今天華爾街日報報道ETF

Your Fancy, New ETF might be a little too fancy.
說是去年有美國的ETF有$1T in flow。

摘取其中一段話來評價JEPI和JEPQ
“Or take the JPMorgan Equity Premium Income ETF, or JEPI, and its Nasdaq-focused sibling, JEPQ: They received $5 billion and $11 billion in net inflows in 2024, respectively, putting them on par with the top U.S. equity ETFs. While their options-based strategies reduce volatility from owning stocks, they also cap the upside, are easy to front-run, are tax inefficient and don’t shield against big selloffs. Arguably, they are products that almost nobody needs.”

所有跟帖： 

• 重點在最後一句話。 -散發弄扁舟- ♂ (0 bytes) () 01/07/2025 postreply 15:34:00

• 什麽意思？ -Tianyazi- ♂ (0 bytes) () 01/07/2025 postreply 15:37:32

• 就是破唱片再放一遍！任何基金用期權來增加盈利和擴大虧損的，都是耍流氓！ -hhtt- ♂ (0 bytes) () 01/07/2025 postreply 15:48:00

• 原文很長，大體意思就是一些新出現的ETF，optioned based, 2024年表現很差。還不如直接買大盤equity ET -散發弄扁舟- ♂ (0 bytes) () 01/07/2025 postreply 15:50:00

• 就是直接買大盤ETF, performance大大超過這些新的ETF -散發弄扁舟- ♂ (0 bytes) () 01/07/2025 postreply 15:53:00

• Arguably, they are products that almost nobody needs. - 這個有點 -llarry- ♂ (158 bytes) () 01/07/2025 postreply 16:19:04

• 買ETF，高點賣遠的call spread, 可能效果更好 -start2020- ♀ (0 bytes) () 01/07/2025 postreply 17:32:47

• 這些option based ETF Dividend 就有7%左右 --隔三岔五來逛逛-- ♀ (202 bytes) () 01/07/2025 postreply 20:27:37