DNY59 JEPI ETF: upgrade from Hold To Buy I last covered JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) back in September 2023 (see the screenshot below). In that article, I rate the ETF as a hold due to the following considerations: I don’t see the current environment as a good setup for covered-call strategies in general,…
canakat JPMorgan Equity Premium Income ETF (JEPI) and JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) are two popular, high-yield monthly pay, diversified ETFs that have become very popular with income investors, as evidenced by their rapidly rising assets under management since launching just a few years ago: Data by YCharts In this article, we will…
gopixa Finding good investments that offer solid returns and stable income has become much harder over the last several years. With inflation and interest rates at higher levels, the economy slowing, and political uncertainty in the US and around the world, allocating capital has become much more challenging. Dividend investing has become more common over…
JohnnyGreig/E+ via Getty Images The last year has primarily been a period of relative strength for mega-cap tech stocks. Strategies focused on yield and other forms of equity diversification have largely been underperformers. But are trends shifting? Consider that the Magnificent Seven stocks have undergone significant diverging single-stock performances, with shares of Apple (AAPL), Tesla…
patpitchaya JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) is designed primarily for income-focused investors as it pays a monthly dividend. Based on its relatively attractive 8.3% payout, it’s expected to be a core holding of income investors looking to focus on generating a sustainable monthly dividend. However, it’s important to consider that JEPI isn’t designed to…
Kameleon007 Performance Assessment Last year, I was bullish on the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) relative to the Schwab U.S. Dividend Equity ETF (SCHD). This view played out for the most part, however in December 2023, the alpha created by JEPI relative to SCHD was nullified to close to 0 as there was a…
MicroStockHub Earlier this month, Howard Marks, a well-known billionaire, co-founder and co-chairman of Oaktree Capital, which is one of the largest alternative asset management firms, issued a memo called “Easy Money”. While the memo itself is quite extensive and elaborates on explaining the various consequences of “easy money” (i.e., low interest rates), the essence, where…
AscentXmedia Dividend investing is a compelling way to compound wealth over the long term for several reasons: It provides a consistent and often growing income stream, which can be particularly valuable in periods of market volatility or during an economic downturn. Dividend-paying stocks typically belong to financially strong companies with a history of stable earnings,…
acilo JPMorgan’s two covered calls funds JPMorgan Equity Premium Income ETF (JEPI) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) became two of the biggest covered call funds in the market with combined AUMs of almost $40 billion. It was only a matter of time before Goldman Sachs (GS) would join the game with its…
Phiromya Intawongpan “Zero days until expiration” options, or ODTEs, have become a popular way to day trade markets. ODTEs are options that are issued and expire on the same trading day. The proliferation of derivatives trading as costs have come down, and as investors continue to shorten their holding periods, naturally led to a sprawling…
DNY59 As of 20th August 2023, the U.S. 10 year treasury yield trades at approximately 4.25%, as compared to a dividend yield of ~1.5-1.6% for the S&P 500 (SP500). Moreover, even income-focused ETFs such as the popular Schwab U.S. Dividend Equity ETF (SCHD) currently fail to deliver a treasury-competitive yield. The JPMorgan Equity Premium Income…
Deagreez Option-based stock exchange-traded funds, or ETFs, like the JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) were red hot last year because they fell less in a painful market and generated maximum yield when volatility was highest. YCharts Well, volatility has been collapsing all year. So several Dividend Kings members asked me to follow up on…