JEPI: Great Time To Buy For Portfolio Yield-Enhancement And Diversification

  • So far this year, JEPI has proved that the embedded downside protection (relative to the S&P 500) is real. Even though the ETF is down ~4.4% on a YTD and total return basis, the underlying investment case has become much more enticing than where it was several weeks ago. In this article, I elaborate on the key drivers that render JEPI an attractive choice for income investors to both enhance and diversify their portfolio yield.