Eric Wallerstein
speaker
106 appearances
2 recordings
1 series
first heard Sep 2022
last heard Nov 2022
Eric Wallerstein’s voice in public audio — every appearance, attributed to the second.
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Appearances
A really big reason these funds have gained so much popularity is, you know, there's been a huge market route.
We had a bear market in the first half of the year, and there really hasn't been much protection.
Even in bonds, for instance, they fell almost as much as stocks earlier in the year.
So investors have really been looking for other means of protecting their portfolios during a market decline.
This is one of those avenues.
One of the types of investors who have really found these products attractive and put a lot of money into them is the nearing retirement or in retirement group of people.
One of the best features of these products is that you know exactly what you're going to get.
I know I can only lose X amount and I know what I can gain up to.
So investors who are looking for a little less risk but still want to be in the stock market have really enjoyed these products.
One of the reasons these funds have seen so many inflows is because they meet their specific goals.
When the market dropped in the first half of the year, over 20%, these funds buffered against at least 10 to 15% of that.
So both JP Morgan and the buffer ETFs were only down roughly 9%.
So they do their job.
When the market goes up, it'll obviously be to a lesser degree, but they've definitely protected investors so far this year.
Like any other investment, there are some things to be wary of or at least to be aware of.
So one of the facets of these defined outcome products is you need to enter the strategies at the appropriate time.
And then you can expect a certain return in the future.
JP Morgan strategies have a roughly three-month defined time frame where you should enter that strategy at the beginning of the month, and then you know what to expect for the next three months.
So you just have to be more diligent with how you're trading or holding these products.
Yeah, so the fees can definitely be a little hefty, especially for investors used to more traditional products like the S&P 500 ETF.
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