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May was better than April. By $438.99.
$4,137.34 in April. $4,576.41 in May. A 10.6% increase in monthly distributions in a single month.
I’ve been promising this issue since Issue #3 — the first ever month-over-month comparison showing whether my 37-ETF income portfolio is actually growing. Today we find out. The answer is yes — and I’ll show you exactly why.
May wasn’t just a good month for distributions. It was also a month of deliberate portfolio decisions — selling two positions that weren’t earning their keep, eliminating a costly margin position, and redeploying capital into higher-yielding alternatives.
The complete breakdown is below for Core and Premium subscribers. But first — your May Yield Snapshot.
THE YIELD SNAPSHOT — MAY 2026
The headline numbers
Here’s the top-line comparison between April and May:
$4,576.41 May distributions vs April’s $4,137.34 | +$438.99 Month over month +10.6% increase | 37 ETFs Active positions reshuffled in May |
Every one of my three core positions — JEPQ, JEPI, and QQQI — paid more in May than April. The full breakdown including my portfolio changes and honest commentary on two brand new positions is below for Core and Premium subscribers.
The complete May breakdown — every ETF, every distribution, every portfolio change, and my honest take on two new positions I’m watching carefully — is below for Core and Premium subscribers.
→ Start your free 7-day trial: Click here