Ticker: JEPQ โข Yield: 7.8% โข Growth (5yr): 1.5%
๐ฐ Net: approx. $423 /mo after tax.
Currently, you need $76,923.08. 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 | $82,923 | +$539/mo |
| Year 3 | $96,364 | +$626/mo |
| Year 5 | $111,983 | +$728/mo |
| Year 10 | $163,021 | +$1,060/mo |
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Planning for a reliable $500.00 monthly income stream? Using JPMorgan Nasdaq Equity Premium Income ETF (JEPQ), you'd need approximately $76,923.08 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 $76,923.08 capital, yield stability becomes your best friend.
Disclaimer: Informational only. Not financial advice. Yields vary. Past performance does not guarantee future results.