07-21-2021, 03:58 PM
(07-21-2021, 02:17 PM)fenders53 Wrote: I tried to dig in on JEPI but the top five holdings are vague and the next five have low dividends. What is the fund leveraging to get the very high yield?
Don't base it off the top 5 holdings because it holds funds and ETFS. Within their top 10 you have ACN, COST, INTU, ABBV, MSFT, LLY, PEP, TGT, UPS and PPG
But look at all their holdings and you will get a good idea of all the great companies this ETF holds.
They also hold NEE, MA, DE, JNJ, BMY, HON, KMB, LOW in top 25. I think it's about 95 holdings in all.
UNH, HSY, V, PG, MDLZ and XEL as well just to name a few