JEPI - JEPI: The Smart Investor's ETF For Reliable 8% Monthly Yields
2024-05-04 07:00:00 ET
Summary
- Lack of sleep can negatively impact memory, creativity, and emotional wellbeing. It can also cause you to make disastrous mistakes that can kill your financial dreams.
- Asset allocation is critical to ensuring you can sleep well at night during inevitable downturns, and stick with the optimal investing plan for your needs.
- The JPMorgan Equity Premium Income Fund offers a high-yield, low-volatility option for investors, designed as an alternative to a 60-40 retirement portfolio.
- JEPI is the gold standard of covered call ETFs, using a strategy that generates strong total returns to peers and a 60-40 but with lower volatility.
- JEPI is optimally owned in tax-advantaged accounts because of a 4% tax expense ratio that eats up half of the returns. In order to optimize income in retirement, owning JEPI in a Roth IRA is ideal, after compounding with dividend reinvestment.
I talk a lot about sleeping well at night or SWAN blue chips, and there's a very important reason for that. Sleeping well isn't just critical for your physical wellbeing but crucial to your portfolio and financial goals.
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JEPI: The Smart Investor's ETF For Reliable 8% Monthly Yields