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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $60.62)
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State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.72)
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JPMorgan Ultra-Short Income ETF (JPST $50.75)
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JPMorgan Equity Premium Income ETF (JEPI $57.91)
Q: Let's say a conservative investor (i) wants to invest US dollars in US ETFs, (ii) wants principal protection above all, for example by investing primarily in BIL.
If this investor wants to move a little bit up the risk ladder with a view to getting more yield, by adding one or two other conservative ETFs (while continuing to hold BIL as the primary holding): what would you suggest?
If this investor wants to move a little bit up the risk ladder with a view to getting more yield, by adding one or two other conservative ETFs (while continuing to hold BIL as the primary holding): what would you suggest?
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iShares International Select Dividend ETF (IDV $38.58)
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JPMorgan Equity Premium Income ETF (JEPI $57.91)
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NEOS S&P 500 High Income ETF (SPYI $52.67)
Q: In my USD Rif, I have a small number of blue chip dividend payers. I want to reduce single stock risk and diversify across North American and International.
Mandate is, 4% plus yield, low Mer, Large market cap, lower volatility, and Capital preservation more so than appreciation. With respect to these (leaning toward Jepi vs Spyi), do you have any concerns holding over the long term
Mandate is, 4% plus yield, low Mer, Large market cap, lower volatility, and Capital preservation more so than appreciation. With respect to these (leaning toward Jepi vs Spyi), do you have any concerns holding over the long term
Q: For a conservative investor, given the volatility expectations for the next few years, would you replace JEPI in the RRSP account with FT Vest Laddered Buffer ETF (BUFR)? As this is RRSP, only the total return (as opposed to income) matters. It appears that BUFR has outperformed JEPI in both bull and bear markets, and JEPI only outperforms when we have non-trending markets with low volatility. Your thoughts?