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Opinions Bryn Talkington
JPMorgan Equity Premium Income ETFJEPIBUYJun 30, 2023
Bryn TalkingtonOwned
N/A
Stock price when the opinion was issued
E.T.F.'s
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
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BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.
Risks of owning a covered call ETF like JEPI is the limitation of participating in an up rally.
For an attractive dividend, an investor gives up potential ome upside benefits and some total return over the long run.
Covered call ETFs tend to do best in a sideways market.
Otherwise, we think JEPI is a solid covered-call ETF considering the attractive yield and underlying holdings.
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E.T.F.'s
COMMENT
Premium income but there are stocks like Amazon in it. Not one that he uses on a regular basis. Needs to look into it more before giving a recommendation.
E.T.F.'s
She picked it to start the year, but it hasn't performed well in the first six months. But she will stick with it. She downsized her JEPI holding. In 2023, it was -3.5% but outpaced the S&P's -18%. YTD, it's up 5%, though lags the S&P. JEPI limits each sector weighting to 17.5%, which means half the exposure to tech compared to the S&P. If the market keeps rising with the yield from selling calls, you'll like end up 8-10%.