Bull Sessions (1/28/2025)

Groundhog Shopping After Burners! The 2024 contest approaches the finish line ... which doubles as the starter's blocks for Groundhog Challenge XIX (2025). We'll likely do some hunting for Hog-worthy candidates and check in on some model portfolios including the Utility Bill Auto-Pay Demo.

In this January 2025 Bull Session, Mark Robertson and Ken Kavula discuss investment strategies, portfolio performance, and an upcoming Groundhog Day investment contest. The session covered multiple topics including their utility-focused portfolio, the JP Morgan Equity Premium Income ETF (JEPI), and the nuances of investment club methodology. The presenters highlighted the fund's unique dividend strategy, showing how JEPI provides both consistent monthly income and potential capital appreciation.