JEPQ - BST: A Strong Cocktail Of Small Caps AI And Dividends
2024-07-16 17:45:36 ET
Summary
- Finding an investment that provides both growth and income can be challenging, especially one that holds the big AI players.
- As a solution, BlackRock Science and Technology Trust can provide both capital appreciation and monthly income.
- Moreover, the BST CEF should benefit from the appreciation in small-cap stocks as the Federal Reserve loosens monetary policy.
- Considering the risks, I target a 10% upside.
Normally, the big players in the artificial intelligence (“AI”) game like Nvidia (NASDAQ: NVDA ), Apple (NASDAQ: AAPL ), and Microsoft (NASDAQ: MSFT ) do not provide the dividend yields that income investors vie for. Yet, remaining insensible to the capital gains these big tech can provide isn't easy. As such, this thesis aims to show that the close-ended fund ("CEF") BlackRock Science and Technology Trust ( BST ) can provide both capital appreciation together with monthly income....
BST: A Strong Cocktail Of Small Caps, AI, And Dividends