Imagen de perfil
That's why I always recommend the JPMorgan variant $JEPQ.
In addition to the lower TER, the advantage is that the CC strategy is only applied to 80% of the portfolio.
This protects the intrinsic value better.
In general, timing is also incredibly important here.
I deliberately waited for a correction of at least 10% and then got in slowly.
Personally, I would never buy a CC ETF at the ATH. Only during periods of weakness.
The performance, including the distribution, is on a par with my ACWI IMI.
So I can't complain.

I don't know whether the Global X variant differs in terms of tax, but the one from JPMorgan definitely has a 30% partial exemption. This is also clearly shown on their website.
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@Banana_Millionaire I have the global x and the distributions are always partially exempt.
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Imagen de perfil
@Solitair I actually thought so too. Then this is definitely misinformation on the part of the author of the article.
@Banana_Millionaire okey yes that's strong 👍 I've added it to the watchlist
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@Banana_Millionaire I was probably misinformed, I took out the info in the post
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