JEPI News and Press, JPMorgan Equity Premium Income From 01/20/23

Summary It is important to be highly diversified as an income investor in times of market turmoil, such as now. My father was a stockbroker before me and passed away with his multimillion-dollar retirement portfolio still intact. His number one rule was "Never put all your eggs in o...

Summary Bonds are back, offering the highest yields in over a decade. With an emphasis on a fixed income, my portfolio is positioned for weaker growth but stronger markets in 2023. Using an income-compounding approach, I can continue to grow my future income stream for retirement by...

Summary The Dividend Harvesting Portfolio is now generating $758.88 in annual dividends, yielding 7.6%. The Dividend Harvesting portfolio has a 73.47% record of finishing the week in the black since its inception, 72/98 weeks. In week 98, I added to JEPI, PDI, PTY, and AQN. ...

Summary JEPQ is an actively-managed fund investing in Nasdaq-100 companies. JEPQ is riskier, and less likely to outperform moving forward. JEPQ does have other benefits and advantages, but seems slightly worse than JEPI and some of its peers. The JPMorgan Equity Premium Income...

In this video, I discuss the details of two of the most popular dividend-paying exchange-traded funds (ETFs): the Schwab US Dividend ETF (NYSEMKT: SCHD) and the JPMorgan Equity Premium Income ETF (NYSEMKT: JEPI) . After breaking down each ETF, I select which one I prefer for my po...

Summary The Invesco S&P 500 High Dividend Low Volatility Portfolio ETF (SPHD) is widely followed and reviewed on Seeking Alpha. It invests using the S&P 500 Low Volatility Dividend Index. The Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF (XRLV) wasn’t covered u...

Summary With a recession likely coming in 2023, I am looking to yield over 5% in dividends. I plan to hold my positions for the entirety of 2023 and possibly into 2024, depending on how much share prices drop. With the diversification between all the sectors, a recessional hit to th...

Summary The Dividend Harvesting Portfolio is now generating $735.25 in annual dividends, yielding 7.98%. The Dividend Harvesting portfolio has a 73.99% record of finishing the week in the black since its inception, 71/96 weeks. In week 95, I added to my positions in ENB, and JEPI. ...

Summary The Cambria Core Equity ETF seeks capital appreciation and capital preservation with a low correlation to the broader U.S. equity market. Option strategies are employed. The JPMorgan Equity Premium Income ETF seeks current income while maintaining prospects for capital appreciat...

Summary Financial markets are set to close a difficult year amid the war in Ukraine, pandemic aftershocks, and inflation-eroding purchasing power. As always, the first rule for every investor is to try to survive and avoid making mistakes that could prove fatal. As for me, I hope I ...