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Strategies & Market Trends : Young and Older Folk Portfolio

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To: Smart_Asset who wrote (21131)	10/9/2025 12:03:28 PM
From: jritz0	2 Recommendations Recommended By peterad Smart_Asset Read Replies (1) of 21849

RE: Buffered ETFs There are different buffers and lengths of coverage. I currently own CPSO which is a 1 year , 100% buffered ETF that owns SPY. My downside on this fund is only the management fee of the fund. I also own a similar fund that uses the Russell 2000 index. The upside is capped, there is always a tradeoff between max returns vs downside protection. BALT is 20% buffered fund that reconstitutes quarterly. If the S&P falls 1-20% in that time frame, I lose nothing. If SPY falls further than 20% the fund will fall accordingly. Example; SPY falls 30%, BALT falls 10%. Below are a couple of fund sites that offer these type products. There are many other fund families that offer them. I think they will become much more popular. These funds could be great for people who are close to retirement and want to mitigate sequence of return risk. They fit my portfolio because my race has been run and I want to protect my downside while still participating in bull markets. I still have plenty of growth stocks and alternatives. Structured Protection ETFs \| Calamos Investments Innovator Defined Outcome ETFs: Product Table

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