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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: chriscrna who wrote (11433)	11/17/2024 2:01:05 PM
From: jritz0	Read Replies (1) \| Respond to of 21841

RE: Where to hold them. JEPI, JEPQ should be held in a Roth if possible. Unsure of GPIQ. All the others can be held in a taxable if necessary. I would just question why you are holding all these if you're 10 years away from retirement and don't need the income other than QDPL. The others are going to cap your capital gains but will lower your beta if that's a concern. Just want to make sure you are aware of that.

To: chriscrna who wrote (11433)	11/17/2024 2:40:40 PM
From: SeeksQuality	3 Recommendations Recommended By ddbpaso Markbn Waitress Read Replies (2) \| Respond to of 21841

In general, I wouldn't build these positions until the income is required - at most a couple years prior. They come with higher fees and lower returns than funds that invest in the same assets without the income. No reason to incur a full decade of fee drag that I can see.

To: chriscrna who wrote (11433)	11/18/2024 10:07:50 AM
From: Das Kapital	3 Recommendations Recommended By Markbn misscbd peterad Respond to of 21841

I like and own two of the listed funds: JEPI and JEPQ. I strongly recommend holding these funds in a tax-deferred account since JEPI/JEPQ distributions are treated for tax purposes as ordinary income. By initiating these positions now, 10 years before you need any money, and by setting up automatic reinvestment of monthly dividends, you'll ensure a nice income stream in the future. Also, you will likely see capital appreciation of your investments. Best of luck, and happy investing!

To: chriscrna who wrote (11433)	11/18/2024 10:21:38 AM
From: Das Kapital	Respond to of 21841

Since you started JEPI and JEPQ positions, you may find this info interesting: >>>>>>>>>>JPMorgan Asset Management has added two US equity income-focused strategies to its range of actively managed exchange-traded funds in Europe. The US asset management group has listed the JPMorgan US Equity Premium Income Active (JEPI) and JPMorgan Nasdaq Equity Premium Income Active Ucits ETFs (JEPQ) in London, Frankfurt and Zurich. The company has three equity premium income ETFs available to European investors following the launch of its JPMorgan Global Equity Premium Income Ucits ETF in December last year. The asset management arm of US lender JPMorgan said the two new “outcome-oriented” strategies for European clients had enjoyed “strong demand” from investors in the US since their respective launches in May 2020 and May 2022.<<<<<<<<<<<< "JPMorgan launches European version of JEPI, the largest active ETF" Manager also launches JEPQ, another active US equity income ETF hugely successful in US ft.com