I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.
Those sound like great picks! consider financial advisory so you don’t keep switching it up, top 3 payers for the month were $OHI, $KMI, and $EDP... not bad for 350k
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.
I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
I love ETFs. Ended up buying QQQM in my Roth, JEPQ, SCHD, and some individual stocks in my brokerage account. I have a considerably larger position of SCHD, which are well managed.
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?
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.
Kenderdine 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.
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.
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year.
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
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?
''Melissa Elise Robinson'' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
She goes by "Melissa Elise Robinson" I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.
You're correct. I think the smartest way to go is to spread out your investments. By putting your money into different asset classes like bonds, real estate, and stocks from other countries, you can lower the risk if one part of the market goes bad.
That sounds like a good plan. In the past two years, working closely with a financial market specialist, I've built a six-figure diversified stock portfolio. Now, I aim to diversify even more this year.
Talking about a financial market specialist, do you consider anyone worthy of recommendations? I have about 100k to test the waters now that large cap stocks are at a discount... Thanks
NICOLE ANASTASIA PLUMLEE is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
I personally think JEPQ is a really solid etf. I base that on its top ten holdings being superior growth companies. I was lucky and started buying around $41 a share. it has appreciated decently and the dividends are very nice. I’m older, 44 and will be dca into it without hesitation. i will be using it for passive income soon cause i’m gonna retire early.
based on the technicals there is evidence to show JEPQ may* correct to the weekly low support level of 46.08. This zone would be a good to buy and accumulate for the longer term holder. (*obviously not financial advice. don't sue me bruh)
I love JEPQ. All the stocks I love in one place. I own 100 shares currently , but might be upping my postition. I also love VGT for growth and some dividends. It just depends on what you are looking for.
Considering I will be 41 in November, I was thinking to get JEPQ but into my taxable account and Drip them, instead of IRA which you cannot withdraw or use dividends without being taxed until 59.5, what do you think? Maybe you are younger than me too...
@@christopheboswell3198 It really depends on what you goals are. Do you plan on retiring early? For me I am 52 and intend on retiring at 59.5 so my time horizon is much shorter than yours. I do have other non retirement accounts and I don't have any JEPQ in them. Seems to me that you can get a better rate of return with QQQ vs JEPQ; however, it won't be paying any dividends.
@@christopheboswell3198unless you need the money to live on always put into your Roth. Remember you can always take out the actual amount you contributed to your Roth tax free !!!
@@mikelopez4148 Yes; however, they are in my Roth IRA so I just re-invest them to buy more JEPQ. Which is growing like crazy. Should get a monthly dividend of about $3000 a month in 7 years when I retire.
@@DawoodSindi-j3k It's going great ! Bought at $49.01 and it's up to about $54. I didn't buy it intending to have capital gains, just for the divy income which just keeps giving and giving every month. So far, the best of both worlds.
have you put anything into SPYI? seems that one is growing well with a good dividend. from what i've seen, its 98% qualified- 2% ordinary on its tax rate.
Is the JPQE still a good buy in 2024? I’m a new investor looking for solid etfs with good dividend yields. So far I have around 2k in VOO and about 2k in SCHD.
Loved the content. And I agree that this may be a riskier play, but I have some risky, high yield assets. So it got me thinking how to reallocate some high volatility funds into lower volatility funds and still reap a great yield. Thanks and cheers
I have never invested in covered cell ETFs due to concern that I may lose more money than I invest. Can you please clarify that if I invest $5000 in Jepi or Jepq can I lose more than $5000? The question may sound stupid so please forgive me.
divo is a great but jeqq and schd for sure!! i have over 1200 shares of schd and it is great also for quarterly re arrangement! instead of reinvesting dividend back can use the cash other investment!! good luckkkkkk
No matter what price I enter, start from that day I entered the trade, it will pay me dividend in every month ? Even the stock price lower or higher than my price ?
@@daviswatkinsyt You should open your Roth as soon as possible to get the five year clock started. Even if you just put $100 bucks in and don't invest anymore for awhile, it will start the clock. After the five years you are able to withdraw contributions penalty-free and tax-fee (not that I would recommend that). Just make sure you do it before the end of the year and 2024 will count as a full year.
if you are young then JEPI or JEPQ not good in taxable account. You will be better off with QQQ (without taxes issue). Also look at total returns (dont just go with dividend returns).
thank u ✅️. Yr doing great. I love it when someone starts REALLY SMALL and builds it month after month. Just watch out for market cycles. Sept/Oct are crash months and the market looks to be getting overbought.
Real questing if JEPQ dividend is 9.37% and I can borrow on margin at 6.5% should I leverage my margin to buy more and if so should I do it lump some or a little every day or every week I am considering doing this would appreciate and thoughts ideas or suggestions or if there are any videos covering this anyone could recommend Thanks
Who added some JEPQ into their taxable account and Drip it? Do everyone place JEPQ into IRA? Iam 41 in November I was considering place JEPQ into my taxable account. Thanks.
I was going to buy some JEPQ, but my brokerage, Merrill, wouldn't let me. So I bought JEPI instead. I have other brokerage accounts elsewhere but I did kind of take that as a red flag so I'm just as well pleased to be in JEPI instead for now.
Hmm interesting. Some brokerages don’t support some ETFs for certain reasons. For example Robinhood doesn’t currently support the yieldmax ETFs like TSLY, APLY, NVDY, etc.
Personally, I'm happy to see all levels of investing represented here. I know so many people who have nothing invested and feel it's a lost cause for them. Maybe they'll find a video like this and gain some hope. If all they see are high value portfolios, they might crawl into the fetal position and never come out.
Thanks for sharing this tech ETF with us. I am already invested in JEPI and have been impressed with its returns. I like that JEPQ is a tech ETF and very different than ARKK which doesn't pay out as high of a dividend. Still I am great fan of Cathy Woods and I'm very interested in her and others views on Bitcoin and Cryptocurrency as a part of the new technology revolution. Have a great day!
My friend, I expect you will get roasted by the other internet investment gurus for investing in Jepi and Jepq. Lot of hate out there for them. For myself I'm a big fan of JEPI as long as their dividend stays above 10% yield and I am building my position. I love that yield and the fact it's monthly. It also has an impressive list of holdings. But if it dips below 9 I'm out. I guess we'll see who is right about it soon enough.
@@gandmemoney yea, I know. It's interesting, I started equal amounts into Jepi,Divo and Schd about 5 months ago and NAV of each are pretty much the same as of yesterday. I've put a hold on Jepi for the time being and investing elsewhere. We'll see how it shakes out.
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.
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.
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.
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.
I'm confused, so if the share price is 54 bucks and they're paying out a percentage of 9.45 percent per share, how is that only .30 something cents or .60 something cents? This video is one year old and the share price of this stock is still the same and the 30 day yield is 9.45%.. 9.45% of 54.00 is $5.10.. what am I missing here..
They're making billions and paying out pennies😂 what people need to be good at is trading options. Sure more risk tolerance comes into play but you're making money hand over fist when it comes into comparison of 0.60 per share in dividends. If you're going into dividends and passive income it's a long run game and should be pursued through a Roth IRA. Set it and forget it for 30 years on a DRIP and have your future you thank the today you. No taxes!!
![[DRAGON BALL LEGENDS REVEALS ＆ STUFF] LEGENDS FESTIVAL 2024 Special Edition Part 2](http://i.ytimg.com/vi/af0phKxitX8/mqdefault.jpg)
Hey guys, I use Seeking Alpha for all my investing research. You can start your free trial HERE: www.sahg6dtr.com/3443HRH/R74QP/
I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.
Those sound like great picks! consider financial advisory so you don’t keep switching it up, top 3 payers for the month were $OHI, $KMI, and $EDP... not bad for 350k
You have a very valid point, I started investing on my own and for a long time, the market was really ripping me off. I decided to hire a CFA, even though I was skeptical at first, and I beat the market by more than 14.3%. I thought it was a fluke until it happened two years in a row, and so I’ve been sticking to investing via an advisor.
I'm intrigued by this. I've searched for financial advisers online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?
I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy’’ for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info
I love ETFs. Ended up buying QQQM in my Roth, JEPQ, SCHD, and some individual stocks in my brokerage account. I have a considerably larger position of SCHD, which are well managed.
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?
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.
Kenderdine 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.
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.
a lot of people into ETF let it ride for the long-term given its solid returns overtime.
I went heavy into JEPQ early last year... yes! It is keeping me happy 😊
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year.
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
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?
''Melissa Elise Robinson'' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
She goes by "Melissa Elise Robinson" I suggest you look her up. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.
You're correct. I think the smartest way to go is to spread out your investments. By putting your money into different asset classes like bonds, real estate, and stocks from other countries, you can lower the risk if one part of the market goes bad.
That sounds like a good plan. In the past two years, working closely with a financial market specialist, I've built a six-figure diversified stock portfolio. Now, I aim to diversify even more this year.
Talking about a financial market specialist, do you consider anyone worthy of recommendations? I have about 100k to test the waters now that large cap stocks are at a discount... Thanks
NICOLE ANASTASIA PLUMLEE is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
I personally think JEPQ is a really solid etf. I base that on its top ten holdings being superior growth companies. I was lucky and started buying around $41 a share. it has appreciated decently and the dividends are very nice. I’m older, 44 and will be dca into it without hesitation. i will be using it for passive income soon cause i’m gonna retire early.
Congrats on retiring early!
based on the technicals there is evidence to show JEPQ may* correct to the weekly low support level of 46.08. This zone would be a good to buy and accumulate for the longer term holder. (*obviously not financial advice. don't sue me bruh)
I’m big into JEPQ, i own 102 shares which will buy me roughly a share per month.
Nice!
So far so good for JEPQ, very good returns. I have that one plus JEPI.
I love JEPQ. All the stocks I love in one place. I own 100 shares currently , but might be upping my postition. I also love VGT for growth and some dividends. It just depends on what you are looking for.
Right, you won't see much growth in JEPQ but you see that monthly dividend.
Vgt for really long term growth. Jepq for lower volatile in case market goes crazy volatile. Great job for recognizing both!
I have both Jepi and Jepq. 60 shares of Jepi and 12 shares of jepq. I’ll probably stop at 100 shares of both
I have 3000 shares of JEPQ in my Roth IRA, I average approx. $1250 a month in dividend payout and could not be happier! Thank you for the video.
Considering I will be 41 in November, I was thinking to get JEPQ but into my taxable account and Drip them, instead of IRA which you cannot withdraw or use dividends without being taxed until 59.5, what do you think? Maybe you are younger than me too...
@@christopheboswell3198 It really depends on what you goals are. Do you plan on retiring early? For me I am 52 and intend on retiring at 59.5 so my time horizon is much shorter than yours. I do have other non retirement accounts and I don't have any JEPQ in them. Seems to me that you can get a better rate of return with QQQ vs JEPQ; however, it won't be paying any dividends.
@@christopheboswell3198unless you need the money to live on always put into your Roth. Remember you can always take out the actual amount you contributed to your Roth tax free !!!
Can you use your dividends anytime you want !?
@@mikelopez4148 Yes; however, they are in my Roth IRA so I just re-invest them to buy more JEPQ. Which is growing like crazy. Should get a monthly dividend of about $3000 a month in 7 years when I retire.
I continue to add shares of JEPQ and SPYI!
Just bought $1000.00 of this today and $300.00 of JEPI. I will be adding 25.00 per week to each one
Brilliant! Thank you for the info Davis.
I put 200k into jepq and I am very happy
Damn, bro
👏👏
I hope that's not all your eggs
Haters gonna hate
Your investment is safe there.
How much was your first dividend if you dont mind me asking
Good job! I'm interested in JEPQ :) Great video btw!
Thanks!
1 year after this video and JEPQ is banging it! Hope u kept your money in.
Just bought 800 shr. JEPQ We'll see how it goes !
How’s it going ?
@@stephanieaguilar4597 Great so far! Bought at $49.01 a share, been getting the dividends every month and it's about $54 a share now.
How it goes ?
@@DawoodSindi-j3k It's going great ! Bought at $49.01 and it's up to about $54. I didn't buy it intending to have capital gains, just for the divy income which just keeps giving and giving every month. So far, the best of both worlds.
Very nice, I'm at 20% in JEPI and need to get that lower, so I've been adding to JEPQ and others.
Thanks! Yes, so far both ETFs have not disappointed. Gotta love the monthly dividends!
I put 300k dollars into JEPQ and I am happy
Wonderful!!
have you put anything into SPYI? seems that one is growing well with a good dividend. from what i've seen, its 98% qualified- 2% ordinary on its tax rate.
I've been looking more into it. Might just make a video about that one!
I use JEPQ, JEPI, SCHD and SVOL in Roth and in taxable SCHD, and SPYI because of the tax advantages@@daviswatkinsyt
That's what i was wondering, what's the percentage of qualified dividend for JEPQ.
I like JEPI and JEPQ because it pays a monthly dividend vs waiting for quarterly payments.
Yes, monthly dividends are nice!
Love it, have about $3000.00 invested so far.
Quick question how do you just take your dividends without selling any stock !? Is it separate or does it automatically go into your stock investment
Is the JPQE still a good buy in 2024? I’m a new investor looking for solid etfs with good dividend yields. So far I have around 2k in VOO and about 2k in SCHD.
One thing to mention is that JEPI and JEPQ have a .35 expense ratio but I think it's worth it.
What exactly does this mean?
Are you reinvesting your dividends and when you do is that taxed or? sorry!! very new to all this !!
Yes you are still taxed on dividends even when you reinvest them. Unless it’s in an IRA
I am thinking of switching my positions in QTUM to JEPQ
Loved the content. And I agree that this may be a riskier play, but I have some risky, high yield assets. So it got me thinking how to reallocate some high volatility funds into lower volatility funds and still reap a great yield. Thanks and cheers
I have never invested in covered cell ETFs due to concern that I may lose more money than I invest. Can you please clarify that if I invest $5000 in Jepi or Jepq can I lose more than $5000? The question may sound stupid so please forgive me.
Would it be smart of me to go with schd , dgro and jepq ?
Yes! Those 3 are a great trio 😃
divo is a great but jeqq and schd for sure!! i have over 1200 shares of schd and it is great also for quarterly re arrangement! instead of reinvesting dividend back can use the cash other investment!! good luckkkkkk
No matter what price I enter, start from that day I entered the trade, it will pay me dividend in every month ? Even the stock price lower or higher than my price ?
You should open your Roth account and buy from there so you don’t have to pay ANY TAX!! Just saying
I will eventually 🙂
Yea, i said that too almost 20 years ago. The more you wait, the more you lose in taxes.
@@daviswatkinsyt You should open your Roth as soon as possible to get the five year clock started. Even if you just put $100 bucks in and don't invest anymore for awhile, it will start the clock. After the five years you are able to withdraw contributions penalty-free and tax-fee (not that I would recommend that). Just make sure you do it before the end of the year and 2024 will count as a full year.
How does one do this?
I just added 100 shares of JEPQ to my portfolio. If I like it, I will add more later.
if you are young then JEPI or JEPQ not good in taxable account. You will be better off with QQQ (without taxes issue).
Also look at total returns (dont just go with dividend returns).
Do you have to pay taxes every year on the dividends even if they are just being reinvested back into the stock?
@@riverguy988I thought you don't pay taxes if you're not getting dividends backs each month
@@riverguy988 Yes.
@@riverguy988yes
Great espeically in a Roth IRA, drip the dividend into more shares tax free.
this and SPY are the way to go
thank u ✅️. Yr doing great. I love it when someone starts REALLY SMALL and builds it month after month. Just watch out for market cycles. Sept/Oct are crash months and the market looks to be getting overbought.
Thanks for watching! Yes, it’s a work in progress for sure!
Real questing if JEPQ dividend is 9.37% and I can borrow on margin at 6.5% should I leverage my margin to buy more and if so should I do it lump some or a little every day or every week
I am considering doing this would appreciate and thoughts ideas or suggestions or if there are any videos covering this anyone could recommend
Thanks
Who added some JEPQ into their taxable account and Drip it? Do everyone place JEPQ into IRA? Iam 41 in November I was considering place JEPQ into my taxable account. Thanks.
do you get taxed on it if you dont sell?
If you don’t sell, you’re still taxed on the dividends as ordinary income
I'm loading, ultimate goal is about 1000 shares.
What about taxes on JEPQ? It’s taxed higher than dividend stocks no? This should be covered
Throw it in a Roth.. it’s tax free growth
Good job bro! I'm doing the same thing.
Thanks! Appreciate it. Nice, keep it up!
I just bought 100 shared today
Will i pay tax im not from america ??? If i buy jepq shares will i be taxed on dividends received ???
I think JEPQ will do way better than QYLD
qyld is much cheaper,,twice as many shares you can get
I was going to buy some JEPQ, but my brokerage, Merrill, wouldn't let me. So I bought JEPI instead. I have other brokerage accounts elsewhere but I did kind of take that as a red flag so I'm just as well pleased to be in JEPI instead for now.
I would love to know why ML wouldn't let you buy JEPQ? Thanks
@@dianec1595 me too. They also wont let me buy DIVO or NUSI or TSLY. Those last two might be risky, but i didnt think DIVO was.
Hmm interesting. Some brokerages don’t support some ETFs for certain reasons. For example Robinhood doesn’t currently support the yieldmax ETFs like TSLY, APLY, NVDY, etc.
Leave ML! Go to Charles Schwab. Buy whatever you want!
ML probably doesn’t work with JP Morgan but that’s just my guess
Your so lucky as I can buy this ETF in the UK as it’s only available in the US😂
Ah man! Sorry to hear that 😆
I love JEPQ and have over $50k in it, great video but just not sure why your doing a video on only putting $1,200 into it
Personally, I'm happy to see all levels of investing represented here. I know so many people who have nothing invested and feel it's a lost cause for them. Maybe they'll find a video like this and gain some hope. If all they see are high value portfolios, they might crawl into the fetal position and never come out.
He is putting 1200 into JEPQ to make a video and get views. Making 5.00 from dividends and a few cents per view 😎
Not everyone have 50k to drop….
@@db12590exactly
Thanks for sharing this tech ETF with us. I am already invested in JEPI and have been impressed with its returns. I like that JEPQ is a tech ETF and very different than ARKK which doesn't pay out as high of a dividend. Still I am great fan of Cathy Woods and I'm very interested in her and others views on Bitcoin and Cryptocurrency as a part of the new technology revolution. Have a great day!
How sbout qqqy?
🙄 I'm having a hard time trying to figure out why someone would put 100,000 into an ETF like jepq just to earn $1500 a month !? 🤷
Sounds like you should have invested into #BTI or #MO
sounds like you need JEPQ
Where I can buy JEPQ?
I use Robinhood but any brokerage should allow you to own shares.
@@daviswatkinsyt I live in Italy. I hope can I buy in Europe!
this is a great product
Aint no one gone gonna mention the right eye? You ok. Bro? 👁️
My friend, I expect you will get roasted by the other internet investment gurus for investing in Jepi and Jepq. Lot of hate out there for them.
For myself I'm a big fan of JEPI as long as their dividend stays above 10% yield and I am building my position. I love that yield and the fact it's monthly. It also has an impressive list of holdings. But if it dips below 9 I'm out. I guess we'll see who is right about it soon enough.
It’s only 6% now
@@gandmemoney yea, I know. It's interesting, I started equal amounts into Jepi,Divo and Schd about 5 months ago and NAV of each are pretty much the same as of yesterday. I've put a hold on Jepi for the time being and investing elsewhere. We'll see how it shakes out.
😂😂😂
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.
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.
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.
How can I find a trusted financial planner like yours?
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.
I just researched her online, and she has a really impressive background in investing. I’ll be sending her an email shortly.
JEPQ IS THE BEST!!
ytd up over sp500- what about 2yr or 3yr or 5yr - you cherrypick that stat?
There is no 2, 3, or 5 year return because it’s only been out since 2022.
I'm confused, so if the share price is 54 bucks and they're paying out a percentage of 9.45 percent per share, how is that only .30 something cents or .60 something cents? This video is one year old and the share price of this stock is still the same and the 30 day yield is 9.45%.. 9.45% of 54.00 is $5.10.. what am I missing here..
The 9.45% is yearly. Basically divide it by 12.
It pays monthly. Amount changes from
Month to month
Annually it pays around 5 bucks per share
Roughly
Do you understand how the fund works? You should do some basic research...
What do you mean?
They're making billions and paying out pennies😂 what people need to be good at is trading options. Sure more risk tolerance comes into play but you're making money hand over fist when it comes into comparison of 0.60 per share in dividends. If you're going into dividends and passive income it's a long run game and should be pursued through a Roth IRA. Set it and forget it for 30 years on a DRIP and have your future you thank the today you. No taxes!!
LMAOOOOOOOOOOOOOOO
Wait what 1200$ 😳
Yup!
You have to start somewhere. That's were I started.
Congrats then, I wouldn't think of starting a channel unproven but would be a good success story!
Wow, you and I are almost indentical in portfolio and portfolio activity. Glad I stopped to watch.
lol 😂 do it!