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

To: Max2.0 who wrote (21687)	10/28/2025 9:12:22 PM
From: jritz0	Read Replies (1) \| Respond to of 21736

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.

To: Max2.0 who wrote (21687)	10/29/2025 12:21:30 AM
From: QTI on SI	9 Recommendations Recommended By chap107 chowder FactFree Jacob Marley LCES and 4 more members Respond to of 21736

Re. I was real happy with SCHD for a number of years and then they seemed to underperform the last year or two. My Mantra is to refrain from reacting to short term stuff. I believe they started to underperform after the rebalance, removing stocks like AVGO. This one position may have caused SCHD its performance (even though only 4% of the holdings). If and when the AI bubble bursts, SCHD may recover and provide some stability? So, keeping SCHD as a hedge for bubble burst, at least for now. Earlier this year, I started to slowly replace SCHD with DGRO and so far it seems to be working. Chart to compare common dividend ETFs with SCHD (warning: it's depressing):