FEPI - REVEALING the BEST High Income ETF for A.I Momentum (vs JEPQ)
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- čas přidán 27. 07. 2024
- A few days ago I made a series of videos on a portfolio that I think will be perfect for today's economic environment, one that can allow investors to capitalize on the insane AI momentum while also mitigating their risk exposure incase of a potential recession.
I personally feel this A.I trend will continue for quite some time.
but given that so many of these big name tech stocks have been rallying almost Non-Stop since 2023, jumping into a Tech focus ETFs like the NASDAQ 100 can be risky.
So in order to provide a more risk-averse exposure to these stocks, my alternative was j e p q, which is the JP Morgan NASDAQ Equity premium income ETF. This ETF uses covered calls on the NASDAQ 100 providing a 9% dividend yield, while also minimizing the volatility of the QQQ by almost 50%.
But of course there are many other options out there that can give investors exposure to big Tech while also generating high levels of income.
And this brings me to FEPI, which is the Rex fang innovation Equity premium income ETF.
In this video i compare JEPQ and FEPI to try and determine which ETF is the superior alternative!
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Disclaimer:
I am not a financial advisor. Viktoriya Moskalyuk does not provide investing, tax, legal or accounting advice. This video is for entertainment and educational purposes only and should not be considered as financial advice. I am solely sharing my personal experience and opinions. I highly encourage you to do your own research- there is a risk of losing money in the market. You should consult your own tax, legal and financial/investment advisors before engaging in any transactions.
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📚BOOKS TO READ📚
THE OPTION WHEEL STRATEGY:
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Investing for Dummies:
Original - amzn.to/3Ju9bVc
9-in-1 Books- amzn.to/3FGu3r3
My biggest irk with ETFs is the lack of optimization. Large changes in any given stock in the ETF can drag your portfolio down. But in general, ETF or not, I think the stock market isn't showing any sign of slowdown and I want to invest about $60k but I'm not so confident about my abilities yet.
I have greatly grown more than 45% this year already, though my FA has advised we diversify going forward. But safe to say a growing market does not always mean that the economy is smooth-sailing, but yeah, we can as well enjoy while it lasts.
With the help of an investment advisor, I diversified my 62K portfolio across many markets and in a matter of months, I was able to produce over 356K in net profit from high dividend yield equities, bonds, and exchange-traded funds (ETFs)
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Just research the name Lauren Marie Ehlers. You’d find necessary details to work with a correspondence to set up an appointment.
Thanks a lot for this recommendation. I just looked her up, and I have sent her an email. I hope she gets back to me soon.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown
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My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
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Cool. Thank you! Appreciate the breakdown.
Good review !
Nice job …this is true Fepi did take a hit this April…people that are in this fund for the income…but it will be hit hard in a bear market…two things here …use your dividends to buy at a cheaper price and have some cash available to buy the dip …take care
Enjoying the content and finding it helpful, can you pls shed some light on SMH and MAGS ETF pls ?
Great video and explanation of FEPI. I do own some FEPI but it isn't a fund I want to have too much of, basically keep it under 5% of the total portfolio. Adding FEPI is like adding some Carolina Reaper hot sauce to an otherwise boring dish.
It's been dumping and pumping in this range for ages! It's technically just going sideways, sideways means generally stagnant. More emphasis should be put into day trading, as it less affected by the unpredictable nature of the market. Trading has been going smooth for me as I managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
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The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.
It was quite challenging to understand the different trends on my own until i found out about Duguay. Trading made easy.
Your explanation is clear and practical. Nevertheless, the market can undergo manipulation in various ways. While I initially grasped trading crypto assets, my technical analysis skills were a limiting factor. This changed when I came across Leah Foster Alderman's strategy. Day trading deserves increased attention, given its resilience to the market's unpredictable nature.
Thanks for sharing, I just did a web check with her full names mentioned
Thanks so much
Your question in the video is 100% correct and yet at the same time is what makes FEPI different from 99% of all these high yield plays, which is they buy a % of the stocks they run options on.
This is why it has little erosion, and yet, like you said in a major down turn, it would probably suffer greatly.
Great analysis Viktoriya. Would you be so kind as to tell me which ETF dividend methodology is better, DGRO or DIVB?
Wow, very good analysis and comparison. I'd love to see exactly what she holds currently in her portfolio and how she updates it. And what are her actual returns.
Good Episode esp caution message near the end
I like the way you think. I don't view volatility as risk, but if a high yielding fund dilutes its NAV by paying more than their return can cover, I don't bother investing in it.
What about TIME? New covered call etf with a factor/momentum investing strategy. Currently mostly tech. Would love one of your breakdowns on it! Thanks for all the info!
I have some and buying more, definitely helps in retirement.
Hi Viktoriya, Have you compared the holdings of FEPI and AIPI, both REX AI Equity Premium Income ETFs? AIPI holds more stocks, potentially offering greater stability due to diversification.
Hello and thank you for the great post. Can you please please post a video on QDTE. I believe it will be very interesting and capture many many views as many investors want to know more about the pros and cons of this new etf especially that it pays dividends WEEKLY. How would you compare it to the star etf JEPQ and your thoughts on it if Recession hits. I know of many investors who trust your opinion and the way you explain and will be grateful having a video on QDTE! Please this is a request 🙏. QDTE is from Roundhill investments. Thank you
FEPI is Amazing, when it dropped in April I knew it was gonna recover quickly as it did. I am adding every ex-dividend for that discount and buy heavily during bloody days 😁you can have the income and great appreciation if you invest in it strategically.
I started my position in April, and widened my purchases as it went down. Sold off the excess when it recovered above my cost basis.
We haven't seen a major market downturn. That is what she is referring to.
As matter of fact no one has unless your my age or older because the last great crash was in 2007, 2008, 2009. America's 2nd great depression.
Any thoughts on alternatives for TLT? Seems like there are lower volatility alternatives with lower fees. Like maybe BND?
Every day there is a new buy now etf. What one does a person pick I’m going with vym and voo. Old faithful in my book
Are the distributions from these taxed as dividends or ordinary income?
I’d like to know what % of FEPI holdings are covered calls? JEPQ is 15-20. That seems to be the sweet spot. Anymore, & NAV depletion seems to be a big risk.
Please a video on QDTE please please
I have 5% of my portfolio in fepi and love it. And when the market does crash ill be happy to add more. All these companies it holds are solid mega caps. They arent going out of business anytime soon. I feel safer holding these stocks than anything else in the market
Can I quote you? That's more of a belief than a factual statement. Setting a mental stop 0f 20% is on ALL MY COVERED CALL ETFS. PR0tect your $ !!
That's called "recency bias". There's a difference between business fundamentals and stock price, especially during times of "irrational exuberance".
That's what makes it different. It actually buys a small percentage of the company's and no one else does especially yeildmax.
Her point is a good size downturn and I agree with her. JEpQ runs more of a traditional stable fund and buys way more shares than FEPI and yet FEPI is nothing like the other high yeilds as it buy REAL shares which gives it a layer of safety, but not the level of JEPQ
Is there the European option for FEPI?
AIPI is for AI momentum love
I’m crazy and bought some NVDX. Is a 2x of NvDA
What if you hold all yieldmax funds. Is that diversification?
No
Isn't that just YMAX?
Where can you look up on an ETF that pays monthly, If the dividend is return of Capital or a mixture?
I am a new investor and going to be retired and looking for monthly income coming in,
Fepi is so strong
FEPI has kicked out about $1.15 DIV since october 2023 WHILE growing from $50 to $56. IF sustained a 50K investment is growing while providing: almost 15K a year in DIVS.
I actually got in, in January 2024.
WHEN AIPI came out almost 2 months a go i went in fast and hard: the first DIV will be at the end of this month. my estimate is that it will be much more than FEPI hence the AI exposure.
like $1.5 or more?
AIPI today is at the same price (about) in less than 2 months than FEPI from October.
will be interesting to see at the end of the month it's DIV hence AI based.
I want to add that I am looking at taking out all the the monthly income to live on.
AIPI
Both, damn the overlap
Only thing FEPI should be used for is income, not price appreciation
Thank you, Viktoriya! As always, Love your videos. Will you still be making a video about Bitcoin ETF or just simply owning bitcoin?
I just found your video... and suscribed. You are truly good!
she mentioned TSLY: it has beena rollercoaster, but so have others.
she mentioned YM not being diversified. not completely accurate. YMAG (7 funds) and YMAX (like 17 or 18 funds).
I did a math basic: TSLY started in januuary 2023. 19 DIV payments of (about) $24. like all YM it started at $20 per share. $17 now. So: that is 41K in total.
$17 current share price + 24K in DIVS. though IF you had 1000 shares before the split I think you got 500 at the new price. so that would affect the DIV income from april forward. by some but not overwhelming.
double you money in less than 2yrs (19 months).
If anyone can advise IF my math is off. i think not. just add up the 19 months of DIVS and then the current share price?
i know it split in april of this year but that does not, i do not see-skewing the nubmers?
I want etfs that produces income that I don’t have to manage myself selling puts/calls.
I don’t understand how 25k monthly income has been calculated. Is this for attracting clicks?
Buy 25k shares
For all those never hearing of this ETF till now 👋🏻
I'm sticking with GPIQ/JEPQ for now.
But over all it beats Jepq regardless of anything
You're the Best Victoria.
Where's the $25,586/month your thumbnail shows?
Both of these are superior to the old fashioned QYLD!
So a smart and beautiful woman. Please end your videos by summarizing for us whether these are good investments or not. For example, you could say: Jepq is igood for income and also growth. On the other hand FEPI IS GOOD FOR INCOME, BUT NOT SO MUCH FOR GROWTH. SO DEPENDING WITH YOU’RE LOOKING FOR IN YOUR PORTFOLIO IS THE CHOICE YOU HAVE TO MAKE. Sorry for the caps. I’m not sure what happened there. Thank you for all the info. Have a great day!
FEPI giving a dividend of $1.15 a share at $57 a share with an Expense of .65% hmmmmmmm.
I don't understand $25k a month ? Eye candy or what you never show how to do that....
Answer you have to invest
@@sshumkaer yep and I got money to invest...
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I'm surprised that you just mentioned Natalie Strayer here also Didn’t know she has been good to so many people too this is wonderful, i'm in my fifth trade with her and it has been super.
The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.
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I'm new at this, please how can I reach her?
After I raised up to 125k trading with her I bought a new House and a car here in the states also paid for my son's surgery
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Ah, another stock you push that you'll sell in 3 months
Too late… most of us already loaded it up 😂
She nilly picked TSLY as YieldMax ETF haha and ignored NVDY, i see what you have done here LOL
ms.canada also did not mentioned YMAX and YMAG. that is 2 of the diversified YM funds.
We Are in Unchartered Financial Waters! every day we encounter challenges that have become the new standard. Although we previously perceived it as a crisis, we now acknowledge it as the new normal and must adapt accordingly. Given the current economic difficulties that the country is experiencing in 2024, how can we enhance our earnings during this period of adjustment? I cannot let my $680,000 savings vanish after putting in so much effort to accumulate them.
Keeping some gold is usually a wise decision. You would be better off keeping away from equities for a bit or, even better, seeking advice from an expert given the current market conditions and everything that is at risk with the current economy.
Inflation is gradually going to become part of us and due to that fact any money you keep in cash or in a low-interest account declines in value each year. Investing is the only way to make your money grow and unless you have an exceptionally high income, investing is the only way most people will ever have enough money to retire.
I've tried investing in the stock market several times but always got discouraged by fluctuations of stock value. I would be happy if you could advise me based on how you went about yours, as I am ready to go the passive income path.!!
My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
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Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
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