The downside-protected portfolio is constructed with ETFs which use options strategies that provide a high level of protection against downside losses (in USD) and correspondingly caps the upside potential. The est. max loss and current upside cap figures are calculated using the weighted average of the options’ downside loss and upside cap levels embedded within the constituent ETFs.These figures are calculated net of the constituent ETFs’ fees but prevailing Syfe management fees apply.
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How are my estimated max loss and current upside cap levels determined?
The downside-protected portfolio is constructed with ETFs which use options strategies that provide a high level of protection against downside losses (in USD) and correspondingly caps the upside potential. The est. max loss and current upside cap figures are calculated using the weighted average of the options’ downside loss and upside cap levels embedded within the constituent ETFs.These figures are calculated net of the constituent ETFs’ fees but prevailing Syfe management fees apply.