JEPI News and Press, JPMorgan Equity Premium Income From 02/15/23

Summary The Simplify Volatility Premium ETF generates high distribution yields by shorting VIX Futures. It provides -0.2 to -0.3x VIX exposure while hedging tail events with UVXY calls. SVOL's historical performance is better than call-selling strategies like XYLD and JEPI. ...

Summary I provide an overview of my current portfolio value and strategy. I consider 'Critical Velocity' to be the point at which every dividend reinvestment yields 1 additional share. I use what I call my 'Individual Security Purchase Plan' to maintain a consistent, traceable appro...

Summary Both VYM and JEPI seek to appeal to income investors. VYM offers income investors easy access to a well-diversified, low-cost portfolio. JEPI costs more, but also offers investors a higher yield by implementing more sophisticated investment techniques. We compare these o...

Summary Scott Kaufman from High Dividend Opportunities joins the podcast. We dive into the team's outlooks for the year, and the infamous JEPI ETF. Find us on your favorite podcasting app to never miss an episode. Transcript Daniel Snyder: Welcome...

Summary The Dividend Harvesting Portfolio is now generating $784.43 in annual dividends, yielding 7.5%. The Dividend Harvesting portfolio has a 74.26% record of finishing the week in the black since its inception, 75/101 weeks. In week 101, I added ICAP to the portfolio and shares o...

Summary There seems to be a lot of interest in Seeking Alpha for the ticker symbol JEPI. There were 5 JEPI articles written in January 2023 and dozens in 2022. In this article, I will attempt to break JPMorgan Equity Premium Income ETF down into bite-sized pieces. ...

Summary The market has quickly fallen in love with a double-digit yielding ETF, but we aren't falling for the siren's call. We specialize in identifying high-quality income sources and present the ETF we prefer instead. Will JEPI live a long life? History says no. Co-pro...

Summary HNDL has a balanced equity and fixed income investments portfolio, and has a pre-fixed target rate of payouts, sustainability of which is questionable. During the past six months, all of HNDL’s fixed income ETFs failed to generate positive price growth. Price returns of i...

Summary During the fund flows week ended Feb. 1, 2023, investors were overall net redeemers of fund assets (including both conventional funds and ETFs) for the first week in six, removing a net of $10.7 billion. Exchange-traded equity funds recorded $4.6 billion in weekly net inflows, m...

The top ten exchange traded funds in terms of fund inflows attracted just over $25B in investor capital in January. The group included multiple corporate bond and Treasury related funds, as well as one of Wall Street’s largest emerging market ETFs. January brought positive returns to t...