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I'm Making $50k-$59k in 2026 From This $1M Portfolio (Here's the Income & Growth Strategy)

Автор: Permission To Be Wealthy

Загружено: 2026-03-08

Просмотров: 8535

Описание: We are investing in ETFs for passive income with our $1+ million portfolio. See how it creates on average $4,400 monthly in passive income so far in 2026, while still growing for our future financial independence.

00:00 Intro
01:08 Disclaimer
01:24 Our Accounts Overview - as of March 2, 2026
02:19 Our Personal Investment Performance (since the beginning)
04:42 SPYI, QQQI, JEPQ and BTCI Monthly Distribution Details
05:11 JEPQ - Distribution Consistency and Why we are holding it in our portfolio
06:21 BTCI - Distributions now and what I expect going forward
07:59 How to truly calculate YIELD and DISTRIBUTIONs
10:34 What we are holding in our ~$380k Income Focused portfolio
14:15 How our distributions were taxed in 2025 - our 1099 details
17:09 Resources
17:39 I added my Distribution Template to Income 360

I use Stock Analysis . com to do my Stock/Fund Research
Get 10% off by using the code “STEF” at https://stockanalysis.com/pro/?ref=st...

Save yourself hundreds of hours of research and get my Income 360 Guide with over 80 covered call ETFs and counting https://stan.store/JosephManuelGonzal...

Met with Stefanie 1:1 to deep dive your financial independence strategy
https://calendly.com/womenswealtheffe...

Check out Seeking Alpha's Premium features - I use this to deep dive distribution consistency! https://link.seekingalpha.com/4WLWWM8...

🔔 Subscribe for more financial independence and money-making tips:    / @permissiontobewealthy  

Other Videos You'll Enjoy!
💰The Best Covered Call ETFs - No NAV Erosion:    • The Best Covered Call ETFs - High Yields a...  
💰Covered Call ETFs Explained:    • Covered Call ETFs Explained: Beginner's Gu...  
💰2 Bucket Strategy: How Much $1M, $1.5M and $2M will REALLY get you in Retirement    • How Much $1M, $1.5M, and $2M REALLY Give Y...  
💰JEPI vs SPYI - Which Does Better?    • I Ditched JEPI for SPYI | S&P500 Passive I...  

DISCLAIMERS & DISCLOSURES
This content is for educational and entertainment purposes only. Joseph and Stefanie do not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

Affiliate Disclaimer
Some links are affiliate links, meaning I earn a small commission at no extra cost to you when you make a purchase. You can also use these storewide links below to support the channel while making other purchases.

Other Investing Resources:
Vanguard https://investor.vanguard.com/
Fidelity https://www.fidelity.com/
NEOS ETFs https://neosfunds.com/
Global X ETFs https://www.globalxetfs.com/
JP Morgan ETFs https://am.jpmorgan.com/us/en/asset-m...
Roll Over your 401k with Capitalise https://capitalize.sjv.io/permissiont...
Stock Analysis (use code STEF for 10% off) https://stockanalysis.com/pro/?ref=st...

Gear we use for our YouTube Studio videos:
Teleprompter Elegato Prompter: https://amzn.to/4jPlaxi
Camera (Video) Sony A7Cii: https://amzn.to/3S5ZQaI
Lens (Video) Sony 15mm 1.4 Lens: https://amzn.to/4cM1EPC
Studio Light NanLite Forza 60B: https://amzn.to/4cM9Sat
Lantern GODOX CS 50D Latern Softbox: https://amzn.to/4jMbvar
Tripod for Lantern + Spotlight GODOX 240F: https://amzn.to/4cWgWl5
Mic Senheiser MXE 600 XLR (KIT): https://amzn.to/4lKj5Ev
Sound Mixer EVO 4: https://amzn.to/3ECpdOk
Mic Cable Stagg XLR cables: https://amzn.to/42sxnlG

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I'm Making $50k-$59k in 2026 From This $1M Portfolio (Here's the Income & Growth Strategy)

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