JEPI News and Press, JPMorgan Equity Premium Income From 02/20/23

Summary Investors have had a long-term admiration of call writing strategies. But selling (writing) puts can have its own benefits. PUTW targets the less popular but still viable approach of selling at-the-money put options on the S&P 500. I rate PUTW ETF a Hold in this initial ...

Summary We share data on 40 big-yield preferred stock ETFs and CEFs, including a special focus on the popular iShares Preferred and Income Securities ETF (current yield is 5.8%). After diving into the details on PFF, we compare it to other preferred stock funds that offer higher yields,...

Summary Investors often chase performance and end up buying a popular ETF near the top. One year ago the renowned journalist Jason Zweig warned investors ARKK became too large for its own good. We all know what happened afterward. Recently Zweig wrote an article highlighting the big...

Summary JEPQ is a new fund that is heavily overweight big-cap tech, but this ETF lacks diversity. This fund will likely offer substantive but inconsistent income since the fund uses the sale of options to pay monthly dividends. The Risk profile of this fund is likely too high for mo...

Summary JEPI was one of the most beloved ETFs of 2022, thanks to its low volatility and sky-high monthly yield. But JEPI is a powerful tool that must be used correctly. Otherwise, you can lose a lot of money over time. JEPI is a good choice for three kinds of investors and a perfect...

Summary If you love income and hate volatility, JEPI is hard to ignore. But if you want to maximize long-term income and total returns, JEPI should be totally avoided. We review JEPI's strategy and offer our opinion on who should (and who should NOT) consider investing. We share...

Summary During Refinitiv Lipper’s fund flows week that ended February 13, 2023, investors were overall net purchasers of fund assets for the first week in three, adding a net of $5.6 billion. Exchange-traded equity funds recorded $783 million in weekly net inflows, marking the fo...

The U.S. exchange traded fund market garnered nearly $40B worth of investor capital in January as Wall Street watched the major averages ( DJI ), ( SP500 ), and ( COMP.IND ) climb during the month. In total, the U.S. ETF industry attracted $39.51B to start the 2023 trading year. T...

Summary The Dividend Harvesting Portfolio is now generating $796.32 in annual dividends, yielding 7.64%. The Dividend Harvesting portfolio has a 74.51% record of finishing the week in the black since its inception, 76/102 weeks. In week 102, I added to the following positions, PFFA,...

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. ...