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Started By
Message
JEPI , the warts
Posted on 3/2/23 at 7:10 am
Posted on 3/2/23 at 7:10 am
can you find some? Other than the normal market risk I don’t see any and with a +10% dividend history it looks pretty solid
3
Posted on 3/2/23 at 11:36 am to DTRooster
JEPQ might be a better long term hold. Similar dividend yield, but much better holdings with the tech stocks.
Posted on 3/2/23 at 1:02 pm to PelsForLife
Why not own both? I think must people do own both including myself.
Posted on 3/2/23 at 1:29 pm to FLObserver
You should own both for more diversity, but if you only owned one that's what I'd go with.
Posted on 3/2/23 at 2:32 pm to PelsForLife
quote:I own JEPI... more S&P based.
JEPQ might be a better long term hold.
JEPQ... NASDAQ based.
Simplistic reason, NASDAQ can underperform in rising rate environments.
Long term though, either should be good. Techs may well outstrip the S&P.
Posted on 3/2/23 at 2:47 pm to DTRooster
Only knock, it’s an ordinary dividend.
Can be a bit more expensive in a taxable account.
Can be a bit more expensive in a taxable account.
Posted on 3/4/23 at 8:56 am to stewie
Shouldn’t be an issue thru a Roth. Correct?
Posted on 3/4/23 at 7:45 pm to DTRooster
Yes. Ordinary is not the best, but that is not a reason to not buy in a NQ account.
Posted on 3/4/23 at 10:15 pm to DTRooster
quote:
Shouldn’t be an issue thru a Roth. Correct?
I believe so, it shouldn’t be an issue in a Roth.
Posted on 3/5/23 at 4:03 pm to DTRooster
quote:
can you find some? Other than the normal market risk I don’t see any and with a +10% dividend history it looks pretty solid
It’s not normal market risk though. It’s more muted risk, particularly to the upside, in exchange for more income.
If you’re willing to own market like risk, buying the actual market will outperform.
This post was edited on 3/6/23 at 6:21 am
Posted on 3/6/23 at 2:39 pm to slackster
Not really. It’s tracked the SPY percentage wise pretty close and has also payed 10+% yearly on the divvy side which offsets the losses side. Much more of a consistent play for the risk portion of my stack. I’ve got the money I need just need to live off it and make it last so my kids get a knot when I push daisies
I was asking about unforeseen traps not so much opinions
I was asking about unforeseen traps not so much opinions
Posted on 3/6/23 at 7:18 pm to DTRooster
quote:
Not really. It’s tracked the SPY percentage wise pretty close and has also payed 10+% yearly on the divvy side which offsets the losses side.
It’s been around less than 3 years.
It’s a covered call strategy. The income will vary significantly, and won’t necessarily grow over time, so keep that in mind.
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