Finance
JEPI and JEPQ – Great funds but time to move on?… What is best for YOU?
Date: 2025-08-03 11:45:04
#retirementstrategy #investing #financialfreedom
This is a look at JEPI and JEPQ which are the two largest covered call funds along with an explanation on why I’ve been selling off my position. I’ve owned these for years and think they are solid options for those seeking monthly distributions. Here is my first video about JEPI from way back in 2022 where the sound was terrible and I sound like I’m on speed:
Thanks for watching! Have fun and keep investing!
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0:00 Intro
0:57 JEPI Quick Review
4:14 JEPQ Quick Review
5:29 JEPQ Distributions
6:54 Why I’m selling – Performance
10:18 Why I’m selling – Tax Efficiency
12:07 Summary
Additional Tags:
Option Income ETFs. ETF investing in retirement. Income investing in retirement. Passive income.
