I just unloaded JEPQ at ~3% gain and divs paid over the past ~8mo. I still own so many other ETFs using the same top 10 stocks and a bit concerned about the results of these ETFs during a tech correction, so I trimmed.
I’ve got £100k to invest. I want to build a nest egg for when I'm older. I want to know if it's a good idea to add all my savings into a long term ETF, set and forget Come back in 20-30 years, instead of 250-300 DCA every month. Which ETF would you recommend?
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 120k cash account, 80k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed within a short period.
I'm very cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like Carol Vivian Constable I've worked with her for some time and highly recommend her. Check if she meets your criteria.
I did not know about this ETF, thanks for sharing it. Out of the these five cover calls etf's following the S&P 500 {JEPI, GPIX, SPYI, XYLD, DIVO and now BALI. Your new one has out preform those other 5 looking at the 1 year return. Looking at the ones that follow the Nasdaq 100 {JEPQ, GPIQ, QQQI, QYLD} QQQI does not yet have the 1 year yet, out of those 4, JEPQ did the best for the one year. BALI is actually beating JEPQ for the one year return with dividends reinvested 29.51 to 28.82. The S&P one year return is at 33.38. I would like to see how it does in a bearish market against those other etf's, there just isn't enough data on this ETF yet, but its a good one to watch.
GPIX has a lower expense fee and a higher dividend at 7.80 compared to 6.17. But the one year for GPIX is at 28.64 to BALI at 29.51. I feel like GPIX has more downside protection seeing how it pays out a higher dividend. I like to see how it does in a bear market to GPIX.
I really appreciate your efforts! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?
I've been investing in Bitcoin by myself.. I'm not really happy with what's going on, just few weeks ago I lost about $12,000 in a particular trade. can you help me out or at least advice me on what to do...?
such a genuine personality!! sincerely speaking.< I will continue to trade and stick to Julian cute daily signals and guides as long as it works well for me
I stay with JEPI and JEPQ
I think GPIQ and GPIX might be out performing them all. I compare this more to DIVO than those others
I just unloaded JEPQ at ~3% gain and divs paid over the past ~8mo. I still own so many other ETFs using the same top 10 stocks and a bit concerned about the results of these ETFs during a tech correction, so I trimmed.
I’ve got £100k to invest. I want to build a nest egg for when I'm older. I want to know if it's a good idea to add all my savings into a long term ETF, set and forget Come back in 20-30 years, instead of 250-300 DCA every month. Which ETF would you recommend?
As they say, time IN the market is better than trying to time the market. I think you should seek advice from a licensed financial advisor..
Accurate asset allocation is crucial with an Experts guidance. I have 850k in equity, 275 cash earning 5.25 interest, 685k in 401k, 120k cash account, 80k in car assets ( paid off cars) Gold and silver bars. age is 48. My advisor helped me realign my portfolio to my risk tolerance and it boomed within a short period.
How do I reach out to a financial advisor, my portfolio has been struggling since 2022 and I’ve been holding on by the skin of my teeth.
I'm very cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like Carol Vivian Constable I've worked with her for some time and highly recommend her. Check if she meets your criteria.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
Thanks for the video. I am heavy on JEPI/JEPQ might go into this one as well.
Can you show us how your dividend tracker works, show an example please
I did not know about this ETF, thanks for sharing it. Out of the these five cover calls etf's following the S&P 500 {JEPI, GPIX, SPYI, XYLD, DIVO and now BALI. Your new one has out preform those other 5 looking at the 1 year return. Looking at the ones that follow the Nasdaq 100 {JEPQ, GPIQ, QQQI, QYLD} QQQI does not yet have the 1 year yet, out of those 4, JEPQ did the best for the one year. BALI is actually beating JEPQ for the one year return with dividends reinvested 29.51 to 28.82. The S&P one year return is at 33.38. I would like to see how it does in a bearish market against those other etf's, there just isn't enough data on this ETF yet, but its a good one to watch.
How much do you need to generate 6K a month?
GPIX has a lower expense fee and a higher dividend at 7.80 compared to 6.17. But the one year for GPIX is at 28.64 to BALI at 29.51. I feel like GPIX has more downside protection seeing how it pays out a higher dividend. I like to see how it does in a bear market to GPIX.
Does anyone know where to find the 10k growth calculator he uses in the video?
I've been building up bali. So far so good 👍
I really appreciate your efforts! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?
MorningStar is showing a lower Beta for BALI at 68 compared to GPIX 72. This may be a good one less risky than other cover call ETFs.
I will investigate BALI for my long-term portfolio.
JEPQ is the best..imo .pays more
What do you think of JPIE? It is lower at 5.88%.
BALI Dividends do not match JEPI, JEPQ, SPYI, GPIX etc. I would not touch it
I already own BALI over JEPI and JEPQ. I included GPIQ as well.
I am super excited about how my crypto investment is going so far, making over 12k weekly is an amazing gain.🇨🇦
I've been investing in Bitcoin by myself.. I'm not really happy with what's going on, just few weeks ago I lost about $12,000 in a particular trade. can you help me out or at least advice me on what to do...?
I will advise you to stop trading on your own if you keep losing.
I don't trade on my own anymore.i always required help and assistance
from my personal financial advisor
I'm from Florida USA 🇱🇷 so many people have recommended highly about her and am just starting with her
such a genuine personality!! sincerely speaking.< I will continue to trade and stick to Julian cute daily signals and guides as long as it works well for me