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18@Simpson - I am not traveling without dividends :-)
The position is somehow a mixture of your portfolio and the thrill of being @Der_Dividenden_Monteur is subject to.
So there is also excitement in an ETf portfolio without diving too deeply into the matter :-)
Edit: just seen next dividend in Decmeber
06.12.2024 0,1549 $
Fund volume
As per 06.11.2024
USD 331.65 million
$JEGP (+0,79%) no ex date yet for November & December?
High Yield Income Portfolio
Disclaimer: I know that this is not an optimal strategy (I also have a real portfolio). I also know that very few people are interested in this type of portfolio, so feel free to skip the post, you won't miss anything.
I started building this HY Income portfolio about three months ago.
The first position was $QYLE (+0,37%) and now I've gradually added more stocks.
$QYLE (+0,37%) is pretty much the classic when it comes to covered call ETFs and is in my opinion a must have for every portfolio of this type.
$ACRE (+2,11%) I have great confidence in the management of Ares and the company is one of the few MREITs that I trust with my money. ACRE's portfolio is currently being restructured to be more defensive.
$GAIN (-2,5%) Solid monthly dividend payer with some growth. The management seems pretty solid to me.
$OBDC (+0,43%) Since the company has changed its strategy a bit and is now investing more in equity to increase NAV, it is my favorite BDC.
$STHE (+0,21%) PIMCO specializes in high yield funds, in my opinion it is especially important in the high field area that you trust the management, which is why I chose this product.
$DIV (+0,62%) I like the portfolio of royalties and it offers further opportunities for diversification.
$JEGP (+0,79%) I really like the JP Morgan Covered Call ETF strategy, but will possibly exchange it for $JEPI as soon as it is tradable at TR.
$RITM (+2,33%) I like the vision of the CEO and the dividend is double covered.
$SEDY (-2,7%) was recommended to me by a friend.
QYLE is now being saved less, the focus is on the other stocks.
What are your favorite high yield stocks?
The time has come: JPMorgan launches JEPI and JEPQ in Europe
On October 29, 2014, JPM launched the two extremely popular US funds JEPI and JEPQ in Europe:
JEPI
JEPQ
These are interesting alternatives to $QYLE (+0,37%) and $XYLP (+0,76%) in my opinion. Let's see how long it takes for the two funds to become tradable with the usual brokers.
In the meantime, the fund volume of the global variant has $JEGP (+0,79%) has continued to increase significantly. The fund has now raised more than USD 300 million, and the trend is still rising. There appears to be a great deal of interest in this monthly distributing income ETF with its underlying global low-volatility equity basket.
Back again - military, new job & updates!
Reading time: approx. 2 minutes
Hey guys! 😎
It's been quiet around me for a while, but now I'm back and happy to give you an update on why I've been so inactive lately. A lot has been going on, both professionally and privately. But don't worry, I haven't been completely inactive on the stock market front either - there's some exciting news there too.
Where have I been? Military, job change & relocation
First of all: I was away in the military and that took up a lot of my time and energy. You know how it goes: little free time, lots to do and hardly any time for other things. But now the chapter is closed again until May next year.
I've also moved house - so I've not only moved a lot mentally, but also physically. New apartment, new city, but everything went well. At the same time, I also changed jobs, which took up a lot of my time. I am now with an embedded finance company which is super exciting. If anyone has any questions about this area, please let me know - I'm currently learning an incredible amount myself and I imagine that some of you might also find the topic interesting.
Stock market updates: Acquisitions & Biggest Win
But enough of my personal stuff, let's get down to the essentials - the stock market activities! Despite everything, I was able to make a few purchases:
And now to the Biggest Win:
My investment in $RSGN is going like clockwork. You can find my articles on this under the title. I am (unfortunately?) the only observer/investor. The share price has developed steadily, demand remains stable, partly due to the limited supply of shares in the order book. I am holding on to my position and still see great potential here. I'm really looking forward to the next company updates and where the journey will take us!
Pain point: Coinbase & Swissquote
Where there is light, there is also shadow - and for me it was definitely Coinbase and Swissquotethat gave me a headache.
Performance: Satisfied
Overall, I am satisfied with my performance. On the whole, my portfolio has performed roughly in line with the market. I see this as positive - in these turbulent times, that's not a bad thing.
I hope you found this update helpful and interesting. It feels good to be back in the forum and I look forward to your comments and discussions! How are things going for you on the stock market? Have you had similar problems with platforms like Coinbase or Swissquote?
Happy investing and see you soon! 😊
GG
JEPI and JEPQ soon for European investors?
Yesterday it came to my attention that JPMorgan is apparently preparing to launch the extremely popular US ETFs JEPI and JEPQ in Europe.
JPMorgan ETFs (Ireland) ICAV - US Equity Premium Income Active UCITS ETF
JPMorgan ETFS (Ireland) ICAV - Nasdaq Equity Premium Income Active UCITS ETF
The UCITS versions of JEPI and JEPQ focus exclusively on US securities and could be used to actively manage a global equity portfolio. $JEGP (+0,79%)The JEPI and JEPQ complement the JPMorgan ETF, which actively manages a global equity portfolio and sells index call options.
JEGP has raised more than USD 250 million (AUM) in just a few months. I suspect JPM is happy with that so far.
In addition, these new funds could be an interesting alternative to the two Global X funds popular here in the community, which also rely on options strategies.
Here are the links indicating the upcoming launch.
"With $JEGP (+0,79%) 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)."
The remaining cash was used and the position in $OBDC (+0,43%) further expanded.
In addition to $HTGC (+0,27%) and $JEGP (+0,79%) my mainstay for cash flow.
Something else #beerchallenge from the really beautiful Vilnius.
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