JEPI: Good Hedge Vs Tech-Heavy S&P500 In Current Rates Environment (Archive)
JEPI offers a defensive hedge to tech‑heavy SPY amid slower Fed rate cuts.
JEPI
Why JEPI Is Likely A Worse Bet Than SPY (Archive)
JEPI’s covered calls, tech underweight, rich valuation, and weak technicals threaten underperformance.
JEPI Doesn't Fare Well In Rising Markets (Archive)
JEPI’s tech underweight and covered calls risk underperformance in a genuine S&P 500 breakout.
Why I Think JEPI Will Outperform SCHD (Archive)
JEPI’s portfolio better reflects my macro views than SCHD’s, especially on energy.