Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.My last work on the JPMorgan Equity Premium Income ETF (NYSEARCA: JEPI ) was published on 9.4 in an article titled “VOO Vs. JEPI: The Latter Is Likely To OutperformSensor Unlimited is an economist by training with a PhD, with a focus on financial economics. She is a quantitative modeler and for the past decade she has been covering the mortgage market, commercia ...

CrizzyStudio / Shutterstock.com Quick Read JPMorgan Equity Premium Income (JEPI) delivers 8.35% yield by holding S&P 500 stocks and selling call options on the index. JPMorgan Nasdaq Equity Premium Income (JEPQ) offers 10.17% yield using the same strategy applied to Nasdaq-100 stocks. NEOS Nasdaq-100 High Income (QQQI) provides the highest yield at 13.29% but charges a 0.68% expense ratio. Some investors get rich while others struggle because they never learned there are two completely different s ...

Core Insights - The article highlights the benefits of Exchange-Traded Funds (ETFs) for retirement investment, emphasizing low costs, passive income generation, long-term gains, and risk reduction. It identifies JPMorgan Equity Premium Income ETF (JEPI), Global X Super Dividend U.S. ETF (DIV), and Amplify CWP Enhanced Dividend Income ETF (DIVO) as top investment picks for retirees [2]. Group 1: JPMorgan Equity Premium Income ETF (JEPI) - JEPI offers a 7.17% dividend yield and has generated an 11% income yield over the past 12 months through an options writing strategy [3][4]. - The fund has a cumulative return of 4.32% over one year, 44.26% over three years, and 65.65% over five years, indicating strong performance for an income-focused investment [5]. - JEPI has an expense ratio of 0.35%, holds 125 stocks, with the highest allocations in technology (15.5%), industrials (12.2%), and healthcare (11.8%) [6]. Group 2: Global X Super Dividend U.S. ETF (DIV) - DIV holds 50 equally weighted stocks, focusing on sectors like energy, real estate, and utilities, with a dividend yield of 7.67% [3][8]. - The ETF invests in companies with a minimum market capitalization of $500 million, ensuring a low-risk investment pool [8].

Core Insights - The focus is on income-producing asset classes such as REITs, ETFs, Preferreds, and Dividend Champions, targeting premium dividend yields up to 10% [1][3] - iREIT®+HOYA Capital is highlighted as a premier income-focused investing service, emphasizing sustainable portfolio income, diversification, and inflation hedging [2][3] Group 1 - The JPMorgan Equity Premium Income ETF (JEPI) is noted for its popularity, boasting over 58,000 followers due to its superior yield and lower volatility compared to leading large-cap ETFs [3] - The investment group iREIT®+HOYA Capital provides research on various income-focused investment vehicles, including REITs, ETFs, closed-end funds, preferreds, and dividend champions [3] Group 2 - The investment strategies shared by the Retired Investor focus on achieving dependable monthly income and portfolio diversification, with an emphasis on cash-secured puts [3]

With a focus on REITs, ETFs, Preferreds, and 'Dividend Champions' across asset classes, members gain complete access to our research and our suite of trackers and portfolios targeting premium dividend yields up to 10%.iREIT®+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income, diversification, and inflation hedging. Get started with a Free Two-Week Trial and take a look at ou ...

If a pure equity exchange-traded fund (ETF) might be too volatile as broader economic concerns grow and fixed income is still struggling to maintain pace with inflation, a multi-asset fund might offer a suitable middle ground for investors. These funds aim to provide a combination of reliable income as well as growth potential. However, there are a variety of strategies a multi-asset ETF may employ, and the four funds below adopt approaches that may have a unique appeal for investors looking to balance gain ...

Group 1 - The JPMorgan Equity Premium Income ETF (JEPI) is highlighted as a leading buywrite ETF based on the S&P 500, with over $40 billion in assets under management (AUM) [1] - JEPI is recognized for its popularity among investors seeking exposure to the S&P 500 while utilizing a buywrite strategy [1] Group 2 - The article emphasizes the importance of quantitative research, financial modeling, and risk management in identifying high-growth investment opportunities [1] - It mentions a focus on macroeconomic trends, corporate earnings, and financial statement analysis to provide actionable investment ideas [1]

Core Insights - The article discusses various dividend ETFs that are suitable for retirees, highlighting their yields, expense ratios, and performance metrics [3][4][5]. Dividend ETFs Overview - The Vanguard High Dividend Yield ETF (VYM) has a yield of 2.85% and pays quarterly dividends, but there are other ETFs with higher yields worth considering [3][4]. - The SPDR S&P Dividend ETF (SDY) has $20 million in assets, a yield of 2.58%, and has generated returns of 10.80% over three years and 11.68% over five years [5][6][8]. - The Schwab U.S. Dividend Equity ETF (SCHD) offers a yield of 3.93%, with a low expense ratio of 0.06%, and has generated cumulative returns of 11.27% in three years and 12.05% in five years [9][10][11]. - The SPDR Portfolio S&P High Dividend ETF (SPYD) has a yield of 4.77% and focuses on steady income, with a three-year return of 12.54% and a five-year return of 15.19% [11][12][14]. - The JPMorgan Equity Premium Income ETF (JEPI) provides a high yield of 7.17% through an options call strategy, generating cumulative returns of 44.26% in three years and 65.65% in five years [15][16][17].

Core Viewpoint - The article discusses a shift in perspective regarding the JPMorgan Equity Premium Income ETF (JEPI) after a period of time, indicating that changes have occurred over the summer [1]. Group 1 - The author has a beneficial long position in shares of GPIX and SPYI, either through stock ownership, options, or other derivatives [1]. - The article expresses personal opinions and does not involve compensation from any company mentioned [1].

Core Viewpoint - The NEOS S&P 500 High Income ETF (SPYI) is positioned as an attractive investment option for income-seeking investors amid declining yields in traditional fixed-income securities, particularly following the Federal Reserve's recent rate cut [1][2][3]. Group 1: Market Context - The Federal Reserve cut the effective federal funds rate (EFFR) for the first time since 2024, leading to a favorable market reaction with a 1.42% increase since the announcement [1]. - Income investors are finding debt securities less appealing due to lower yields, prompting a shift towards equities for better returns [2]. - Market uncertainty persists, with inflation rising again, making future rate cuts uncertain despite a nearly 90% probability priced in for the next FOMC meeting [3]. Group 2: SPYI Overview - SPYI offers a high dividend yield of 11.67%, translating to an annual dividend of $6.15, with dividends paid monthly [5][6][7]. - The ETF employs an S&P 500 index fund options strategy, allowing for potential upside in rising markets while maintaining a reasonable expense ratio of 0.68% [6][7]. - Since its launch, SPYI has gained 8.46% while providing an average annual yield of 10% to 11%, and has increased nearly 23% since its all-time low on April 4 [8]. Group 3: Portfolio Composition - SPYI's top holdings reflect the S&P 500, focusing on technology, consumer discretionary, and communication services, with major allocations to companies like NVIDIA, Amazon, and Meta Platforms [10]. - The ETF prioritizes sectors such as semiconductors (27%), software (22%), media (17%), and specialty retail (16%), offering a diversified portfolio with over 500 holdings compared to around 125 for its competitor, JEPI [11]. Group 4: Tax Efficiency - SPYI's dividends are structured to be tax-efficient, with 60% of gains taxed at the long-term capital gains rate and 40% as return of capital, providing a tax advantage over many high-yield ETFs [12][13][14].