I Invested $75k in JEPI ETF 3 Years Ago... Here's The RESULTS!

[@ItsaJourney4007]

convinced that investing $50k-100k in the right company before it goes big is better than just saving for retirement. But since picking the right company is hard, saving might be safer-who would’ve guessed SPGI? I have $200k in a HYSA and want to invest. What are the best opportunities now?

[@MiddleclassAmerican-7220]

I find it more productive and safe to buy growth/blue-chip stocks rather than etfs. It's advisable to work with a fiduciary advisor for well-diversified portfolios instead of relying solely on speculations.

[@user-uyt654fg]

I agree with you. As an early investor in NVDA, AVGO, ANSS, and LRCX, my financial advisor's advice was incredibly helpful. Over the past 7 years, she has helped me find stocks that did 10x multiple times. With her help, I've grown my portfolio to over a million dollars.

[@lawlessamerican76tr6]

I'm glad I found this conversation. I have cash to invest but am worried about picking the wrong stocks. Can you refer me to your financial advisor?

[@user-uyt654fg]

Melissa Elise Robinson is the licensed advisor I use and im just putting this out here because you asked. You can Just search the name. You’d find necessary details to work with to set up an appointment.

[@GREGG-43]

Thanks for sharing. I curiously searched for her full name and her website popped up immediately. I looked through her credentials and did my due diligence before contacting her.

[@noahzimmerman-yg6qt]

Buying of just any ETFs is easy, but buying the right one without a time-tested strategy is incredibly hard. Hence which is best to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $200K for sometime now, my major challenge is not knowing the best entry and exit strategies.

[@ralfbrown-kl1gp]

Just because there are opportunities in the market doesn’t mean you should go in blindly. To understand the potential factors that contribute to your financial growth, I'll advise you to seek the help of a professional.

[@oliverdavis-tw2xl]

Before investing in any ETF, it's important to conduct thorough research. Understand the fund's objectives, track record, expense ratio, and the index it aims to replicate.

[@marcellasilva4015]

It's crucial to align your investment strategy with your financial goals and risk tolerance. Whether you're a novice or experienced investor, consulting with a financial advisor can provide personalized guidance based on your individual circumstances.

[@McCachren]

Market behavior can be complex and unpredictable. Mind if I ask you to recommend this particular coach to whom you have used their services?

[@marcellasilva4015]

Sharon Ann Meny just check her out. It's better to hire a skilled financial planner especially if you're not one yourself. I hired one after my retirement pension took a hit in 2021 April due to the crash.

[@ryanwilliams989]

The market trend can turn around very quickly. In fact, the indexes often switch from a bear market to a bull market when the news is at its worst and the mood of investors is at its lowest point. I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?

[@BiancaSherly-qt6sb]

This is still a window-shopping market. But there are a lot of intriguing stocks to watch from a variety of sectors. You don’t have to act on every forecast, hence i will suggest you get yourself a financial-advisor that can provide you with entry and exit points on the shares/ETF you focus on.

[@maryHenokNft]

I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.

[@maggysterling33254]

@@maryHenokNft Amazing! I hope it's okay to inquire if you're still collaborating with the same fiduciary and how I can get in touch with them?

[@maryHenokNft]

Definitely! All of this happened in less than a year after *Gertrude Margaret Quinto* told me what to do. I started with less than $100,000, and now I'm about 17,000 short of having a quarter million dollars.

[@StellaMaris-lv2uq]

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.

[@nikkinemerouf3224]

I hold 5000 shares of JEPI in my IRA account. I add additional shares when the price drops to 52 per share

[@thyroidnodule]

I suggest use jepi dividend to buy jepq.

[@Shootsmith]

Says he invested 75K three years ago... doesn't say what it is worth now. Pffft

[@Freddels1]

Sure he does. He said that his avg cost basis across all his shares is about what it's trading for right now.

[@Ronney-Aragundi]

@@Freddels1what does that mean? So it stayed similar?

[@CrayCrayRedneck]

​@Ronney-Aragundi yes. He makes money off monthly dividends.

[@mvj1960]

I have JEPI but plan to add JEPQ when I take the lump sum from my pension. I plan to use JEPQ to replace the fix pension (small pension)

[@KittyAKan]

Hey! Don't laugh. I got 10 shares of JEPI in my profilio but likely to add more.

[@Stock-Trekker01]

I have 82 going for 100 before Q4🎉

[@austinbar]

Certainly. Exchange-Traded Funds (ETFs) are popular for long-term investments due to their diversified nature. ETFs offer exposure to a wide range of assets, such as stocks, bonds, or commodities, which can help reduce risk. Some top choices for long-term investing include broad market index ETFs, sector-specific ETFs, and bond ETFs, as they provide potential for growth and income over an extended period while minimizing the risk associated with individual stocks.

[@rogerwheelers4322]

Numerous compelling stocks span various industries for you to consider tracking. While it's not necessary to act on every prediction, enlisting the guidance of a financial advisor is advisable. They can assist you in determining optimal entry and exit points for purchasing and selling shares or ETFs, ensuring well-timed decisions aligned with your investment goals.

[@joshbarney114]

I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.

[@FabioOdelega876]

I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.

[@joshbarney114]

I definitely share your sentiment about these firms. Finding financial advisors like Colleen Janie Towe who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

[@FabioOdelega876]

Colleen has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.

[@leonardblavatnik2690]

Managing money is different from accumulating wealth, and the lack of investment education in schools may explain why people struggle to maintain their financial gains.

[@nicholaslinetti]

Investors should exercise caution with their exposure and exercise caution when considering new investments, particularly during periods of inflation. It is advisable to seek guidance from a professional or trusted advisor in order to navigate this recession and achieve potential high yields

[@leongrant7439]

Amazing. It gets quite difficult to handle all of this, and staying informed is a major cause, how do you go about this are you a pro investor?

[@nicholaslinetti]

I have been in touch with a Financial advisor. With a startup of $ 100 k, my advisor chooses the entry command of my portfolio which has grown to approximately $ 450 k in some weeks.

[@DerrickMansard]

I’m intrigued by your progress. Could you share some insights into your trading strategy or perhaps recommend any specific resources or mentors that have led to your success.

[@nicholaslinetti]

I have been consulting with -

[@pamelawalker9056]

How many shares do you have again - did you mentioned 600 shares? Is ordinary dividend taxed less? I have either but is trying to decide which one to add to the schd that I do own at the age of 53 and will be retiring in 16 years.

[@mikestone4536]

So…. what are the results?

[@charlesolinger9735]

It didnt beat SPY overall in 3 years. he gave exact shares, but not exact totals. Super misleading. Calibrated eyeball. he's up about 16% in the 3 years total overall.

[@neophytestacker9471]

oldest video is 10 months old? Clickbait channel? @@charlesolinger9735

[@Daniyoyo]

@@charlesolinger9735while also getting paid

[@JackRalp96]

As a Income Investor it's a great investment. As a total growth investor it's a terrible investment. SP500 or the nasdaq has given much greater returns in terms of total capital.

[@jeddesselle2611]

I have both, I see JEPQ continuing to outperform JEPI due to tech/AI dominance for at least the next 12 months.

[@NormNike-dw5hg]

Question about all these covered call etfs on the market. I was wondering will they ever hit a point where the option liquidity isn’t available?

[@cliffdariff74]

Unknown

[@Daniyoyo]

Option liquidity, as in derivative market.. man.. that’s literally in the quadrillion and that’s actually not a joke

[@NormNike-dw5hg]

Was honestly curious. Good to know.

[@KL-ii1xt]

Buying it a bull market you'll never lose..now the real quest starts when doom looms ahead

[@novice0948]

What is the tax % on these dividends from JEPI? are they categorized as qualified dividends or ordinary income

[@robertkoehler1641]

Pretty sure 60/40

[@cliffdariff74]

You should be happier... seems you were apologizing that ur profit was not larger, compared to another investment. Thats always the case. JEPI Is an income investment. You've got income monthly. Be happy my friend, i own shares myself in JEPI.

[@brianh9014]

So what was total profit? Duh...😅

[@feduntu]

i expected him to show that but it must be a very bad negative number since he didn't show... not really a good investment

[@dapperAaron]

Some profit is always better than none

[@kevinulmer9409]

Starting a roth ira, is jepq a good start or have you found a better etf. I want to retire in 15 years so high dividend and growth are important

[@joy2come119]

​@@mcvein355why would it matter if its in a Roth ira

[@shaneomack5018]

Jepq and jepi make up combined 20% of our portfolio.. as of today these are definitely long term investments

[@paragonknight3307]

Are your taxes complicated?

[@dade4537]

So you're basically not confident in this if it's 20%.....why have it then. I'm 100% in MSTR. Have fun staying poor!!!

[@paragonknight3307]

@@dade4537 🤏

[@CraigandMandy1]

@@dade4537just because you are dumb enough to go all in doesn't mean he should follow you. 🤡

[@indigobluu]

Im 20% allocated in jepi also. Long term im using it for portfolio stablization and of course dividends. I know some aren't qualified but ill figure it all out.

[@xz9855]

So are you up or down after 3 years?

[@jordangarcia9806]

His average price is $55 and the current price is $55, all while getting paid monthly dividends. Sounds up to me

[@Downsize1940]

Good analysis

[@dade4537]

A down payment on a very nice is locked up so you can get free groceries once a month. Lololollllllooooll. Biggest fool. Bigger scam.

[@cliffdariff74]

No fool... he has monthly income from an investment he has. He's doing fine. A down-payment 9n a house is a different animal.

[@jordangarcia9806]

It’s not “locked up” you could sell tomorrow. And since his average cost and the going price are both around $55, there’s no capital gains to liquidate everything if I’m not mistaken. With the urgent interest rates, it’s very difficult to turn a profit on buying RE and renting.