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Investment Q&A

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Q: Greetings - A few questions on JEPI - first in reviewing its 100 or so holdings the first several are equity linked notes - what are they, do they help returns versus individual equities and if so how - second, is this fund "better" than the BMO series of covered call more specific ETF's since the returns since this ETF began seem better with less movement to the downside - third there seems to be significant rotation every few months of approximately 15% of the holdings so that an active management component appears at play - any comment you have on this and the reputation of the listed managers - fourth is there another similar US or Cdn ETF that is comparable without a covered call strategy that you'd recommend with as diversified a set of holdings - any further issues you wish to comment on of course are appreciated - many thanks - Ken
Read Answer Asked by Ken on July 27, 2021
Q: Would much appreciate your analysis of this new US covered call ETF from JP Morgan. Is any part of the monthly dividend return of capital? Any cautions here or would you say this is a reasonable diversified covered call ETF with a steady monthly income stream at a reasonable MER? Lastly any similar US ETF you'd prefer instead? Thank you very much - Ken
Read Answer Asked by Ken on May 11, 2021
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