Rex AI Equity Premium Income ETF (AIPI)
NASDAQ (NMS) NASDAQ (NMS) Primary 
AIPI: A Strong Addition To An Income-Based Portfolio
I am bullish on AIPI, an AI-focused ETF, for its high-income potential through covered calls, offering a 34.80% distribution yield. AIPI mitigates the headaches of managing covered calls, allowing investors to benefit from high yields without active management. Risks include lack of capital appreciation, sector-specific volatility, and potential NAV erosion in bear markets; due diligence is crucial.
AIPI: Harvesting AI Volatility For A 35% Yield
REX AI Equity Premium Income ETF offers a 35% yield by investing in top AI stocks and writing call options, making it suitable for aggressive income investors. The fund's concentrated portfolio of 25 stocks, including NVIDIA and Palantir, presents both high potential and significant risks. AIPI's consistent income distribution and favorable tax treatment through return-of-capital dividends are key advantages.
AIPI: A Covered Call Strategy With AI Exposure
The REX AI Equity Premium Income ETF offers exposure to AI stocks with a covered call strategy, providing a high dividend yield but capping upside potential. AIPI's strategy involves writing covered calls on 100% of its holdings, primarily using out-of-the-money options. The fund's high yield, currently at 34.8%, is primarily funded by return of capital, raising concerns about long-term sustainability.
AIPI: A Complement To Your Income Portfolio, Depending On Your Take On AI
REX Shares' AIPI ETF, launched in June 2024, holds AI-centric stocks and writes OTM covered calls on its individual holdings. AIPI leverages high volatility in individual tech stocks to generate substantial option premiums, outperforming indices like the NASDAQ 100 and S&P 500 while offering 30%+ yields. Significant sector concentration risk and the nature of its underlying index make writing covered calls on the stocks a long-term risk.
Dividend Harvesting Portfolio Week 192: $19,200 Allocated, $1,836.34 In Projected Dividends
Despite recent market declines, I remain confident in the Dividend Harvesting Portfolio, focusing on generating recurring income and mitigating downside risk. Big tech's increased CapEx spend is bullish; I continue to allocate capital to Ford, NextEra Energy Partners, and REX AI Equity Premium Income ETF. The portfolio's forward dividend income is now $1,836.34, with a yield of 7.73%, and I project strong growth into 2025.
Dividend Harvesting Portfolio Week 188: $18,800 Allocated, $1,764.21 In Projected Dividends
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 185: $18,500 Allocated, $1,726.55 In Projected Dividends
The Dividend Harvesting Portfolio rebounded sharply, achieving a 23.32% ROI and generating $1,726.55 in forward dividend income, benefiting from anticipated rate cuts. Added to positions in Ford, British American Tobacco, and CTO Realty Growth, focusing on high-yield stocks and potential dividend increases. Portfolio diversification remains key, with no position exceeding 5% and sectors under 20%, aiming for consistent income and risk mitigation.
Dividend Harvesting Portfolio Week 182: $18,200 Allocated, $1,678.32 In Projected Dividends
Fed Chair Powell signals rate cuts are imminent, with a 76% chance of a 25 bps cut in September and a 24% chance of a 50 bps cut. The Dividend Harvesting Portfolio reaches an all-time high in account value and forward income, with a 21.07% ROI on invested capital. Portfolio composition includes a focus on REITs, ETFs, CEFs, and BDCs, with a goal of generating recurring income and mitigating downside risk.
Dividend Harvesting Portfolio Week 181: $18,100 Allocated, $1,657.29 In Projected Dividends
Week 181 saw the Dividend Harvesting Portfolio set new records, with an all-time high in portfolio balance, profitability, and forward dividend income. The portfolio is up 19.57% on invested capital, generating $1,657.29 in estimated forward annualized dividend income with a 7.65% yield. Dividend income per investment basket includes equities at 27.70%, ETFs at 25.82%, REITs at 17.53%, CEFs at 16.96%, and BDCs at 11.99%.
