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Strategies & Market Trends : Young and Older Folk Portfolio

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To: Jeansn6 who wrote (22199)	11/13/2025 2:14:35 PM
From: jritz0	Read Replies (2) of 24148

RE: Does this mean CAIE is more risky than S&P 500? Is this one of the prices to pay for high income? (Another that I can think of is that how matter how much higher S&P 500 goes up, you only get your principal back when the fund matures. Correct? This is fine since I shouldn't expect to have both high income and high total returns). It depends on how you define risk, SPY will draw down in a linear sense and you will feel the loss along the way. CAIE's risk is sort of like falling off a cliff once it starts hitting the barriers. CAIE has a higher day to day volatility than the SP500 but so do many funds or individual stocks. Look at CAIE's price chart it has climbed since inception, you will get the price of CAIE when you sell just like any ETF or stock, there is no termination date on CAIE only on the underlying notes. Regarding the coupon rates both are correct, the original coupon rate will depend on the rates at the time of the new notes creation, Calamos says it will be 10-11% higher than the risk free rates. Once the notes are issued the notes rates aren't subject to typical bond issues like interest rates or credit risks like typical bond funds.

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