Recession-Resistant HIGH Dividend INCOME Bond ETF: JPST

by | Sep 2, 2023 | Recession News | 23 comments




One of the most important questions I’ve been asked is what are the best investments to protect your portfolio.

You see strong risk mitigation is the number one factor in a portfolios longevity and sustainability.
And longevity is crucial especially for retirees who plan on living off their portfolios earnings.

Now there are many ways someone can improve their portfolios ability to tolerate downside risk. for example, you have bonds, dividend stocks or ETFs, or high income investments like covered call ETFs.

Overall, These investments are tools you can use to help preserve your Capital or safeguard your invested money from significant losses.

But how do you choose the best ones?

You see during specific economic conditions, certain investments are favoured over others.

But overall, a portfolio of bonds and equities carry their own disadvantages. Especially when you look at bonds.

Bonds Lack Diversity: Investing in individual bonds limits your ability to achieve broad diversification.
It’s difficult to diversify in every single type, especially if you have a limited investment amount.
And Bonds sometimes have minimum investment requirements, making it even more complex.

But most importantly, bonds have Limited Liquidity:
When investing in Individual bonds, depending on the maturity date, your money is locked away for that period of time.
Trying to Sell the bonds in a secondary market could be very challenging. You could be hit with high transaction costs and large spreads, potentially losing alot of money.

So is there an alternative investment to BONDS, one that embraces all the benefits, but is able to avoid all the drawbacks.

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HIGH Dividend INCOME Bond ETF – Recession PROOF (JPST)

In times of economic uncertainty, investors often search for investment options that can weather the storm. One such option gaining popularity is the HIGH Dividend INCOME Bond ETF. One prominent example is JPST – a fund that offers stability and attractive dividends even in times of recession.

JPST, which stands for JPMorgan Ultra-Short Income ETF, is an actively managed fund that focuses on providing investors with high dividend income while minimizing interest rate risk. It achieves this by investing in a diversified portfolio of short-term, investment-grade fixed income securities.

Why is JPST deemed “Recession-Proof” by many investors? Firstly, the fund primarily invests in U.S. dollar-denominated investment-grade debt securities, which are issued by both domestic and foreign governments, agencies, and corporations. These issuers tend to have stronger balance sheets, making their bonds more resistant to economic downturns.

Furthermore, the fund’s portfolio consists mainly of short-term bonds with maturities of one year or less. This approach allows JPST to minimize interest rate risk since short-term bonds are less affected by changes in interest rates compared to longer-term bonds. In times of recession or economic instability, central banks often implement measures to stimulate the economy by cutting interest rates. JPST’s portfolio largely shields investors from the negative impact of such rate cuts, making it a reliable option during turbulent times.

See also  What You Need to Know About the End of the Recession

The high dividend income attribute is another significant factor that draws investors to JPST. The fund aims to distribute monthly dividends to its shareholders. By investing in a diversified portfolio of bonds that generate interest income, JPST can consistently pay out attractive dividends. These dividends can be reinvested or serve as a reliable income stream for investors.

Another advantage of investing in JPST is its low expense ratio. The fund’s expenses are relatively low compared to other actively managed bond funds, making it a cost-effective option for investors looking to maximize their returns.

It’s worth noting that while investing in JPST can provide stability and attractive dividends, it is not completely immune to market fluctuations. Bond prices can still be affected by economic conditions, credit risk, or changes in interest rates, albeit to a lesser extent than funds with longer-term or riskier bonds.

As always, it is essential for investors to thoroughly research and understand any investment they consider. Consulting with a financial advisor or investment professional can also provide additional insights into whether JPST aligns with an individual’s investment goals and risk tolerance.

In summary, the HIGH Dividend INCOME Bond ETF – JPST – offers investors an attractive option during times of economic uncertainty. With its focus on stable, short-term bonds, attractive dividend income, and relatively low expense ratio, it has the potential to withstand recessions and provide investors with a reliable source of income.

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23 Comments

  1. SC Enterprises

    I watch to the end all the time just for the………BYEEEEEE.

  2. free_at_last

    Please change your reaction face. I understand that surprised girl face paired up with multiple colors, circles, and numbers helps with the clickbait factor, but it makes it difficult to tell your videos apart.

  3. JoinJen

    The time to buy bonds are: (1) low cost and ( 2) high interest. I would RUN from this YT Creator.

  4. Andres C

    Viktoriya <3

  5. A Lowe

    Acorns is paying 6%

  6. Slay Bae

    @Viktoriya Media OH COME ON! Nothing is recession proof. Click bait title again.

  7. sss1st

    Please do a review of FHYQX, Thank you have a great day.

  8. Joe Meyer

    310% vs Spy 609%, you give consistently horrible recommendations

  9. Lloyd Banks

    I've been holding BLV in my Roth for some time, is it worth switching to capture current rates?

  10. Early Retirement

    You should look at BOXX, which targets 1-3 month Treasury returns using a box spread strategy. It doesn't distribute the gains from the box spread strategy, simply reinvesting the gains so that the NAV continually increases at the current interest rate. The effect is if you hold >1 year you're tax at the long-term capital gain rate instead of ordinary income rate.

  11. Lucas

    Hit 200k today, big thank you for all the knowledge and nuggets you had thrown my way over the last months. I started with 14k in June 2022.

  12. Greg

    I get 5.16% yield on my Fidelity money market fund. If rates fall you want to be in longer duration bonds/ETFs.

  13. David Petik

    Why would I use this instead of a high yield savings account?

  14. Jeff Wright

    After listening to your poor research on SPYI I have a difficult time trusting you. If you are going to give advice you owe it to your followers to go a little deeper into who the managers are, where are they located, how many employees do they have, do the dividends come from profits or payback of equity, and so on.

  15. Todd Starbuck

    The recession started just after Brandon took office.

  16. Arthur paul

    Money is not meant to control people, rather it is meant to be put to work producing more money for you. You cannot build wealth without putting money in its rightful place.

  17. Katherine Anderson

    I began investing at the age of 33, primarily utilizing my hard work and dedication. Now at the age of 38, I am delighted to share that my passive income exceeded $100k for the first time in a single month. This advice is truly valuable, so don't hesitate to take action. Remember, it's not about achieving wealth quickly, but rather about building wealth consistently and persistently.

  18. Cruz Franco

    Hey Viktoriya, can you do a video on VCLT. I think its a good option for people who want to invest bonds.

  19. Steve Gajewski

    JPST year to date -7% and yield 7.24% – great investment ?

  20. M. Deering

    This could be a good fund to park the cash I use to dollar-cost-average my IRA

  21. Jon Bradford

    I subscribed and gave a like. Good luck with your channel.

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