JEPI News and Press, JPMorgan Equity Premium Income From 05/09/22

My financial assets are divided into three distinct income portfolios, which I named with the Florentine sobriquets of Cupolone, Giotto and Masaccio. The first two, Cupolone and Giotto, contain securities paying monthly distributions and are focused on CEFs, ETFs, and ETNs. Masacc...

JEPI continues to be one of my favored ETFs for retirement accounts in 2022. Continuing market volatility is likely to provide opportunities to acquires this ETF in the mid to high $50s, which appears more reasonable than a 60/40 allocation. JEPI's income production should allow f...

The expected risk premium continued sliding in April for the Global Markets Index (GMI). Tuesday’s revision reflects a drop to a 5.4% annualized increase for the long term – a relatively large cut of 40 basis points from last month’s estimate. The forecast ref...

This article series covers 94 U.S. dividend and income ETFs. Use it as a one-stop shop to learn about your favorite fund's performance, risk, concentration, turnover, yield, growth, and more. High Dividend ETFs produced a median loss of 3.17% in April, 5.61% better than SPY. They cont...

Buying-opportunity or a falling-knife still? That's the question though there were definitely signs-of-panic on Friday as word got out that a couple big hedge-funds were liquidating their technology holdings. Certainly, the damage and bearishness is starting to rival that of March of ...

There are multiple ways to generate Option income and most investors don't understand most of them. Covered calls are the most popular and credit collars are the least effective. Valuation of the underlying is the most important and if you don't understand that, you will eventuall...

While primarily focused on CEFs, my investment portfolio also includes ETFs/ETNs and some individual stocks in order to broaden the range of sectors covered. It currently consists of 32 securities, divided into three distinct groups, each with a different investment strategy. Afte...

The expected risk premium for the Global Market Index ticked slightly higher in March to an annualized 5.8% pace, fractionally above last month’s estimate. Using short-term momentum and medium-term mean-reversion market factors (defined below) to adjust the forecast trims GMI&#...

This monthly article series provides an overview of 90+ dividend, income, and risk-management-focused ETFs, selected from my database of over 800 funds. For this report, I've added ten-year returns and risk-adjusted returns for investors with longer time horizons. Standard metrics rem...

JEPI's forward yield is 9.08% - it pays variable monthly distributions, its trailing yield is 6.67%. JEPI buys S&P equities, also sells options and invests in ELNs for additional income. This article also details 5 other high-yield S&P-based income funds. For further...