Bonds Used to Be the Income Answer for Retirees. Then Came the Covered-Call ETF That Pays Over 7%.

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• The premiums earned from selling options mathematically reduce the cost basis of each stock accordingly

  60% confidence

• Low pandemic-era interest rates severely impacted retirees who rely on fixed-income investments for their retirement nest eggs

  60% confidence

• YieldMax created an entire catalog of covered call ETFs with variations on the income model for both single stocks and portfolios, using volatility as a crucial component, featuring double-digit yields and monthly or weekly payouts

  60% confidence

• JEPI has $45.61 billion in total assets under management

  60% confidence

• The covered call ETF strategy for income generation was initially introduced by Invesco in 2007

  60% confidence

• JEPI holds a portfolio of 120 to 130 low-volatility S&P 500 dividend stocks

  60% confidence

• JEPI's strategy is predicated on slow stock volatilities, with the majority of ELNs expiring worthless, generating extra income beyond intrinsic stock appreciation

  60% confidence

• The unnamed analyst who called NVIDIA in 2010 named a new top 10 stock list and JPMorgan Equity Premium Income ETF was not one of them

  60% confidence

• 30-year mortgage rates started at 3.75% and fell to 3.0% by summer 2020 following central bank rate cuts

  60% confidence

• 15% of JEPI assets are used to package calls into Equity Linked Notes that serve as synthetic out-of-the-money calls against the full portfolio

  60% confidence

• JEPI sells near-term out-of-the-money calls and focuses on stocks that are not overly volatile, unlike some competitors such as YieldMax

  60% confidence

• JEPI has delivered 8.38% annualized returns over 5 years

  60% confidence

• The JP Morgan name does not necessarily mean JEPI is suitable for all investors

  60% confidence

• JEPI generates an 8.29% yield through monthly payouts backed by Equity Linked Notes

  60% confidence

• JEPI regularly advertises on Fox Business News and MSNBC

  60% confidence

Cited in these Via News reports

• Bond Yields Surge in US, UK, and Japan Simultaneously as Fed Enters Leaderless Transition →
• Fed Chair Limbo and US-Iran War Shock Drive Global Sovereign Bond Surge →
• Fed's 8-4 Rate Vote Sends Shockwaves Through Global Bond Markets as Iran War Keeps Inflation Hot →
• Fed's Waller Revives Rate Hike Talk as 30-Year Treasury Hits 5.11%, Triggering Global Bond Selloff →
• Global Bond Selloff Pushes 30-Year Treasury Yields Toward Two-Decade Highs →
• Global Bond Selloff Pushes US 30-Year Yield Past 5%, Forcing Corporate Debt Repricing Worldwide →
• U.S. 30-Year Treasury Yields Hit 5% as $39 Trillion Debt Reshapes Global Investment →
• US and UK Bond Markets Flash Fiscal Warning as 30-Year Treasury Yields Top 5% →
• Warsh Confirmed as Fed Chair; Markets Price 50% Hike as Global Debt Selloff Spreads →
• Warsh Inherits $6.7 Trillion Fed Balance Sheet as G7 Watches Global Debt Selloff →