In my honest opinion I believe JEPI and JEPQ are better investments than the YieldMax single stock covered call ETFs and most of the daily covered call ETFs that do daily covered calls on market indexes like the S&P 500 and the NASDAQ 100 because they have NAV price erosion. Chasing yield can bite you in the rear end!!!
ELNs are only as risky as what is inside of them and in this case its equity market exposure and Index options held in a short term ELN with the average duration of 2 1/2 weeks. The other thing that it does is it converts the options premium into a bona fide coupon for tax and reporting purposes. It's a delivery mechanism and its more efficient for JPM to use ELNs since this is NOT technically a "covered call" ETF b/c they don't sell calls on individual stocks such as DIVO. As you know they sell them on the indexes. I have heard Hamilton Reiner the fund manager discuss this many times. Nice overview.
I bought 74k worth of jepq in July before nasdaq fell & jepq is now at $52 lol 😂 I’m not really to much worried because I have purchased shares in the past under $50 … all in all I’m in for the long run
Hey DreamGurl! I would love your opinion on QDTE and XDTE please! I must say that your research into this video has been très inspiring!! Vive la différence mon cheri!!! Hope you are enjoying the Olympics!!!
I like these limited upside funds precisely because the divy is adequate and the downside risk is limited. Delighted to hear you talking about 'risk'. I don't think enough investors are paying attention to downside risk right now. Given that the DJI, S&P, and NASDAQ are all about a year ahead of themselves, we should not be surprised to see a 10-15% correction. Dividend players and utility stocks could shine over the next two years.
I was very high on jepq a couple months ago and bought in . Now I’m down a fairly substantial amount. With dividends it’s nice admittedly, but the growth is not what I thought it was going to be. Honestly, I wish I had went all in on SCHD and JEPI right now
Great video thank you for the detailed explanation, I have small positions in JEPI & JEPQ and I am happy with the monthly dividends, what do you think about SPYI & QQQI? do you have any plan to open a position in them?
Thank you! Yes I have positions in both, and dedicated videos on $SPYI and $QQQI if you want to check them out. Also this might be interesting to you GPIX & GPIQ - NEW! Monthly Passive Income Contenders of JEPI & JEPQ ua-cam.com/video/LOdHS4Ctt74/v-deo.html
Not SPX but, I also invest in SPYI and GPIX for S&P GPIX & GPIQ - NEW! Monthly Passive Income Contenders of JEPI & JEPQ ua-cam.com/video/LOdHS4Ctt74/v-deo.html
Well...i bought 100 shares of JEPQ about a week or so ago at $55.55. As the Nasdaq falls, so does JEPQ's NAV. At Friday's close of $52.96...down 4.6% from cost basis. So, yes...this "income" product is risky from my experience to date:-) Talk to me in a year and I 'll let you know what my Total return will be. Good luck with your investment thought. Thanks for sharing.
Good short term not sure a good long term investment! My industry is struggling right now abd drastically reduced my 401k match. I rebalanced what i could into JEPQ for dividens that i can drip. We just merged with a second company. After my match is returned or to me or a year has gone by i will rebalance it all into SCHD and DVGRO
Have you ever thought of becoming a financial advisor or planner? You come across as one of the most genuine and knowledgeable people I’ve seen on UA-cam and X that I feel a lot of people would feel comfortable working with
Thank you very much for saying that - I appreciate it. I have thought about it, but no plans as of right now. I’ll let everyone know if I ever do! Cheers - DREAM 💎✨
The folks at JPM know what they’re doing. I have Jepq Spyi Qqqi as well as the Goldman funds. No complaints here.
Yes, love the JEPQ & JEPI FUND. Also love the way you put in the work for our benefit! Please keep them coming!
In my honest opinion I believe JEPI and JEPQ are better investments than the YieldMax single stock covered call ETFs and most of the daily covered call ETFs that do daily covered calls on market indexes like the S&P 500 and the NASDAQ 100 because they have NAV price erosion. Chasing yield can bite you in the rear end!!!
Yes. I like JEPQ long term.
ELNs are only as risky as what is inside of them and in this case its equity market exposure and Index options held in a short term ELN with the average duration of 2 1/2 weeks. The other thing that it does is it converts the options premium into a bona fide coupon for tax and reporting purposes. It's a delivery mechanism and its more efficient for JPM to use ELNs since this is NOT technically a "covered call" ETF b/c they don't sell calls on individual stocks such as DIVO. As you know they sell them on the indexes. I have heard Hamilton Reiner the fund manager discuss this many times. Nice overview.
Great comment and additions as usual ✅
I bought 74k worth of jepq in July before nasdaq fell & jepq is now at $52 lol 😂 I’m not really to much worried because I have purchased shares in the past under $50 … all in all I’m in for the long run
Great breakdown of JEPQ. Thanks for the video
You’re welcome ☺️
Thanks for the deep dive.
You bet! 😉
Super useful....
Great analysis as usual!
Glad you think so! 😉
I bought JEPQ in large part due to it's J. P. Morgan sponsorship, figuring they have the expertise to operate one of MY holdings.
Dude, great video! I also have a lot of jepq. Bought it during the bear market. 🤓
Hey DreamGurl! I would love your opinion on QDTE and XDTE please! I must say that your research into this video has been très inspiring!! Vive la différence mon cheri!!! Hope you are enjoying the Olympics!!!
Noted on the new weekly options… will check ‘em out 😉
I like these limited upside funds precisely because the divy is adequate and the downside risk is limited. Delighted to hear you talking about 'risk'. I don't think enough investors are paying attention to downside risk right now. Given that the DJI, S&P, and NASDAQ are all about a year ahead of themselves, we should not be surprised to see a 10-15% correction. Dividend players and utility stocks could shine over the next two years.
Agree!
I was very high on jepq a couple months ago and bought in . Now I’m down a fairly substantial amount. With dividends it’s nice admittedly, but the growth is not what I thought it was going to be. Honestly, I wish I had went all in on SCHD and JEPI right now
The expected growth should be close to zero. All of the return is in the yield.
How are you down? Jepq had a 1 year return of 16 percent in nav? That plus the 9 percent yield in a par with the sandp500
I love JEPQ ❤
Thank you so much for your research. I'll sleep better at night.
My pleasure 😉
Great video thank you for the detailed explanation, I have small positions in JEPI & JEPQ and I am happy with the monthly dividends, what do you think about SPYI & QQQI? do you have any plan to open a position in them?
Thank you! Yes I have positions in both, and dedicated videos on $SPYI and $QQQI if you want to check them out. Also this might be interesting to you
GPIX & GPIQ - NEW! Monthly Passive Income Contenders of JEPI & JEPQ
ua-cam.com/video/LOdHS4Ctt74/v-deo.html
Yes I love this fund!
Great vid❤
Glad you enjoyed! 💎✨
6:56 that is so true Dream… that tweet tho 😂 I’m working on my fully funded PTO days
😛
Between spyi and jepi, which one does not have return of capital ?
15% of my portfolio is JEPQ. Another 2% is JEPI. I kind of wish it was the other way around with the way tech stocks are plummeting.
Thanks for the comment! JEPI is more bond like, will do well in bad times but IMO JEPQ will outperform long term
During your detailed walk-through, I saw considerable JEPQ exposure to China.
Oh? Where besides $AAPL ofc… do tell!
JEPI is a bit too cold, and JEPQ is a bit too hot. Any Income ETF that invests in SP500 and has SPX ETNs for income?
Not SPX but, I also invest in SPYI and GPIX for S&P
GPIX & GPIQ - NEW! Monthly Passive Income Contenders of JEPI & JEPQ
ua-cam.com/video/LOdHS4Ctt74/v-deo.html
Well...i bought 100 shares of JEPQ about a week or so ago at $55.55. As the Nasdaq falls, so does JEPQ's NAV. At Friday's close of $52.96...down 4.6% from cost basis. So, yes...this "income" product is risky from my experience to date:-) Talk to me in a year and I 'll let you know what my Total return will be. Good luck with your investment thought. Thanks for sharing.
Don’t expect to make money on a investment in a week check back in a few years Time in the market is what matters In my opinion
@@tonyd3010 no doubt my friend; simply highlighting the "risk" in this product. One's holding period will certainly determine one's P/L.
Dca buddy
@@warmthofthemapletree yup
4.6%? That's it? Crypto would give you a heart attack :)
Make a video like this on SVOL.👍
Noted 👌
Video came at the right time for me. Will be getting some jepq for sure 😊
Great to hear!
Scary 😅
Good morning, beautiful. ❤
💚
I 'only' have $150k in JEPQ...😲😏
👏
At what price?
Good short term not sure a good long term investment! My industry is struggling right now abd drastically reduced my 401k match. I rebalanced what i could into JEPQ for dividens that i can drip. We just merged with a second company. After my match is returned or to me or a year has gone by i will rebalance it all into SCHD and DVGRO
Have you ever thought of becoming a financial advisor or planner? You come across as one of the most genuine and knowledgeable people I’ve seen on UA-cam and X that I feel a lot of people would feel comfortable working with
💯
Thank you very much for saying that - I appreciate it. I have thought about it, but no plans as of right now. I’ll let everyone know if I ever do! Cheers - DREAM 💎✨