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Strategies & Market Trends : Young and Older Folk Portfolio

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apatel1

To: garygr who wrote (22180)	11/13/2025 7:44:20 AM
From: jritz0	1 Recommendation Read Replies (1) of 23971

You are not taking into consideration that each note has its own 40% barrier so when the new notes come out weekly they have a different downside protection then the notes that were bought earlier. There will be 52 new notes written during that one year period and they will begin with a new 40% barrier. One thing I want to bring up is their index is not the SP500, it is a much more volatile index by design but Calamos lets you track every note written to see where they are currently in their barrier, they also show if they are being called and what rate they are paying. When rates drop I'm sure the individual new notes distribution will drop as well, but these notes are designed to pay 9-11% above risk free rates. I appreciate the questions and hopefully I helped you make your decision as to whether this fund is for you. Just remember what I said earlier; the risk is commensurate with the reward. Another simple way to look at CAIE is that you are the "put"(insurer) for JPM and are exposed to tail risk.

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