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What most people don't know about JEPI

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Why I sold QYLD and bought JEPQ

Dividend Growth Investing

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Earlier in the year, I decided to buy QYLD. At the time it felt like the right decision to make. However, not only things in my personal life have changed, but after doing more research, I have decided to get out of QYLD and buy into JEPQ. This video is not to convince anyone to buy or sell anything. The goal of this video is to walk you through my decision making for why I sold QYLD and bought JEPQ. The first part of the video I share why the change and the second part of the video, I review JEPQ and make a few suggestions for those considering an ETF like JEPQ.
Why I sold QYLD and bought JEPQ 4:45
(1) FIRE date was pushed back
(2) Tax loss harvesting
(3) Tax optimization
(4) Expense Ratio
(5) Issuer JPM vs Global X
(6) Out of the money vs at the money call options
What is JEPQ 16:22
Comparing JEPQ vs QYLD 24:05
Who should not consider JEPQ 26:07
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Опубликовано:

19 ноя 2022

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Комментарии : 181

@DividendGrowthInvesting Год назад

Covered call ETFs hold a very specific strategy in my overall portfolio. Do you also invest in CC ETFs? Try M1 Finance: bit.ly/TryM1Finance How to transfer to M1: bit.ly/TransfertoM1 Seeking Alpha Premium (get 58% off): bit.ly/SeekingAlpha-DGI Instagram: instagram.com/dgi_jake/ Dividend Reinvestment Calculator: docs.google.com/spreadsheets/d/1W8UvXLZdEpVX-UPTKiHIT1oYIkj7Omvf30FgB3FTKWY/edit?usp=sharing

@winstonsmith2079 Год назад

My name is Jeeeff

@DividendGrowthInvesting Год назад

@@winstonsmith2079 lol :D

@rafaelbatistaarroyo9336 Год назад

I have a question, what would be a good cheap ETF that could replace QYLD or could I continue with that covered call ETF?

@alejadroigoyanes Год назад

you should do a video about this etf called SVOL!! pays a 18% dividend

@comicbookaesthete7841 Год назад

I've been scooping up shares of JEPQ since the beginning of September & buying on the dips. I like the management and adding another alternative to what I own. Thanks for comparing and contrasting this to QYLD.

@DividendGrowthInvesting Год назад

hey! Glad it was helpful and good to hear there are others out there looking into JEPQ!

@enlightenedanthony6661 Год назад

My guy another banger 💪🏾 thank you! 🙏

@jeffwright9431 Год назад

Very good explanation. I was having a hard time understanding why my QYLD was not recovering the last couple of months but now I know. It will never recover and even though I am over 70, and could just take the dividends forever, the little man on my shoulder tells me to invest for the upside.

@dondinero13 Год назад

Just what I needed to make the switch over to JEPQ . Great video, Jake. Keep up the great content and merry Christmas 🎄

@DividendGrowthInvesting Год назад

Glad it was helpful!! Merry Christmas!

@LeighFreedman Год назад

Best explanation of the difference between QYLD and JEPQ that I have heard or read.

@DividendGrowthInvesting Год назад

So glad the video was helpful!

@delliott777 Год назад

I sold my QYLD and bought XYLD. I've been thinking about buying JEPQ. Thanks for the insights!

@DividendGrowthInvesting Год назад

Glad the video was helpful!

@WMichaelDeJonge Год назад

Great video! Thanks for posting.

@InfoRanker Год назад

Great breakdown of how these funds work and the logic behind your sale. I think I may dump XRMI next year too.

@DividendGrowthInvesting Год назад

Hey InfoRanker! I remember reading your comments on the channel back in 2019!! Great to see your name again! I haven't looked at XRMI, but if they sell At the Money (ATM), this will limit your long-term returns.

@CB_4216 Год назад

I sold out of the YLD’s as well. Sinking ship right there. I only hold SCHD, JEPI, and JEPQ in my income account. I’m retiring in 3 years. Long term, once I have more than enough income I plan on stopping my buys on the JEP’s and just buy SCHD. I’ll slowly sell off the JEP’s and roll that money into SCHD as well.

@DividendGrowthInvesting Год назад

The simple path to wealth with dividend investing!

@XPkoolXD Год назад

I like having the option to retire sooner if I want to or protect my income through another source with a covered call etf or similar high yield income generating fund. I see it as another protective layer like an emergency fund of 3-12 months of savings. If I lose my job, I like the ability to turn off drip and not have to worry about my savings going down because I have that backup source of income. I can turn back on drip or use the extra income for other long term investments as desired. It's also freeing in the workplace to take on more risk in taking that other opportunity that pays more while not having to worry as much if things don't go well.

@johntorrington2672 5 месяцев назад

100%. The 2008 crash/recession was a good lesson for me in that speculative stock investments are usually worthless when you need them the most. Income is all that matters in the end.

@drjonesrn Год назад

Very helpful information. Thank you.

@DividendGrowthInvesting 11 месяцев назад

Glad it was helpful

@arigutman Год назад

Thank you for sharing, not an active fan of QYLD whatsoever or JEPQ so probably unpopular opinion for the viewers of this video LOL but I am a fan of simply deploying Bogle's advice on investing into an index fund like VTI covering the broad market with both value and growth stocks !

@Too-Tall_VI-VI Год назад

Good call.. I was looking at QYLD a couple months back but went with JEPQ instead 👍👍

@DividendGrowthInvesting Год назад

great minds think alike!!

@leecarignan7714 Год назад

Great video! I agree with all your points and also prefer jepq to qyld. But I do find it interesting that qyld is keeping up with jepq ytd. Jepq 5.24% and Qyld 4.92%, and Qylg is really doing better at 9.05% ytd

@DividendGrowthInvesting Год назад

Yeah I saw that.. I've tried analyzing them by comparing side by side and I don't think it really means anything until you can backtest years instead of months.

@sunlite9759 Год назад

I hold both. Sold QYLD at 23 last year. Bought it back in Oct."22 and bought both JEPQ and JEPI.

@straybits7375 Год назад

I realized that QYLD was a mistake and sold them all, but not only for the reasons you raised here. Fundamentally, I realized that limiting upside of growth stocks is a stupid idea. JEPQ seems to be slightly better, but still targeted the same set of growth stocks. I might as well put my money into QQQ or something. For income purpose, I've put my money into JEPI, as I still like idea of Covered Call type ideas. Also, I realized that it's important to manage the downside, when upside gets limited.

@surmanator89 Год назад

Great info, Jake. I'm not planning to retire any time soon but strategies like this are good to keep in mind for extra cash down the road. Cheers!

@DividendGrowthInvesting Год назад

Hey there! Yeah they are good tools to have in your toolbox once you get closer to your retirement date.

@j.c.2973 Год назад

Yes agreed, because no one wants extra cash now.

@citizenoftheyearCC Год назад

I can confirm some of us were very mislead about Global X's taxes at the end of last year!

@DividendGrowthInvesting Год назад

Yeah… pretty disappointing to say the least.

@brianmcginity7663 Год назад

You might want to talk with JP Morgan's customer service to double-check some of the points in the video. They told me the only thing the ELNs do is handle the covered calls. There are many types of ETNs; each can do different things with different goals. The ELNs JEPI/JEPQ invest only sell covered calls. Also, according to the Summary Prospectus (page 2), only 20% of the fund will invest in the ELNs. JEPI does have upside potential and does not sacrifice principal for dividends. The growth will be a bit slower in up-trending markets.

@DividendGrowthInvesting Год назад

Hey Brian you are correct. The fact that they invest in out of the money call options will allow for capital appreciation in bull markets - but yes it will be limited.

@MMuniz Год назад

Great video, I agree with a lot of your points. Only thing I’ll mention is that the point about atm calls and price never going up isn’t exactly true. 1. If you just look at history, the price goes up and down over weeks, months, and even years. (Yes I know over time is has decayed and most likely will). 2. They r European options which mean they are settled in cash. The cash they make is typically in excess of their distribution of 1% monthly. The excess is then reinvested into the holdings. This makes the nav go up. If the underlying goes up a ton, then it becomes a liability. But at the end of the day the market has ups and downs which is why the fund will go up and down as well, though most likely never actually hit zero as long as there is volatility and options premiums.

@stevedancause1329 Год назад

Very informative video. I own JEPI as part of the income portion of my traditional IRA. I paired it with DIVO & $O Realty Income. Would really appreciate thoughts/comments on DIVO & O. DIVO does have a .55 expense ratio.

@DividendGrowthInvesting Год назад

JEPI and DIVO are great!

@jasonsimmons6684 Год назад

I've been kicking that around as well. If I get back upright on qyld and ryld, which are both relatively small positions, then I'll most likely move it to jepq or jepi. Maybe schg. But in the mean time I'll keep collecting the dividends and investing it elsewhere.

@DividendGrowthInvesting Год назад

Yeah that makes complete sense. A big part was around tax loss harvesting for me for why I did it now instead of weighting.

@jasonsimmons6684 Год назад

@@DividendGrowthInvesting can't forget 10% for the big guy. Government taxes the horse on both ends.

@battlecraze Год назад

Where did you find the info at 11:00 ? I cant seem to find that page on their site. Could you provide a link ? Thx

@norttorres Год назад

Happy Sunday Jake!!! A little bit cold over there too? 😁

@DividendGrowthInvesting Год назад

Hey!!! Yes it is freezing! We just went on a walk before posting the video.. had the little guy wearing like three layers lol.

@kookiebush Год назад

Buffalo ny here. Absolutely bamboozled...

@Goofball333 Год назад

Hey there, big fan of your channel. When using Qyld or Jepi /jepq in a Roth IRA. I’ve heard of a strategy where you purchase enough Qyld or Jepi to generate income to fund your IRA. Like enough to make 500-600$ per month then turn off the drip and use the income to purchase quality securities. Thoughts?

@DividendGrowthInvesting Год назад

Well the dividend in this case would not count as a "contribution" because it is coming from within the account. I mean technically you could look at it that way, but the dividend comes at a cost of the total return of your investments. If you have over 5 years before you want to use the dividend, QYLD/JEPI etc.. are not ideal because your total return is generally lower than the index, e.g. SP500 or total us stock market.

@Goofball333 Год назад

@@DividendGrowthInvesting I think I understand now. The 30k needed to generate that div income would make more $ through growth vs the income it would generate, then at retirement switch to a income etf. I guess there is something motivating about seeing large monthly income to help “fund” and pay for quality securities forever or as long as you hold the income etfs. Kind of like someone else Is paying for them. :)

@km6731 Год назад

I havent seen a data input where i take the "likely dividend" and reinvest into something with upside potential. I wonder how that would look. In a down market, i would be collecting the dividend for each share i own and buying growth, in a sideways market, i would be accumulating shares of growth, and in a upside market, i could get left in the dust if the market goes up too fast, but that is the trade off i would guess.

@rdbeaz Месяц назад

I buy both

@robertsmith6408 Год назад

I have JEPI, JEPQ and BSTZ. Making nice dividends each month and they pay my mortgage. Going to add TLTW for the 17.68 dividend and then for the conservative part of my portfolio is SCHD and QQQ. Already have a police pension so i can take a risk more then others. In fact 80 percent of my portfolio is in Tesla stock!

@joinjen3854 Год назад

17+%.... it shows just over 7%. Did you get a special dividend?

@robertsmith6408 Год назад

@@joinjen3854 No TLTW it has a 17.48 div. 0.5562 100,000 in 2852 shares or 1586 a month in divs.

@PlagueXKill3R Год назад

What if you use it as a cornerstone of your portfolio in addition to buying individual growth companies? Personally, I want to hold this to decrease the volatility of my gross stock portfolio but still compound.

@TortoiseInvesting Год назад

I've not got any Covered Call ETFs in my portfolio but once I get up to around $30k total I'm wanting to slowly start building up a position in one, I personally love JEPI, I think its the best of both worlds honestly.

@DividendGrowthInvesting Год назад

JEPI is great for income + potential for growth compared to others out there.

@fabiGBOtown Год назад

Hi Jake, I spent last week researching dgro from the last video and I couldn't find a lot of growth. I was wondering why you recommended dgro as a buy and hold. Is it for the dividend growth only? Did you find that it beat something like vti for long term investors? Im really confused on dgro. Hope u can help me understand it better. Thanks so much

@DividendGrowthInvesting Год назад

Hey Fabiano! DGRO is growing faster than the SP500 since its inception with the dividend + capital appreciation. DGRO has over an 11% dividend growth rate these past 5 years. I really like DGRO because of its low fee, high diversification, and dividend growth.

@fabiGBOtown Год назад

@@DividendGrowthInvesting thank you Jake, I guess I was thrown off by its 52wk low of 43/s vs its high of about 56/share. In this case, you're talking about the dividends growth or do you expect the share price to grow as well. Hope you understand what I mean by the question above. Thanks as always

@DividendGrowthInvesting Год назад

@@fabiGBOtown yeah no worries! Check the price chart of DGRO compared to VOO over the last 5 years. It is doing very well.

@fabiGBOtown Год назад

@@DividendGrowthInvesting I will, thanks for explaining it further for me

@brianh9014 Год назад

Hey Jake, what about jepi? It has a higher yield as well growth.. trying to follow you.

@jackyjohnson4768 Год назад

Under what market conditions do you think JEPQ will appreciate in value in price and dividends? What about the opposite?

@lloydbanks6609 Год назад

Hi Jake, with a time horizon of 5 years to maximizing my cash flow should I be holding JEPQ in a Taxable Portfolio along with SCHD and DGRO? If so what are the Tax Implications? Thanks.

@DividendGrowthInvesting Год назад

Hey Lloyd! You ideally want to avoid holding JEPI until you are sure you plan to live off the income in the near future. JEPI is taxed as ordinary income, so it is not favorable like SCHD and DGRO which are qualified dividends.

@lloydbanks6609 Год назад

@@DividendGrowthInvesting Thanks

@killersentra Год назад

That is enough explanation for me to dump QYLD. It was a mistake for me to put so much money in something experimental to begin with.

@DividendGrowthInvesting Год назад

Glad it was helpful!

@KillyWildlands 10 месяцев назад

What do you think about jepq or jepi for 15 years hold? Currently only holding voo + schd

@DividendGrowthInvesting 9 месяцев назад

I am not a fan of covered call ETFs before

@tirevelation777 11 месяцев назад

Why would you recommend QQQ (or any growth etf) over JEPQ for investors with a time horizon over 5+ years? Will the share price downtrend even in a bull market like QYLD?

@rafaelbatistaarroyo9336 Год назад

I have a question, what would be a good cheap ETF that could replace QYLD or could I continue with that covered call ETF?

@DividendGrowthInvesting Год назад

I like JEPQ and JEPI

@Tenshi194 Год назад

What's your opinion on holding reit in a taxed sheltered account (roth ira). Recently I been thinking about moving my reits, would like your opinion.

@DividendGrowthInvesting Год назад

Well think about when you plan to live off the dividend income from the investment. If you plan to live off the income after 59.5 years of age, then it makes great sense to consider moving them to a tax sheltered accounts.

@dustinadams2839 Год назад

Jake - thoughts about JEPQ / JEPI as an alternative to bonds ?

@DividendGrowthInvesting Год назад

I personally like that. If you are older than 60, you could consider bonds. I like JEPQ/JEPI for growth and income :)

@vitawater4259 Год назад

XYLD has been very good to me.

@DividendGrowthInvesting Год назад

The dividend income has been great!

@barbararabassa1929 Год назад

Between JEPI & JEPQ why JEPQ? Can you explain? Thanks for your videos

@DividendGrowthInvesting Год назад

They track two different indexes. JEPI is tracking the SP500 where JEPQ tracks the NASDAQ.

@077jramo Год назад

Curious if you’re taking the cash or reinvesting the dividends?

@DividendGrowthInvesting Год назад

I reinvest the dividend right now while I'm still working towards FIRE

@jimfioritto4134 Год назад

While it’s true your upside is limited, it can rebound. Look at the inception date of QYLD, then look at feb 14, 2020. After a 4 dollar a share dip, it almost made a new high in 2020 just before the covid crash. I do like JEPI and JEPq better. But there is some upside potential in a hood market. QYLD us also up 2% this past month.

@nextunes Год назад

I also sold QYLD at a loss. it’s ok though in the long run it’ll be worth it

@DividendGrowthInvesting Год назад

I'm right there with you. If you sold at a loss, you will be able to offset that against other gains this year (or roll over into future years).

@dominikfrohlich6253 Год назад

Ha! My move exactly

@DividendGrowthInvesting Год назад

great minds think alike :D

@MyNameAlec 14 дней назад

I did the same a few days ago

@manna5610 Год назад

Is there a way to estimate the JEPQ dividend split % for both Qualified and non-qualified? Would it be the 20/80 you were discussing?

@LoreleisAnimations Год назад

I made a similar move I sold QYLD at a loss for QYLG. I'm not entirely sure if JEPQ is the move, because I also hold TQQQ. How many ways should one attack an index? That's why I also expose myself to ETFs that cover other indexes

@DividendGrowthInvesting Год назад

Yeah I personally feel 1 is enough against a single index :)

@LoreleisAnimations Год назад

@@DividendGrowthInvesting agreed! However, I do like the idea of having a covered call ETF giving me income while the 3x leverage is all growth hence the 50% QYLG/50% TQQQ approach. It was a very tough decision between JEPQ and QYLG. I own JEPI and love it. I guess my deciding factor was the straight forward approach of QYLG vs the ELNs I can't necessarily see. I wish you the best in your journey. You're slaying it thus far

@jasoncohen9484 Год назад

I bought QYLD and my cost basis is $21.75. I have 756 shares. Dam I don’t want to lose that much if I decide to sell. I hope it goes up to at least $18 and I might sell. Can this actually go zero ? Wonder if they will change the way they invest to bring that stock price up.

@DividendGrowthInvesting Год назад

I cant predict the future. It is possible they change their strategy in the future to increase their share price. But at its core, this is an income investment.

@jasoncohen9484 Год назад

@@DividendGrowthInvesting I use the money and buy JEPI and BST, BSTZ, and IEP. Of course I have several other stocks but I like dividends

@Btmaster8 Год назад

What types of investments do you put in your Roth IRA? I try to put REIT's and other tax-inefficient investments in those accounts specifically, but is this a good strategy?

@DividendGrowthInvesting Год назад

I hold VTI, VGT, VXUS, and VNQ.

@km6731 Год назад

Im going to start from scratch and invest 100 percent into JepQ every week and any dividend i receive I am going to invest into VTI. How would this pan out over the next 20 years? given the past performance of VTI?

@terriblepainter7675 Год назад

That doesn’t sound so good. You will be taxed on the JEPQ dividends if you’re younger and working. So you have less to invest in VTI since you have to take a cut of at least 15% on the dividends. You’re short changing yourself. If you’re young invest into VTI directly, forget JEPQ.

@dsc1397 Год назад

If you sell QYLD at a loss and buy JEPQ with the same money, doesn't it trigger wash sale?

@davidyuli Год назад

Any stock or ETF that can't provide price appreciation in the long term is a NO NO.

@DividendGrowthInvesting Год назад

That is why it is called personal finance. It is different for everyone. I can see a case why someone would want to consider something like QYLD, but I think most people watching my channel would probably want to avoid them.

@shaivaljava401 Год назад

How's O ETF. It also pays monthly

@LV-ei1ce Год назад

Why 30 year horizon on 401k is not a good candidate for JEPQ? On a monthly basis how often does an out of the money Cc gets exercised for QQQ. Even if it does, we have a realized capital gain?

@DividendGrowthInvesting Год назад

Because the way covered call ETFs work, it caps your upside potential in bull markets. You are much better off owning QQQ.

@LV-ei1ce Год назад

@@DividendGrowthInvesting so I’m 32 you suggest I sell my 300 Jepq shares and buy QQQ instead? I want some more analysis, charts, digging into this . I’m strongly convinced that the out of the money call options make a big difference in providing not just income but also total returns

@DividendGrowthInvesting Год назад

@@LV-ei1ce Well you have to make the decision for yourself, but in my opinion, I would much rather hold QQQ over JEPQ for the next 30 years. Have you considered investing into QQQ and then in 30 years, rebalanacing into JEPQ or a similar approach?

@LV-ei1ce Год назад

@@DividendGrowthInvesting that’s a good idea for sure, but appreciation of QQQ is tied to lower interest rate as well? So we may have a more flat/ low growth decade ?

@delbomb3131 Год назад

I feel like there's a day coming soon where you're gonna make a video saying "while guys, I've crunched the numbers and no matter how I rationalize it, it's just more tax and growth effective to go all in on voo and qqq until i fire then slowly convert to cashflow after i capture the growth" 🤣🤣

@DividendGrowthInvesting Год назад

Lol!! Yeah it feels like I’ve “trimmed the fat” in my portfolio these past few months. The closer I get to out goal, the more I want to simplify my life.

@delbomb3131 Год назад

@@DividendGrowthInvesting at least taxes are progressive and will never outpace additional earnings lol

@michaelswami Год назад

How’s that going so far this year?

@delbomb3131 Год назад

@@michaelswami lol, 1st it wasn't that serious. 2 "working out for you", well I'm down 1.7% ytd 🤷‍♀️ all things considered I'm happy with my portfolio which is divided focused 3 "this year" in these scenarios 1 year shouldn't be anything worth throwin the baby out with the bathwater. Consistent long term growth investors should still be doing good as long as they stayed the course and used this opportunity to get a discount on some assets. Was just a light hearted jab knowing how Jake's strategy has changed over time. Been watching and interacting on this channel for a LONG time.

@michaelswami Год назад

@@delbomb3131 cheers. I’m up about 5% ytd.

@goodsir7298 Год назад

You should take a look at qqqx, they are a cc ETF that is very adaptable to the market conditions and has a payout growth rate, nice video by the way

@DividendGrowthInvesting Год назад

I'll check it out! Thanks for the recommendation!

@relaxmind5773 Год назад

Qqqx has crazy high management cost….

@goodsir7298 Год назад

@@relaxmind5773 yeah, but their returns vs most other cc ETFs with their stock growth and payout growth offsets that

@linettealvarez1828 Год назад

benefit of investing in VYM and SCHD with DGRO?

@DividendGrowthInvesting Год назад

I personally invest into all three as a personal decision simply for extra diversification. SCHD and DGRO would be sufficient.

@RetireandGo Год назад

I sold QYLD earlier this year and bought a variety of crashing gas and metals stocks with great dividends QYLD was too good to be true haha

@DividendGrowthInvesting Год назад

ya :(

@hallpaintandbody7717 Год назад

Looking at my statement, I'm starting to see a higher starting yield than the current yield. That's dividends reinvested btw

@DividendGrowthInvesting Год назад

When it comes to QYLD? The dividend changes every month so websites show different yields is what I have found.

@hallpaintandbody7717 Год назад

@@DividendGrowthInvesting I don't own any. Looking at individual stocks.

@Frugal_J Год назад

I started adding JEPQ (since it has options trading available, which helps to get around occasional unfavorable bid-ask spread and illiquidity). JEPQ's distribution may decrease substantially (compared to the past two months) since volatility has decreased. But it's okay because volatility will likely make a comeback in 2023. QYLD's potentially hidden benefit is generating long-term capital losses (from share price depreciation) while reaping positive total return (money invested < dividends received + proceeds from shares sold). The long-term capital losses can be used to lower taxes, which can be helpful when investors do not want to incur short-term capital gains/losses (from selling holdings) to cover taxes. The general negative sentiment around QYLD partially comes from people who bought QYLD at prices 20%+ above the value of the dividend-adjusted 50-month simple moving average (at the time of purchase). Staying 20%+ above a long-term simple moving average for an extended time is difficult, not just for QYLD, but even for stocks like AAPL, LOW, JNJ, etc. Being patient enough for price to come back to a long-term moving average is challenging. Great Content as Always Jake, Frugal J

@DividendGrowthInvesting Год назад

Great comment J! Very good point about volatility.

@michaelbreeland8823 Год назад

When folks talk about what you "pay" in regards to expenses, I always scratch my head because you don't really pay it. The fee is taken out of the dividend before being issued. You don't even see it.

@vitawater4259 Год назад

If you go to portfoliovisualizer.com and backtest the YLD funds as well as JEPI, you will see that once you stop reinvesting those dividends, your dividend CAGR goes negative meaning that your income from those positions will decrease.

@DividendGrowthInvesting Год назад

very true!

@Asstronauts93 5 месяцев назад

should i buy only this or also jepi?

@DividendGrowthInvesting 5 месяцев назад

Depends on your goals. I own both JEPI and JEPQ.

@relaxmind5773 Год назад

QYLD and XYLD sucked for two years, I sold them all on June 22😢😢

@DividendGrowthInvesting Год назад

Yeah these global X ETFs have been a little dissapointing. I had QYLD and RYLD and sold all of them and doubled down on JEPI/JEPQ.

@relaxmind5773 Год назад

@@DividendGrowthInvesting Global X covered call and risk managing ETF are sucked in past year, their investments models are really incompetent. Weak for investors.

@DividendGrowthInvesting Год назад

@@relaxmind5773 The big difference for me is the ATM vs OTM call option strategy. You add that will the clear lack of transparency in how the fund was taxed was a deal breaker for me.

@johngutierrez2687 Год назад

How do you feel about qylg?

@DividendGrowthInvesting Год назад

I would have to do some research on it. I have not looked into it.

@cameronmacdougall Год назад

Any Opinions on HYLD

@DividendGrowthInvesting Год назад

Very high expense ratio

@sirfriendzone1228 Год назад

I moved from QYLD to RYLD and JEPI. Maybe take a look at VOC. VOC is up 90.83% ytd, 16.31% dividend yield. It's beating inflation by OVER 80%. 🤷

@DividendGrowthInvesting Год назад

Thanks for the suggestion!

@TJ-Stackin Год назад

Just invest in dgro and schd

@DividendGrowthInvesting Год назад

Sweet and simple :)

@tpsu129 Год назад

What’s wrong with $QYLG?

@DividendGrowthInvesting Год назад

I haven't looked into QYLG.

@wasanthaabeysiri Год назад

Is there a way to contact Jake

@DividendGrowthInvesting Год назад

Shoot me an email divgrowthinvesting@gmail.com

@gialovesjesus8350 Год назад

What is the name of the movie from the meme?

@DividendGrowthInvesting Год назад

Hondo

@gialovesjesus8350 Год назад

@@DividendGrowthInvesting thanks! Love your channel new subscriber.

@jameswills6151 Год назад

7 iui

@davidyuli Год назад

great, I personally don't like any covered call ETF

@DividendGrowthInvesting Год назад

Not for everyone. You could sell your own cc to generate similar yields.

@mikesurel5040 Год назад

Same here. I like selling the options myself. Part of my portfolio is devoted to wheeling dividend aristocrats. If the puts get assigned, I am good. If not, cash. Then either wait and collect dividends or start selling calls depending on the yield, price movement, value, etc.

@sptrader6316 Год назад

JEPQ has only been around for 6 months ! Very dangerous gamble. QYLD has 8 years of reliable, big dividends and is outperforming the QQQs by a large margin. QYLD is only for income Not growth. QYLD 6.4Bil assets compared to 600mil for JEPQ.

@DividendGrowthInvesting Год назад

I wouldn't consider it a dangerous gamble, but no one has a crystal ball.

@henrylagargola1 Год назад

@@DividendGrowthInvesting 8 years straight qyld

@CCRtoyadventure Год назад

JEPQ is by jp morgan chase. Do you think chase will ever go down? I don't think so Lol. I believe JEPQ and JEPI will be here to stay.

@MrSimonious Год назад

QYLD will eventually erode to nothing.

@DividendGrowthInvesting Год назад

yup - unless they change their approach to selling 100% ATM.

@KevinPerez-fd9xq Год назад

JEPQ>QYLD

@DividendGrowthInvesting Год назад

:)

@wread1982 Год назад

Just think if you would of bought VGT instead of those two, you’d be doing 10 times better…

@DividendGrowthInvesting Год назад

Wait what? I bought them in March of 2022. VGT is down like 20%. Now over decades, yea you are correct.

@theunit5939 Год назад

whats the difference between jepq and jepi??

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