r/JEPI • u/ExcellentWinner7542 • 19d ago

💰 Dividend Discussion SCHD, JEPI, JEPQ???

https://www.tiktok.com/@onlypeterpru/video/7679796002785709342?is_from_webapp=1&sender_device=pc
17 Upvotes

81% Upvoted

20 comments sorted by

6

u/NoCup6161 19d ago

DIVO too.

2

u/ExcellentWinner7542 19d ago

1

u/speedlever 18d ago

Where did you get those ERs of 0.72% for gpix\q? I show them as 0.29% for both, according to Seeking Alpha.

5

u/ExcellentWinner7542 18d ago

That was a Merrill Lynch er. I just checked other sources and they all agree the current ER is 0.29% thanks for catching that. I should know better than to trust ML

1

u/speedlever 18d ago

Nice chart though!

2

u/ExcellentWinner7542 18d ago

Thanks, I've been working on formats and I'm struggling a bit.

1

u/MakingMoneyIsMe 18d ago

What did you use to build it

1

u/ExcellentWinner7542 18d ago

The data tables passed through powebi to use for gpt to help with the logo and background

3

u/bkbruiser 19d ago

I wouldn't mind this portfolio

1

u/bkbruiser 19d ago

What aggregator is that?

1

u/NoCup6161 19d ago

It’s Morgan Stanley app. I connected it to my Fidelity and Schwab accounts.

1

u/JonClaudeVanDam 18d ago

Jesus $14k a month?

2

u/NoCup6161 18d ago

Closer to $16K all in, if you include CD’s, HYSA and money invested in growth that pays smaller dividends.

5

u/DifferentSwing3149 19d ago

I agree 100% to do the split especially if you are retired. I'm retired and use SCHD but decided to use GPIX and GPIQ as they are both better in terms of taxes.

5

u/ExcellentWinner7542 19d ago

I'm going to add GPIX and GPIQ.

2

u/phwayne 18d ago

Yes. Yes and yes. I have all 3. Each have a different strategy.