Home Deep Analysis CCOR Vs. JEPI: Trading Income And Some Return For Much Less Risk

CCOR Vs. JEPI: Trading Income And Some Return For Much Less Risk

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CCOR Vs.  JEPI: Trading Income And Some Return For Much Less Risk


Andyd

(This article was co-produced with Hoya Capital Real Estate.)

Introduction

The JPMorgan Equity Premium Income ETF (NYSEARCA: YEP) is an exchange-traded fund (“ETF”) that is reviewed often by numerous Seeking Alpha contributors. Through its use of Equity-Linked-Notes, it provides investors withCambria Core Equity ETFSPDR S&P 500 ETF SPY

A smoother ride, especially if retired where recovery time is more limited. Gaining point #1 without giving up too much in return.

Chart
Data at YCharts

corealtfunds.com

corealtfunds.com: Core_Alternative-Brochure.pdf

Equities managed to provide competitive long-term growth with focus on flight to quality and improved financial characteristics (value/growth). Options managed to provide risk mitigation, stability, and to profit through volatility in times of uncertainty.

40-60% high-quality stocks selected via proprietary filter and research process. Sector weightings conscious of S&P 500 Index with goal of reducing beta and compounding growth over time. Focus on dividend-growth stocks to create competitive income and attractive long-term characteristics.

Options managed daily for risk migration and to profit during periods of increased volatility. Puts are actively adjusted to maintain minimum or 100% equity coverage. Repeatable and disciplined process keeps portfolio aligned within risk parameters.

Cambria Core Equity ETF

seekingalpha.com CCOR sectors

etfrc.com

ETFRC.com

Cambria ETF Trust

corealtfunds.com holdings

options

corealtfunds.com holdings

CCOR ticker

seekingalpha.com CCOR DVDs

CCOR ETF

seekingalpha.com CCOR scorecard

Chart
Data at YCharts

An equity-linked note, or ELN, is an investment product that combines a fixed-income investment with additional potential returns that are tied to the performance of equities. Equity-linked notes are designed to return the initial investment plus a variable interest linked to the equity return. Equity-linked notes protect investor capital while also getting the potential for an above-average return compared to regular bonds. In theory, the upside potential for returns in an equity-linked note is unlimited, whereas the downside risk is capped. Even in the worst-case scenario, most equity-linked notes offer full principal protection. There is a chance that the options will expire worthless, in which case the investor gets back the $1,000 initially put in. If, however, the options appreciate in value with the S&P 500, those returns are added to the $1,000 that will eventually be returned to the investor.

YEPI ticker

am.jpmorgan.com; compiled by Author

JEPI ETF

seekingalpha.com JEPI sectors

JPMorgan Equity Premium Income ETF

am.jpmorgan.com; compiled by Author

JPMorgan

am.jpmorgan.com 1Q report.

Equity Premium Income ETF

seekingalpha.com JEPI DVDs

equity income fund

seekingalpha.com JEPI scorecard

PortfolioVisualizer.com

PortfolioVisualizer.com

JEPIX ticker

PortfolioVisualizer.com

YEP

PortolioVisualizer.com

Amplify BlackSwan Growth & Treasury Core ETF (SWAN) John Hancock Seaport Long/Short Fund Class I (JSFDX) Merger Fund (MERFX) iShares Core Conservative Allocation ETF (AOK) Cambria Tail Risk ETF (TAIL) Invesco S&P 500 Low Volatility ETF (SPLV)

SPLV ticker

PortfolioVisualizer.com

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