1Settimana·
21
14 Commenti

immagine del profilo
1Settimana
I am out at $JEGP and also prefer to save at $JEPQ. I think it's a much better choice in the long term.
3
immagine del profilo
@JH90 hold both
3
immagine del profilo
1Settimana
@GoDividend although the share price increase at $JEGP is not that great?
immagine del profilo
The two have very different compositions and volatility profiles. One is US only, the other global. One weights tech very highly, the other weights the sectors more evenly. I also hold both and find this extremely sensible for me.
3
immagine del profilo
@Rob314 take a look at the answer from @Yield-Ahead - that should answer your question ;-) it's not about whether there are 1 or 2 monthly payouts, but whether you spread the risk a bit and nobody knows what's coming. You can't plan the payouts for either of them, so I think it's the mix that makes the difference over time
4
immagine del profilo
@GoDividend That's exactly how I see it. I don't plan for price growth in line with the market, let alone organic growth in distributions, with option strategies. There are too many imponderables. However, I am still able to achieve growing distributions by constantly reinvesting dividends, through savings plans and by making targeted purchases during setbacks. In the area of option strategies, I would like to consciously diversify, perhaps later via other funds such as $WINC. I also rely on uncapped bread-and-butter ETFs $VWRL and $FGEQ. 👍
1
immagine del profilo
$JEGP also with an almost identical distribution compared to last month. 2025 off to a good start
2
immagine del profilo
@Yield-Ahead I've seen it 😁
immagine del profilo
@GoDividend I thought to myself 😃... after just two months, the yields are already 1.2% and 1.4% respectively. Wonderful.
2
immagine del profilo
@Yield-Ahead first complained to Ing about the lack of partial exemption for dividend payments ;-)
immagine del profilo
@GoDividend That is annoying. Have you received any feedback yet?
immagine del profilo
@Yield-Ahead not yet. At TR the same with the $JEGP
immagine del profilo
@GoDividend at SC there is also no partial exemption at $JEPQ, at $JEGP there is. I think these are regulatory teething problems on the part of JPM.
2
@Yield-Ahead TR has not withheld any tax for this at $JEPQ.
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