JEPI News and Press, JPMorgan Equity Premium Income From 01/12/24

2024-01-12 16:30:30 ET Summary Charlie Munger provided investors with important advice on how to achieve long-term financial independence. We discuss why Mr. Munger's $100,000 passive income snowball is so important. We also share a portfolio that can go a long way towards mak...

2024-01-11 15:21:50 ET Summary Research suggests that high-yield covered call strategies underperform low-yield strategies, leading to lower total returns. Covered call ETFs with higher yields have a greater negative equity exposure, resulting in lower expected returns. There ...

2024-01-09 09:16:00 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...

2024-01-09 01:32:57 ET Summary Amplify High Income ETF warrants a sell rating due to declining share price, high expense ratio, and negative dividend growth rate. YYY consists of 79% bonds and 21% stocks, with holdings in U.S.-based closed-end funds. An alternative fixed-incom...

2024-01-08 21:10:55 ET Summary Public Storage is a favored REIT due to its strong traditional free cash flow, excellent free-cash-flow coverage of its payout, and attractive self-storage sector dynamics. Altria Group offers a high dividend yield that is covered by traditional free...

2024-01-08 20:57:03 ET Summary Early last year, I thought SCHD would underperform the S&P500. This has played out as SCHD made negative alpha vs S&P500 of 8.53%. But now I am bullish SCHD. I like SCHD's relative underweights vs SPY in: a) Technology due to its premium valu...

2024-01-08 09:15:00 ET Summary We look back at a prior prediction and see it come true. We discuss an outstanding, long-lived alternative. Your account can be swimming in dividends, like mine, by following our life-changing Income Method. Co-authored by Treading So...

2024-01-05 12:27:05 ET Summary Dividend investing combines steady income with long-term growth, making it a resilient strategy. The JPMorgan Equity Premium Income ETF (JEPI) and Schwab U.S. Dividend Equity ETF (SCHD) are popular options for dividend investors. JEPI offers lowe...

2024-01-05 07:15:00 ET Summary You may be able to retire with half of what you thought you needed. Dividends can help you get there. We discuss how and share a sample portfolio to accomplish this. After several years of sky-high inflation, the cost of living is highe...

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...