Investing 101

Investing 101

Simple Investing for the Long Haul

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Charts & Tables

There are 4 pages of charts & tables, all formatted in the same fashion. All pages should be updated by 8pm CST each day.

  • Longest time span is at the top of each page.
  • The color gradient is applied to the first chart on each page. These gradient colors are “sticky” — they stay consistent for each model across the shorter time spans. This makes changes in model rankings easy to spot in the shorter time span charts. The rotation during times of stress are very evident in the Intra Year charts.
  • The short-term charts and tables use the earliest date available for JEPQ and GPIQ.
  • The long-term charts and tables use the earliest date available for all stocks or ETFs included in the models.
  • All models begin with an initial value of $100,000. To gauge dividend performance, view the Total Return 1 year table’s dividend column on the Short Term page. Divide the dividend amount by 1,000 to get the model’s yield percentage. (yeah… you can do that in your head)
  • Using the 1 month, Intra Year Chart. The dividend column will correctly display 1 months dividends, showing the yield on 100k.

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