Buffered ETFs
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More retirement investors opting for 'good enough' stock portfolio strategy to protect their market money
CNBC· 2025-10-31 12:30
Retirees and investors near retirement are in a tough spot. They need growth from their stock market portfolio to fight inflation and rising health care costs, but another major market drop could leave stocks in a "lost period" which they don't have the time to wait out. As a general rule in the current investment era, many financial firms tell recent retirees to keep more than half of their portfolio in stocks and then dial it down as they get older. Once upon a time, a 65 year-old with 50% in stocks would ...
Buffered ETFs is just the first wave, says TrueShares ETFs CEO
CNBC Television· 2025-10-28 13:46
TrueShares ETFs was the first to launch a suite of uncapped buffered ETFs. CEO Mike Loukas says there has been a meteoric climb in demand for buffer ETFs in the last few years since then. He tells CNBC’s Dominic Chu it’s likely the first wave of structured products is likely “jumping the fence” into the ETF wrapper. BondBloxx ETFs co-founder Tony Kelly also joins the conversation. ...
Worldwide Exchange: ETF Flows Week of July 7
CNBC Television· 2025-07-11 14:01
ETF Market Trends - ETF market is on track for over $1 trillion in net inflows year to date, indicating strong investor confidence despite market volatility [1][2] - Uncertainty in the market drives advisors and investors to ETFs due to their structure [2] - Defined outcome ETFs, also known as buffered ETFs, mitigate risk by limiting both downside and upside [3] - Defined outcome ETF launches represent 15% of total launches this year, despite accounting for only about 0.5% of total assets [4] Defined Outcome ETFs and Investment Strategy - Defined outcome ETFs allow advisors to know potential outcomes before investing [5] - 90% of surveyed advisors believe the market won't return more than 10% over the next 12 months, leading them to seek hedged investment strategies [6] - Dual directional ETFs allow investors to profit in both positive and negative markets, tracking S&P 500 performance up to 8.7% in positive markets and inversely up to 15% in negative markets [8][9] - Innovator ETFs utilizes options to provide certainty in defined outcome ETFs, including dual direction ETFs [11] - Defined outcome ETFs are "set it and forget it" strategies with options set for a one-year outcome period, ensuring a defined outcome in any market condition [13]