Video by Dividend Growth Investing via YouTube
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Earlier in the year, I decided to buy QYLD. At the time it felt like the right decision to make. However, not only things in my personal life have changed, but after doing more research, I have decided to get out of QYLD and buy into JEPQ. This video is not to convince anyone to buy or sell anything. The goal of this video is to walk you through my decision making for why I sold QYLD and bought JEPQ. The first part of the video I share why the change and the second part of the video, I review JEPQ and make a few suggestions for those considering an ETF like JEPQ.
Why I sold QYLD and bought JEPQ 4:45
(1) FIRE date was pushed back
(2) Tax loss harvesting
(3) Tax optimization
(4) Expense Ratio
(5) Issuer JPM vs Global X
(6) Out of the money vs at the money call options
What is JEPQ 16:22
Comparing JEPQ vs QYLD 24:05
Who should not consider JEPQ 26:07
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I’m not a financial advisor and the content discussed today is merely my opinion and intended only for your entertainment. The content expressed in this video should not be considered as professional financial advice. Some of the links above are affiliate links and come at no cost to you.
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