Source Post

I Bought High-Yield ETFs & Growth Stocks — Here's What Happened

Spencer InvestsApr 15, 2026

The creator reviews their portfolio as a 28-year-old growth and hybrid investor, focusing on weekly and monthly dividends for passive income. Despite a recent downturn where the portfolio is down 10% compared to the market's 4%, the creator highlights both strong performers like ENB and ET, and underperformers like AGQ and Zscaler. They discuss recent buys including Trinity Capital, Capital Southwest (CSWC), NUKX, Robinhood, Weapon, and ISBG, expressing optimism for their long-term potential, especially in sectors like AI and nuclear energy.

Linked Mentions

Tickers discussed in this post

HOODBullishMedium ConvictionSignal-backedPrimary

Robinhood was purchased, and the creator made a separate video discussing it on their smaller channel.

NUBullishHigh ConvictionSignal-backedPrimary

NUKX, a nuclear sector ETF, was recently purchased with high hopes due to the creator's belief in the sector's future, especially for fueling AI.

CSWCBullishMedium ConvictionSignal-backedPrimary

Capital Southwest (CSWC) is a BDC with a 12% yield, similar to Trinity Capital but considered slightly safer, and has performed well due to dividend payouts.

TRINBullishMedium ConvictionSignal-backedPrimary

Trinity Capital, a BDC with a 14% yield, was recently purchased for $500, with a focus on AI-based companies.

ATINeutralLow ConvictionResearch Only

NNN is mentioned as part of the creator's mixed portfolio holdings.

EPRNeutralLow ConvictionResearch Only

EPR is listed as one of the holdings in the creator's diverse portfolio.

NIONeutralLow ConvictionResearch Only

NIO is mentioned as being present in the portfolio, with the creator noting they have a lot of NIO shares further down.

IVZBullishMedium ConvictionSignal-backedSecondary

QQQM is listed as one of the ETFs in the creator's portfolio, part of their growth-oriented holdings.

MAINBullishHigh ConvictionSignal-backedPrimary

Main Street Capital is a top performer, up 36% total return ($543 gain) with a 20.5% price gain and 15.51% from dividends, despite a recent fall.

ETBullishHigh ConvictionSignal-backedPrimary

Energy Transfer (ET) has been a massive winner, up 157% on a small initial investment, with a dividend yield of almost 7%.

ENBBullishHigh ConvictionSignal-backedPrimary

Enbridge (ENB) is a significant holding, up 73% in price gain and an additional 16.6% from dividends, resulting in a total return of nearly 90%.

COINBearishLow ConvictionSignal-backedPrimary

Coinbase (COII is mentioned, likely a typo for COIN) was negatively impacted by the crypto crash, contributing to losses in the creator's portfolio.

CRWDNeutralMedium ConvictionSignal-backedSecondary

CrowdStrike is mentioned as one of the creator's favorites within the cybersecurity sector, where they have averaged down despite recent pullbacks.

ZSBearishMedium ConvictionSignal-backedPrimary

Zscaler is identified as a poor performer in the portfolio, down 45%, with the creator noting that cybersecurity stocks have generally pulled back.

Linked Signals

Tracked calls opened from this post

NU
buy opened Apr 15, 2026
-22.28%
MAIN
buy opened Apr 15, 2026
-8.55%
ET
buy opened Apr 15, 2026
+4.32%
ENB
buy opened Apr 15, 2026
+6.28%