02/03/2025, 07:59 AM UTC
JEPQ：不再那么有吸引力JEPQ: No Longer That Attractive
1、作者将JEPQ评级下调至持有，因为其他纳斯达克100收入基金提供了更好的税收优势、更一致的分配和更强的总回报。2、与QQQI和GPIQ等基金不同，JEPQ的分配大多按普通收入纳税，这些基金通过税收损失收割提供更有效的税收回报。3、0DTE基金的出现提供了具有更高收益和更强纳斯达克100上涨捕捉能力的替代方案。1. The author downgrades JEPQ to a Hold due to better tax advantages, consistent distributions, and stronger total returns offered by other NASDAQ 100 income funds. 2. JEPQ's distributions are taxed as ordinary income, unlike funds like QQQI and GPIQ that use tax-loss harvesting for more tax-efficient returns. 3. The introduction of 0DTE funds has provided alternatives with higher yields and stronger upside capture in the NASDAQ 100.---
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