今天华尔街日报报道ETF

Your Fancy, New ETF might be a little too fancy.
说是去年有美国的ETF有$1T in flow。

摘取其中一段话来评价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： 

• 重点在最后一句话。 -散发弄扁舟- ♂ (0 bytes) () 01/07/2025 postreply 15:34:00

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

• 就是破唱片再放一遍！任何基金用期权来增加盈利和扩大亏损的，都是耍流氓！ -hhtt- ♂ (0 bytes) () 01/07/2025 postreply 15:48:00

• 原文很长，大体意思就是一些新出现的ETF，optioned based, 2024年表现很差。还不如直接买大盘equity ET -散发弄扁舟- ♂ (0 bytes) () 01/07/2025 postreply 15:50:00

• 就是直接买大盘ETF, performance大大超过这些新的ETF -散发弄扁舟- ♂ (0 bytes) () 01/07/2025 postreply 15:53:00

• 买ETF，高点卖远的call spread, 可能效果更好 -start2020- ♀ (0 bytes) () 01/07/2025 postreply 17:32:47

• 这些option based ETF Dividend 就有7%左右 --隔三岔五来逛逛-- ♀ (202 bytes) () 01/07/2025 postreply 20:27:37