JEPI: Handling The Downturn Well, Yielding 9.33%

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Steven Fiorillo
23.63K Followers

Summary

  • JEPI has established a strong track record of paying monthly dividends and now has a forward yield of 9.33%.
  • When compared to the major indexes, JEPI has declined less on a YTD and 1-year metric, indicating that its income strategy doesn't take on an elevated level of risk.
  • If you're looking for an income-focused investment, it may be wise to sacrifice several percentage points of forward yield for the downside protection JEPI has displayed.
  • In this article, I compared JEPI to many of the popular income-focused ETFs that have become popular over the years.
  • I do much more than just articles at Barbell Capital: Members get access to model portfolios, regular updates, a chat room, and more. Learn More »

JPMorgan Chase Operations Center. JPMorgan Chase and Co. is the largest bank in the United States I

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2022 has been a difficult investing environment as the S&P 500 moves in and out of bear market territory while the Nasdaq remains in the thick of it. Some market participants drive themselves crazy, looking at their investments daily, while others

JEPI

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JEPI ETF price

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JEPI ETF dividend history

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JEPI vs income ETFs price

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JEPI ETF vs income ETFs dividend

Steven Fiorillo, Seeking Alpha

JEPI ETF vs income ETFs expense ratio

Steven Fiorillo, Seeking Alpha

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This article was written by

Steven Fiorillo profile picture
23.63K Followers
I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking Alpha or https://dividendincomestreams.substack.com/

Disclosure: I/we have a beneficial long position in the shares of JEPI, QYLD, XYLD, RYLD, QYLG, XYLG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters.

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