Ticker: JEPQ โข Yield: 7.8% โข Growth (5yr): 1.5%
๐ฐ Net: approx. $846 /mo after tax.
Currently, you need $153,846.15. But if JEPQ grows its dividend by 1.5% annually, you can invest less today and hit your goal later.
*Assumes constant dividend reinvestment is NOT included, only dividend growth.
Reinvesting all dividends with constant yield:
| Year | Total Value | Monthly Income |
|---|---|---|
| Year 1 | $165,846 | +$1,078/mo |
| Year 3 | $192,727 | +$1,253/mo |
| Year 5 | $223,965 | +$1,456/mo |
| Year 10 | $326,043 | +$2,119/mo |
๐ Rent is FREE! Living cost-free is a superpower.
Planning for a reliable $1000.00 monthly income stream? Using JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), you'd need approximately $153,846.15 invested today. Note that this math relies on a 7.80% yield.
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is a key player in the Options-Based Income ETF sector. Many portfolios hold it for consistency.
Why JEPQ? Because at $153,846.15 capital, yield stability becomes your best friend.
Disclaimer: Informational only. Not financial advice. Yields vary. Past performance does not guarantee future results.