JEPI的前10持仓 JEPQ的前6持仓 2. 投资策略的相似之处 JEPI和JEPQ的策略相似,都包含基本面驱动的股票投资和期权覆盖。两者都通过出售虚值看涨期权赚取收入,并且采用股票挂钩票据的方式,利用标普500或纳斯达克100指数的涨势。这种策略我在之前的分享中多次提到,是每月收息的高效策略。 3. 表现差异与市场波动 尽管J...
JEPQ vs. JEPI - Performance Comparison The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) and JPMorgan Equity Premium Income ETF (JEPI). The values are adjusted to include any dividend payments, if applicable. ...
Similar to JEPI, JEPQ is comprised of two key building blocks — a fundamentally driven equity portfolio and an options overlay. From an underlying equity standpoint, the portfolio is designed to look and feel like the Nasdaq-100 Index while seeking to own stocks that exhibit less left-tail r...
用美股ETF来配置稳健回报的养老投资组合 | 最近研究美股,发现是可以通过一些ETF组合低风险实现年化8%～15%的收益的。 例如如图所示的这两个基金ETF——JEPI和JEPQ,不仅长期来看稳定升值,波动不大,而且股息率一个是7%,一个是9%,分别对标的是标普500和纳斯达克指数,通过卖期权的方式来降低波动和扩大股息回报。当然...
JEPIJPMorgan Equity Premium Income ETF 7.31% -0.52% +0.95% 38.78B General ― VICIVICI Properties 4.23% -0.78% +4.55% 31.40B Real Estate DVNDevon Energy 4.18% -0.07% -0.30% 22.17B Energy ARCCAres Capital 6.25% -0.31% +2.64% 15.38B Financial AGNCAGNC Investment 6.58% -0.67% +0.13% 8.8...
实现每月获得稳定现金流、拥有裸辞底气并实现财富增长的投资方法,重点介绍了两只 ETF——JEPi 和 JEPq:投资目标与关键:人们工作是为建立被动收入摆脱主动收入陷阱,实现被动收入关键在于稳定现金流或分红,类似包租公包租婆模式,应寻找年化分红率在 8% - 10% 的 ETF,但
quant ranking jepq analysis jepq: no longer that attractive kevin shan mon, feb. 03 34 comments jepq vs. jepi: why we now prefer jepq sensor unlimited tue, jan. 28 24 comments jepq: how to get the least out of the nasdaq by seeking income, finding underperformance dale roberts fri,...
JPMorgan Equity Premium Income ETF (JEPI) Frequently Asked Questions Sorry, this data cannot be displayed at the moment. People Also Follow SymbolLast PriceChange JEPQ 57.36 1.37% JPMorgan Nasdaq Equity Premium Income ETF SCHD 27.99 0.56% ...
如果在意每年或者每个季度的被动现金流或者股息,为啥不去买美股的jepi或者jepq etf呢?那个年化8%的股息率,还可以享受美股上涨带来的收益。中国人去买,扣税只有10%,而且那个etf策略是covered call策略,可以穿越牛熊 算了一下,现在买港股运营商,最差结果,六年分红拿回一半的钱,六年后的股价,不太可能是现在的一半...
JEPQ JPMorgan NASDAQ Equity Premium Income ETF Equity $23,201,200 3.0% 4,402,209.0 $57.64 -0.12% Click Here to Join to ETF Database Pro for 14 Days Free, Export This Data & So Much More Free Cash Flow Channel How Productivity Enhances FCF in the Energy Sector Free Cash Flow Chann...