This $2.5 Million Portfolio Delivers About $14,500 Monthly Income
A retired couple aims to fund $14,500 in monthly expenses from a $2.5 million portfolio. The plan combines three inco...
JEPI
This JEPI tag page curates three analysis articles: Beyond JEPI, Forget JEPI, and That Yield JEPI Drops, to guide your income strategy and tax-aware investing.
21 articlesThis Accountant Wants Replace Salary with ETFs: Can It Work?
A 58-year-old accountant tests whether a portfolio built on JEPI and SPYI can replace a $90,000 salary. The plan hing...
Buy, Hold, or Sell JPMorgan’s JEPI ETF: Today for Investors
JPMorgan's JEPI ETF offers a compelling income stream through covered calls on a diversified 110-name portfolio. This...
A $275,000 Portfolio That Pays More Than Social Security
A $275,000 portfolio that pays around 9% could replicate the average Social Security check, but the strategy carries ...
JPMorgan Equity Premium Income: Is It Right for You
Curious about a strategy that blends stock ownership with option income? This deep-dive on the JPMorgan Equity Premiu...
Bonds Used Income Answer: Covered-Call ETFs Yield Over 7%
As traditional bonds yield less in a volatile rate environment, retirees are turning to covered-call ETFs such as JEP...
That Yield JEPI Actually Drops for High Earners After Taxes
High-income investors face a tax cliff with JEPI: the 8% distribution yield is largely ordinary income, trimming real...
Forget JEPI: This Covered Call ETF Delivers 12% Yield
A newer NEOS-led family of covered call ETFs is drawing attention for stronger NAV resilience and higher income poten...
Beyond JEPI: Next-Gen Income ETFs Outperform in 2026
Two next-gen income ETFs are quietly beating JEPI in 2026, driven by selective options writing and global dividend ex...