JEPI News and Press, JPMorgan Equity Premium Income From 01/02/24

2024-01-02 21:31:55 ET Summary Total Return is the actual rate of return for an investment over a given evaluation period, typically one, three, five, or ten years. The Total NAV Return is the sum of all dividends/distributions, assuming they are reinvested, plus the change in the...

2024-01-02 07:07:00 ET Summary Every investor - even the best ones - makes mistakes. We made our fair share in 2023 despite overall outperforming leading dividend ETFs. We delve into our three biggest mistakes that we made in 2023. Every investor, including all-time ...

2023-12-29 12:47:45 ET Summary Successful dividend investing requires proper diversification, not just picking stocks. Broadly diversified ETFs may not be enough for sufficient diversification, or at least may meaningfully underperform an intelligently weighted portfolio. We s...

2023-12-22 07:14:58 ET Summary Interest in actively managed ETFs has largely shifted from being centered on bond markets to equities. 2023 was yet another successful year of positive growth for active ETFs. Europe, typically 5 years behind the U.S. in demand evolution, has shown a...

2023-12-21 07:15:00 ET Summary Warren Buffett's wealth-building formula has delivered phenomenal long-term results. We examine several Buffett quotes that encapsulate his wealth-building formula. We also look at why Vanguard Dividend Appreciation Index Fund ETF could be a bett...

2023-12-20 11:00:00 ET Summary First Trust BuyWrite Income ETF seeks to provide current income to its investors. The income objective is met with a two pronged approach. The fund yields over 8% and has had decent NAV preservation since inception in 2014. We review the fund...

2023-12-20 08:00:00 ET Summary This article reviews portfolio assets with unique strategies that differ from traditional fixed income and equity assets. Each is described and the reason for holding covered. While three assets mentioned were also in a prior article in this three-pa...

2023-12-18 21:07:30 ET Summary I bought JEPQ when it was young on Nov 8, 2022. I also wrote the first SA article about it on Nov 24, 2022. The reasons I no longer like JEPQ include macroeconomic changes, crowding issues, and technical changes in the option markets. I'm still c...

2023-12-18 07:35:00 ET Summary Elevated inflation, rising interest rates, and an AI-driven tech boom have dominated financial markets over the past two years. However, a major shift is taking place which we believe is bringing about a major market disruption. We share why and ...

2023-12-15 17:20:00 ET Stock Traders Daily has produced this trading report using a proprietary method.  This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...