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Strategies & Market Trends : Young and Older Folk Portfolio
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To: Max2.0 who wrote (21687)10/28/2025 9:12:22 PM
From: jritz0   of 21699
 
JEPI is still a much larger position than EGGS, but I felt EGGS deserves a place in my portfolio due to how it recovered from Liberation Day. One of the issues with covered call funds is that they can take a long time to recover because when the market turns from bear to bull, they are capping their upside. Most will never match their respective index. Many of the newer funds try to compensate for that.

JEPI was the best equity option fund around when I bought into them, that's why it was a relatively large position for me. I think it's still a good defensive fund but there may be better funds.
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