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Strategies & Market Trends : Young and Older Folk Portfolio

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SeeksQuality
willies23
To: SeeksQuality who wrote (11500)11/19/2024 12:25:34 PM
From: jritz02 Recommendations  Read Replies (1) of 22054
 
RE: JEPI and QDPL
I would expect QDPL to track 90 - 92% of SPY total return which it has done since it started trading on 7-12-2021. Pacer now states in their FAQs that they will capture 90% of SPY which I believe used to say 88%.

I would never recommend to anyone to go 100% JEPI. We had this discussion before and agree it shouldn't make up a majority of a portfolio. JEPI has some counter party risk thru their use of ELNs thru other financial houses and we know the issues in the past with financials.
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