Today I liquidated my position + savings plan on $JEPI (-0.3%) liquidated - at least I didn't make a loss, but I wasted 7 months of my life, which hurts me even more...
Am analogous to @Solitair and the legendary @SAUgut777 finally also in the $WINC (-0.1%) 😅 THANK YOU for that and let's see what happens
Good video, and I get it, and I agree — but do what works for you. It’s kind of like the dividend vs. accumulating ETF debate. What most people forget to mention, though, is opportunity cost.
If you get monthly payouts, no one says you have to reinvest them in the same stock or ETF. You can put that money anywhere you see potential. Every payout gives you a choice. Most people are probably better off just buying a global accumulating ETF and forgetting about it. But for me, parking money in JEPG makes more sense than leaving it in bonds or uninvested cash. Sure, I could use IWDA, but then I’d have to realize losses instead of just seeing smaller monthly payouts. Plus, trading costs make it pointless as a “parking” option, at least for me with my small portfolio. Long term, you should stay invested — but monthly income let me stay flexible and jump on new ideas when I want. I’m not trying to beat the S&P with JEPG. I just like having the freedom to invest when opportunities pop up. In my view, JEPG should be compared to bonds or to not investing at all. The key is to understand the risk: during a market downturn, you’ll likely have less available capital with JEPG. You just need to decide whether that tradeoff works for you.
... hereby announces the following dividends, for which the ex-dividend date is September 11, 2025. The record date is September 12, 2025 and the payment date is October 07, 2025:
JPM US Equity Premium Income Active UCITS ETF - USD (dist) $JEPI (-0.3%) 0.1169$
JPM Global Equity Premium Income Active UCITS ETF - USD (dist) $JEGP (-0.16%) 0.1471
JPM Nasdaq Equity Premium Income Active UCITS ETF - USD (dist) IE000U9J8HX9 $JEPQ (+0.08%) 0.1795$
Hello everyone, I have opened a custody account with TR for my kids and am now saving the $VWCE (+0.03%)
Every now and then the kids get gifts of money. From their grandparents for their birthdays or from us every now and then.
I'm thinking of transferring some of these gifts of money to the custody account and investing them in a distributing ETF or share so that they can see that the money is working. Otherwise, of course, the money will be spent on the 1000th toy.
I wouldn't put anything in the children's portfolio that is optimized for pensioner-friendly high distributions, rather a normal growth-oriented ETF in the distributing variant or something like that. If you had simply taken the $VWRL, for example, that would be more efficient than splitting between an accumulation and a high income strategy.
I want to keep my div/dist yield at around 8-10% in the long term.
$IE000U9J8HX9 (+0.08%) I will only be saving with the distributions from the portfolio, so the weighting should slowly decrease for the time being, while I continue to save the other positions regularly.
Have you found any interesting stocks in the last month?
