JEPI News and Press, JPMorgan Equity Premium Income From 01/25/24

2024-01-25 08:45:00 ET Summary Warren Buffett said that passive income machines are extremely important for building long-term wealth. ETFs can be a great and easy way to do that. We compare two high-yielding monthly dividend ETFs and share our take on which one makes for a be...

2024-01-25 07:08:05 ET Summary The Rule of 72 allows investors to estimate the number of years it would take for their portfolio to double, given a certain yield level. Several criteria must be met for the concept to work effectively, including a stable level of return and reinves...

2024-01-25 00:50:24 ET Summary JPMorgan Equity Premium Income ETF gained popularity due to its launch after the initial COVID crash, appealing to income-oriented investors. However, JEPI is more suitable for tax-advantaged accounts. JEPI has a diversified portfolio with a majority...

2024-01-23 21:30:55 ET Summary Historically, we've expressed disdain for option-enabled, high-income funds that use covered calls and derivative strategies to generate yield. Funds that sell covered calls on their holdings can experience realized losses if options expire in the mo...

2024-01-21 05:15:00 ET Dividends offer people a great answer to the age-old question of how to get rewarded for the risks they take in investing without having to sell the shares they've purchased. Yet if there's a problem with dividends, it's that those payments are never guaranteed. When ...

2024-01-20 01:28:00 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...

2024-01-19 03:00:00 ET Summary We take a look at how much you may need to retire on and explain how investing a $1 million nest egg intelligently can get you there. We also discuss how living off of dividends provides the comfort of preserving principal while living off generated ...

2024-01-14 01:29:28 ET Summary On January 9, 2024, Howard Marks issued a memo called "easy money", providing his stance and opinion on the future trajectory of interest rates. Against this backdrop and the market's consensus, I assess SCHD and JEPI (as a proxies of equity income p...

2024-01-13 09:00:00 ET Summary We outline an Income Strategy for creating a self-sufficient portfolio for retirees and income-focused investors with $1 million to generate a life-long income stream. We explain the benefits of generating income through dividends and distributions r...

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...