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Strategies & Market Trends : Young and Older Folk Portfolio
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To: garygr who wrote (21379)10/17/2025 11:19:49 AM
From: jritz0  Read Replies (2) of 22172
 
RE: If IWM goes up 7.76% in a year you still get the whole 7.76%
If SPY only goes up 6.17 in a year, you get 6.17%

Correct, but it depends on the timing of the purchase and your results may differ if you don't hold for the entire term. It's important to buy near the date when they are issued, once in the fund if you don't sell it will roll over for the next year.

They post the upside and downside daily on their site.
Here is the October SPY 100% buffered fund.
CPSO - Calamos S&P 500 Structured Alt Protection ETF – October | Calamos Investments
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