JEPI News and Press, JPMorgan Equity Premium Income From 05/30/23

2023-05-30 02:21:26 ET Summary Simplify Volatility Premium ETF (SVOL) offers a high yield income of over 17% based on current monthly distribution, taking advantage of market volatility. SVOL generates income from options premiums, holding the majority of its assets in safe havens...

2023-05-25 13:00:35 ET The iShares 20+ Year Treasury Bond ETF ( NASDAQ: TLT ) currently sits atop the capital flow leaderboard for exchange traded funds in 2023. TLT has now amassed more investor cash than any other exchange traded fund on the market so far this year, taking its tot...

2023-05-24 17:11:55 ET Summary Neos S&P 500(R) High Income ETF is a high-income exchange-traded fund that utilizes a unique covered call strategy while also owning all the securities inside the S&P 500 Index. This approach allows the SPYI ETF to pay double-digit distributi...

2023-05-18 22:46:00 ET Summary Investors were net purchasers of fund assets for the fourth week in a row, injecting a net $4.6 billion for the week ended Wednesday, May 17. Equity ETFs experienced net outflows for the second week in three, handing back a little less than $3.4 bill...

2023-05-13 04:30:20 ET Summary QYLD is a popular covered call fund attracting interest of income oriented investors. It is typically expected to outperform when the market is flat or trending down. There are some scenarios where QYLD could have disastrous results. While ra...

2023-05-12 09:15:00 ET Summary XYLD yields ~11% and pays a variable monthly distribution. The XYLD ETF uses Covered Calls on the S&P 500 to generate monthly income and offers some downside protection to investors. We compare XYLD's performance, yield, and valuation to othe...

2023-05-11 20:47:26 ET Summary Both SPYD and JEPI offer high passive income yields. SPYD holds a well-diversified and low-cost portfolio of high-yield blue chip stocks. JEPI offers a higher cost actively managed investment strategy that taps into the power of covered calls to ...

2023-05-11 09:00:00 ET Summary The Dividend Harvesting Portfolio is now generating $953.75 in annual dividends, yielding 8.4%. The Dividend Harvesting portfolio has a 66.67% record of finishing the week in the black since its inception, 76/114 weeks. In week 114, I added to my...

2023-05-05 11:25:53 ET Summary I continue to be skeptical of JEPI, based in part of potential risks I see in how it is constructed. I think DJIA is a simpler alternative. JEPI's size has made it vulnerable, and DJIA offers much greater transparency. I rate DJIA, one of my most...

2023-05-05 08:30:00 ET Summary After prolonged discussions with readers and countless requests, I decided to finally write a retirement-focused article. In this article, I present a model portfolio consisting of ETFs that come with high income and stability, which is key when it c...