Why I Don’t Invest in JEPQ
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- Опубліковано 15 вер 2024
- Dividend income portfolio update. I recently made some major changes, taking a simpler approach of 2 growth etfs, 2 dividend (value) etfs, and 2 broad market index etfs. Now we can see how this change is stacking up against the s&p500. I also explain why I don’t currently invest in jepq. Jepq is similar to the popular jepi etf but is based around the qqq index.
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Your title in 4 months: “Why JEPQ is the best ETF”
I love $JEPQ
@@KevinPerez-fd9xq just bought some
@@ellengraff9328same lol
I love JEPQ, I only have 2k in there and get $20 a month. My bank would give me about 1/2 a cent for a month on 2k. Wait until I move more money to it. But, I saw another video that says it’s a Non Qualifying ETF so you have to pay taxes on your monthly dividend. But if you send the dividend to an IRA you don’t pay taxes… I have to do more research on it.
You never want to invest in a fund that has done worst than the benchmark, BST has an insane expense ratio of 1.00% and dropped more than -40% YTD, if that was the case, you should have invested in QYLG/VGT, TYLG/VGT or JEPQ/VGT.
Hi sir is JEPQ is safe to invest dividend stock?
I have JEPI & DIVO. Both fantastic especially JEPI. I pair them with $O Realty Income & an S&P 500 index fund.
One comment...Wow! You're going to possibly dump quite possibly the best Income ETF out there JEPI for a Global X fund XYLG?? Seems like a poor decision IMO. J.P. Morgan fund is so well managed & I feel a trustworthy company. Global X not so much.
Totally agree. At the money options in Global funds means eventual degradation of your investment. I have 50/50 JEPI/JEPQ with DRIP off. I take the dividends and buy SCHD.
@@MrSimonious great idea!
Can you do a follow up on this. So far JEPQ has crushed every fund you listed ahead of it.
This kid has no idea what he’s doing. Watch for entertainment, not investment advice.
Your viewpoints are contradictory. You say JEPI's approach has been very good but still want to switch to XYLG that is almost double the expense!
A closed end fund (CEF) like BST surely offers something different to the indexes but still speculative just like the ARK funds. Max portfolio allocation of 5% is suggested for speculative/fun-money types such has BST that has triple the JEPQ expense. Dump the rest into JEPQ which only has 35% overlap with VGT!
JP Morgan history & repetition is enough to convince me that the fund is grounded with better resources & forward progress than XYLG.
Why not just make a XYLG pie with 50/50 VOO and XYLD? With XYLG, you are paying 60 basis points for them to put half the funds in XYLD and half into a vanilla S&P 500 index. If you "roll your own", you pay 60 basis points for the XYLD part and 3 basis points for the vanilla S&P 500 part.
Might want to revisit your decision here
4 months and now jepq has been doing amazing
JEPQ is about 1/3 the cost of BST, expense ratio is the best predictor of how a fund will perform. I own both ETF's along with XYLG, DIVO, SCHD, JEPI, XYLD, XRMI and plans to pick up RYLG and HDAW in the near future. Own the haystack instead of looking for the needle...lol.
Hi sir is JEPQ is safe to invest dividend stock?
JEPQ rocks...looks like 16% divvy this year!!
I really also love DIVO and SCHD
JEPI is less volatile. JEPQ is only on a big rise now because it's tech heavy and the market is bouncing back from the fang stock sell off.
Just here to say you should 🤷♂️
Isn’t it a Non qualifying ETF, so we have to pay taxes on our dividends every month?
I don't keep up with Q, I hold JEPI, which is about 85% unqualified and 15% qualified. You would need to look at the home page and look at the taxes. As a wise man once said, if you're paying taxes, you are making money. If something is paying you 10%, how much do you have if you pay 3% taxes? In other words, would you rather keep the 7% once it's taxed or have 100% of 0 which is nothing? I have over 200k in JEPI and couldn't care less about taxes, but that's assuming you're smart enough to set aside what you know you will owe.
@@Particle_Ghost interesting.
I have been looking
for whose trades to mirror but haven't found any consistent trader from the broker's check..any advice would surely be helpful
You can mirror the trades of Catherine ziff she's a consistent trader and I have been using her techniques since Q4 of 2021, I have made over 300 k in raw profit. You can search for her on google to use her services
Why not both JEPQ & BST?
No real point, just adds complexity
No JEPQ for me either for many reasons..My fund of choice is VTI!
SPTM deserves a look. Much simpler and efficient portfolio!
Im building up the new ishares funds right now. JEPI DIVO SVOL TLTW LQDW HYGW
PDI GAB JEPQ
I like jepi, ☑️ with seeking alpha. Bigger returns, better ratings, I see +&- on other info. To each his own,,, Thanks for the comparison. 🦸