Home › Compare › ALGRX vs JEPQ
ALGRX yields 8.65% · JEPQ yields 11.10%● Live data
📍 JEPQ pulled ahead of the other in Year 1
Combined, ALGRX + JEPQ cover 0 of 12 months — good coverage
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What's the optimal mix of ALGRX + JEPQ for your $10,000?
The investment seeks long-term capital appreciation. The advisor intends to invest a substantial portion of its assets in a small number of issuers, and may focus its portfolio in fewer business sectors or industries. Generally, the fund will own approximately 50 holdings. Fund holdings may occasionally exceed this number for a variety of reasons. The fund may engage in active trading of portfolio securities.
Full ALGRX Calculator →The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.