JEPI: Do Not Make The Same Mistake Two Years In A Row, Buy This Covered Call ETF Instead
Introduction
2023 was a year that took many by surprise, including myself.
BNDI: 2024’s Hidden Gem Bond ETF That Produces 2% Additional Income While Maintaining A Similar Risk Profile
Let's Rewind
2022 and 2023 were hectic - war, bank crises, and bear markets.
Inflation was still running rampant - with the core PCE having just peaked at +6.4% in February 2022. These consistent out-of-control inflation reports caused the Federal Reserve to take action by doing the only thing they know how to do - raise interest rates.
JEPI: No Longer An Income-Focused Investor’s Only Holdings, It’s Time To Play Offense
The JPMorgan Equity Premium Income ETF (ARCA: JEPI) provides their investors with consistent monthly income and lower volatility.
During times of immense bullishness, JEPI fails to capture even a fraction of total return against their benchmark index.
SPYI: The New High-Income ETF That Is Outperforming Both JEPI And XYLD Thus Far In 2023
It’s been six months since I first began researching the NEOS S&P 500 High Income ETF (BATS: SPYI) — continuously benchmarking its performance against the JPMorgan Equity Premium ETF (ARCA: JEPI).
CSHI: The Options-Based Cash Alternative Everyone Needs To Know About Right Now
TL;DR
The NEOS Enhanched Income Cash Alternative ETF (ARCA: CSHI) seeks to generate monthly income in a tax-efficient manner.
The put option strategy allows them to distribute ~1.5% in additional yield while offering a favorable risk-to-reward ratio to investors.
These mid-single-digit distribution percentages are paid out i