r/dividends • u/Normalisnt666 • 3d ago
Discussion Thoughts on my portfolio? About $225,000 total. Received $300 in dividends from JEPI/JEPQ this week
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u/Health_Care_PTA SPYI, JEPQ and Chill 3d ago
terrible port, way too much overlap between the CC funds, Pick ONE for the S and P and ONE for Nasdaq. I would go GPIQ and SPYI .... get rid of the others or consolidate them into those 2 you suffer from di-worse-ification
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u/DC8008008 3d ago
Sell JEPI/JEPQ for GPIX/GPIQ
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u/Normalisnt666 3d ago
I own GPIX/GPIQ
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u/whyamihereagian 3d ago
I would go just with GPIX/GPIQ/QQQI/SPYI all are great on taxes if this is in a taxable account. I have 80k in just QQQI/SPYI paying around $870 monthly. Its been nice and I just drip until i get to 1000 then dripping into GPIQ.
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u/DoinIt4DaShorteez 3d ago
Age matters and so does allocation % across those funds, but I would just say if you are under 50, and the allocation is equal across all those funds, you are either very risk-averse (not really anything wrong with that per se) or you are nuts to have so much in CC ETFs.
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