I Owned QQQI for One Year... Here's What Happened

Описание: One year ago, I invested about $60,000 into QQQI.

I wasn't looking for the highest yield or the fastest growth. I hired QQQI for a specific job: produce meaningful retirement income while still giving me exposure to the Nasdaq.

Now I have a full year of actual results.

In this video, I'm breaking down exactly what happened with my QQQI investment, including:

• My original $60,000 investment
• Full DRIP results
• 50% DRIP / 50% income
• Taking 100% of the distributions as income
• Share growth from reinvesting
• Distribution consistency
• Price appreciation
• Total return
• Income vs. NAV decay
• Whether QQQI is still doing the job I hired it to do

One of the things I found most interesting was how close the total results were between reinvesting everything and actually taking the income.

That's important to me as I get closer to retirement because I don't just want an ETF that looks good while I'm accumulating shares. Eventually, I want those investments helping replace my paycheck.

And after a year of owning QQQI, I can finally evaluate it using my own money and my own results.

Every ETF has a job. Every job has a purpose.

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00:00 I Put $60,000 Into QQQI
00:50 Why I'm Reviewing QQQI After One Year
01:38 My Actual QQQI Investment
01:53 Inside the Simply Money DRIP Score
02:26 $60,000 Invested in QQQI
03:04 What Full DRIP Did to My Shares
04:23 Why I'm Reinvesting Before Retirement
05:10 QQQI's Distribution Consistency
06:39 Full DRIP — The One-Year Result
07:06 50% DRIP / 50% Income
07:59 No DRIP — Taking All the Income
09:19 Testing Different Income & Reinvestment Levels
09:58 Comparing QQQI With Other Income ETFs
10:43 QQQI's DRIP Score
11:06 Income vs. NAV Decay
11:46 Did QQQI Do the Job I Hired It For?
12:18 Would You Buy QQQI Today?
12:43 Every ETF Has a Job

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Simply Money is about building a retirement portfolio with purpose using ETF investing, dividend income, portfolio allocation, and retirement planning.
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Every ETF has a job. Every job has a purpose.

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