Investors often focus on returns while overlooking the risks that can permanently impair them. Here are four core investor risks—and why understanding how they interact is essential to long-term investing.
Traditional buffered ETF payoff diagrams show what investors can expect at the end of an outcome period, but they reveal much less about how these products behave along the way. Erik Ogard examines mark-to-market pricing, remaining option value and forward scenario analysis to provide a more complete picture of buffered ETF behavior.
As concentration in the S&P 500 grows, traditional asset allocation may no longer provide sufficient diversification. OCMR examines concentration risk, equal-weight indexing, and explicit ETF strategies investors can use to strengthen portfolio risk management.
Understanding how buffered ETFs behave across changing market conditions is at the heart of OCMR’s research. Volume 1.2 explores the questions that led to BufferLABS’ research tools, models, indexes, and data-driven approach to buffered ETF analysis.
How unusual are today’s stock market returns? OCMR compares the S&P 500’s recent performance with more than 75 years of market history, examining returns, volatility, valuations, and the potential for mean reversion.
