Portfolio at $439K plus $233K in cash equals massive gains! A 15% annual return while taking full distributions? Investing simplified. #SimplyMoney #InvestingTheEasyWay #FinancialFreedom
from Simply Money https://www.youtube.com/shorts/DfEDUwcTXeo
Even with taking distributions your portfolio can still grow! See how this portfolio grew 83% while getting a healthy and growing income. #PortfolioGrowth #Investing #FinancialPlanning
from Simply Money https://www.youtube.com/shorts/Sql9TygleH8
Discover how dripping 50% could have provided $1,200/month & a $1.1M portfolio. Reinvested dividends boost shares, supplementing income while growing your investments. #simplymoney #investingtheeasyway #DividendInvesting #PassiveIncome #FinancialFreedom #StockMarket
from Simply Money https://www.youtube.com/shorts/9cDbocHoVoI
See our dividend payments grow from under 11 cents to over 27 cents per share, with an average growth of 17.83%. Great returns over time. #simplymoney #investingtheeasyway #DividendIncome #PassiveIncome #FinancialGrowth
from Simply Money https://www.youtube.com/shorts/KzihVToiutw
See how your portfolio can grow and your payments keep up with inflation. In 2017, $1,100/month becomes $3,000/month today, almost doubling your portfolio. That’s what you can do! #simplymoney #investingtheeasyway #PortfolioGrowth #InflationHedge #FinancialPlanning
from Simply Money https://www.youtube.com/shorts/2H4yQ5PXQIc
Imagine if you’d gone all-in on SCHD in 2017. A growing distribution, plus a portfolio that nearly doubled? A happy retirement, simplified. #SCHD #Investing #Retirement #PassiveIncome #Dividends
from Simply Money https://www.youtube.com/shorts/o_JfZtUUFSQ
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I ran a full backtest on JEPQ so you don’t have to — and the results surprised me.
In this video, we break down how JEPQ actually performs against the broader market, looking beyond just the income headline and focusing on what really matters: total return, income consistency, and long-term outcomes.
We’ll walk through:
How JEPQ performs in different market environments
The role income plays vs price movement
What the data says about holding JEPQ long term
Why total return matters more than yield alone
What this means for income investors and retirees
This is a data-driven analysis, not hype. No opinions — just numbers.
If you’re building an income portfolio or considering JEPQ as part of your strategy, this breakdown will help you decide whether it actually earns a spot.
Drop your thoughts in the comments — income, growth, or both?
Like the video if you found the data helpful
Subscribe for weekly income ETF breakdowns, backtests, and portfolio strategy
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— TIMESTAMPS —
00:00 Yield vs Reality
00:46 What We’re Testing
01:36 All-In Portfolio Setup
02:44 JEPQ Price History
04:30 Recovery After 2022
06:02 Distribution Trends
07:38 Full DRIP Results
09:28 50% DRIP Strategy
11:22 No DRIP Scenario
13:20 Portfolio Value Over Time
15:05 Total Return Breakdown
17:10 Custom DRIP Strategy
18:45 Final Takeaways
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Richest Man in Babylon: https://amzn.to/3PmFGJ9
Total Money Makeover: https://amzn.to/3syl4Vc
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Atomic Habits: https://amzn.to/3Z1wFs0
The Intelligent Investor: https://amzn.to/3qZXqAK
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from Simply Money https://www.youtube.com/watch?v=03gLiaFSaKw
