JEPI is an ETF that provides an annual dividend Yield of 11.86%. And No, it is not a Dividend Trap..
Hear me out,
This ETF, which stands for the JP Morgan Equity Premium Income ETF holds investments in ONLY Large Cap Stocks within the S&P500 that have LOW Volatility ($21 Billion in assets Under Management)
The fund is actively managed and uses 3 strategies to generate income.
1. Equity Income (Dividend income from dividend paying stocks)
2. Capital Appreciation (Rise is stock value in reputable companies eg. Microsoft, Alphabet etc.)
3. SELLING COVERED CALLS - Yes this ETF sells call options on the Underlying Assets to generate More income!
This ETF has Outperformed the S&P500 this year, & manages to provide close to 12% in dividends annually.
Sound too good to to be true?
Well in this video we take a deep dive into its fundamentals.
00:00 Introduction
00:36 Dividend Yield ETFs
00:56 Introduction to JEPI
01:11 Criteria for good ETFs
01:42 Sector Allocations
02:00 Expense Ratio, Yield, AUM
02:23 JEPI's investment strategies
03:02 What is a Covered Call?
04:15 Is this ETF a safe investment?
05:25 VYM
05:40 RECAP / Summary
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DISCLAIMERS & DISCLOSURES:
This content is for education and entertainment purposes only. Viktoriya does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves, risk, including the possible loss of principal.
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