THE JOURNAL
All articles
30 articles
IDVO: Buying Companies Outside America in Dollars
Calculate cash income at different investment sizes and the capital needed for a monthly income target. Understand international dividend ADRs, options, and multiple layers of currency exposure.
ETF · International dividendsJEPI: Monthly Income and the Limits of Lower Volatility
Calculate cash income at different investment sizes and the capital needed for a monthly income target. Separate the economics of US stocks and equity-linked notes from bank interest.
ETF · Equity-linked notesJEPQ: Sharing Nasdaq Growth with Current Income
Calculate cash income at different investment sizes and the capital needed for a monthly income target. Read growth-stock exposure, ELN income, and the differences from JEPI.
ETF · Nasdaq incomeGPIX: Adjusting the Option Overlay on US Large-Cap Stocks
Calculate cash income at different investment sizes and the capital needed for a monthly income target. Understand the current name, fee waiver, and an adjustable option overlay.
ETF · S&P 500 incomeGPIQ: How Much Nasdaq Exposure Should Be Covered?
Calculate cash income at different investment sizes and the capital needed for a monthly income target. Examine Nasdaq concentration, a dynamic option strategy, and net versus gross expenses.
ETF · Nasdaq incomeSPYI: What to Read Before the Distribution Rate
Calculate cash income at different investment sizes and the capital needed for a monthly income target. Explore SPX options, distribution composition, and the limits of US tax descriptions.
ETF · Index optionsQQQI: The Questions Beside a 14% Distribution Rate
Calculate cash income at different investment sizes and the capital needed for a monthly income target. Distinguish NDX options, distribution rates, SEC yield, and total return.
ETF · Index optionsRISE 200 Weekly Covered Call: Why Sell Options Each Week?
Calculate cash income at different investment sizes and the capital needed for a monthly income target. Understand at-the-money options, KOSPI 200 exposure, and limited upside in 475720.
ETF · Korean covered callsPLUS High Dividend Weekly Fixed Covered Call: What Is Fixed?
Calculate cash income at different investment sizes and the capital needed for a monthly income target. Read the 30% option structure, underlying mismatch, and the meaning of distribution targets.
ETF · Korean covered calls