7Mes·

$JEGP (-0,3%) I have recently purchased the JEPQ-ETF in my portfolio and find the strategy behind it very exciting. The focus on high-growth tech companies combined with the generation of additional income through covered calls makes this ETF particularly innovative. But is this really the right method for long-term investors?

I particularly like the monthly dividend, which provides a regular source of income. But the question remains: How sustainable is this payout, especially in times of high market volatility? I plan to keep a close eye on the ETF, as the balance between growth and income offers an interesting perspective.

What do you think? Is JEPQ a sensible addition to your portfolio?

12 Commenti

Epi@Epi

7Mes

1. correct the ticker at $JEPQ 😉

2. i don't really understand the benefit of the parts, especially in the accumulation phase. The covered call ETF is doing 28% YTD including distributions, the Nasdaq100 is at over 30% YTD.
So, you take all the risk but forgo the return. For what? Instant gratification?

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Utente eliminato

7Mes

Il commento è stato cancellato

Epi@Epi

7Mes

@PowerWordChill Fair.
However, $JEGP is not a covered call ETF, but a very solid equity ETF.

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Utente eliminato

7Mes

Il commento è stato cancellato

Epi@Epi

7Mes

@PowerWordChill Ah, okay, that's not recognizable from the name. So maybe the ID is correct after all?

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Peter@Beeferking76

7Mes

Covered call strategies are really not for younger investors, because you cap your upside and always take everything downside, even if you are rewarded with monthly or quarterly distributions. From the age of 45-50 you can get involved.

As a Bj76 myself, I am in the phase where I have switched to income investing: the portfolio should produce income without having to sell shares in the future.
Share prices are secondary as long as business models and dividends are stable and, in the best case, rising.
I am currently reinvesting everything, and yes: taxes are incurred with this strategy. But with GQ and snowball, I can see exactly how much is changing, dividend reinvestment programs are running very favorably, and when the time will come in the future when the portfolio income will cover our family living expenses. 2019 started in this direction, from 2021 exclusively, and the plan is to continue until around 2035. Snowball is now clearly visible...
$SPYI $QQQI $IWMI $PBDC $PFFA $RFI $NETL $BME $STW $XEI

Something more special with $FSFL $BBGI $BRWM $BRLA $SHIP $MLPD $ABCA

For Div-Growth I hold $SCHD and $DGRO
For children, <security:n/a:AT0000A2B4T3> GlobalPortfolioOne and $JEGP are used.

And I read up on Seeking-Alpha(subscription), takes about 2h a week, my YT sources are #DividendBull and #Armchairincome

GLTA

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Yieldrology@Yield-Ahead

7Mes

@Beeferking76 You've done your homework and found your way, strong! What is hardly known in this country is that there is a very large and knowledgeable income investing community in the USA and Canada and that there can be good individual reasons to focus on high-income investments. I am also looking for a balance between growth and income and am on a good and, above all, satisfactory path for me

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