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

2024-02-02 08:28:52 ET Summary The Eaton Vance Enhanced Equity Income Fund focuses on providing current income and capital appreciation. EOI has underperformed the S&P 500 on an absolute basis but has outperformed on a risk-adjusted basis. EOI has a high expense ratio whic...

2024-02-01 13:31:53 ET More on JPMorgan Equity Premium Income ETF JEPI: Forget The Hype, It Is Good But Not Great JEPI: Still Going Strong With Highly Attractive Yields JEPI Doesn't Fare Well In Rising Markets Wall Street’s top 10 ETF inflow leaders of...

2024-01-29 11:04:35 ET Summary JEPI is not a bad ETF, but it and its peer group (covered call ETFs) are overrated by investors. And the cracks are starting to show. Extended down markets that don't immediately get back up are a risk to these ETFs not fully understood by many inves...

2024-01-29 07:30:00 ET Summary Rob Isbitts discusses the state of ETF business and the recent launch of spot Bitcoin ETFs. Why he's currently looking at the dividend space. Pros and cons of owning dividend ETFs; managing risk in dividend investing. Listen below or on...

2024-01-28 13:30:00 ET Summary JEPI is designed for income-focused investors, offering an attractive 8.3% yield at the current levels. The fund aims to provide consistent income with lower volatility, appealing to more cautious investors who prefer a more stable ride. The port...

2024-01-27 23:05:01 ET Summary Earlier last year, I thought JEPI was a good ETF option compared to SCHD. This view mostly played out, but the relative alpha made here got neutralized in December 2023. Now, I have a more bearish outlook on JEPI as I do not like its underexposure to...

2024-01-26 16:08:02 ET Summary Passive income investing could help supercharge your retirement. We discuss why and how to invest to achieve a $100,000 sustainable passive income stream in retirement with just $1.1 million in principal. We provide and detail a sample portfolio ...

2024-01-25 17:46:53 ET Summary JPMorgan Equity Premium Income ETF underperformed its competitors XYLD and SPYI in 2023, capturing only 37% of the S&P 500's total return. The JEPI ETF's use of Equity-Linked Notes, or ELNs, resulted in higher tax rates for investors. The out...

2024-01-25 10:45:50 ET Summary If you're looking for an opportunity in a very defensive option-write fund, the Eaton Vance Tax-Managed Buy/Write Opportunity (ETV) is tough to beat. Over the past year, ETV's NAV total return has crushed similar ETF funds like the Global X S&P 5...

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...