COLI yields 19.86% · JEPI yields 8.40%● Live data
📍 COLI pulled ahead of the other in Year 1
Combined, COLI + JEPI cover 0 of 12 months — good coverage
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Colicity Inc. does not have significant operations. It focuses on effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company intends to focus its search on identifying a prospective target business in the technology, media, and telecommunications industries in the United States and other developed countries. Colicity Inc. was incorporated in 2020 and is based in Kirkland, Washington.
Full COLI Calculator →The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
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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.