JEPI and JEPQ - Great funds but time to move on?... What is best for YOU?
Description
#retirementstrategy #investing #financialfreedom This is a look at JEPI and JEPQ which are the two largest covered call funds along with an explanation on why I've been selling off my position. I've owned these for years and think they are solid options for those seeking monthly distributions. Here is my first video about JEPI from way back in 2022 where the sound was terrible and I sound like I'm on speed: https://youtu.be/TtDl_HhQu48 Thanks for watching! Have fun and keep investing! SEEKING ALPHA AFFILIATE LINK: If you are interested in joining Seeking Alpha you can use the link below. Use this special link to trial Seeking Alpha for 14 days prior to purchase: https://www.sahg6dtr.com/7GQSPJ/R74QP/ As an affiliate of Seeking Alpha, I do receive compensation for signups with this link. My opinion is my own and does not reflect those of Seeking Alpha and this video is not a recommendation or advice for any particular security. 0:00 Intro 0:57 JEPI Quick Review 4:14 JEPQ Quick Review 5:29 JEPQ Distributions 6:54 Why I'm selling - Performance 10:18 Why I'm selling - Tax Efficiency 12:07 Summary Additional Tags: Option Income ETFs. ETF investing in retirement. Income investing in retirement. Passive income.
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