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

To: SeeksQuality who wrote (11500)	11/19/2024 12:25:34 PM
From: jritz0	2 Recommendations Recommended By SeeksQuality willies23 Read Replies (1) \| Respond to of 22051

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.