JEPI News and Press, JPMorgan Equity Premium Income From 12/20/21

Actively managed ETFs and ETPs have logged record net inflows of $126.04B through the first eleven months of the trading year, according to a report by etfgi.com. For the month of November, actively managed exchange traded funds have garnered $5.75B in net new capital inflows. Actively m...

JEPI offers a much higher yield compared to the average ETF that tracks the market, but limits upside in the long run. Can building a covered call portfolio similar to JEPI work for the average investor? There are pros and cons, but any diversified portfolio would take significant...

JPMorgan Equity Premium Income ETF and Nationwide Risk-Managed Income ETF are two popular income-generating ETFs. We compare how they produce their income. We tell you why there will be one easy winner in this contest over the next 5 years. For further details see: JEPI ...

The expected risk premium for the Global Market Index (GMI) ticked lower in November but remains elevated relative to recent history. Adjusting the forecast with short-term momentum and medium-term mean-reversion market factors (defined below) reduces - substantially - GMI’s ex...

Each month, I give a broad overview of dividend and income-focused ETFs, selecting them from my growing database that now includes 740 funds. You'll find information on your favorite ETF's historical returns, risk, yield, growth, fees, concentration levels, and more. November saw ...

As a tool to evaluate candidates for a long-term CEF portfolio, I formulated a simple “rule of thumb” based on the interactions among NAV performance, discount/premium on NAV, and leverage. For a safe CEF investment, this rule of thumb suggests first choosing CEFs with a...

The recent run higher in the Sharpe ratio for the Global Market Index finally reversed in October. Risk-adjusted performance has slipped, but GMI's rebound in October lifted it to a new record high. GMI is useful as a baseline to begin research on asset allocation and portfolio de...

The long-run risk premium forecast for the Global Market Index (GMI) rebounded in October, edging up to 6.1%, based on revised numbers through last month. The new estimate is calculated in terms of the projected return over the “risk-free” rate, according to a risk-based...

Each month, I review the periodic performances of dividend and income-focused ETFs, and for October I added 34 funds to bring the total to 77. I've categorized these ETFs to make it easier to find the best ones that match your investment style. Important metrics like yield, divide...

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:...