NVIDIA

Apple

Microsoft

Amazon

Alphabet

Broadcom

Tesla

Netflix

Costco

JPMorgan Nasdaq Equity Premium Income ETF

JEPQ is an actively-managed fund of US large-cap companies from the Nasdaq-100 Index, assessed and managed using ESG factors and a proprietary data science driven investment approach. The fund also invests in ELNs in seeking income generation.

Enbridge

Realty Income Corp

Verizon

The market was relatively flat this week ahead of the FOMC meeting.

Dividend Harvesting Portfolio Week 159: $15,900 Allocated, $1,410.26 In Projected Dividends

Ares Capital

BlackRock Science & Technology

Crescent Capital BDC Inc

Calamos Dynamic Convertible & Income Fund

Calamos Global Total Return Fund

Eaton Vance Enhanced Equity Income Fund II

Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Eaton Vance Tax-Advantaged Dividend Income Fund

Fidus Investment

Guggenheim Strategic Opportunities Fund

John Hancock Tax-Advantaged Dividend Income Fund

JPMorgan Equity Premium Income ETF

Barings Corporate Investors

PIMCO Corporate & Income Strategy Fund

PIMCO Dynamic Income Fund

John Hancock Premium Dividend Fund

PIMCO Corporate & Income Opportunity Fund

Global X NASDAQ 100 Covered Call ETF

Cohen & Steers Quality Income Realty Fund

Royce Value Trust

Global X Russell 2000 Covered Call ETF

Special Opportunities Fund Inc

Credit Suisse X-Links Crude Oil Shares Covered Call ETN

Cohen & Steers Infrastructure Fund Inc

Surrounded by the smoothness of the Tuscan landscape, I have always thought that the pursuit of harmony in human activities is the first step toward happiness. I also chase a balance in investments, seeking to create a portfolio whose securities provide a steady cash flow over time and grow the nominal capital invested.

My 9% Income Portfolio - Harmony In Investment

Alerian MLP ETF

VanEck Vectors BDC Income ETF

SPDR Gold Trust

InfraCap REIT Preferred ETF

Schwab US Dividend Equity ETF

Utilities Select Sector SPDR Fund

Building a dividend income snowball for retirement provides clarity and reduces sequence of returns risk. This article provides a sample portfolio of seven funds that can easily fund a retirement with a $1.5 million nest egg. The portfolio should generate around $6,500 per month in sustainable passive income along with a hedge against bad times hitting.

A Strategy For $6500 Monthly Dividends From A 7-Fund Portfolio

BlackRock Advantage Large Cap Income ETF

iShares Core S&P 500 ETF

iShares Large Cap Moderate Buffer ETF

iShares Russell 2000 ETF

Invesco QQQ

BlackRock is rolling out two new exchange-traded funds that use option strategies, a hot area of the ETF market in the U.S.

BlackRock launches U.S. equity ETFs with covered-call strategies as option-based funds surge

The markets were relatively flat this week, with a slight decrease in the S&P and a larger decline in the Dow.

Dividend Harvesting Portfolio Week 158: $15,800 Allocated, $1,398.55 In Projected Dividends

Neos S&P 500 High Income ETF

Passive income from dividend ETFs can provide some key benefits. Moreover, high-yielding monthly paying ETFs like SPYI and JEPQ add even greater benefits. We compare SPYI and JEPQ and share our view on which is the better buy right now.

Retire With 9-12%-Yielding Monthly Dividends: SPYI Vs. JEPQ

Blackrock Flexible Income ETF

Blackrock US Equity Factor Rotation ETF

Engine No 1 Transform Supply Chain ETF

Motley Fool Small-Cap Growth ETF

T.Rowe Price Small-Mid Cap ETF

Actively managed ETFs continue to gain traction. After a strong 2023, active ETFs gathered 34% of the net inflows in the first two months of 2024.

Another Strong Start For Active ETFs

Small caps led the year-end rally, but there has been divergence among glamour stocks like Tesla and Apple as the Nasdaq 100 rallies. I make the case that owning the JPMorgan Nasdaq Equity Premium Income ETF over the Nasdaq 100 ETF is warranted heading into a sometimes-bearish calendar period. The JEPQ has nearly doubled in AUM and continues to attract new money, offering exposure to large-cap growth stocks in QQQ.

Turning More Cautious On The Mag 7, Prefer JEPQ Over QQQ (Rating Upgrade)

Kurv Yield Premium Strategy Amazon AMZN ETF

Amplify CWP Dividend & Option Income ETF

Goldman Sachs Nasdaq-100 Core Premium Income ETF

Parametric Equity Premium Income ETF

Yieldmax Tsla Option Income Etf

Global X S&P 500 Covered Call ETF

Covered call ETFs and strategies remain in focus. The JPMorgan Equity Premium Income ETF (JEPI) gathered $13 billion in 2023, despite rising just 10% in value.

Chart of the Week: Advisors Considering Covered Call ETFs

Altria

The Dividend Harvesting Portfolio continues to perform well, generating consistent dividend income and mitigating downside risk.

Dividend Harvesting Portfolio Week 155: $15,500 Allocated, $1,371.37 In Projected Dividends

Several exchange-traded funds now offer monthly cash distributions. These two funds have been among the best performers in the category of late.

2 Incredible Passive-Income Vehicles That Pay You Monthly

JEPQ is a Nasdaq-100 covered call ETF. It offers investors a strong 9.4% yield, and potential capital gains. Combining JEPQ with other dividend ETFs can create a well-rounded portfolio with adequate tech exposure and reduced risk.

JEPQ's Tech Tilt: An Underdiscussed Benefit

Starwood Property

AT&T

The stock market has seen positive gains this week, with the Nasdaq up 6.52% YTD and the S&P up 5.38%.

Dividend Harvesting Portfolio Week 154: $15,400 Allocated, $1,360.91 In Projected Dividends

Adams Diversified Equity Fund

Oxford Lane Capital

For those who invest for dividends, the goal is to look for securities that can guarantee sustainable dividends and distributions over time. Choices about how to deploy the income generated by those instruments are personal and depend on each investor's needs, financial means, and age.

My 9% Income Portfolio-In Search For Happiness

Pfizer

iShares 0-3 Month Treasury Bond ETF

Big tech earnings and the Fed meeting dominated the headlines, with the S&P 500 and Nasdaq finishing the week up. META was the winner this earnings season, with shares climbing 19.2% after a strong quarter.

Dividend Harvesting Portfolio Week 153: $15,300 Allocated, $1,349.21 In Projected Dividends

Bristol-Myers

Exxon Mobil

The stock market saw positive gains, with the S&P 500 increasing by 1.52% and the Dow Jones jumping 2.53%.

Dividend Harvesting Portfolio Week 151: $15,100 Allocated, $1,331.13 In Projected Dividends

The Nasdaq 100 index is in a major bull run and many analysts believe that it has more room to run. The index, which tracks the biggest technology companies, surged to $174 on Tuesday, meaning that it has surged by over 62% from its lowest point in 2022 and by 150% from its pandemic lows.

Nasdaq 100 index raging bull will be epic: QQQ vs JEPQ ETF

Defiance Nasdaq 100 Enhanced Options Income ETF

Nasdaq 100 focused ETFs with embedded options selling strategies have grown in popularity in recent years, with the QQQY recently coming to market, joining the QYLD and JEPQ.

A Look At The Boom In Income Focused Nasdaq ETFs

Historically, we've expressed disdain for option-enabled, high-income funds that use covered calls and derivative strategies to generate yield. Funds that sell covered calls on their holdings can experience realized losses if options expire in the money, leading to a slow decline in fund assets over time. Today, we're analyzing JEPQ, a relatively new ETF from JPMorgan that follows a similar strategy to JEPI but on a more volatile underlying index - the Nasdaq 100.

JEPQ: 2 Key Reasons To Avoid This ETF For Now

I project a bullish outlook for JEPQ in 2024, due to improving macro setting and supportive AI adoption. Anticipated rate cuts and a weaker dollar are expected to benefit growth assets like Nasdaq 100 and JEPQ constituents. JEPQ's call overwrite strategy provides income generation and downside protection in high-risk environments.

JEPQ: Why It's A Great ETF To Play The Stock Market In 2024

Covered call ETFs have gained popularity for their ability to provide equity upside and regular income. The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is a popular covered call fund that has collected nearly $9 billion in assets. However, now is not the right time to own JEPQ because it is likely to underperform in a bull market.

JEPQ: More Underperformance Ahead

Enterprise Products Partners

Public Storage

5 Impressive High Yield Ideas For A Healthy Retirement

Total Return is the actual rate of return for an investment over a given evaluation period, typically one, three, five, or ten years. The Total NAV Return is the sum of all dividends/distributions, assuming they are reinvested, plus the change in the NAV of the fund, be it positive or negative. However, managing our portfolio is not only about applying financial rules, because it is not certain that dividends can and will always be reinvested.

My 9% Income Portfolio-Living Off Dividends

The JPMorgan Equity Premium Income ETF (JEPI) and JPMorgan Nasdaq Equity Premium ETF (JEPQ) had a strong performance in 2023 in terms of assets. JEPI's total assets surged by over $12 billion and hit $30 billion.

JEPI and JEPQ ETFs had record inflows in 2024: were they worth it?

Vornado Realty Trust

The Fed was more dovish than expected, discussing future target rates and leaving the door open for an additional rate hike if needed. The Dividend Harvesting Portfolio finished up 7.53% on invested capital with a balance of $15,699.41, generating $24.43 in dividend income in week 146. The portfolio has experienced a nice rally and is generating weekly income, with a goal of mitigating downside risk and generating continuous dividend income.

News for JPMorgan Nasdaq Equity Premium Income ETF ETF (JEPQ)