Dividend Stockpile

Today on Dividend Stockpile, we’re diving into one of the most unique corners of the income investing world — catastrophe bonds and insurance-linked securities (ILS) — a market that was once reserved for big institutions.To help us unpack it all, I’m joined by Ethan Powell, Principal and Chief Investment Officer at Brookmont Capital Management, the firm behind the Brookmont Catastrophic Bond ETF (Ticker: ILS) — the first-ever catastrophe bond ETF available to everyday investors.In this interview, Ethan explains: • What catastrophe bonds are and how they generate yield • How they provide true diversification and uncorrelated income • The risks and rewards of investing in ILS • How the Brookmont ILS ETF is structured and managed • Why this unique ETF could complement a dividend or income-focused portfolioIf you’re an income investor looking for steady yield, diversification beyond stocks and bonds, or simply curious about new ETF innovations, this episode is a must-watch.

Looking for income with protection? Today we’re breaking down Innovator’s brand-new Autocallable ETFs — ACII and ACEI — with Joe Becker from Innovator ETFs. These funds blend structured income with ETF simplicity to help investors earn consistent income with defined risk.These funds introduce a brand-new approach to generating income, blending the structured features of autocallable notes with the accessibility and transparency of ETFs. Designed for investors seeking consistent income potential with defined downside parameters, these funds may offer a compelling alternative to traditional income strategies.In this conversation, Joe breaks down:✅ What Autocallable ETFs are and how they work✅ How ACII and ACEI generate income and manage risk✅ Key fund details — objectives, holdings, expenses, and distributions✅ Where these funds may fit into an investor’s income or retirement portfolio✅ What advisors are saying about the new strategy and its real-world applicationsLearn more about Innovator ETFs: https://www.innovatoretfs.com

We’re diving into Invesco’s new lineup of income-focused ETFs — the Income Advantage Series, featuring QQA (Invesco QQQ Income Advantage ETF), RSPA (Invesco S&P 500 Equal Weight Income Advantage ETF), and EFAA (Invesco MSCI EAFE Income Advantage ETF).Joining me is John Burrello, Senior Portfolio Manager at Invesco, to break down how these funds are designed to help investors stay invested in equities while generating consistent income through innovative strategies using ELNs (Equity-Linked Notes) and option overlays.We discuss: • How Invesco’s income ETFs differ from other strategies • How they balance income generation with NAV protection • What investors should look for to avoid NAV erosion • Yield expectations and distribution schedulesIf you’re an income-focused investor looking to understand the next evolution of covered call and options-based ETFs, this conversation is for you.ETFs Covered: • QQA – Invesco QQQ Income Advantage ETF • RSPA – Invesco S&P 500 Equal Weight Income Advantage ETF • EFAA – Invesco MSCI EAFE Income Advantage ETF

In today’s episode, we’re diving deep into the world of Business Development Companies (BDCs) with Kelly Green, the Editor of Dividend Digest and Yield Shark at Mauldin Economics.Kelly specializes in helping income investors find high-yield opportunities while managing risk — and BDCs are a major part of that strategy.We’ll cover everything you need to know about BDC investing:✅ What are BDCs and how do they generate such high dividend yields✅ Why income investors should consider BDCs for steady passive income✅ Key risks to understand before buying✅ The impact of the First Brands bankruptcy on the BDC sector✅ Kelly’s top BDC picks and where she sees opportunity right nowIf you’re looking for consistent income, portfolio diversification, and a deeper understanding of the BDC landscape, this conversation is a must-watch.

In today’s episode, we’re joined by Barry Martin, Senior Portfolio Manager at Shelton Capital Management, to discuss their exciting new income-focused ETF — SEPI (Shelton Enhanced Income ETF).Shelton Capital has long been known for their expertise in options-based income strategies, and with SEPI, they’re bringing that experience into the ETF market. We cover everything you need to know about this innovative fund, including:- Who Shelton Capital Management is and their approach to portfolio management- Why the firm decided to launch SEPI as an ETF now- How SEPI differentiates itself from other high-income ETFs like NEOS and YieldMax- A deep dive into SEPI’s structure — its holdings, covered call strategy, and options overlay details- Insights on yield expectations, distribution frequency, and management feesWhat’s next for Shelton Capital in the income ETF spaceVisit Shelton Capital Management for fund details, fact sheets, and performance updates: www.sheltoncap.com🔔 Subscribe to Dividend Stockpile for more interviews with leading ETF managers and dividend investing strategies!

I sit down with Perth Tolle, founder of Life + Liberty Indexes and creator of the Freedom 100 Emerging Markets Index (FRDM).The FRDM ETF takes a different approach to emerging markets — instead of allocating capital to countries based purely on size, it focuses on economic freedom and personal liberty. That means avoiding authoritarian regimes and investing in freer, more transparent markets.We cover:How Perth created the Freedom Index and FRDM ETFHow freedom is measured and which countries are included or excludedHow FRDM compares to traditional EM funds like EEM or VWOKey holdings inside the ETF todayThe case for investing in freedom as both a values-driven and performance-driven strategyThe future of freedom-focused investing📌 If you want to understand emerging markets from a whole new perspective, this is a must-watch conversation.👉 Subscribe to Dividend Stockpile for more dividend, income, and ETF investing insights!Timestamps:00:00 Introduction to FRDM00:28 Welcome Perth Tolle, founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index)00:39 How was the FRDM strategy developed?02:25 Why pick 'Freedom' as the core factor in this ETF?05:53 How each freedom is factored into the index07:32 How often do the countries rebalance in the index?10:55 FRDM performance compared to other Emerging Market ETFs13:05 Details of how the FRDM Index is developed15:30 Top countries and companies in FRDM ETF19:05 Rationale for not investing in China as the second largest economy in the world21:59 How FRDM fits into an income investing portfolio23:35 Why investors should invest in FRDM and freedom

Today I’m joined by Hans Williams, Head of ETF Distribution at Calamos Investments, to discuss their brand new income-focused ETF — the Calamos Autocallable Income ETF (CAIE).CAIE takes a unique approach to generating income by investing in a diversified portfolio of autocallable structured products tied to the MerQube US Large Cap Vol Advantage Index. These products are designed to deliver attractive monthly income while managing downside risk through a structured -40% protection barrier.In this video, we cover:✅ What an autocallable actually is and how it works✅ How Calamos uses this strategy to target a ~14% distribution rate ✅ How CAIE may fit into a dividend or income investor’s portfolio✅ Key details about the ETF’s holdings, strategy, and risk managementIf you’re an income investor looking for new ways to generate consistent monthly cash flow with built-in downside protection, you won’t want to miss this discussion.🔗 Learn more about CAIE at calamos.com

Today I’m joined by Josh Dorfman, Co-Founder and CEO of Supercool, where climate meets commerce. Josh and his team spotlight proven climate technologies and business models scaling across the globe.The carbon transition is one of the biggest investment themes of our lifetime, requiring trillions in annual funding. Governments can’t cover it alone, which means public companies are leading the way. And the best part? Some of them are paying dividends while saving the planet.In this interview, we cover:✅ The global need for sustainability and why companies are stepping up.✅ How climate goals and investment goals can align.✅ How Supercool highlights innovators reshaping industries.✅ A deep dive into 4 dividend-paying companies driving the carbon transition:GE Vernova (GEV) – powering renewables & electrification.Interface (TILE) – flooring with a carbon-negative future.Clearway Energy (CWEN) – scaling renewable power & storage.Xylem (XYL) – water tech cutting emissions through efficiency.If you’re curious about how to profit from sustainability megatrends while building income from dividends, this is a conversation you won’t want to miss.Timestamps:00:00 Introduction01:06 Welcome Josh Dorfman from Supercool02:32 Background of Josh and Supercool06:27 Why we need to focus on the climate crisis09:58 How are governments helping with this transition to climate focus?12:38 Dividend companies that are at the forefront of climate innovation12:50 Interface (TILE)17:22 Clearway Energy (CWEN, CWEN.A)20:55 Xylem (XYL)25:41 GE Vernova (GEV)31:32 Summary of companies31:38 More info about Supercool and resources they provide34:22 Outro

Is it time for small caps? I sit down with Jay Hatfield, CEO & Portfolio Manager at Infrastructure Capital Advisors, to dive into whether now is the right time to invest in small cap stocks.We cover:✅ Why small caps could be attractive right now✅ The valuation divide between small cap and large cap stocks✅ The long-term performance track record of small caps✅ How the Fed funds interest rate cycle impacts small cap returns—and why we may be entering a new cycle of performanceJay also shares deep insights into InfraCap’s small cap ETF – SCAP (The InfraCap Small Cap Income Fund), and how this fund may be a strong option for income-focused investors.To wrap things up, we discuss InfraCap’s brand-new ETF for European investors: PFFI – the Infrastructure Capital Preferred Income UCITS ETF—an unleveraged version of the popular U.S. preferred stock ETF, PFFA.If you’re curious about small caps, income investing, or new ETF opportunities, you won’t want to miss this conversation!Timestamps:00:00 Introduction00:38 Welcome Jay Hatfield, Founder, CEO, and Portfolio Manager at Infrastructure Capital Advisors01:52 Why are small cap stocks so undervalued compared to large cap stocks?03:41 What makes now a good time to consider investing in small caps?07:18 Small cap stocks have beaten large cap stocks at times in the past, why have they struggled over the past few years?08:54 Deep Dive into SCAP - The InfraCap Small Cap Income ETF17:05 Introducing PFFI - the Infrastructure Capital Preferred Income UCITS ETF19:37 Outro

Troy from NEOS Investments joins to talk about their brand-new international income ETF — NIHI: NEOS MSCI EAFE High Income ETF.NEOS has already delivered some of the most exciting high-income ETFs on the market, including SPYI, QQQI, BTCI, IYRI, and IWMI. Now, they’re expanding into the international space with NIHI, giving dividend and income investors a brand-new way to diversify while collecting yield.In this interview, we cover:✅ Why NEOS chose international investing — and why now✅ How international exposure can diversify your income portfolio✅ A breakdown of the underlying ETF: performance, holdings, and strategy✅ Tax advantages of NIHI, including the 60/40 split and tax-loss harvesting✅ A full deep dive into NIHI’s strategy, holdings, cost, options process, and yield✅ A teaser of NEOS’ upcoming Boost product line and MLP and Energy Infrastructure ETFsIf you’ve been waiting for NEOS to launch an international high-income ETF, this is the conversation you don’t want to miss!👉 Make sure to like, subscribe, and comment your thoughts on NIHI and the new NEOS products coming soon! Timestamps:00:00 Introduction to NIHI - NEOS MSCI EAFE High Income ETF00:38 Welcome Troy Cates00:55 High level review of NIHI02:31 Why an International focused ETF?04:23 Review of the underlying ETF - IEFA06:04 NIHI Options Strategy07:22 NIHI Distribution plan09:26 NIHI Current Holdings11:02 Summary of NIHI11:37 NEOS' new products coming soon!11:51 NEOS MLP and Energy Infrastructure ETF13:34 NEOS Boosted Series ETFs16:05 Where to get more info on NEOS16:45 Outro