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JEPQ’s 10% Dividend Is Legendary, But At What Cost?
Yahoo Finance· 2025-12-11 15:42
24/7 Wall St. Quick Read JEPQ delivers an 11.52% dividend yield by selling covered calls on Nasdaq-100 stocks but caps upside gains during rallies. QQQ returned 22.27% year-to-date and 106.68% over five years without options strategies. JEPQ’s yield came at the cost of 10-12 percentage points in annual returns. JEPQ’s monthly distributions fluctuate 50% based on volatility. The fund holds 43.7% in technology stocks with 168% portfolio turnover. If you’re thinking about retiring or know someone who ...
3 Dividend Aristocrats Every Diversified Portfolio Should Include
Yahoo Finance· 2025-11-06 13:38
Core Insights - Chevron Corp is a major player in the energy sector, involved in oil and natural gas extraction, refining, and renewable energy initiatives [1] - The article highlights three Dividend Aristocrats, emphasizing their potential for stable income and capital appreciation [4][5] Company Summaries Chevron Corp (CVX) - CVX stock has appreciated nearly 85% over the last five years, indicating strong capital growth alongside increasing dividends [7] - The company offers a forward annual dividend of $6.84, yielding approximately 4.4%, with a 37% increase in dividends over the past five years [8] - Analysts rate CVX as a Moderate Buy with a score of 4.07 out of 5, with a price target of $197 per share, suggesting a ~29% upside potential [9] AbbVie Inc (ABBV) - ABBV stock has risen 119% over the past five years, showcasing significant capital appreciation [11] - The company pays an annual dividend of $6.56, yielding 3%, with a 45% increase in dividends over the last five years and a payout ratio of 68.07% [12] - Analysts also rate ABBV as a Moderate Buy with a score of 4.07 out of 5, with a price target of $284 per share, indicating ~31% upside potential [13] Linde Plc (LIN) - LIN stock has increased by 63% in the last five years, reflecting solid capital growth [15] - The company pays a dividend of $6.00 per share, yielding about 1.5%, with a 59% increase in dividends over the past five years and a low payout ratio of 36% [16] - Analysts rate LIN as a Strong Buy with a score of 4.48 out of 5, with a price target of $576 per share, representing around 38% upside potential [17] Investment Strategy - The three highlighted companies are considered compelling options for investors seeking stable income and potential capital growth, supported by their strong market positions and commitment to shareholder value [18]