Traditional asset allocation has long served as the main way investors manage risk. They spread money across stocks, bonds, and other assets and count on historical correlations to provide diversification. Yet in today’s highly concentrated market, this approach by itself is often not enough. Modern Portfolio Theory tells us that broad diversification reduces unsystematic (idiosyncratic)…
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, and the same 12-month outcome period. They are…
Markets are stumbling through a correction—and it might get uglier. BufferLabs’ research subscriptions launch Tuesday, April 8, 2025, at Bufferlabsetfs.com, arming you with tools to conquer buffered ETF portfolios. First 100 subscribers snag 50% off their first year—and advisors, you can claim a free 1:1 holdings review now, before you sign up. Let’s tame the…
