Revisiting the Principles of Risk and Risk Management in the Context of Modern Portfolio Theory Asset Allocation Alone May Not Be Enough: The Growing Idiosyncratic Risk in Today’s S&P 500 Index Traditional asset allocation has long served as the main way investors manage risk. They spread money across stocks, bonds, and other assets and count…
Why Buffered ETFs Require Ongoing Analysis and Monitoring Even “identical” buffered ETFs can deliver dramatically different results due to nothing more than the luck of their reset dates. FJUL and FAUG are two adjacent monthly slices within the popular First Trust BUFR laddered ETF. Both offer the same 10% buffer width, the same cap methodology,…
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