Stock Geographic Breakdown Created with Highcharts 7.1.1 WeightingReturn LowReturn HighJEPI % Rank US85.58%-3.89%100.00%62.21% Non US0.00%-2.17%99.33%27.86% Bond Sector Breakdown Created with Highcharts 7.1.1 WeightingReturn LowReturn HighJEPI % Rank ...
JEPI uses a bottom-up approach and its proprietary stock-rating system to generate a portfolio. JEPQ, on the other hand, uses the Nasdaq 100 to maximize risk-adjusted returns through its proprietary data science-driven approach. This post will compare JEPI and JEPQ’s diversification, performa...
Vanguard Total Stock Market ETF (VTI-US), andiShares Core U.S. Aggregate Bond ETF (AGG-US)have attracted hundreds of billions of dollars because they maximize coverage while minimizing active risk. These
When determining whether JPMorgan Equity Premium offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of JPMorgan Equity's financial statements, including income statements, balance sheets, and cash flow statements...
Stock Geographic Breakdown WeightingReturn LowReturn HighJEPI % Rank US 85.58% -3.89% 100.00% 62.21% Non US 0.00% -2.17% 99.33% 27.86% Bond Sector Breakdown WeightingReturn LowReturn HighJEPI % Rank Corporate 93.17% 0.00% 91.57% 2.67% Cash & Equivalents 0.65% 0.09% 100.00% 94.66% Deriva...