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Enrique · 2024-09-17T17:06:55.977146Z

Das übrige Cash genutzt und die Position in $OBDC weiter ausgebaut. Neben $HTGC und $JEGP mein Standbein für Cashflow. Dazu noch etwas #beerchallenge aus dem wirklich wunderschönen Vilnius.

Dividende > Zinsen@GoDividend

4Lun

Now I blew on my cell phone because the ashes were there. Man eh.

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Ronald@AlterMann

4Lun

@GoDividend Whoever blows first has clean pants

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Marcel@Mcl1991

4Lun

@AlterMann but if you don't wear pants?

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Ronald@AlterMann

4Lun

@Mcl1991 Oh no, don't say that. Now my head is spinning

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John@Transporter

4Lun

I also have 400 of them in my depot.

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AktienRob88@AktienRob88

2Lun

What do you like about Blue Owl Capital? How do you see the long-term prospects ? Kind regards 🖖

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Enrique@Dividenden_Monteur

2Lun

@AktienRob88 blue owl is more focused on industry, is simply a nice balance to the biotech-heavy Hercules Capital and the net asset value is currently $15.36.
So it is fairly valued at around €14 and the dividend is more than covered according to the latest figures, 30% more was collected than was paid out in dividends.

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Enrique@Dividenden_Monteur

2Lun

@AktienRob88 Especially with BDCs it is easy to stay up to date.
Just look at the financial report and search for NAV and NII (net asset value and net investment income)
That's all you need to know.

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Demas@Demas

4Lun

They are trying to kill you 😆

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BockaufDividenden@BockaufDividenden

4Lun

Hello and good evening, would you perhaps explain to me what you expect from $JEGP? I am definitely in favor of dividends, but it seems to me to be going very sideways? Even more sluggish than e.g. Vllt. $ISPA?

Or does it just seem that way because it is still very young?

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Enrique@Dividenden_Monteur

4Lun

@BockaufDividenden I've had it on trial since the beginning of the year, as its American brother is doing relatively well.
It's the first of its kind with EU approval.
I can't complain so far, despite a savings plan at +2% and a distribution every month.
So value preservation with dividends.

As it has only been on the market since November, only €25 and the odd one-off purchase flow into it every month.
But so far I'm satisfied.

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BockaufDividenden@BockaufDividenden

4Lun

@Der_Dividenden_Monteur Many thanks for the very quick reply! :)
seems to be a bit safer with high dividends than e.g:
$QYLE (I know, CC, you can't compare)

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Yieldrology@Yield-Ahead

4Lun

I'm getting involved as I also have $JEGP in my portfolio and am planning to significantly increase my position. I like the defensive orientation of the fund and the active selection of around 250 stocks with low volatility. The fund volume has grown very strongly and has already clearly exceeded the 200 million euro mark. The option overlay, in which call index options are sold, adds an interesting component to my portfolio, as the option premiums generated hardly correlate with conventional dividend income. All in all, I find it a very convincing product, perhaps on a par with its US counterpart $JEPI.

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BockaufDividenden@BockaufDividenden

4Lun

@Index-Investor Thank you for your answer! What makes the $JEPI so different from the $JEGP, because when I look at its US counterpart, the price increase over the last 4 years has been rather meagre. Can't the IE continue in a similar vein?

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Enrique@Dividenden_Monteur

4Lun

@BockaufDividenden the $JEPI functions as an S&P etf.
In addition, it is a covered call, i.e. it works via options.
Options work best in a volatile market. So you have the result that if the US market runs up, here again as confirmation the $QYLE, you get less return.
The $JEGP is the first of its kind to have the World Index and therefore more volatility

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Enrique@Dividenden_Monteur

4Lun

@BockaufDividenden to listen https://open.spotify.com/episode/3EqQkSXEsYJR1tdYqja83k?si=3rB-I_EsRyKbMzIl_1vjeQ here the system of covered call ETF's was well explained

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BockaufDividenden@BockaufDividenden

4Lun

@Der_Dividenden_Monteur So either way, would you rather recommend $JEGP over $QYLE, right? So also for monthly cashflow.

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Enrique@Dividenden_Monteur

4Lun

@BockaufDividenden yes.
Since you have the bigger basket here.

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Yieldrology@Yield-Ahead

4Lun

The difference lies in the selection of equities. $JEPI contains only US equities and is roughly based on the S&P 500, while $JEGP contains equities from industrialized countries. Reference index: MSCI World. Of course, I do not expect any price fireworks. However, I also don't expect share prices to stagnate in the next few years, but rather consistent price growth, high monthly distributions in the range of 7-9% p.a. and all this with significantly lower volatility than, for example, the index you mentioned $ISPA. These are my expectations.

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BockaufDividenden@BockaufDividenden

4Lun

@Der_Dividenden_Monteur Thank you for the quick answers :)

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Saarastronaut@Watzeklicker

4Lun

The big question for me with $JEGP is how it behaves in a crash and a subsequent recovery. Will it perform similarly and will the covered calls then cut into my recovery?

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Yieldrology@Yield-Ahead

4Lun

@Watzeklicker That is a very interesting and legitimate question. For this reason, I think it is very good that JPM actively manages the fund and can therefore control the intensity of the options. In the event of a major downward movement, the management could leave room for maneuver in favor of price recoveries. Added to this is the already defensive equity portfolio, which should have a buffering effect in the event of a strong market downturn. These are my assumptions.

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