I Put $25,000 Into JEPQ High Yield ETF (Here’s How Much I Make)

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  • Опубликовано: 14 дек 2024

Комментарии • 149

  • @heymradildj
    @heymradildj 6 месяцев назад +44

    I just bought 6 shares, also to be noted i just started investing this month, and JEPQ is my first ever investment.

    • @monsterenergyaxe
      @monsterenergyaxe 5 месяцев назад +2

      Would say long term VTSAX/SCHD would be great. If you want dividends monthly JEPI/JEPQ are nice to have in a IRA. Every $1000 I invest in JEPQ is $10 a month. 15K in Jepi making 100 a month. 5.5K in JEPQ making $50 a month.

    •  5 месяцев назад

      Jm smuckers is at a great price..take a look at it

    • @cordybluejeans
      @cordybluejeans 5 месяцев назад +1

      Good job. Keep learning and investing. Never too young to open a Roth IRA.

    • @hansschotterradler3772
      @hansschotterradler3772 5 месяцев назад

      I assume you're on the younger side since you just started and a long time away from retirement. Are you sure you want to be invested in an income play and pay all those taxes along the way??

    • @gcs7817
      @gcs7817 2 месяца назад

      Buy SCHD instead. Build a large position in this ETF…
      Then buy JEPQ or ISPY or SVOL

  • @JulianaBondtsG
    @JulianaBondtsG Месяц назад +155

    I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.

    • @YinusaSaheed
      @YinusaSaheed Месяц назад +3

      I feel your pain mate, as a fellow retiree, I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $30k in value stocks and digital assets, Up to 200k so far and pretty sure I'm ready for whatever comes.

    • @JulianaBondtsG
      @JulianaBondtsG Месяц назад +3

      @@YinusaSaheed That's actually quite impressive, I could use some Info on your FA, I am looking to make a change on my finances this year as well

    • @YinusaSaheed
      @YinusaSaheed Месяц назад +3

      @@JulianaBondtsG My advisor is *MARGARET MOLLI ALVEY*

    • @YinusaSaheed
      @YinusaSaheed Месяц назад +2

      You can look her up online

    • @VivekLuna
      @VivekLuna Месяц назад +2

      @@YinusaSaheed The crazy part is that those advisors are probably outperforming the market and raising good returns but some are charging fees over fees that drain your portfolio. Is this the case with yours too?

  • @timcoady7095
    @timcoady7095 2 месяца назад +123

    I love ETFs. Ended up buying QQQM in my Roth, JEPQ, SCHD, and some individual stocks in my account. I have a considerably larger position of SCHD, which are well managed.

    • @kenderdine7886
      @kenderdine7886 2 месяца назад +1

      so big on stocks and it has worked well for me, but I also like to have a well balanced, low-cost set of ETFs that keeps the money in my pocket. How effective are your managed efts with this lot?

    • @AsandeMonwabisizondi
      @AsandeMonwabisizondi 2 месяца назад +1

      SCHD is About 35% of my Roth IRA SPDR S&P 1500 value Tilt ETF is about 31% of my Roth. The rest is covered call ETFs for all 4 US market indexes, international, extra concentration with sector ETFs with energy, health care, utilities, WTI futures and general commodity futures ETFs.

    • @timcoady7095
      @timcoady7095 2 месяца назад +2

      tbh adhering to well established patterns from a professional, even as a rookie, can bring tremendous value! I’ve trimmed, added also and now my average growth has increased 88% in the past year while participating behind a top performer. It’s truly great to see steady growth.

    • @kenderdine7886
      @kenderdine7886 2 месяца назад

      I'm looking to start a position in JEPQ with dividends of existing stocks. It's going into an IRA and I'm really looking for growth over time. I will be reinvesting dividends, so my position size will grow over time. Okay if I ask for referral from you.

    • @Paulreal-s2w
      @Paulreal-s2w 2 месяца назад

      a lot of people into ETF let it ride for the long-term given its solid returns overtime.

  • @MesutMilleliri
    @MesutMilleliri 24 дня назад +194

    Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.

    • @NoahNollens
      @NoahNollens 24 дня назад

      Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.

    • @BrigetGstar
      @BrigetGstar 24 дня назад

      It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to over $750k.

    • @SophieLoschy
      @SophieLoschy 24 дня назад

      Recently, I've been considering the possibility of speaking with consultants. I need guidance because I'm an adult, but I'm not sure if their services would be all that helpful.

    • @BrigetGstar
      @BrigetGstar 24 дня назад

      *Julianne Iwersen Niemann* 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..

    • @SophieLoschy
      @SophieLoschy 24 дня назад

      _Julianne_ sure knows her onions in this industry, from her intimidating profile which I went through, on her web home page. I started off last year tailoring a colleague's tradin strategies but it didn't pan out well. Hopeful that she will attend to my message.

  • @Duttonmuffins
    @Duttonmuffins 2 месяца назад +94

    My current holdings are: SCHD 5K Shares SOXQ 750 Shares, SCHG 750 shares, JEPQ 100 shares, VOO 275 shares and VGT. 275 shares. I'm 50 years old, FIRE and don't need the money, How best do i perserve my portfolio for my grand-children?

    • @Bunnydrille
      @Bunnydrille 2 месяца назад +1

      Having SCHD and JEPQ are smart additions in my opinion. it's all about balancing your risk tolerance with your long-term goals. Partnering with a fiduciary advisor can help streamline your strategy.

    • @Frankweily
      @Frankweily 2 месяца назад +4

      I’m currently working towards financial freedom with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy has helped me earn $49,000 a year in dividends. Back in 2014, I only earned $21 in dividends.

    • @Madridstrat
      @Madridstrat 2 месяца назад

      Well it seems like a lot of your interest is riding on your source, I could really get well accustomed to your viewpoint, get me involved.

    • @Frankweily
      @Frankweily 2 месяца назад +5

      Melissa Elise Robinson is the CFA i work with. Search her up.

    • @Madridstrat
      @Madridstrat 2 месяца назад

      Thank you for the lead. I searched her site up and filled the form. I hope she gets back to me soon.

  • @PauleAraiza
    @PauleAraiza Месяц назад +153

    I’ve tried investing in various things that didn't work out as I hoped. Now, I'm looking at ETFs as a more reliable option. What are the best 5 ETFs for a rookie looking to invest a lump sum? let's say 90k?

    • @Dollrnri
      @Dollrnri Месяц назад +2

      JEPQ is my favorite so far. It pays monthly with over a 9% yield and also has stayed fairly level. The down side is that it was incepted in 2022 which means there is not a lot of history. I also like FEPI and SPYT.

    • @gregorywhem
      @gregorywhem Месяц назад +3

      An ETF with more risk and payout is QDTE. It pays weekly but is higher risk because it just came out this year. The fund is based on covered calls which make money in any market, up or down.

    • @AddilynTuffin
      @AddilynTuffin Месяц назад +2

      "DCA DCA" is the golden term but the key. My dollar portfolio i DCA with is made up of 30% SCHG, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy is what works for my spouse and I. We've made over 80% capital growth minus dividends. Q3 taxable divs this year was $18,388.

    • @AGNESCHANG-u9h
      @AGNESCHANG-u9h Месяц назад +1

      @@AddilynTuffin I find your situation fascinating. Would you be willing to suggest a trusted advisor you've worked with?

    • @AddilynTuffin
      @AddilynTuffin Месяц назад

      Jennifer Leigh Hickman is the Texas-based advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

  • @barbborstein7640
    @barbborstein7640 4 месяца назад +83

    Well done. My portfolio’s up ~$553k YTD! I hold most of my money in ETFs and I have a few individual stocks that I collect dividends and sell covered calls on.

    • @henrymitchell9717
      @henrymitchell9717 4 месяца назад +1

      How do you do it? I put in a fair amount in some dividend stocks for a year and a half and not much changed in that time period. Personally I would like the next big thing in terms of sectors to focus on.

    • @LiquidityOcelot
      @LiquidityOcelot 4 месяца назад +1

      If one is in their early 40s and just started investing (have 401k from work). Should they just focus on growth etf since it will be too late for them to see real benefits with dividends?

    • @barbborstein7640
      @barbborstein7640 4 месяца назад +6

      I wouldn’t say early 40s is ‘too late’ for anything related to investing. If you have at least 20 years left to put money into the market then I think growth is a nice way to lean. I would still have a balance of the two. I think value/dividends is good to have at any age in any market (with at least a portion of the portfolio) Having professional guidance is really what helps me understand what to do in terms of strategy for my portfolio

    • @Aussie.ln.a.T-shiRt
      @Aussie.ln.a.T-shiRt 4 месяца назад +2

      Well done on profits. I think we’re really heading into a recession. I don’t know what that means for stocks, which I’ll admit are on a tear that I’m missing out on

    • @LiquidityOcelot
      @LiquidityOcelot 4 месяца назад

      Appreciate the response. I’ve been trying to find a good advisor but these people are not easy to come by. Especially the transparent and honest ones. Some are just after their fees, and cuts. Not actually putting the best interests of their clients first. Okay if I ask for a referral?

  • @SuperFS11
    @SuperFS11 5 месяцев назад +6

    Have over 20 shares! Also 10 of Spyi. Both have really steady monthly dividends

  • @mattpascarelli8766
    @mattpascarelli8766 3 месяца назад +3

    Jepi 71 and a bit jepq 78 and a bit. Both set on drip. I'm new to investing. Had my portfolio for 4 months.

  • @Richardcarlett
    @Richardcarlett 29 дней назад +1

    My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.

    • @Martina-Alan
      @Martina-Alan 29 дней назад

      Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.

    • @DallisonScramosin
      @DallisonScramosin 29 дней назад

      I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.

    • @SladeCirrincione
      @SladeCirrincione 29 дней назад

      Your advisor must be really good, how I can get in touch with them as my porfolio isn't doing well.

    • @DallisonScramosin
      @DallisonScramosin 29 дней назад

      I'm very cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "Vivian Jean Wilhelm" I've worked with her for 9 years and highly recommend her. Check if she meets your criteria.

    • @DallisonScramosin
      @DallisonScramosin 29 дней назад

      My CFA Vivian Jean Wilhelm, 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.

  • @georgewalker12095
    @georgewalker12095 5 месяцев назад +8

    You say you bought your shares of JEPQ "several years ago" but its inception date was May 3 , 2022. SMH

  • @marklane740
    @marklane740 6 месяцев назад +4

    Have JEPQ and QQQY. Will be selling out of QQQY after next dividend payment and loading it into JEPQ.

  • @Not_Sure_
    @Not_Sure_ 6 месяцев назад +2

    Hello.
    @0.57 on line 13 you have MPW listed with 22.17% in the Dividend yield column.
    Is that accurate?
    Where did you get that figure from ?
    On line it says it's more like 12.xx%

  • @tylerj6219
    @tylerj6219 6 месяцев назад +2

    For income I'm focused on MAIN, SPYI, and QQQI. MAIN had beaten the S&P recently which is nice but a current lower yield compared to the other two. I have dividend growth with SCHD and DGRO. The rest of my portfolio is growth but it's a power percentage.

  • @Happ1971
    @Happ1971 3 месяца назад +5

    2033 shares ... so far
    3000 shares schd 2000 shares dgro... thats my core... just retired at 53... kinda

  • @UrR2KBA
    @UrR2KBA 6 месяцев назад +8

    Several years ago?
    It’s only been around since May 2022.
    This is either an AI driven account or you’re full of it.

  • @robertmelius2025
    @robertmelius2025 5 месяцев назад +3

    Currently holding 150 shares of JEPQ

  • @setofirons
    @setofirons Месяц назад +1

    Is there an ETF that does cover put options for a bearish market?

  • @NitinBhatia459
    @NitinBhatia459 3 месяца назад +28

    I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Catherine Gauthier.

    • @JoeSugg-i1g
      @JoeSugg-i1g 3 месяца назад

      Wow. I'm a bit perplexed seeing her been mentioned 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.

    • @PhilLester331
      @PhilLester331 3 месяца назад

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

    • @KateBevan-pr2di
      @KateBevan-pr2di 3 месяца назад

      You trade with Catherine Gauthier too? Wow that woman has been a blessing to me and my family.

    • @IsabellaCharlotte-n4b
      @IsabellaCharlotte-n4b 3 месяца назад

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

    • @sebastianwright9860
      @sebastianwright9860 3 месяца назад

      I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much

  • @judieloux3610
    @judieloux3610 6 месяцев назад +2

    No i dont have any of these shares, but now i will keep an eye on it. Thanks

  • @Narsuitus
    @Narsuitus 8 дней назад

    Last month, I bought 100 shares of JEPQ.
    If I like it, I will buy more.

  • @christiangardener6073
    @christiangardener6073 6 месяцев назад +1

    I own a few shares and want to buy more when i see a the qqq dip so i can get in at a better price. I should probably buy anyway because if the fed cuts rates this year it might just get more expensive.

  • @jriker1
    @jriker1 3 месяца назад

    Is the expense ratio something that is baked into the cost or will this be something charged to the cash (haha) in my account?

  • @Lucho-2310
    @Lucho-2310 2 месяца назад

    Great information on this video thanks

  • @mikesgarage394
    @mikesgarage394 6 месяцев назад +2

    Meant to get JEPQ, but got JEPI, will get equal amount of JEPQ on Monday

  • @toquinlan
    @toquinlan 4 месяца назад

    I'm looking to start a position in JEPQ with dividends of existing stocks. It's going into an IRA and I'm really looking for growth over time. I will be reinvesting dividends, so my position size will grow over time.

  • @SummitMan165
    @SummitMan165 3 месяца назад

    Good episode, good review of a interesting ETF for income and growth !

  • @bill9729
    @bill9729 6 месяцев назад +6

    My understanding is that most of the dividends are not qualified dividends and therefore are taxed as ordinary income. If so, then this has to be factored in to your decisions, depending on your overall tax bracket situation, etc.

  • @ralphsaldivar3398
    @ralphsaldivar3398 Месяц назад

    Do you typically reinvest your dividends directly back into same stock right away, immediately ? Otherwise , it would sit in your money market type account like $SPAXX right ?

  • @morganvon5664
    @morganvon5664 3 месяца назад +4

    You say you really like this fund and you only have 25k in it? You say you have 1 million invested so JEPQ is only 4 percent of your portfolio. Why do you even bother?

    • @lostboi3974
      @lostboi3974 Месяц назад +1

      4% position weight is for stable diversification. It's even more stable if you have 30 positions because each investment only represents 3.33% of the portfolio. Bottom line, If one asset tanks, it's only 3.33% - 4% of your entire portfolio and won't really hurt you drastically.

  • @johnmaxwell1356
    @johnmaxwell1356 Месяц назад +2

    The number of BOTS that are in every one of these videos comments are so damn annoying.

  • @dwalker5175
    @dwalker5175 Месяц назад

    I invested $50,000 into JEPQ recently 910 shares.

  • @vijayaragavan440891
    @vijayaragavan440891 2 месяца назад +1

    I have 300 shares of JEPQ- argetting 3000 by next year,

  • @marshallmason1
    @marshallmason1 2 месяца назад

    Of all this explosion of covered call ETFs, JEPQ seemed the most legit. I dipped my toe in and lost money before I decided against this covered call approach entirely. For one thing, income is not as important as growth at this stage of my investing. But I'm also concerned about how these funds will do during a crash. Got a little taste of this in 2022, but that was a baby crash. I'm talking about massive downturn. Will JEPQ ever recover from it, and will it be able to maintain consistent yields over time? Or will this just prove to be a sophisticated and expensive way to burn through my capital as I age?

  • @DEEFILMZ
    @DEEFILMZ 6 месяцев назад +3

    did they just stop paying dividend s ??

    • @emmaarnts5847
      @emmaarnts5847 5 месяцев назад

      no, they have not stopped the dividend...there are a few companies on seekingalpha not showing dividend payments. Not sure what is going on though.

  • @nicksmith8141
    @nicksmith8141 6 месяцев назад

    I've been researching these extensively plus covered calls. I have a good grasp on these but I'm not quite sure if it fits my long term growth investment styles as I have a higher risk tolerance. Despite that it could be a good play if the market underperforms with lower volitility in the next decade.

    • @gcs7817
      @gcs7817 2 месяца назад

      You only need 3 funds
      SCHD
      VOO
      QQQM

  • @Carmen-gl7ge
    @Carmen-gl7ge Месяц назад

    you invest $25k in JEPQ and get $208 in every month ? after taxed?

  • @MargaretWest-m8u
    @MargaretWest-m8u День назад

    If I had $360k, I would allocate $100k to tech stocks and $260k to dividend stocks with a proven track record-focusing on capital appreciation and year-over-year dividend growth.

    • @ToreyLanez
      @ToreyLanez День назад

      In my opinion, adding JEPI and JEPQ is a smart move. When it comes to higher-risk investments, the key is balancing risk tolerance with long-term goals.

    • @FrankJaaay
      @FrankJaaay День назад

      The market isn’t necessarily a rollercoaster if you understand how to navigate it. There are numerous opportunities right now to generate good profits. If you’re not deeply familiar with the market, consider buying and holding strong companies with solid earnings, or consulting advisors for insights on ETFs and actively managed funds. That’s the strategy my spouse and I follow, and we've seen over 30% capital growth, not counting dividends.

    • @Toni__Michelle
      @Toni__Michelle День назад

      How can I find a trusted financial planner like yours?

    • @FrankJaaay
      @FrankJaaay День назад

      I consistently recommend Rebecca Lynne Buie as my top choice. She is well-known for her expertise in financial markets and has an impressive track record. I highly endorse her services.

    • @HotManP-l5g
      @HotManP-l5g День назад

      I just researched her online, and she has a really impressive background in investing. I’ll be sending her an email shortly.

  • @dennisstrand5566
    @dennisstrand5566 6 месяцев назад +2

    I have 1500 hundred shares in JEPQ

    • @할루시
      @할루시 5 месяцев назад +1

      Wow keep going bro

  • @user-be8hv6bh9k
    @user-be8hv6bh9k 7 дней назад

    Answer: 508 shares avg price 41 ish and returns 208 a month

  • @Scottweeier846
    @Scottweeier846 6 месяцев назад +30

    I lost over $70k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Natalie Strayer

    • @carolynvo7802
      @carolynvo7802 6 месяцев назад

      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

    • @DaveCulbertson
      @DaveCulbertson 6 месяцев назад

      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.

    • @Rodriguezpaul-9
      @Rodriguezpaul-9 6 месяцев назад

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

    • @Nguyenvictory83
      @Nguyenvictory83 6 месяцев назад

      Her good reputation already speaks for her .I’m also one of the beneficiary of Natalie Strayer. So happy I gave it a trial after being skeptic of the process.

    • @Scottweeier846
      @Scottweeier846 6 месяцев назад

      she's mostly on Telegrams, using the user name

  • @RICK734
    @RICK734 Месяц назад

    Why JEPQ over QQQI

  • @mertie-l2f
    @mertie-l2f 5 месяцев назад

    As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?.

    • @Daneilchirs
      @Daneilchirs 5 месяцев назад

      Well as you know bigger risk, bigger results, but such impeccable high-value trades are often carried out by pros.

    • @jeanlaudato
      @jeanlaudato 5 месяцев назад

      People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.

    • @shizue-w7n
      @shizue-w7n 5 месяцев назад

      How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?

    • @jeanlaudato
      @jeanlaudato 5 месяцев назад

      Angela Lynn Schilling is who i work with and she is a hot topic even among financial elitist in California. Just browse, you’d find her, thank me later.

    • @shizue-w7n
      @shizue-w7n 5 месяцев назад

      Thank you for this amazing tip. I just looked the name up and wrote her.

  • @ianlogan9163
    @ianlogan9163 3 месяца назад

    I have 372 shares, my current goal is to get 1000 shares.

  • @angel_killzit
    @angel_killzit 6 месяцев назад

    i got the gp ones

  • @Simplicity-x1o
    @Simplicity-x1o 5 месяцев назад

    115 shares

  • @DK-pr9ny
    @DK-pr9ny 2 месяца назад +1

    Terrible DGR.

  • @BrisLS1
    @BrisLS1 6 месяцев назад

    Got 50 shares, but buying GPIQ now, a better return.

  • @MonkeyClub
    @MonkeyClub 3 месяца назад

    GIPQ is better

  • @javimelendez414
    @javimelendez414 Месяц назад

    500