Have 75% of my 401k in SCHD on the pretax side and 25% in JEPI on the Roth side. 3 years or less until retirement! Setting up very nicely. Great interview .
Great interview. I've been hesitant to buy Jepi for a while now and this really helps understand their strategy and those ELNs that so many people are confused about. Specially coming from the fund manager himself. I feel more confident adding Jepi to my portfolio. Keep it up bro massive win by having him on here 💪👍
I am put my retention bonuses every year into JEPI JEPQ and additionally DIVO. The first one was in 2021 I’ve been more than happy with the performance and the income. I pay my water bill and Ameren bill with the income!
Thank you so much for this interview. Lately, I’ve heard way too many “other” RUclipsrs dissing these products from JPM that obviously have no idea about the true numbers and how these products work and exactly what they are designed for. Having Hamilton Reiner, portfolio manager, providing the insight into how these products work was something I have always wanted to hear. I believe in both as being a far superior product than the others, that we don’t need to mention. JEPI is by far the most liquid, with JEPQ just starting to gain steam in its shorter life span.
Escellent interview! I have been invested in JEPI and JEPQ for some time and have been looking for more information on the ELN's that the ETF's use. Hamilton explained the reasons and mechanics of the approach very well!
Thanks for the great interview I just wanted to remind everyone that this interview provided insight from a portfolio manger who manages 20 billion. Listen and listen again to grab the nuggets of wisdom. ❤
JEPI has become my absolute favorite. Number one, it's name recognition of JP Morgan. Number two, it has a pretty solid track now of being reasonably stable in a down market with great dividend payments.
Good interview (thanks Hamilton!). Completely agree with NAV vs Total return. And good point about comparing the JEPI/Q against the indexes. Fwiw I do 50/50 for my JEPI/JEPQ allocation.
This is actually genius. JEPI profits from volatility while it has a low beta for itself. So you get massive distributions in times of high volatility but JEPI itself won’t be as affected because it does not own the full Sp500. Gotta add more soon!
These 1 on 1 interview videos are great way to not only learn about the EFTs but also to understand more about how the covered call works. Like Mr. Reiner said, covered call ETF is a defensive way to get involved in the equity market. This video addresses a lot of criticism out there about the covered call strategy. For us PIIs, what's not to love about these ETFs? Thanks Adrian! 😀
Great interview!!! I just want to say thank you Adrian for everything you've done! I started investing last December! I took home all the bottles/cans from work and returned/recycled them for extra cash. I bought my first 10 shares of HYLD and I made $1.40. Everytime I got bonus paid out and tip from customers and bottles to recycle I would buy more! Now I started buying. YTSL shares. I now make $131 a month dividend pay!!! And pushing to $200 by end of this year! Buying Hyld HDIV Hdif bmax eit RS and ytsl!! I'm going to encourage my co workers and young people I meet to do the same to help them earn extra passive income without any work being done!!!! Again. Thank you 🙏
Adrian, I wanted to let you know how impressed I am by your exceptional content. As a recent subscriber from California, I am truly astounded by your capacity to pose insightful questions to your guests, as well as your extensive knowledge on the topics you cover. Your eloquent and soft-spoken manner of delivery is truly refreshing, and your habit of summarizing and reiterating your guest's comments is invaluable to your audience. Your channel is truly a treasure in the vast expanse of RUclips, and I eagerly anticipate the remarkable content you will share with us in the future. Thank you for your dedication and exceptional talent, Adrian.
This Has to be the most insightful help video. I have watched on RUclips. I am on American close to retirement. I actually sent this RUclips video to my financial advisor to watch and it will be very interesting to hear his response and my advice to him is he most definitely better have watched it lol because if he didn’t, that tells me something thanks again for your hard work, and I am going to continue continue to be a loyal watcher of your videos.
I am impressed you brought on the Portfolio Manager for a great discussion. I own JEPI, but kept a smaller position, even though I am approaching the retirement phase. In all of my research, I did not see the defensive strategy as well articulated as provided by Hamilton Reiner. I am definitely going to take a much larger position in both JEPI and JEPQ. It is great to see these products have a mature Portfolio Manager and as sound strategy that is built on principled beneficial conditions for the clients investment.
Awesome. I always learn so much from your channel. Thanks. Now I'll watch the video you recently released about the GlobalX funds that are very similar JEPI/JEPQ. Should be very interesting.
Love your work Adrian! Also own JEPI & JEPQ. One thing I don’t understand is why these two go down significantly on Ex Date although most of the payment is from selling calls throughout the month. Please help me understand this if you know
All dividend stocks go down on ex dividend day. They usually recover in a week or two. I think it discourages people from buying a stock and only holding for a day to collect the dividend.
Nice interview. JEPI is pretty much my only covered calls ETF. (Have a tiny bit of XYLD.) Hamilton is such a top-tier portfolio manager. This interview reiterates why JEPI's philosophy resonates with me; writing covered calls at the index level, and hand-picking a bunch of defensive names as the core of the portfolio. I love the fact that he sends out variable monthly distributions. This gives me transparency into the portfolio's true income. Low MER is vital. Low MER = higher retained NAV = more sustainable distribution. Last but not least, no leverage, which helps keep the beta low in case the market turns south. This is how all other CC ETFs should be.
How are they writing covered calls on the Index, if they only own individual stocks? If they don’t actually own the Index, how is it considered “covered” and not “leverage”. I’m not understanding this. Thanks in advance.
Can this type of fund run out of underlying shares to sell call option? Because when market go up alot, they would lose shares. And buy back at higher price with less shares.
Great Interview, thank so much for listening this wonderful interview and your timely question from Korea. But dont forget the fact that many Korean also watch your channel Hahaha. Good luck and thanks again
Never clicked on a video so fast. Great content. Starting to add some JEPQ to my portfolio along with my existing JEPI shares. Was always curious about the ELN's- now I have a better understanding, Thank you!
Nice job and great job getting him for the interview. I wish there was a little more discussion on the credit and liquidity doomsday risk associated with the ELNs. I understand them pretty good, but there’s a lot of RUclipsrs that don’t and this could’ve been an opportunity for him to put some of that at bay I think most of what was discussed here was known. I also like how they stopped using Credit Suisse as an issuer in 2021.
@@PassiveIncomeInvesting I actually understand this really well I worked in the industry. That wasn’t the right word. What I meant is worst case scenarios. But there is certainly counterparty risk and liquidity risk that could have been discussed. They stopped using Credit Suisse for a reason for example. I don’t disagree that at the end the day these are short options written on the indexes.
Even after listening to this, I still don’t understand why he felt that the dividends be ordinary income rather than RoC. The latter is far superior from a tax standpoint. His explanation seemed to be that he thought that the need for clients to keep track of their basis was too much to ask. I’d gladly do that extra book keeping in exchange for way more favorable tax treatment!
nothing to do with it... please read the article on Hamilton website - hamiltonetfs.com/hyld-adding-qqcc-uscc-reducing-qyld-ryld-xyld-change-in-distribution/
As a non-US investor I'd be a lot more happy with JEPI if it was domiciled in a country which doesn't charge withholding tax like e.g. g. the UK or Singapore. I'm sure I'm not the only one. Why doesn't JPM offer that?
Simple question, can JEPQ increase 3 times in value in next 10 years? of course, nobody knows, but is it possible with covered call strategy? Maybe it is not possible.
@@PassiveIncomeInvesting ...O.K. LET'S HEAR WHAT YOU HAVE ON EVERGREEN SHIPPING LINES VS MONSTER MAERSK LINES VS HAPAG--LLLOYD AND TICKER/SYMBOL-+ COSCO OR CITAY VS SBLK ,,, VS THE BIG DOG ZIM'''
Two Questions 1. 11:14 What is the Bics? I imagine it is some sort of measurement standard for evaluating the value of an Option. 2. Hamilton referred to Beta several times. I've seen explanations of it, but still don't quite grasp the concept. Thanks for another great interview Adrian. Thanks for the Timestamps as always. P.S. : Brompton is paying out their distributions a day late it seems. I wonder why? 🤔
its VIX, not bics. which is a measure of volatility of the overall market (sp500) , BETA is a measure of volatility of an asset compared to the SP500. so if its under 1, its less volatile than the SP500 so if its .8, it means its 20% less volatile
@@PassiveIncomeInvesting Straightforward and Succinct explanation as always Adrian. Why we love you and your channel. So, for Income Investors using Covered Calls, good times would be those when the Vix Index is high meaning high volatility in the Market, and the invested assets have a high Beta meaning that they are more volatile compared to the S&P 500. So, High Vix + High Beta = Lots of Covered Call Writing and High Premiums and High Returns for Investors. That's my takeaway at the moment.
have you seen a toy or a snail that can climb up a flower, but it can climb up 10% max (even if it is 20% or 25%, something limits it to 10%), and then if it falls, it can fall 15% or 20% or 25%... isn't that similar to JEPQ and JEPI ?
After hearing this video, I have confidence that I made the right decision to buy jepi & jepq. I have them split equally 50/50. Adding a broad market index fund in addition to these two for some growth when I stop reinvesting dividends in retirement seems prudent.
Thanks for this video - great hearing from the creator and manager of JEPI. I was hoping he would say are doing an international and a small cap version of JEPI.
Have 75% of my 401k in SCHD on the pretax side and 25% in JEPI on the Roth side. 3 years or less until retirement! Setting up very nicely. Great interview .
that's a good strategy! what platform do you use to manage both 401K and ROTH? also dividends reinvested into JEPI or do you cash out?
Best JEPI/JEPQ video I've seen on RUclips.
Can’t beat having the main portfolio manager and head of options on the channel heheh
Agreed: for several years CC ETFs were in the too difficult to understand (or too good to be true) category for me. So I ignored them.
Great interview. I've been hesitant to buy Jepi for a while now and this really helps understand their strategy and those ELNs that so many people are confused about. Specially coming from the fund manager himself. I feel more confident adding Jepi to my portfolio. Keep it up bro massive win by having him on here 💪👍
Same here, now I've watched this and decided to invest in JEPI😊
Been into JEPI since 2021 and the day JEPQ opened for trading in 2022. Over $8K a month in dividends. Love them both!
Jesus, that's a lot. How much is that investment total?
SOUNDS LIKE YOU DOING ''A'' O.K.''' GOOD JOB FELLA
@@tgatt5759 ...YEAHHH THATS GOT TO BE CLOSE TO 1/2 MILLION IF NOT ...MOREEEEEEE----
@@tgatt5759 Close to $1 Mill
That's the dream, nice work!
“Building a portfolio that you never feel like I gotta get out” perfect quote
I missed that statement. What was the time stamp
Wow! Thank you for this interview. I own both JEPI and JEPQ.
I am put my retention bonuses every year into JEPI JEPQ and additionally DIVO. The first one was in 2021 I’ve been more than happy with the performance and the income. I pay my water bill and Ameren bill with the income!
An excellent interview Adrian - your questions were key and focused - thank you 😊
Thanks for these interviews
Interviewes with Hamilton’s managers are always good and informative!
Thank you so much for this interview. Lately, I’ve heard way too many “other” RUclipsrs dissing these products from JPM that obviously have no idea about the true numbers and how these products work and exactly what they are designed for. Having Hamilton Reiner, portfolio manager, providing the insight into how these products work was something I have always wanted to hear. I believe in both as being a far superior product than the others, that we don’t need to mention. JEPI is by far the most liquid, with JEPQ just starting to gain steam in its shorter life span.
Escellent interview! I have been invested in JEPI and JEPQ for some time and have been looking for more information on the ELN's that the ETF's use. Hamilton explained the reasons and mechanics of the approach very well!
This is a pinnacle of your channel buddy! Great job and you’re channel is probably on its way to becoming very successful
I own both JEPI and JEPQ. Thanks for the video. Options strategies are very interesting and provide great income.
I own a ton of jepi and jepi I’m so glad to see this video
Thanks for the great interview I just wanted to remind everyone that this interview provided insight from a portfolio manger who manages 20 billion. Listen and listen again to grab the nuggets of wisdom. ❤
agreed! not to mention 35+ years experience
Let 20 billion sink in for a minute.
JEPI has become my absolute favorite. Number one, it's name recognition of JP Morgan. Number two, it has a pretty solid track now of being reasonably stable in a down market with great dividend payments.
Thank you for the great topic!
thanks guys for the opportunity to learn about these etf's
Really stellar interview, thanks to both for this
Been in JEPQ for a few months... love the DIV and this setup. Getting away from the single stock owning for DIV.
hard to beat!
Just took the plunge into JEPQ today near ATHs. Chart looks strong. 💪 Thanks Adrian!
How you feeling about it after a few weeks?
@ good have been adding on dips 💪
Good interview (thanks Hamilton!). Completely agree with NAV vs Total return. And good point about comparing the JEPI/Q against the indexes.
Fwiw I do 50/50 for my JEPI/JEPQ allocation.
Excellent questions/explanation. I have 4500 shares of JEPI since January 23, so far getting good results, looking forward to better results.
@Isidro F., Do U also have to maintain a large dry powder cache for downturns while owning JEPI?
This is actually genius. JEPI profits from volatility while it has a low beta for itself. So you get massive distributions in times of high volatility but JEPI itself won’t be as affected because it does not own the full Sp500. Gotta add more soon!
it is
These 1 on 1 interview videos are great way to not only learn about the EFTs but also to understand more about how the covered call works.
Like Mr. Reiner said, covered call ETF is a defensive way to get involved in the equity market. This video addresses a lot of criticism out there about the covered call strategy.
For us PIIs, what's not to love about these ETFs? Thanks Adrian! 😀
Wow. Adriano what a great service you did for us investors. Super great interview with a great fund manager. Really impressed!
thank you Sam
Great interview!!!
I just want to say thank you Adrian for everything you've done!
I started investing last December! I took home all the bottles/cans from work and returned/recycled them for extra cash. I bought my first 10 shares of HYLD and I made $1.40. Everytime I got bonus paid out and tip from customers and bottles to recycle I would buy more! Now I started buying. YTSL shares. I now make $131 a month dividend pay!!! And pushing to $200 by end of this year! Buying Hyld HDIV Hdif bmax eit RS and ytsl!! I'm going to encourage my co workers and young people I meet to do the same to help them earn extra passive income without any work being done!!!!
Again. Thank you 🙏
Adrian, I wanted to let you know how impressed I am by your exceptional content. As a recent subscriber from California, I am truly astounded by your capacity to pose insightful questions to your guests, as well as your extensive knowledge on the topics you cover. Your eloquent and soft-spoken manner of delivery is truly refreshing, and your habit of summarizing and reiterating your guest's comments is invaluable to your audience. Your channel is truly a treasure in the vast expanse of RUclips, and I eagerly anticipate the remarkable content you will share with us in the future. Thank you for your dedication and exceptional talent, Adrian.
wow thank you so much my friend!
This Has to be the most insightful help video. I have watched on RUclips. I am on American close to retirement. I actually sent this RUclips video to my financial advisor to watch and it will be very interesting to hear his response and my advice to him is he most definitely better have watched it lol because if he didn’t, that tells me something thanks again for your hard work, and I am going to continue continue to be a loyal watcher of your videos.
Glad it was helpful!
I am impressed you brought on the Portfolio Manager for a great discussion. I own JEPI, but kept a smaller position, even though I am approaching the retirement phase. In all of my research, I did not see the defensive strategy as well articulated as provided by Hamilton Reiner. I am definitely going to take a much larger position in both JEPI and JEPQ. It is great to see these products have a mature Portfolio Manager and as sound strategy that is built on principled beneficial conditions for the clients investment.
I own JEPI.. after hearing this, will also start buying JEPQ
I'm new here, and I've subscribed to your channel❤
Great content, I've decided to invest in JEPI, thankyou💖
Thanks and welcome
Awesome. I always learn so much from your channel. Thanks. Now I'll watch the video you recently released about the GlobalX funds that are very similar JEPI/JEPQ. Should be very interesting.
Excellent interview and kudos to Hamilton Reiner on the passion for results, safety and engagement.
Thank you for a great interview Adrian - bit too long but worth it😊
This is great! It helped me understand.
Love your work Adrian! Also own JEPI & JEPQ. One thing I don’t understand is why these two go down significantly on Ex Date although most of the payment is from selling calls throughout the month. Please help me understand this if you know
thanks buddy, to your question : I have no answer, i do not see that and honestly who cares, makes no difference to a long term investor
All dividend stocks go down on ex dividend day. They usually recover in a week or two. I think it discourages people from buying a stock and only holding for a day to collect the dividend.
That is exactly why it drops.
Is it better to purchase JEPI on roth IRA or traditional IRA account? Thanks in advance.
Thanks!
thank you so much
This video was awesome and it helped me understand even more both ETFs, I will be adding one of them and hold forever
Thank you sir!!
thanks for the feedback!
Great interview, thank you from the US.
Glad you enjoyed it!
Nice interview. JEPI is pretty much my only covered calls ETF. (Have a tiny bit of XYLD.) Hamilton is such a top-tier portfolio manager. This interview reiterates why JEPI's philosophy resonates with me; writing covered calls at the index level, and hand-picking a bunch of defensive names as the core of the portfolio. I love the fact that he sends out variable monthly distributions. This gives me transparency into the portfolio's true income. Low MER is vital. Low MER = higher retained NAV = more sustainable distribution. Last but not least, no leverage, which helps keep the beta low in case the market turns south. This is how all other CC ETFs should be.
Well said friend , thanks for sharing your logical and articulate pov
I’ve got a sizable position in jepi and starting a jepq position this week.
It's a very good interview. This is a must-see video for jepi investors.
American here! Houston Texas
How are they writing covered calls on the Index, if they only own individual stocks? If they don’t actually own the Index, how is it considered “covered” and not “leverage”. I’m not understanding this. Thanks in advance.
You don’t need to own the index to write calls on it …. Index options are settled in cash
Is that then considered a “naked” call as opposed to a covered call?
@@OCShree 80% of the fund is in individual stocks. The other 20% is used through ELNs to buy S and P options.
JEPI and JEPQ are my favourite funds. Thanks very much for the interview Adriano.
20 minute commercial i can't skip before video
Great interview. awesome job Adrian to have been able to actually made this happen. Well done!
Thanks Adrian for this, been waiting for this one for awhile. I understand the ELN structure and delivery a lot better now. Next up Global X! Cheers 🍻
oh yes, coming VERY soon
Very good Q & A agin 👍👍💪💪
Thanks for this
Great Questions Adriano!
Can this type of fund run out of underlying shares to sell call option? Because when market go up alot, they would lose shares. And buy back at higher price with less shares.
Great Interview, thank so much for listening this wonderful interview and your timely question from Korea. But dont forget the fact that many Korean also watch your channel Hahaha.
Good luck and thanks again
JEPQ 📈
Never clicked on a video so fast. Great content. Starting to add some JEPQ to my portfolio along with my existing JEPI shares. Was always curious about the ELN's- now
I have a better understanding, Thank you!
Awesome! Thank you!
Do they ever roll their calls to keep their underlying?
Nice job and great job getting him for the interview. I wish there was a little more discussion on the credit and liquidity doomsday risk associated with the ELNs. I understand them pretty good, but there’s a lot of RUclipsrs that don’t and this could’ve been an opportunity for him to put some of that at bay I think most of what was discussed here was known. I also like how they stopped using Credit Suisse as an issuer in 2021.
i see no doomsday risk... its just a way to package the call options. i would say do not overthink it. also its just 15% of the ETF
@@PassiveIncomeInvesting I actually understand this really well I worked in the industry. That wasn’t the right word. What I meant is worst case scenarios. But there is certainly counterparty risk and liquidity risk that could have been discussed. They stopped using Credit Suisse for a reason for example. I don’t disagree that at the end the day these are short options written on the indexes.
Any reference material to better understand ELNs for the common person appreciated!
@@PassiveIncomeInvesting ...BUT STILL SHORT OF $$$ $$$ ---8---GRAND A MONTH WHAT MUST I DO SOLD MY CAR SOLD MY HOUSE WTF
Even after listening to this, I still don’t understand why he felt that the dividends be ordinary income rather than RoC. The latter is far superior from a tax standpoint. His explanation seemed to be that he thought that the need for clients to keep track of their basis was too much to ask. I’d gladly do that extra book keeping in exchange for way more favorable tax treatment!
100%. I'd have a much larger position if it was considered long term capital gains instead of ordinary income. It makes a substantial difference!
LEGEND
Hey! Ken was right about HYLD :)
Hi, HYLD is lowering its distribution. Is it because they forecast a recession and that they keep cash for buying more stocks?
nothing to do with it... please read the article on Hamilton website - hamiltonetfs.com/hyld-adding-qqcc-uscc-reducing-qyld-ryld-xyld-change-in-distribution/
@@PassiveIncomeInvesting Thanks, misted that one!
@@PassiveIncomeInvesting hi Adrian, it’s a huge impact for our monthly income, are you still buying hyld?
Appreciate the interview! Very informative. Thank you!
Sorry I still did not get it. How the fund deals with assignment?
?
@@PassiveIncomeInvesting ?
What does he mean index level if his spy gets in the money it will get called away explain
As a non-US investor I'd be a lot more happy with JEPI if it was domiciled in a country which doesn't charge withholding tax like e.g. g. the UK or Singapore. I'm sure I'm not the only one. Why doesn't JPM offer that?
Great job scoring this interview! The ELN explanation is still a bit murky to me but I may go back and watch that part again.
its just an efficient way to package the call options
Why shouldn't I make JEPI a core holding at retirement time?Ill retire in 6 months.
I’m retired on 50% VOO, 25% JEPI, 25% JEPQ. Very happy.
@@unorthodocs1any update on JEPI and JEPQ right now?
@@NowIsee-NowIdont Still happy.
Great interview, good stuff! Thanks!
Simple question, can JEPQ increase 3 times in value in next 10 years? of course, nobody knows, but is it possible with covered call strategy? Maybe it is not possible.
당연히 불가능하죠... spy가 연평균 최소 10%인데, 그럼 스파이의 가치가 10년 동안 2배가 되는데 어떻게 커버드콜인 jepq의 가치가 3배가 될 수 있습니까? 완전 불가능입니다
Fantastic❤
Thanks 🤗
Long JEPI + JEPQ!!! Lets ride 🚀💰
Fantastic interview.
Thanks for this interview. Very helpful.
How will JEPQ hold long term? If there is no dividend growth then will the yield come down?
이거 사지마세요 진짜 위험합니다. 고배당률만 보고 쉽게 매수하면 나중에 큰일납니다. 그냥 spy나 voo 를 하세요
I was unable to buy Jepq thru Merril Lynch - anyone else have this issue ?
Jepq ❤
Great interview. Keep these type of videos coming. It would be awesome if you could interview the portfolio managers of LQDW, HYGW, and TLTW.
I tipped my toes into HYGW after finding about these 3 soon after they came on the market. I would enjoy hearing more also. Dividend yield is nuts.
one can only hope!
@@PassiveIncomeInvesting ...O.K. LET'S HEAR WHAT YOU HAVE ON EVERGREEN SHIPPING LINES VS MONSTER MAERSK LINES VS HAPAG--LLLOYD AND TICKER/SYMBOL-+ COSCO OR CITAY VS SBLK ,,, VS THE BIG DOG ZIM'''
I wish you asked “if he eats his own cooking” and a percentage of his net worth invested in JEPI & JEPQ
@@Dividendflywheel he answered this in another video I saw. He’s 90% of his own portfolio invested in his strategies
Please do same interview w schd.
not much to talk about, its just a simple U.S. Dividend ETF
Two Questions
1. 11:14 What is the Bics? I imagine it is some sort of measurement standard for evaluating the value of an Option.
2. Hamilton referred to Beta several times. I've seen explanations of it, but still don't quite grasp the concept.
Thanks for another great interview Adrian.
Thanks for the Timestamps as always.
P.S. : Brompton is paying out their distributions a day late it seems. I wonder why? 🤔
its VIX, not bics. which is a measure of volatility of the overall market (sp500) , BETA is a measure of volatility of an asset compared to the SP500. so if its under 1, its less volatile than the SP500 so if its .8, it means its 20% less volatile
@@PassiveIncomeInvesting Straightforward and Succinct explanation as always Adrian. Why we love you and your channel.
So, for Income Investors using Covered Calls, good times would be those when the Vix Index is high meaning high volatility in the Market, and the invested assets have a high Beta meaning that they are more volatile compared to the S&P 500.
So, High Vix + High Beta = Lots of Covered Call Writing and High Premiums and High Returns for Investors.
That's my takeaway at the moment.
Nice work, Adrian 👍
Thank you , simply amazing.
have you seen a toy or a snail that can climb up a flower, but it can climb up 10% max (even if it is 20% or 25%, something limits it to 10%), and then if it falls, it can fall 15% or 20% or 25%... isn't that similar to JEPQ and JEPI ?
Very good interview.
Love my JEPI
Tell me a little bit about Hamilton 😆 lol
Oops wrong interview haha1:40
After hearing this video, I have confidence that I made the right decision to buy jepi & jepq. I have them split equally 50/50. Adding a broad market index fund in addition to these two for some growth when I stop reinvesting dividends in retirement seems prudent.
Thanks for sharing!
Still not clear on the elns Oh well
just pretend they are not there..... it makes no difference besides taxes
And only when you sell?
Great Video! Thanks
So glad to see this video new subscriber now thank you.
Thanks for this video - great hearing from the creator and manager of JEPI. I was hoping he would say are doing an international and a small cap version of JEPI.
i hope so too
Watching now, thanks Adriano!
Q. I did buy your DIY package & was wondering what’s the process to get the latest versions when you update it?
Thanks 🙏🏻
email me :) it will be at the same place once you log into my website
15:27
did you count how many times he said 'Adrian'? typical sales technique
It’s a foundational principle in the book …”How to win friends …”
I wish to know about the tax situation when it comes to ELNs compared to standard ETFs?
as discussed, there will be no ROC, it will mostly be ordinary income
As an investor from Trinidad and Tobago, I really hope, that JP Morgan releases a JEPI etf domiciled in Ireland.
Someone explain how he gives 10 % doesn’t make sense explain