CashflowAccountant

High-Yield ETF investor putting money where my mouth is

$OVL $GIAX $TOPW $BLOX | Not financial advice

[CashflowAccountant @CashflowAcct]

I'm setting myself some goals for the end of 2026:

- Minimum Net Portfolio Value of $40k
- Invest 80/20 of my net paychecks
- $20k in $OVL, $5k in $GIAX, $5k in BLOX, $15k to AI Supply Chain ($DRAM, $CHAT, $AIPO, $SPCI, $PHO, $CIBR)
- 200 followers on X

Wish me luck!

[CashflowAccountant @CashflowAcct]

@JamesAnderson88 Yes! That is the largest concern with this. Ultimately it lies in management making the right trades to grow the AUM

[CashflowAccountant @CashflowAcct]

@JamesAnderson88 Thank you! Working hard to make it happen!

[CashflowAccountant @CashflowAcct]

I'm setting myself some goals for the end of 2026:

- Minimum Net Portfolio Value of $40k
- Invest 80/20 of my net paychecks
- $20k in $OVL, $5k in $GIAX, $5k in BLOX, $15k to AI Supply Chain ($DRAM, $CHAT, $AIPO, $SPCI, $PHO, $CIBR)
- 200 followers on X

Wish me luck!

[CashflowAccountant @CashflowAcct]

@ArchitectIncome People are moving to cash between "poor" earning reports, fear of rate hikes, IPOs, etc.

[CashflowAccountant @CashflowAcct]

@WealthJourney21 😭😭😭 today was the really good day for almost everything

[CashflowAccountant @CashflowAcct]

@antibearthesis @cmsinvests Inverse CW > inverse Cramer?????

[CashflowAccountant @CashflowAcct]

@HighYieldHustle An important part of CC funds that people just don’t understand.

Sadly it just ends in them hating high yield investing because they never understood it in the first places

[CashflowAccountant @CashflowAcct]

This morning is the time to get in on the potential of this portfolio at a discount!

[CashflowAccountant @CashflowAcct]

"Retire In 5" Portfolio🏖️

Is retire at 65 dead?

$GIAX (33.3%)
$BLOX (33.3%)
$TOPW (33.3%)

Investing $250/wk with DRIP (~35.8% yield):
💥Yr 5 Balance: $180,974
💸Yr 5 Income: $64,788/yr

⚠️Flat NAV assumed. Risk of NAV decay. NFA

📷Powered by High Yield📈

results by Gemini

[CashflowAccountant @CashflowAcct]

"Retire In 5" Portfolio🏖️

Is retire at 65 dead?

$GIAX (33.3%)
$BLOX (33.3%)
$TOPW (33.3%)

Investing $250/wk with DRIP (~35.8% yield):
💥Yr 5 Balance: $180,974
💸Yr 5 Income: $64,788/yr

⚠️Flat NAV assumed. Risk of NAV decay. NFA

📷Powered by High Yield📈

results by Gemini

[CashflowAccountant @CashflowAcct]

@DividendVinnie I’m certainly going to be adding heavily over time!

[CashflowAccountant @CashflowAcct]

@ChristianD47006 I’ve certainly been considering the rest of the XFunds ETF suite for more industry exposure!

[CashflowAccountant @CashflowAcct]

Should I dump everything I own and just hold $OVL $GIAX and $BLOX?

I'd be abandoning my mega-cap and AI supply chain thesis. The idea is $GIAX holds many of the big names in the AI supply chain and I'd still have major exposure to mega caps between $OVL and $GIAX.

[CashflowAccountant @CashflowAcct]

@RayRayMalone $GIAX really is the best global exposed high yield fund I could find!

[CashflowAccountant @CashflowAcct]

@allinmaxi Certainly a great idea to harvest yield for “cash on the sideline”

[CashflowAccountant @CashflowAcct]

@LegendaryLFG Very diversified!

[CashflowAccountant @CashflowAcct]

@Investmentkage It's really shocking how many people don't seek employment at all.

We just live a different type of life, mentality, etc. It's just like how so many people don't really invest and how we think the retirement balance statistic is insane.

[CashflowAccountant @CashflowAcct]

@brockhoff1 How'd that work out for you?

[CashflowAccountant @CashflowAcct]

@stockmom Everything has rotations or structural changes eventually...

[CashflowAccountant @CashflowAcct]

@Gubloinvestor @JohnLoc18 Mr. FakeLoc🤣🤣🤣

[CashflowAccountant @CashflowAcct]

@loveleesfinance @SystematicFlows The researching never stops!

[CashflowAccountant @CashflowAcct]

@SystematicFlows @loveleesfinance Good find! There's so many since the Calamos Autocallables caught wind.