Видео

This is simply an expected average, JEPI is designed capture a portion of the returns of the S&P, not exactly all of it. I was using 10% vs 7% as an example.

Thanks for the comment. I don’t think these ETFs will go to zero barring some major disaster. These ETFs receive money from debt obligations as equity linked notes. Their holdings are separate and not like a conventional covered call ETF. If the market goes down, this ETF will likely go down as well as there is still risk tied to the companies it holds. The equity linked notes income will make up slightly for it, but in a major downtown, I would expect this ETF to suffer too - maybe not as much though.

@ I currently hold 100 shares of jepq and I’m waiting for a down turn to add more . I think the divided will be worth while . But not willing to buy more now since is technically at all time high

My index funds just went over $6,000 in dividends post election. This is money that i can choose to spend without having to sell any of my shares. But for now i have it all set to reinvest to buy me even more index funds.

Anyone have recommendations for a reliable monthly investment? I hope to ultimately supplement my income from work with a monthly income from investments. I will still make long-term investments, but it would be wonderful to have a little additional money each month

I do have a recommendation. Assess to information and professional guidance is essential to succeed. That is where a CFP comes in. Have you considered professional assistant?

I have been advised on that for a while now, but finding one that understands what I'm looking for and can advise me to that accord is whom I'm in search of. Please, any recommendations?

Joseph Nick Cahill is the CFP for you. I recommend him because I understand where you stand and your need for a listening ear

I’d say 4-5% truthfully

@Thehharrison Managers are targeting 7% payout.

My concern is whether I can continue to sustain my standard of living with $550k and avoid outliving my savings. Every withdrawal makes me a bit unsettled

@@RonnieWine I'm approaching retirement and having a financial advisor has been helpful. I started investing later than most, so relying on compound interest from Etf's or bonds alone wasn’t enough for me. Despite that, I’ve managed to do well and am on track to retire with around $2 million

@@EbrahamAljalil I'm currently evaluating my portfolio and could use some guidance. How can I get in touch with your advisor?

@@RonnieWine I usually avoid making specific recommendations because everyone's situation is unique. However, my experience with Julie Ann Lerch has been quite positive. You might find it worthwhile to see if her approach fits your needs

@@EbrahamAljalil I looked for the name online and found her page. I will get InTouch with her, Thanks for the help I emailed and made inquiries. Thanks for the help

I do not disagree, there are strategies that could be put in place for solid gains regardless of economy or market condition, but such execution are usually carried out by investment experts with experience since the 08' crash.

The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.

My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..

I think your goals are amazing!

Yes, I did this video assuming a 50/50 allocation. Regarding the dividend history, that is a good question. Looking at the NASDAQ dividend history, it doesn’t appear to have not grown after ten years. It does appear that there was a dividend decrease during the years 08-09 (of course). Seeking Alpha may be providing a tracking error.

Amazing ! I have Liquid Cash I want to put into stocks, but i want to ensure good profits & safety. Care to share how you achieved such milestone.

Kathie Daisy Bosco is well known, just look her up

Thanks, Looked her up, I can see her profile here on the web, will send her a well articulated mail. I hope she finds space in her schedule to help me.

Kathie Daisy Bosco is finally getting the popularity she deserves and this docent come as a surprise.

you could use DGRW instead of Voo or Vig. 9.40% 10 yr cagr

It is also tempting for me to buy a bit more SCHD now too. Solid dividend growth, but VIG seems to have a slight advantage in terms of total return overtime. I’m a big fan of SCHD though.

How please

I've been investing in Bitcoin by myself. I'm not really happy with what's going on, just few weeks ago I lost about $7,000 in a particular trade. Can you help me out or at least advise me on what to do?

I will advise you stop trading on your own if you keep losing. And i don't trade on my own anymore, I always required help and assistance

She's my family personal Broker and also a Broker to many families here in the United states, she is a licensed Broker.

😱Sounds familiar, I have heard her names on several occasions.. And both her success stories on wall street journey!

Solid pick, nothing wrong with that. Do you hold anything else, or just VTI?

Vti and btc. Solid and risky together 😅

Yeah, SPHD certainly has had an impressive run-up. JEPI, with dividends reinvested, has hardly outperformed it.

@@sunshineinvesting Yeah sphd is up 27% and Jepi 15% since the video was posted. With dividends re invested.

Unless in Roth IRA, yes

Can this etf cover my bond allocation?

I’ve thought of that, but at the end of the day, JEPI is still linked to the overall market, so it doesn’t really act as that proxy.

@@sunshineinvesting unfortunately bonds are no longer counter point to markets, if stocks fall so do bonds.

Nope, VOO is a great ETF, but if I were to add it, it would just be extra overlap.

Investing in multiple asset classes can mitigate risk more effectively than placing all of your capital in one. See a financial consultant if you don't comprehend finances well enough.

What methodology does it use ? I’m very curious because I plugged both VTI and SPTM in portfolio visualizer, and overall SPTM is the winner.

I'm surprised that you just mentioned Natalie Strayer here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.

The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.

Natalie Strayer has really set the standard for others to follow, we love her here in Canada 🇨🇦 as she has been really helpful and changed lots of life's

I'm new at this, please how can I reach her?

After I raised up to 125k trading with her I bought a new House and a car here in the states also paid for my son's surgery Glory to God shalom.

Amazing ! I have Liquid $150K to put into stocks, but i want to ensure good profits & safety. how did you find the right Investment Advisory?

sincerely speaking i work with Essmildaa Morgan , and will continue to buy and trade. I will stick to her guides for as long as it works.

I did a quick search online, she has pretty decent credentials, Wrote her a quick mail. hope she finds space in her schedule to help me .

VYM isn’t bad, offers higher yield with still decent dividend growth.

No, the calculation does not include dividend reinvestment - that however, is another added benefit.

Thanks for the comment and question. This shouldn’t be taken as specific advice as it would depend on your situation. However, the top 3, in my opinion, would be VT, VTI, and VOO.

In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 1.2m$ on few ETFs, still diversifying. it was this time last year I made my first break through with a liquid 370k. Handed it to a trader here in FL, I get weekly pay out which I put back on long term ETF's. Tesla will be a huge buy for me when the market bottoms.

Thank you Guys, I already added VOO and QQQM, can you share this Pro with me

Appreciate the question. As of right now, I have not been buying SCHD or JEPI - I will resume when my emergency fund reaches $20k. As for the current weightings, VIG is at 40.8% portfolio value, and SCHD is at 19.3%. Unfortunately, E-trade doesn’t allow for dynamic asset allocation, so these weightings may change overtime. I expect to buy $100 each of SCHD and JEPI every month in the future.