5 Monthly Dividend Stocks that BEAT the JEPI
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- čas přidán 29. 07. 2024
- I love the JEPI Income ETF but these five monthly dividend stocks beat it hands down. Find out why and get higher dividends. Go to meetfabric.com/joseph and start investing in your child's future today.
The JP Morgan Equity Premium Income ETF JEPI is one of my favorite #monthlydividends but that doesn't mean there aren't drawbacks. In fact, searching for stocks that beat another monthly #dividend stock, I found five stocks that will not only put more cash in your pocket but also higher returns than the JEPI fund. I'll reveal those #dividendstocks to buy along with why you need an alternative to the JEPI including the newer JEPQ ETF that could offer higher growth.
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Joseph Hogue, CFA spent nearly a decade as an investment analyst for institutional firms and banks. He now helps people understand their financial lives through dividend stocks, investing and ways to make more money. He has appeared on Bloomberg and on sites like CNBC and Morningstar. He holds the Chartered Financial Analyst (CFA) designation and is a veteran of the Marine Corps.
Disclosures:
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
Go to meetfabric.com/joseph and start investing in your child's future today.
I am at the beginning of my "investment journey" I plan to put 185K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice for stocks that can outperform the S&P500 this 2024?
the ones you dont buy
I’m not well vast with the conditions of the marketplace, the avenue flow of transactions, not equipped enough with information. My best guess as to what outperforms the S&P is BRK or perhaps NVDA
The issue is most folks have the “I want to do it myself mentality” but not skilled enough during crash, apparently they get burnt. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since the covid-outbreak to date, summing up nearly $1m.
@@JamesWillock truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor... mind sharing info of this person guiding you please?
Karen Lynne Chess is the licensed advisor I use. Just google the name. You’d find necessary deets. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
Thanks for the continuous update! I'll be forever grateful to you Mrs Louise O'Brien, I really don't know how to appreciate you, you change my life and my family situation.
I'm new at this, please how can I reach her?
SHE IS ON TELE GRAM.
She communicates on tele gram..
@ATLouise55 ..that's it .
That’s her user-name
Are you still just holding coins? Guys, what are you doing? Unimantic has been around for almost a year!
I've held JEPI and just added JEPQ. You just validated my move with this vid.
Thnx!
Scholars who study the stock market’s historical performance estimate that over time, the payment (and reinvestment, and compounding) of dividends have contributed anywhere from 30% to 90% of the S&P 500’s total returns. I want to spread across $400k into profit yielding dividend equities but unsure of which to get into.
Simply put, if you’re not investing in dividend stocks, you’re doing it wrong.
I stopped listening and taking financial advise from these CZcamsrs, because at the end of the day, I end up with a bunch of confusing stocks without knowing when to take profit, In reality, all I needed was professional advice to take advantage and make profits.
That's impressive, have you always had guidance?
Well, I tried a few in the past years, but I’ve been with Lauren Marie Ehlers for the last five years or so, and her returns have been pretty much amazing.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
It's sad how difficult things have become in the present generation. I was wondering how to utilise some money I had. I used some of it for e-commerce business, but that sank. I'm thinking of how to protect my $300K stock portfolio from decline is my main concern, but I don't really know which way to go.
It's not difficult, but you have to learn and handle. you should hire a CFP to help you diversify your assets to include ETFs/index funds/mutual funds and stocks of companies with consistent cash flows, rather than betting on penny stocks
Having an investment advisor is the best way to go about the stock market right now. I was going solo, but it wasn't working. I’ve been in touch with an advisor for a while now, and just last year, I made over 80% capital growth minus dividends.
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor... mind sharing info of this professional guiding you please?
Kristin Amy Rose is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I really appreciate your useful advice. I was able to set up a call with her and confirm her identity. She seems incredibly knowledgeable, and I appreciate your advice so much.
Joseph, it's about time
to thank you
for so much value in your videos.
This video of yours is only one extreme example for it.
Thank you so much
A business development company (BDC) is an organization that invests in small- and medium-sized companies as well as distressed companies. A BDC helps these firms grow in the initial stages of their development. With distressed businesses, the BDC helps the companies regain sound financial footing.
BDC's Monthly Dividends
0:40 GLAD - Gladstone Capital, Defensives;
6:47 GAIN - Gladstone Investment Corp,
8:05 SCM - Stellus Capital Investment Corp,
8:58 PNNT - Pennant Park Investment Corp,
9:45 JEPQ - JPMorgan Nasdaq ETF, Not a BDC, Nasdaq cousin to JEPI
To be successful in markets, traders should understand the crossover between asset classes & liquidity flow. Victoria Wiezorek focuses on Multi-asset trading, a single strategy to manage risk , profit, and the code or the actual decision -making across multi-asset classes. Her skills set is top notch.
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.
Her good reputation already speaks for her .I’m also one of the beneficiary of Victoria Wiezorek. So happy I gave it a trial after being skeptic of the process.
I have never seen mrs Victoria Wiezorek clients complain of lost....I think she is just too perfect
I'm new here and really want to know some important things about her . Does she also offer mentorship, lectures and tutorials? How do I reach her please?
No doubt!! I never knew Victoria Wiezorek had gone viral. I decided to back up my assets and property with her when we met at a conference in New Jersey🇺🇸 for the first time..
Can you find any that aren't BDCs? Out of principle I don't buy money lenders. Especially if a downturn causes many defaults. It would be interesting if there are any.
Hi Joe, thank you again for this amazing video, can you tell what other alternative we have for JEPI since in Europe due to regulatory constrains we can invest in this asset? Thanks you.
Love dividend videos.
Hey Joseph, any thoughts on QQQI and SPYI?
Can you make a video about abr? I keep buying shares just wonder your thoughts
My dividend journey began when I realized that two particular expenses in my budget were always going to go up and never go down. The two expenses were taxes and insurance. I realized that the dramatic rise in both will need some added income. So, I started buying shares paying dividends. I can now see that this will be the path I need to take to make sure those two expenses will not overtake my future income.
As a beginner, educate yourself, Learn the basics of investing and the stock market. There are many resources available online, including books, articles, and online courses. It’s a good idea to diversify your portfolio across different stocks and sectors to minimize risk. I’ve heard of people accruing over $550k during recessions and inflation, its important to do your own research.
Although there are many of chances in the financial markets, I've learnt enough over the previous few years to be sceptical about that. Knowing where to focus is crucial. When I started properly monitoring my investments, I started to amass riches. The importance of professional mentoring cannot be understated. Without the right coaching, people are more likely to make errors and lose money.
truly appreciate the implementation of ideas and strategies that result to unmeasurable progress, thus the search for a reputable advisor... mind sharing info of this professional guiding you please?
Annette Christine Conte is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
"The best time to get into the market was 5 years ago. The 2nd best time is now." -marylin monroe
As much as i want to invest in GME, I think it has some short term pain ahead. Currently sitting on about 250k, do you still think GME is a good buy right now or I have I missed out on a crucial buy period?
Don't be in a hurry to get in. The market needs several days of strong performance to signal that the downturn might be over; i still think It's a time to be largely, if not entirely, in cash.
The economy and stocks are two different things these days, but i agree, I think it's brilliant to have a portfolio advisor for investing! The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. I've turned 480k into $32,000 in quarterly dividends using one, a major milestone.
I've been considering but haven't been proactive. Can you recommend your advisor? Could really use some assistance.
I'm cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like “Becky Lou Gordon” I've worked with her for 9 years and highly recommend her. Check if she meets your criteria.
I like svol. Not too much growth though
Any Shariah-compliant ETFs or Index Funds?
What’s the best vehicle for incorporating JEPI? Brokerage acct, trad Ira, Roth IRA, something different?
Roth. Would eventually have to pay capital gains tax on dividends in a brokerage or traditional but not in a Roth.
Agree Roth Ira.😊
Jepi and svol seem to be the most stable I've found
It would be nice to have a one page/slide comparing the 5 stocks talked about.
What if you made your own dividend stock by adding yieldmax to things?
If you wanted Tesla with a 5% dividend.
Tesla 100s = 19,500$
TSLY 130s = 2080$ (9.6% of account)
TSLY dividend at 130 shares = 977$ roughly 5% of your Tesla holdings.
Because TSLY is unpredictable you may have to rebalance to keep it around 5% any. You could do this for the other yieldmax and their counterpart stocks
Thanks - I started buying SCM soon after your previous recommendation. Hoping for a quick deep dip to load up. I like that it pays in the middle of the month, same as HRZN, O, and MAIN. Added JEPQ earlier in the year, also waiting for a pull back to my cost basis of $50, but I like it less than others because the distribution amount is irregular. My latest high-income monthly is XFLT, a CEF.
Early on I was in QYLD, RYLD, NUSI....glad I learned pretty quickly that I didn't like the loss of capital (HUGE) but even worse, the shrinking div with the shrinking share price. Good lesson in due diligence, greed, position size, and loss acceptance.
BST is a good one too
@@user-ep7el6vt7o Thanks. I don't invest in Blackrock.
Gladstone Dividend Yield 8.56%, Annual Dividend $1.98. that means 40k give you 205.6 a month............
40k / 23.37 (current share price) = 1711 shares. you're saying annual dividend of 1.98 / share = $3387.78 a year. divide by 12 you get 282.315 a month and that's not even accounting a DRIP compounding rate. per month that's .706% on Initial investment. Annuity calculation of that with reinvestments comes out to $3522.47 a year assuming a non growing dividend and a price valuation of 23.27 and by the looks of it, it increases so you'll really gain more than that in asset valuation and dividends. I mean even the basic math of you said was wrong 1711 * (1.98/12) = $282.315 a month if you going to do math, try to do it right
Nice nice
Weird comment section
Full of spam and scam comments. I erase as many as possible but really unavoidable anymore.
Great video but your audio is bad
Like this comment if you out our man Joseph on a 1.5x playback speed.
Confusing as always
😂😂