Buffered ETFs Special Episode: Q&A #2439

September 28, 2024

Buffered ETFs Special Episode: Q&A #2439

Jim and Chris welcome back special guest Matthew Kaufman, from Calamos Investments, to answer a series of listener questions on buffered/principle protected ETFs …

(13:00) Georgette wants to know how an ETF and those invested in it are affected if the managing firm goes bankrupt.

(22:00) A listener wonders how to assess an appropriate risk /reward with all of the variables involved with buffered ETFs and if there are any tools or approaches available to help.

(37:15) The guys offer a listener some clarity on downside protection.

(50:15) George asks about best- and worst-case scenarios with ETF caps.

(59:00) A listener queries if the guys consider ETFs as a substitute for bonds in her portfolio.

(1:13:30) George hopes there is a back test for the performance of ETFs over the last 25 years to compare it to the performance of the S&P Index.

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