I Ran a Full JEPQ Backtest — The Result Surprised Me скачать в хорошем качестве

I Ran a Full JEPQ Backtest — The Result Surprised Me

✅ Get My Exclusive Google Sheets Finance Trackers → https://buymeacoffee.com/simplymoney I ran a full backtest on JEPQ so you don’t have to — and the results surprised me. In this video, we break down how JEPQ actually performs against the broader market, looking beyond just the income headline and focusing on what really matters: total return, income consistency, and long-term outcomes. We’ll walk through: How JEPQ performs in different market environments The role income plays vs price movement What the data says about holding JEPQ long term Why total return matters more than yield alone What this means for income investors and retirees This is a data-driven analysis, not hype. No opinions — just numbers. If you’re building an income portfolio or considering JEPQ as part of your strategy, this breakdown will help you decide whether it actually earns a spot. 👇 Drop your thoughts in the comments — income, growth, or both? 👍 Like the video if you found the data helpful 🔔 Subscribe for weekly income ETF breakdowns, backtests, and portfolio strategy ——————————————————————————— -- TIMESTAMPS -- 00:00 Yield vs Reality 00:46 What We’re Testing 01:36 All-In Portfolio Setup 02:44 JEPQ Price History 04:30 Recovery After 2022 06:02 Distribution Trends 07:38 Full DRIP Results 09:28 50% DRIP Strategy 11:22 No DRIP Scenario 13:20 Portfolio Value Over Time 15:05 Total Return Breakdown 17:10 Custom DRIP Strategy 18:45 Final Takeaways ——————————————————————————— Welcome to Simply Money — Your trusted guide to financial freedom. We share expert strategies, smart investing tips, and powerful money management tools to help you build wealth, eliminate debt, and create lasting financial security. From budgeting basics to advanced investing strategies, Simply Money gives you the knowledge and confidence to take control of your financial future. Simplify your finances with easy-to-use tools for budgeting, investing, and dividend tracking. 🎁 Claim Your FREE Simply Money Mall Member Key → https://www.goalry.com/SimplyMoney Shop, compare, and unlock exclusive financial tools designed to save you time and money. 📌 Subscribe today →    / @investingtheeasyway   Join thousands learning how to build wealth, retire smarter, and reach financial independence. What you’ll learn on Simply Money: How to budget and save smarter Passive income & dividend investing Retirement planning strategies Debt payoff methods that actually work Real estate & alternative investments Financial independence and early retirement (FIRE) 🚀 Start your journey to financial freedom today. Every video is packed with real strategies, proven insights, and practical tools to help you succeed. ——————————————————————————— 📚 Top Recommended Finance Books Psychology of Money: https://amzn.to/3qRbaOd Richest Man in Babylon: https://amzn.to/3PmFGJ9 Total Money Makeover: https://amzn.to/3syl4Vc Simple Path to Wealth: https://amzn.to/3syl4Vc Atomic Habits: https://amzn.to/3Z1wFs0 The Intelligent Investor: https://amzn.to/3qZXqAK ——————————————————————————— 🔗 Connect with Simply Money Facebook: https://www.facebook.com/profile.php?... Pinterest:   / investingtheeasyway   X:   / simplymoneyken   Instagram:   / investing_the_easy_way   📖 Read on Medium:   / subscribe   📸 Get inspired on Instagram:   / simplymoneychannel   ✉️ Sponsorships / Promotions / Inquiries: investingtheeasyway@gmail.com ——————————————————————————— #SimplyMoney #JEPQ #IncomeInvesting #CoveredCallETF #DividendInvesting #ETFBacktest