JPMorgan Nasdaq Equity Pr... (JEPQ)

In this article, I answer the question, "Should I buy QQQ or JEPQ?" Both funds track an index primarily made of tech stocks and carry significant volatility, with one of the two incurring losses YTD. ...

This article upgrades my rating on the JPMorgan Nasdaq Equity Premium Income ETF to a strong buy (vs. my earlier buy rating). Since my last writing, QQQ volatility has surged to the 96th percentile ra...

JPMorgan Nasdaq Equity Premium Income ETF is a high-yield tech investment, ideal for total return and income investors, especially during volatile markets. JEPQ outperforms during downturns and sidewa...

The article explains how to build a balanced, risk-averse, income-producing, and growth-oriented retirement portfolio with just five diversified funds to ensure simplicity and manageability. Despite m...

The market is experiencing some hiccups, with plenty of uncertainties looming, making gradual investment over 3–6 months advisable for long-term investors. The article is part 2 of our previous articl...

The JPMorgan Nasdaq Equity Premium Income (JEPQ) ETF is doing relatively well this year in terms of inflows and total returns. It has brought in over $3.5 billion in total inflows as investors continu...

On this week's episode of ETF Prime, host Nate Geraci and VettaFi Investment Strategist Cinthia Murphy explore five ETF categories potentially benefiting from recent market turmoil. Later, Geraci welc...

I used to loathe it when the stock market sold off. It meant the value of my portfolio took a hit.

The essence of financial awareness is to realize that money can work for us through our investments. Understanding the value of money is the first step toward financial education, which leads to the s...

In this article, I share a three-category portfolio approach to achieve $5,000 of durable monthly current income streams. With durable monthly distributions, I mean well-mitigated dividend cut risk an...