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PJUL Caps Your S&P 500 Gains at 11% While Protecting Against 40% Crashes: The Math for Retirees
A 68-year-old retiree with $400,000 in equities heading into 2026 has a real problem: SPY ran up 27% in the past year, but the VIX still spiked to almost 31 in late March, and the University of Michigan consumer sentiment sits at 53.3, deep in pessimistic territory.
247wallst | 3 months ago
PJUL: Is This Buffer Fund Right For You?
Buffer ETFs offer downside protection up to 10-15% but cap gains at 10-15%, making them suitable for short-term, risk-averse investors. Long-term investors should avoid buffer funds, as they reduce wealth accumulation. PJUL, a buffer ETF, has shown reduced returns but significantly lower risk and quicker recovery from drawdowns compared to the S&P 500.
Seekingalpha | 1 year ago
