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  1. L

    30-40k all in Disney stock what do I do?

    @stephknce How can they fully fund a $6500 into Roth this year with no income? Funding a Roth is based on certain minimum income levels.
  2. L

    I was given $200k, what should I do?

    @silverbutterflywings But wouldn’t it just be more effective to just own VOO and DRIP into that? I ran a back test re-investing the dividends of JEPI, SCHD and VOO, and VOO still came out on top. From what I can tell, it seems the only advantage of JEPI and SCHD is a lower beta, which is nice...
  3. L

    I was given $200k, what should I do?

    @silverbutterflywings What I don’t understand about the JEPI love is that although the yield looks attractive, the underlying stock is depreciating, over the last 2 years it has lost about 13% in value. Isn’t total return what should be optimized for, not dividend yield on a depreciating asset?
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