JEPQ: I Am Super Bullish Heading Into Earnings Yielding Over 10%

Steven Fiorillo
36.83K Followers
(12min)

Summary

  • I believe the S&P 500 can reach 7,100 by year-end, driven by Fed rate cuts and potential declines in oil prices.
  • JEPQ is my top pick for a hybrid investment, offering both income and capital appreciation, outperforming peers with a 24.53% total return in 2024.
  • Despite risks tied to its concentrated holdings in the Magnificent Seven, JEPQ's strategy is well-positioned for 2025, benefiting from lower interest rates and pro-growth policies.
  • JEPQ remains my favorite hybrid investment, expected to replicate 2024's double-digit appreciation and yield, providing substantial income while participating in market gains.
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It's no secret that I believe the market is going to experience another strong year, and I believe that unless geopolitical tensions rise, the S&P 500 can reach 7,100 by the end of the year. The Fed has been cutting, and there are signs

This article was written by

36.83K 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

Analyst’s Disclosure:I/we have a beneficial long position in the shares of JEPQ, JEPI, XYLD, QYLD, SPYI, QQQI 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.

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. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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