JEPI: A Solid Income-Based Fund For The Current Market Environment

Skeptical12
2.77K Followers

Summary

  • The JPMorgan Equity Premium Fund has offered investors solid income, but the exchange-traded fund has also consistently underperformed the broader indexes and other income focused covered call funds.
  • This ETF should outperform in the current market for a number of reasons, but long-term capital gains will likely continue to be limited.
  • The primary risk of this investment is the surprisingly higher than expected volatility in the fund, despite the ETF's limited upside.

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Khaosai Wongnatthakan

Investing isn't that much different than life, it's about tradeoffs. While most investors want to maximize gains when they are younger, as people get older their objectives usually become more targeted. Those seeking simply to maximize capital gains and overall returns

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