QQQY & JEPY: 105% yield? Do they deserve a place in your portfolio?

In this video, I breaks down the key details of two high-yield ETFs, QQQY and JEPY, and evaluates whether they deserve a place in your portfolio. I covers their distribution percentages, expense ratios, tax efficiencies, and how they perform in different market conditions. Find out if these funds can support your income goals, whether you're aiming for an 8% or 15% annual return. Don't forget to subscribe for more content!

Chapters:
00:00 Introduction to QQQY & JEPY
00:49 Distribution rates: QQQY at 105%, JEPY at 72%
01:33 Expense ratios: What you need to know
02:18 How the funds work: Selling in-the-money puts
03:17 Market downturns and fund performance
04:36 Options and strike price mechanics
05:15 Tax efficiencies: QQQY vs. JEPY
05:53 Backtesting results: How the funds perform
06:43 Return on capital: What can you expect?
07:36 Reinvesting distributions: Maintaining NAV
08:35 Can you live off an 8% withdrawal rate?
09:44 Pushing the limits: How much can you withdraw?
10:32 The risks of higher withdrawal rates
11:48 Conclusion: What to expect with an 8% or 15% return

DISCLAIMER: Income Architect does not provide financial, investment, tax, or legal advice. None of the content on the Income Architect channel is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. Income Architect (Brad) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions.

#QQQY #JEPY