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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: jritz0 who wrote (21141)10/11/2025 8:17:44 AM
From: garygr  Read Replies (1) | Respond to of 21890
 
" 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%."

OK--What if the S&P is up 15% next year. What is BALT % gain?