5 Monthly Dividend Stocks that BEAT the JEPI

The JP Morgan Equity Premium Income ETF JEPI is one of my favorite #monthlydividends but that doesn't mean there aren't drawbacks. In fact, searching for stocks that beat another monthly #dividend stock, I found five stocks that will not only put more cash in your pocket but also higher returns than the JEPI fund. I'll reveal those #dividendstocks to buy along with why you need an alternative to the JEPI including the newer JEPQ ETF that could offer higher growth.

If you liked this video, these are perfect for you!

Joseph Hogue, CFA spent nearly a decade as an investment analyst for institutional firms and banks. He now helps people understand their financial lives through dividend stocks, investing and ways to make more money. He has appeared on Bloomberg and on sites like CNBC and Morningstar. He holds the Chartered Financial Analyst (CFA) designation and is a veteran of the Marine Corps.

Disclosures:
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.

[Elenavazquezwells]

I am at the beginning of my "investment journey" I plan to put 185K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice for stocks that can outperform the S&P500 this 2024?

[dabhi]

Are you still just holding coins? Guys, what are you doing? Unimantic has been around for almost a year!

[tommychestnut]

Scholars who study the stock market’s historical performance estimate that over time, the payment (and reinvestment, and compounding) of dividends have contributed anywhere from 30% to 90% of the S&P 500’s total returns. I want to spread across $400k into profit yielding dividend equities but unsure of which to get into.

[Erinmills]

It's sad how difficult things have become in the present generation. I was wondering how to utilise some money I had. I used some of it for e-commerce business, but that sank. I'm thinking of how to protect my $300K stock portfolio from decline is my main concern, but I don't really know which way to go.

[michaelmiddleton]

I've held JEPI and just added JEPQ. You just validated my move with this vid.
Thnx!

[CamillaStenmark]

Thanks for the continuous update! I'll be forever grateful to you Mrs Louise O'Brien, I really don't know how to appreciate you, you change my life and my family situation.

[tomer-]

Joseph, it's about time
to thank you
for so much value in your videos.
This video of yours is only one extreme example for it.
Thank you so much

[genmasaotome]

A business development company (BDC) is an organization that invests in small- and medium-sized companies as well as distressed companies. A BDC helps these firms grow in the initial stages of their development. With distressed businesses, the BDC helps the companies regain sound financial footing.

BDC's Monthly Dividends
0:40 GLAD - Gladstone Capital, Defensives;
6:47 GAIN - Gladstone Investment Corp,
8:05 SCM - Stellus Capital Investment Corp,
8:58 PNNT - Pennant Park Investment Corp,
9:45 JEPQ - JPMorgan Nasdaq ETF, Not a BDC, Nasdaq cousin to JEPI

[BillyLeonard_]

To be successful in markets, traders should understand the crossover between asset classes & liquidity flow. Victoria Wiezorek focuses on Multi-asset trading, a single strategy to manage risk, profit, and the code or the actual decision -making across multi-asset classes. Her skills set is top notch.

[HugoRochaSilva]

Hi Joe, thank you again for this amazing video, can you tell what other alternative we have for JEPI since in Europe due to regulatory constrains we can invest in this asset? Thanks you.

[IbadassI]

Can you find any that aren't BDCs? Out of principle I don't buy money lenders. Especially if a downturn causes many defaults. It would be interesting if there are any.

[rickertcoles]

"The best time to get into the market was 5 years ago. The 2nd best time is now." -marylin monroe

[andrewfoster]

Hey Joseph, any thoughts on QQQI and SPYI?

[DMayo]

Can you make a video about abr? I keep buying shares just wonder your thoughts

[jerrycampbell-utyf]

My dividend journey began when I realized that two particular expenses in my budget were always going to go up and never go down. The two expenses were taxes and insurance. I realized that the dramatic rise in both will need some added income. So, I started buying shares paying dividends. I can now see that this will be the path I need to take to make sure those two expenses will not overtake my future income.

[blackmagick]

What if you made your own dividend stock by adding yieldmax to things?

If you wanted Tesla with a 5% dividend.

Tesla 100s = 19, 500$
TSLY 130s = 2080$ (9.6% of account)
TSLY dividend at 130 shares = 977$ roughly 5% of your Tesla holdings.

Because TSLY is unpredictable you may have to rebalance to keep it around 5% any. You could do this for the other yieldmax and their counterpart stocks

[adeyinkaadejumo]

Any Shariah-compliant ETFs or Index Funds?

[davidabedrabo]

What’s the best vehicle for incorporating JEPI? Brokerage acct, trad Ira, Roth IRA, something different?

[JamesBullock-flly]

I like svol. Not too much growth though

[donglong]

It would be nice to have a one page/slide comparing the 5 stocks talked about.