Subsequent purchase of the JPM Global Euity Premium ETF

Siri-Investment · 2025-06-17T14:09:02.362021Z

For my long-term goal, which consists of a dividend strategy, I want to build up a monthly passive income. With this $JEGP I don't think you can go wrong in the long term :D

Patrick Schäfer@Hotte1909

1Settimana

I have the covered call on the Nasdaq is fun 😉

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Thomas@Thomas_1963

1Settimana

@Hotte1909 Unless you have invested a large sum BEFORE the correction. 🥴

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Patrick Schäfer@Hotte1909

1Settimana

@Thomas_1963 oh even then it doesn't matter 😉 I've been saving it since December. Am now just under 4k in it with a total of about 3% minus but already in the plus due to dividends

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Dividende > Zinsen@GoDividend

1Settimana

@Hotte1909 am still at -10%😅 including dividends
Purely from the share price -14

So my fun is currently not so huge

Let's see what time brings

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Patrick Schäfer@Hotte1909

1Settimana

@GoDividend How did you manage that? 😀 although it's true. I only bought 80% after the dip. Maybe that's why 😉 the distributions still taste good

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Dividende > Zinsen@GoDividend

1Settimana

@Hotte1909 was there right from the start and took the pothole in its stride

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Banana M.@Banana_Millionaire

1Settimana

I had some "luck" with the entry of $JEPQ. I am up ~4% including dividends. As the Nasdaq is generally susceptible to corrections, I waited until it was down 10% and then gradually entered in tranches.

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Patrick Schäfer@Hotte1909

1Settimana

@GoDividend I've just had a look and am up a whole €8. But the discount for the 31 cents should already be down, so it's still pretty good

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Yieldrology@Yield-Ahead

1Settimana

I'm also not satisfied with the latest share price performance $JEGP. I am also underwater. Have you ever noticed that the composition of $JEGP seems to be strongly oriented towards $MVOL? Compare the top holdings. They are both Min-Vola strategies, i.e. factor strategies. And they are not performing at the moment. That doesn't make it any better, but it also means that the JPM management is not completely off the mark with its stock selection.

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Patrick Schäfer@Hotte1909

1Settimana

@Yield-Ahead Yes, I agree with you, but we wrote about the Nasdaq covered call. It is based on the Nasdaq and is known to be very susceptible to drawdowns but can also deliver significant excess returns. The whole thing coupled with the calls can be really good. That's just not the case at the moment. In 3 years the world will look different again

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Yieldrology@Yield-Ahead

1Settimana

@Hotte1909 Clearly, the JPM-Nasdaq follows the index closely. This is why the combination with the global JEPG, which deviates strongly from the MSCI World, can be so useful. This combination can often be observed here in the community.

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Visualizza tutti 6 ulteriori risposte

Matthias@ZaphodB

6G

yes, you can do that... I have a number of Global X ETFs with >10% dividend yields in my portfolio, plus Blackrock Capital (BCAT) and a few other dividend payers with yields above 20%. There are also things like WisdomTree Euro defense and other accumulators. However, you certainly have to keep an eye on the performance of individual stocks - I wanted to get to a total of around 1000 euros a month. That has almost worked out so far. But it will certainly be a little more in the remaining years until retirement. Most of it will be reinvested anyway and a little "topped up", if there is any money left over.

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investment_sage_1400@investment_sage_1400

4G

@ZaphodB Where do you trade Blackrock Capital?

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Matthias@ZaphodB

4G

Unfortunately only possible via the Sparkasse portfolio. Expensive, only worthwhile for larger movements, which cost a whopping 25 euros per trade. If you move a four-digit amount, it works... but not for a few penny stocks

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Siri-Investment@Siri-Invest

1Settimana

I'm already looking forward to the first distribution :D

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Thom@Depot_7777

1Settimana

the Monk in me doesn't like odd purchases, bought 100 more

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Siri-Investment@Siri-Invest

1Settimana

@hunter_7777 I wanted to invest just under €5500, so the number wasn't so important to me 😁

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Philip Buß@GoldenShield

1Settimana

I have also looked at it several times and have decided for myself that I don't understand the ETF. In my opinion, there are too few positions that pay out more than 8%-10% to balance out the other positions.

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Imvestment4Life@Investment4Life

1Settimana

@GoldenShield covered calls - googeln:)

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Yieldrology@Yield-Ahead

1Settimana

JPM describes the ETF very clearly here. Of course, this is a marketing document. Nevertheless, the basics are well described

https://am.jpmorgan.com/de/de/asset-management/adv/insights/etf-perspectives/jepg-smarter-way-to-stay-invested/

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opportunity_scout_1519@opportunity_scout_1519