23 Comments
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Mathieu's avatar

Hey Greg, wondering if you could address in more detail why you buy JEPQ. Unless I'm mistaken, the monthly dividend is roughly 0.40$ per month per stock, which, if my calculations are right, means if you buy 5,300$ worth of stock (100 shares at $53 a per share) you would get back $40 in dividends per month. It's not a crazy amount of money. Do you foresee the stock performing very well in the coming year as well?

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Tom254's avatar

Yes, I have this question too... I like the idea of this stock (and I put some money into it). But it seems to be more appropriate for a sane healthy system where we aren't looking at a looming collapse. It seems the general idea is that the Fed is going to (effectively) 'cut rates' soon, which means they are going to pump out new money which is going to pour into the stock market, before things collapse in the next year or so. So we want to invest in things that are going to blast upward and then (hopefully) get out before the collapse... Isn't that the general idea?

So do you think this stock is going to see massive appreciation in stock price to take advantage of these inflows (or will the dividend go up massively)? Otherwise, wouldn't you pick stocks with lots of bubble-growth potential instead? JEPQ just doesn't seem to fit the 'looming collapse' scenario, since it seems to be dividend stock rather than a capital appreciation stock.

Also, what are the implications of the options strategy used by JEPI and JEPQ? Could this in any way act as a hedge in a stock market crash scenario? Sorry, I'm pretty fuzzy on options...

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Vero's avatar

Did too yesterday during the slight pullback!

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John Drop's avatar

Thanks!

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Argiem's avatar

On it. Thanks.

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Lance's avatar

JPMorgan Nasdaq Equity Premium Income ETF

thank you Greg

i just added to my Portfolio also

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Bryan Cecilio's avatar

I will do the same shortly

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Ol Hickory's avatar

Greg how come you don’t have energy exposure since you’re bullish on oil? Do you think it will underperform the S&P/Nasdaq?

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Gregory Mannarino's avatar

JEPI does give me some exposure to energy, as does JEPQ, but to a MUCH lower extent. At this time that is all the exposure to energy I have. I may change that moving forward, I will let people know.

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Ol Hickory's avatar

Energy is less than 4% of the S&P so that’s very little. I have a large energy stake and it’s done ok but not great so I’m just wondering if I should sell.

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Bill Bozsnyak's avatar

Greg, if I had a 10+ year time horizon, I could see buying JEPI and JEPQ. But, it seems we are living on borrowed time (12-36 months?), and If the S&P and NASDQ correct by 30-50%, and or they usher in a new system, is it my understanding that you would be out of JEPI and JEPQ?

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Pete's avatar

$40 a month for a $5300 investment would translate to 480 a year or a return of 9% p.a. Not too shabby...

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roger jensen's avatar

It’s a dirivitive! Scam!

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Angry Tiger's avatar

Haters are going to hate look out. You always have a target on your back. They don’t want us being our own central bank. You’ve taught us how to beat the game.

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Angry Tiger's avatar

Thanks for all your hard work Greg you’re truly an inspiration for little guys like me. Loving my DBO dividends.

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Rick's avatar

Is this all we're getting for a pullback? Not much of a discount...

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Dragana's avatar

Thanks Greg, did it this morning.

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Sidney Cohen's avatar

Greg: HUGE thanks for all you do for us! Quick question: JEPQ over JEPI? Or hold both?? Thanks!!

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John's avatar

I like jepq great fund

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