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

To: garygr who wrote (21518)	10/21/2025 2:43:14 PM
From: garygr	Respond to of 21937

In the example below, let's say the time period is one year-9/2/2025--10/21/2026 The numbers are the same as the example below My question is after holding the ETF for a year, am I getting a return of only 1.17% or 4.13%???????????

To: garygr who wrote (21518)	10/21/2025 3:08:15 PM
From: jritz0	1 Recommendation Recommended By Markbn Read Replies (2) \| Respond to of 21937

RE: CPST The S&P500 would need to return 5.28% and your return would be 4.68% due to the .69% fee. I can tell by the graph that you are on the correct page but the easiest way to see if they are are worth buying is when the dotted line and solid line are equal/near equal like at the beginning of the month. I own some CPST when I bought Sep 8th at 26.62 which gave me 5.55% and 98.99% downside net. Personally, I would wait to buy the Nov fund as close to the first of the month as possible. CPSN Below is the graph where you can see when it was a good time to buy. I like that it is interactive and show you the rate and protection on that date.