JEPI News and Press, JPMorgan Equity Premium Income From 10/18/21

My last article took a closer look at JPMorgan Equity Premium Income ETF (JEPI) in terms of dividend, dividend growth, and volatility with all the historical available, about 1 year. This article analyzes JEPI under the context of several contemporary market risks currently unfolding:...

Risk-adjusted performance continued to rise in September for the Global Market Index (GMI), an unmanaged, market-value-weighted portfolio that holds all the major asset classes (except cash). GMI’s 0.97 Sharpe ratio is close to the highest levels reached in recent history. ...

DIVO is the combination of a concentrated group of 20-25 large-cap stocks plus a strategic covered call-writing option program. The fund is actively managed for 0.55% annually and has a trailing distribution yield of 5.14% which can include ordinary income, capital gains, and a return...

Global Market Index is useful as a starting point for research on asset allocation and portfolio design. Predictions for the market components are subject to greater uncertainty compared with aggregating forecasts, a process that may cancel out some of the errors through time. Com...

Option strategies have become more popular these days. We have previously examined NUSI's collar strategy and told you why we avoided it. Now we look at a longer-term history of how collars would have worked and show you the results. For further details see: NUSI: A Clos...

JEPI aims to pay distributions north of 7% while simultaneously reducing downside risk with a unique strategy that has caught the attention of many income-seeking investors. While some investors may be disappointed in the limited amount of downside protection I'm forecasting for durin...

Regardless of what happens with the economy and bonds over the rest of the year, we are nearing peak exuberance in stocks. Most people fear that a slowing economy will be the trigger for a stock market selloff, but that may be the wrong worry. Bear markets are generally associated wit...

This week was a Triple Witch Week in the markets. Triple Witches are the four days in the calendar year that feature the expiration of four different option indices. While the volume was and still is quite large on Triple Witches, the volatility is usually pretty subdued. The thing to...

This week's Sentiment Survey report by the American Association of Individual Investors showed bullish sentiment fell over 16 percentage points to 22.45% versus the prior week. This is the lowest bullishness reading since the end of July 2020 reading of 20.23%. For further detai...

Is September as bad for stocks as the media would have you believe? Is a significant correction imminent, and does the "September effect" make it more likely? The bifurcated market... the shoe may be moving to the other foot. For further details see: The Worst Month For ...