My 21% yielding ETF portfolio continues to outperform major benchmarks in yield and total return, with recent strategic additions enhancing diversification. I replaced funds (AMZP, NVHE.U) with better suited ETFs, including quality Canadian and international equities with covered call overlays and modest leverage. New positions like CANY:CA, SIXY:CA, INTY:CA, YNVD:CA, YAVG:CA, and TDAX/TDAQ target sustainable high income, robust EPS growth, and exposure to leading sectors.
Amazon (AMZN) offers strong, diversified future growth, making it a compelling base for sustainable covered call income ETFs. AMZP outperforms peers and AMZN itself (over most time frames) in total return, with a 20.95% TTM yield and resilient price performance. Kurv Investment Management's expertise and focused strategy enhance AMZP's appeal, though fund size and liquidity warrant monitoring.