribution Rate

Avantis US Large Cap Value ETF

Capital Group World Dividend Growers Etf

Eaton Vance Floating-Rate ETF

VictoryShares Free Cash Flow ETF

Markets have weathered a flurry of catalysts in 2024. These include a surprisingly strong U.S. economy, global election super-cycle, major pivot in rate policy, and continued geopolitical unrest.

Beyond the Behemoths: Smaller ETF Standouts of 2024

FS KKR Capital Corp

Simon Property Group

The Dividend Harvesting Portfolio rebounded strongly post-election, with profitability increasing by $688.50, resulting in a 27.13% return on invested capital. I added to positions in Realty Income, Starwood Property Trust, and FS KKR Capital Corp, focusing on their strong dividend yields and growth potential. The portfolio's diversification strategy mitigates risk and enhances income, with a goal of generating $1,875 in forward dividend income by December.

Dividend Harvesting Portfolio Week 193: $19,300 Allocated, $1,844.97 In Projected Dividends

Markets and investors anxiously await election results as U.S. voting continues today. Whichever way the presidential election goes, advisors and investors anticipate enhanced short-term volatility.

Your Volatility Play This Election & Beyond

SPYI has a lot to offer as a core retirement dividend income holding. We discuss its two biggest weaknesses. We share two big dividend stocks that can be combined with SPYI to remedy its weaknesses while amplifying its strengths.

Retirement Income Machines: SPYI And 2 Big Yields

JEPI offers a conservative risk profile with a stable ~7% yield, making it one of the better 'high income' ETFs on the market. SPYI's unique strategy of purchasing OTM calls boosts upside potential vs. traditional funds, providing better total returns and yields over the long term. Despite JEPI's lower volatility, SPYI's approach is more advantageous for income-focused investors seeking high-quality yield and long-term growth.

SPYI Vs. JEPI: Which Of These 7% - 12% Yielding Funds Is The Better Buy?

As the end of the year draws closer, advisors and investors increasingly seek to optimize their portfolio's tax efficiency. The NEOS High Income ETF suite is worth consideration, providing exposure across core asset classes while adding layers of tax efficient income.

Boost Your Portfolio's Tax Efficiency With NEOS ETFs

In a sea of options-based strategies, standing out may prove challenging for some firms. However, that's not the case for NEOS Investments, a firm that brings a long history of options-based experience to bear in its expanding high income ETF lineup.

Your Income Playbook for 2024 and Beyond

Global X S&P 500 Covered Call ETF

Active Exchange Traded Funds (ETFs) are booming, with companies like JPMorgan, Goldman Sachs, and Global X fighting to gain market share in the industry.  Data shows that these active funds, which often have a higher expense ratio than their passive peers, have taken over 70% of management fee income this year.

Are dividend ETFs like QYLD, XYLD, and SPYI worth it?

REX AI Equity Premium Income ETF

Ares Capital

Omega Healthcare Investors

PIMCO Dynamic Income Fund

The Dividend Harvesting Portfolio hit new highs, generating $1,764.21 in forward dividend income, with a 24.70% return on invested capital. Added to NEOS S&P 500 High Income ETF and NEOS Nasdaq-100 High Income ETF, boosting forward dividend income by $19.58. Despite potential market volatility, I remain focused on adding income-producing assets and reinvesting dividends to capitalize on compounding effects.

Dividend Harvesting Portfolio Week 188: $18,800 Allocated, $1,764.21 In Projected Dividends

In a sea of options-based ETFs, the NEOS S&P 500 High Income ETF (SPYI) continues to prove popular with investors. Combining broad equity exposure with an income-generating options overlay, the fund recently surpassed $2 billion in AUM.

Options Income ETF SPYI Soars Past $2 Billion in AUM

Options-based strategies continue to attract money as investors broaden their income streams. Given its ongoing outperformance among peers, the NEOS S&P 500 High Income ETF (SPYI) warrants consideration for investors looking to increase their equity income allocations.

This Equity Income ETF a Consistent Outperformer in Its Class

NEOS Investments, manager of the popular NEOS S&P 500 High Income ETF (SPYI), launched its latest expansion in the firm's growing lineup. The NEOS Enhanced Income Credit Select ETF (HYBI), a recent mutual fund conversion, brings the firm's signature strategy to the credit space.

NEOS Expands Fixed Income Lineup With HYBI

Options-based strategies appear here to stay, as broad adoption remains ongoing for institutional and retail investors alike. One firm, NEOS Investments, continues to carve out market share within the space.

News for Neos S&P 500 High Income ETF ETF (SPYI)