FEPI: Ignoring This Fund And Its 25% Yield Was A Mistake
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FEPI is a fund that holds 15 tech stocks and sells options against them, offering a 25% yield and tax-efficient distributions. It is recommended for aggressive income investors despite its volatility and concentration risks.
December 18, 2024 | 12:45 pm
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FEPI is a fund that provides a 25% yield by holding tech stocks and selling options. It is recommended for aggressive income investors, but it comes with volatility and concentration risks.
The article highlights FEPI's high yield and tax-efficient distributions, making it attractive for aggressive income investors. However, it also notes the risks associated with its strategy, such as volatility and concentration. The recommendation to buy and allocate up to 10% of a portfolio suggests a positive short-term impact on its price.
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