6Lun·

Why covered call ETF strategies are not an income and are bad for wealth accumulation.

ETFs that partly implement a CC strategy also underperform the market over the long term.

$QYLE (+0,26 %)
$JEPI (+0,41 %)
$JEGP (+1,56 %)
$JEPQ (+1,26 %)
$WINC (+0,16 %)
$IE000MMRLY96 (-0,86 %)

https://www.youtube.com/watch?v=K3sYY3T7V8k

www.youtube.comCovered Calls: What People (Still) Get Wrong

14

28 Comentarios

T@CompoundingCouchCo

6Lun

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.

•

20

•

Ver todas las 4 respuestas adicionales

KingC

@RaphGM

7Lun·

Oops, the fans of covered calls won't like that 😬

$JEAI (+2,03 %)
$JEGP (+1,56 %)
$JEPI (+0,41 %)
$JEAG (+0,96 %)
$JEPQ (+1,26 %)
$JEQA (+1,41 %)

https://youtu.be/ygVObRx9X68?si=ScHzMzIlFwWDEJzT

www.youtube.comCovered Calls: A Devil's Bargain

9

18 Comentarios

AI sagt@GoDividend

7Lun

Despite everything, the "new" variant has stood
Fund volume reached USD 2.10 billion as at 12.09.2025 $JEPQ

•

6

•

AI sagt

@GoDividend

8Lun·

It says -> For immediate publication

Then I'll do it:

... 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) $JEPI (+0,41 %) 0.1169$

JPM Global Equity Premium Income Active UCITS ETF - USD (dist) $JEGP (+1,56 %) 0.1471

JPM Nasdaq Equity Premium Income Active UCITS ETF - USD (dist) IE000U9J8HX9 $JEPQ (+1,26 %) 0.1795$

https://www.eqs-news.com/de/news/corporate/jpmorgan-etfs-ireland-icav-dividendenmitteilung/59b99e94-0e8b-4092-b3e3-d4edae29ed26_de

Could have been more but also less

23

8 Comentarios

Yieldrology@Yield-Ahead

8Lun

Thanks as always for your prompt announcement. Are you in a newsletter or something similar so that you always receive the information so promptly?

•

1

•

Ver todas las 2 respuestas adicionales

H-F-H-J Dividend Investor

@H-F-H-J

9Lun·

Today I bought the Jgpi etf

Today I bought the $JEGP (+1,56 %) etf, 11 shares at an average price of €22,870 each (including transaction costs).

I currently own 199 shares, which currently yields +- €339 per year in dividends.

#etf
#etfs
#dividend
#dividends
#dividende
#invest
#investing

$JEGP (+1,56 %)
$JEPI (+0,41 %)
$JEPQ
$JPM (+2,15 %)

13

trade_commander_2498

@trade_commander_2498

10Lun·

Dividends as motivation for children

Hello everyone, I have opened a custody account with TR for my kids and am now saving the $VWCE (-0,06 %)

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 am thinking, for example, of the $JEPI (+0,41 %)

(I have the other two in my depot)

Do you have any ideas or suggestions? Thank you very much...

1

9 Comentarios

schlimm.@schade

10Lun

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.

•

18

•

Ver todas las 4 respuestas adicionales

TaxesAreTheft

@TaxesAreTheft

1Año·

Update High Yield Income Portfolio

There were a few changes to the portfolio in December.

New additions:

$BXSL (+0,77 %) I like the portfolio, very nice NAV growth
$SDIP (-0,01 %) is in my opinion an interesting diversification for the portfolio, but is rather experimental

Exchanged for:

$QYLE (+0,26 %) against $IE000U9J8HX9 (+1,26 %)
$JEGP (+1,56 %) against $IE000U5MJOZ6 (+0,41 %)

I want to keep my div/dist yield at around 8-10% in the long term.

$IE000U9J8HX9 (+1,26 %) 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?