After Two Years... The Return of the Defensive Income Giant: JEPI When I looked at my portfolio distribution this morning, the reality was clear: I am very heavy on Treasuries and light on Equities. This is by design. My "Compounding Beasts"... I-Bonds and my stable income payers... 30-Year Treasury Bonds... provide the bedrock of my wealth targets. However, my Equity - Augmented Income Strategy (AIS) is where the tactical battle is won, and recently, a familiar face has triggered a "Watch Mode" alert: JEPI (JPMorgan Equity Premium Income ETF). Two years ago, I took profits on JEPI , exited the position. I had enjoyed the monthly dividends for quite a while, and a favorable shift in price allowed me to exit with a mild profit. At the time, I shifted my focus to the mechanical "Buy-Write" engines of QYLD and RYLD , which have since climbed into my top 10 equity holdings. B...
Systems, Iron, and Yield: Periodical logs on programmatic trading, augmented infrastructure income, and the discipline of a structured life by an algorithmic quant Trader.
A periodical by Michael Medeiros