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Strategies & Market Trends : High Yield Investing - CEF's

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To: misscbd who wrote (226)	4/19/2024 10:23:14 AM
From: jritz0	Read Replies (1) of 245

RE: JEPI You are correct, JEPI and JEPQ should be held in RIRA/TIRAs. SPYI is a newer fund that is outperforming JEPI, has a higher distribution rate and is more tax friendly. From their webpage: "Actively managed by NEOS, the Fund seeks to take advantage of tax loss harvesting opportunities in addition to utilizing SPX Index options classified as section 1256 contracts, which are subject to lower 60/40 tax rates" I hold all 3 in Roth IRAs as part of my cash flow portfolio. Another ETF worth researching is QDPL, a newer fund that has become my largest holding. Pays 4x SPY (6%) distribution while lowering exposure (approximately 86%) to the S&P 500 Index performance. It should outperform SPY in a sideways or down market. I sold all my low/no growth high yield positions and replaced them with QDPL.

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