HIGH DIVIDEND Income ETFs - What YOU NEED to KNOW (JEPI)

Beauty AND brains. Thank you for the good analysis and breakdown, I'm going to get my paws on some Jepi next week.

What analysis software/website is she using?

Please change the title of video. The name jepi failing mean you discouraged investor to invest in jepi...

love how you explained 👏

Jepi belongs in every retirees portfolio.

Although SCHD is only like 10 years old it tracks the Dow Jones Dividend Index. Lots of times it does better than it. Back tracking the DJUSDIV will give you a history of past performance.

Where in writing can you find that JEPI and JEPQ are an out of the money covered call strategy.

meanwhile it's 6 months later and JEPI is at ATH.

Great video and clear explanations! Thank you!

Ride tha wave

HOw do you account for the taxes though? JEPI only has about 20% of its dividends as qualified dividends

Great explanation

She's hot 🔥

JEPI is garbage, it's down when SPY is up, it's down even more when SPY is down, getting into JEPI basd on this video was one of my worst decisions

They are all great ETFs but timing is everything.

Distribution

Gypi

What would be the impact of buying equal value of JEPY & QYLD for same time?

The distribution of the option premium is called simply a "distribution", not a "dividend yield" as you state in the video. "Yield" refers to the annualized rate, not the distribution itself. Get your nomenclature right. Dividends are much different. They are paid from a company's earnings.

I was looking at the dividend payments for JEPI YTD. It's only shows 5 payments on Yahoo finance. Is that accurate?

Hi Viktoriya,.....are you planning to do a video on JEPY? Would love to hear your feedback. Thx

It's criminal this video doesn't have a million views. I've been researching cc etf's for the last few months and this is the only one that explains otm v atm volatility. Really nice job, TY!

What about holding this in an inherited IRA that had to be cashed out in 5 years?

I think you provide good advice, but I do have a question. Why ae those of your generation, (or even younger investors), looking at income at all? They should be looking at growth. As you stated in one of your recent videos, there basically is a tradeoff between growth and income. And while I think you have identified some excellent ETFs, such as DIVO, that do a good job balancing the two. These seem more suited for people like me, who are retired, and do need a regular income. I would have imagined that I would see tons of YTbrs explaining about funds like FCNTX, but nope, what I keep watching are those focused on JEPI, QYLD etc. That basically give up their growth potential just to superior income. (I have both, but both are my biggest NAV losers)

Just curious on your input here.

JEPI counting on 85 percent of its profits from the covered calls is like the CDO with the ELN running the covered calls . No thank you no to JEPI.

For all these covered call etfs, what happens if the equity holdings appreciate higher than the excercise price, and the covered call options have to be bought back at a higher price. Can you comment on how this would affect the dividend payouts and how the etfs handle this scenario.

Disagree with your ATM vs OTM analysis. ATM always does better especially if the market corrects (Down) or trades sideways, as is the current market environment. (Traders can always roll up to the next strike if called away.)Also, some of these funds haven't been around long enough to determine which one is better performance.

Nice job. What happens when the market crashes??

What do you think about enb?

I have been enjoying your videos. However, I do have one question. on most of the thumb nails for you videos you state a monthly income. What are you basing that number on? I.E- for this video it says $1,277 monthly income.

I'd eat it

Isn't this like spyi or spyg which one only sells cc on half their positions? I can't remember you did a video a while ago.

Buenas, podria hablar sobre algunos ETF de bonos? para NO residentes de EE.UU. entiendo que no se retiene impuesto sobre los cupones de los bonos, tal vez nos sea mas eficiente. Gracias.

You are correct - great video

Is it a good idea to sell OTM covered call on JEPI?

Viktoriya you are very instructive yet hilarious, millions of thanks

How come you don’t consider BST…it will be great if you can do a review on that as well

Like to hear discussion on YieldMax funds

Thank you... I finally understand...

The best strategy for long term wealth is to take JEPI and buy QQQ or a growth fund with the dividends. When volatility is high, you buy more of the growth fund like QQQ (Slowly becoming the SP500ish but is large cap growth global). Then, if you need money you can take out a loan on the assets in the brokerage account (if the margin rate is higher than the debt for a car loan or other interest rates) and then you can either wait for the yield to pay it off or use the divy to keep buying growth stocks at a time when volatility is high. JEPI is good for that and can help dollar cost average in better than you realize when it comes to getting into the market. But my recommendation is that buying JEPI and then use the divy to buy QQQ monthly and you will see some solid returns in the long run. Near term is unpredictable.

What does the $1196 mean?

Very good explanation of at money vs out of money. One could use the higher dividends of xyld and qyld by investing it in a growth etf and build an asset. Jepi-Jepq provide a good relative balance by allowing some growth. Anyway thanks!

I noticed you did a vid about DIVO 5 months ago. I like JEPI, but like DIVO a little better since it’s more price appreciation focused than JEPI.

Always great videos...can you look into the yieldmax lineup TSLY,APLY,NVDY..

Excellent presentation!

I still think SPYI is superior, no W2 with friendly tax strategy, consistent divi, and growth.

Great explanation. But if you know this fluctuation in dividend pay, why are you keep saying that JEPI’s yield is 11%+ in all your videos prior to this video? Are you advertising them?

Thanks, the more I hear about JEPI the more I like it. A 6% annual yield plus some growth is not bad at all. I hope the ETF and others like it do well for many decades. When I get ready for my income portfolio phase JEPI will be considered.