Ticker: JEPQ โข Yield: 7.8% โข Growth (5yr): 1.5%
๐ฐ Net: approx. $2,538 /mo after tax.
Currently, you need $461,538.46. 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 | $497,538 | +$3,234/mo |
| Year 3 | $578,181 | +$3,758/mo |
| Year 5 | $671,895 | +$4,367/mo |
| Year 10 | $978,128 | +$6,358/mo |
๐ You are your own boss now. This replaces an average salary.
Planning for a reliable $3000.00 monthly income stream? Using JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), you'd need approximately $461,538.46 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 $461,538.46 capital, yield stability becomes your best friend.
Disclaimer: Informational only. Not financial advice. Yields vary. Past performance does not guarantee future results.