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Strategies & Market Trends : Young and Older Folk Portfolio

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To: garygr who wrote (22197)	11/13/2025 12:47:47 PM
From: jritz0	Read Replies (1) of 24060

RE: Let's say the weighted average falls below 40% and stays there for a year before recovering and going back over 40%. Do you sustain any principal loss on your investment if you don't sell your shares in the ETF?? You may want to put the Calamos people on speed dial. I'm not sure if the Weighted MTM would give that info. The individual notes that don't mature while they are below the barrier and return above the -40% will begin to pay the dividend again and you would get the full principle when they reach their 5 year end of life if they stay above it.

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