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nathanwinklepleck
nathanwinklepleck

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15 Questions Answered [October 2022 Q&A]

Here is the October 2022 Q&A session. I'll post for November here in a few weeks. Next video coming for Patreon will be the coffee can update.

15 Questions Answered [October 2022 Q&A]

Comments

Hi everyone. I just wanted to share my 2 cents regarding JEPI. I do believe that JEPI stands out from the rest of the covered call type ETFs and JEPI is the only one I personally would ever own. Since only about 20% of the ETF consists of the ELNs, there is some capital appreciation over the long term. So not a yield trap like the disaster ETFs from Global X. I personally would not touch those with a 10 foot pole.

Hi Nathan, when looking at stocks with good Shareholders Yield (dividends + buy backs) will you also consider adding to it the premium from selling covered call (assuming we purchase shares in bundles of 100)? So, lets say we have 3% dividend Yield, a 2% buy back, and if we sell a covered call that gives us a premium of 2%. Then in theory unless we get assigned we are adding that premium yield to our shareholders yield? Hope this makes sense. thanks.

Hi Nathan, I loved this video. Great stuff. One thing I wanted to chime in on is SCHD. I have held the fund for over six years and add monthly. I currently have the dividends reinvested back into the fund. My goal is to double my Social Security when I start drawing it someday. The Coffee Can portfolio will be a wonderful addition. Thanks again. Dennis

Well said!


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