Get My Exclusive Google Sheets Finance Trackers → https://ift.tt/Prwv1yS
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
———————————————————————————
— 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
———————————————————————————
Welcome to Simply Money — Your trusted guide to financial freedom.
We share expert strategies, smart investing tips, and powerful money management tools to help you build wealth, eliminate debt, and create lasting financial security. From budgeting basics to advanced investing strategies, Simply Money gives you the knowledge and confidence to take control of your financial future.
Simplify your finances with easy-to-use tools for budgeting, investing, and dividend tracking.
Claim Your FREE Simply Money Mall Member Key → https://ift.tt/YXi3079
Shop, compare, and unlock exclusive financial tools designed to save you time and money.
Subscribe today → https://www.youtube.com/channel/UC_l97x5tK1_pb3ujNRyq6aw?sub_confirmation=1
Join thousands learning how to build wealth, retire smarter, and reach financial independence.
What you’ll learn on Simply Money:
How to budget and save smarter
Passive income & dividend investing
Retirement planning strategies
Debt payoff methods that actually work
Real estate & alternative investments
Financial independence and early retirement (FIRE)
Start your journey to financial freedom today. Every video is packed with real strategies, proven insights, and practical tools to help you succeed.
———————————————————————————
Top Recommended Finance Books
Psychology of Money: https://amzn.to/3qRbaOd
Richest Man in Babylon: https://amzn.to/3PmFGJ9
Total Money Makeover: https://amzn.to/3syl4Vc
Simple Path to Wealth: https://amzn.to/3syl4Vc
Atomic Habits: https://amzn.to/3Z1wFs0
The Intelligent Investor: https://amzn.to/3qZXqAK
———————————————————————————
Connect with Simply Money
Facebook: https://ift.tt/WTfrGDI
Pinterest: https://ift.tt/EjNwvyf
X: https://twitter.com/simplymoneyken
Instagram: https://ift.tt/N5b1wgf
Read on Medium: https://ift.tt/ovBgxUe
Get inspired on Instagram: https://ift.tt/EU68W9F
Sponsorships / Promotions / Inquiries: investingtheeasyway@gmail.com
———————————————————————————
#SimplyMoney
#JEPQ
#IncomeInvesting
#CoveredCallETF
#DividendInvesting
#ETFBacktest
from Simply Money https://www.youtube.com/watch?v=03gLiaFSaKw
from Simply Money https://ift.tt/U9t4wlH
No comments:
Post a Comment