You are a conservative or moderate-risk investor.
You are not interested in speculating in the stock market. You are looking for stable growth with reduced volatility and decreased risk of loss. With a built-in buffer against losses, Buffer ETFs should appeal to you if you do not want full downside risk exposure in the stock market.
You are a defensive-minded investor.
Regardless of your age, you are a defensive-minded investor more concerned about not losing money than hitting a home run. You would rather have a predetermined level of downside protection, and give up some upside potential, than have full downside exposure with no protection against losses.
You are a pre-retiree or retiree wanting to take reduced risk, but still participate in the upside of the stock market.
If you are nearing retirement or already retired, you may still want to participate in the upside of the stock market, to a cap, but with a level of downside protection.
You are worried about a market correction or bear market and want protection in your portfolio.
If you are concerned about a correction or bear market, Buffer ETFs typically provide protection against the first loss of 9%, 10%, 12%, 15% or 20%, to help preserve wealth in a declining market. You can choose your desired level of protection.
You are wary of investing at high stock market valuations.
If you are worried about full downside loss exposure to stocks when valuations are high, but you still want to participate in the upside of the stock market, to a cap, you may find the potential outcome parameters offered by Buffer ETFs very attractive.
You are sitting on cash and want to get back into the stock market.
If you have cash that you’d like to put to work in the stock market, Buffer ETFs can help ease your portfolio back into the market, without full downside exposure to losses. Buffer ETFs can make allocating money in the stock market more comfortable for investors.
You would like an alternative to bonds with the potential for higher returns.
Buffer ETFs can be used as a bond portfolio complement for investors who would like the potential for higher total returns.
You may own annuities or structured notes, but prefer the liquidity offered by Buffer ETFs.
If you currently own annuities or structured notes that offer defined outcome strategies, you may prefer the liquidity provided by Buffer ETFs.
