8Mo·

"With $JEGP (+0,45 %) receive investors:


A fully active, broadly diversified equity portfolio: Utilizes more than 80 research analysts and a 30+ year proprietary process to find attractive stocks across all sectors.

Innovative returns: Avoids the duration risk of higher yielding bonds and the quality risk of higher yielding stocks and in extended bond sectors.

Unique options strategy: Sells call options each week to adjust to changing market conditions. For example, if volatility increases and interest rates rise, JEPG can generate higher returns when investors most need a cushion against fluctuating prices.

100% distribution: All monthly net income from dividends and option premiums are distributed in the distributing share class (dist)."


https://am.jpmorgan.com/de/de/asset-management/adv/insights/etf-perspectives/why-invest-in-equity-premium-income-etf-jepg/

04.10
JPM Global Equity Premium ETF logo
Acheté x390 à 24,67 €
9 619,35 €
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12 Commentaires

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Perhaps of interest to one or the other:

https://open.spotify.com/episode/7N3WFReBOqp6NBnwdZ1mTg?si=YaciZM3lSHmkG-jiMquKcw

Echtgeld TV episode 342.
It is also about this ETF.
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A question about your approach: Are you currently consciously shifting towards High Income / More Yield or are you particularly convinced by this ETF? Or both?
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@Index-Investor I have recently disposed of my individual shares. That was the last step. I think the Etf is an excellent addition
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@GoDividend I can well understand that, I also completely avoid individual securities. I don't need them for my income-focused investment approach.
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The <security:n/a:LU1960394903> could also be of interest to you. It is an actively managed bond fund and has a comparable performance, but less fluctuation and also monthly dividends.
Although it has a relatively high TER, the performance is still good and stabilizes the portfolio a little.
Can be stacked with GQ Benchmark.
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@TomTurboInvest thank you
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@TomTurboInvest I could imagine exchanging the $ZPRA for something like this
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For the past two years, it’s underperforming the market badly… even MSCI Europe looks better compared to this…
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@TechNav 2 years? Have a Look again please.
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@GoDividend Ticker: JGPI.DE (EUR) vs IMAE.AS (EUR). Time period starts on 30/11/2023 so not even a year and yes it’s underperforming the market and Europe with dividend included of course.
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Has a permanent place in my portfolio, which I will expand. It's good that the fund and especially the option strategy can be actively managed and adapted to the market. I normally prefer passive index followers in an ETF wrapper. But not for this piece of my income puzzle.
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$JEGP Great for income investing!
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