u/ChrisZ-1971

When will the Preferred and CEF screeners be modernized?

They look fundamentally different (and more antiquated) than the Stock and ETF screeners ...making it much more difficult for us income investors who are trying to find investment opportunities to find positions that meet our criteria. Is there a scheduled plan to update these tools to bring them up to date like the others?

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u/ChrisZ-1971 — 2 days ago

...and if my calculations are correct, they are slightly higher than their NEOS counterparts (QQQI and SPYI), and only half the NER. I know it is still super early for both of these funds, but they have the same leadership team as JEPI / JEPQ. And since I am still working, the tax benefits of ROC is attractive to me and since I plan to hold these forever and bequeath them to my children for the step up cost basis, I am not worried about the reduction of cost basis to zero. Thoughts from the community?

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u/ChrisZ-1971 — 12 days ago