JEPI: How To Use And Who Is It For

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  Posted by Two Blokes Jun 19 - Filed in Stock - 7 views
  
  JEPI offers steady, monthly income by combining a diversified portfolio of stable U.S. stocks with option premiums from equity-linked notes, not return of capital. The ETF is less volatile than the S&P 500, making it ideal for conservative investors or as a stabilizer in higher-yield portfolios. JEPI's yield typically ranges from 7–8%, but distributions are taxed as ordinary income, so it's best held in tax-advantaged accounts.